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YOUSIF CAPITAL MANAGEMENT, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
YOUSIF CAPITAL MANAGEMENT, LLC
报告期 2026-03-31 · CIK 0001858789
持仓数
1,858
前50大市值合计
$3.83B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 3
增持 18
减持 125
清仓 4
方向
标的
Δ市值
现股数(环比)
减持
MSFT
Microsoft Corp
-$81.1M
797,361
-4%
减持
AMZN
Amazon.Com Inc
-$31.4M
1,041,942
-3%
减持
GOOGL
Alphabet Inc Cap Stock Cl A
-$29.4M
615,908
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
-4%
减持
NVDA
NVidia Corp
-$27.3M
2,477,414
-4%
减持
GOOG
Alphabet Inc Cap Stock Cl C
-$23.8M
497,407
-4%
减持
TSLA
Tesla Inc
-$19.3M
300,346
-4%
减持
AVGO
Broadcom Inc
-$17.3M
492,051
-4%
减持
—
Exxon Mobil Corp
+$17.1M
555,364
-6%
增持
SPY
State Street Spdr S&P 500 Etf
+$17.1M
73,260
+63%
减持
META
Meta Platforms Inc
-$12.4M
238,267
-3%
减持
LLY
Lilly Eli & Co
-$12.1M
73,943
-4%
减持
CVX
Chevron Corp
+$9.4M
272,041
-4%
减持
IBM
Intl Business Machines
-$9.0M
131,183
-6%
增持
VRT
Vertiv Holdings Co
+$8.5M
37,333
+627%
增持
EFA
Ishares Msci Eafe Etf
+$8.2M
193,282
+80%
减持
JPM
JPMorgan Chase & Co
-$8.1M
314,837
-5%
减持
ORCL
Oracle Corp
-$7.5M
186,424
-4%
减持
SPGI
S&P Global Inc
-$7.1M
47,284
-10%
减持
V
Visa Inc Cl A
-$6.8M
181,831
-4%
减持
HD
Home Depot Inc
-$6.8M
115,021
-3%
减持
UNH
Unitedhealth Group Inc
-$6.7M
91,042
-2%
减持
PLTR
Palantir Technologies Inc Cl A
-$6.5M
229,023
-4%
减持
BSX
Boston Scientific Corp
-$6.5M
198,030
-5%
减持
AMD
Advanced Micro Devices Inc
-$6.2M
174,214
-3%
减持
MU
Micron Technology Inc
-$6.1M
129,332
-5%
减持
AAPL
Apple Inc
-$5.8M
1,593,859
-4%
减持
ABT
Abbott Laboratories
-$5.6M
234,820
-4%
减持
—
Accenture Plc Ireland Class A
-$5.5M
70,909
-1%
减持
GE
General Electric Company
-$5.4M
119,146
-5%
减持
INDA
Ishares Msci India Etf
-$5.4M
654,716
-6%
减持
TMO
Thermo Fisher Scientific Inc
-$5.3M
36,411
-3%
减持
CIEN
Ciena Corp
-$5.3M
14,254
-68%
减持
COHR
Coherent Corp
-$5.3M
17,413
-64%
减持
BRK/B
Berkshire Hathaway Inc Cl B
-$5.2M
211,397
-4%
减持
GS
Goldman Sachs Group Inc
-$4.9M
35,271
-4%
减持
MA
Mastercard Inc Cl A
-$4.9M
86,646
-4%
减持
COP
Conocophillips
+$4.8M
145,517
-3%
减持
EWJ
Ishares Msci Jpn Etf New
-$4.8M
174,754
-25%
减持
IJR
Ishares Core S&P Scp Etf
-$4.8M
152,835
-19%
减持
APP
Applovin Corp Cl A
-$4.8M
26,533
-2%
减持
JNJ
Johnson & Johnson
+$4.6M
296,086
-5%
减持
VZ
Verizon Communications Inc
+$4.6M
535,596
-6%
减持
APH
Amphenol Corp Cl A
-$4.6M
138,706
-4%
减持
BAC
Bank America Corp
-$4.5M
791,565
-4%
减持
WFC
Wells Fargo Co
-$4.5M
377,612
-5%
减持
CRM
Salesforce Inc
-$4.4M
100,202
-5%
减持
—
Medtronic Plc
-$4.4M
260,550
-5%
减持
GEV
GE Vernova Inc
+$4.4M
28,128
-5%
减持
COF
Capital One Financial Corp
-$4.3M
74,442
-5%
减持
LOW
Lowes Cos Inc
-$4.2M
93,560
-5%
减持
BA
Boeing Co
-$4.2M
71,776
-4%
减持
T
AT&T Inc
+$4.2M
899,646
-4%
增持
EWY
Ishares Msci Sth Kor Etf
+$4.1M
250,534
+4%
减持
AXP
American Express Co
-$4.0M
59,861
-5%
减持
ADP
Automatic Data Processing Inc
-$3.9M
74,378
-0%
减持
INTU
Intuit
-$3.8M
30,116
-5%
减持
MS
Morgan Stanley
-$3.8M
141,081
-5%
减持
DIS
Disney Walt Co Disney
-$3.7M
195,858
-4%
减持
—
Linde PLC
+$3.6M
70,350
-3%
减持
QCOM
Qualcomm Inc
-$3.6M
122,003
-3%
减持
ECHO
Echostar Corporation
-$3.6M
13,179
-68%
减持
UBER
Uber Technologies Inc
-$3.5M
220,899
-4%
减持
ISRG
Intuitive Surgical Inc
-$3.4M
47,241
-1%
减持
BKNG
Booking Holdings Inc
-$3.3M
3,404
-3%
减持
MCHI
Ishares Msci China Etf
-$3.3M
251,794
-11%
减持
BX
Blackstone Inc
-$3.3M
76,676
-2%
减持
INTC
Intel Corp
-$3.3M
585,981
-2%
减持
DHR
Danaher Corporation
-$3.2M
64,157
-2%
清仓
—
Frontier Communications Parent
-$3.2M
0
-100%
减持
BLK
BlackRock Inc
-$3.1M
15,956
-4%
减持
LITE
Lumentum Holdings Inc
-$3.1M
6,804
-69%
减持
HOOD
Robinhood Mkts Inc Cl A
-$3.0M
76,986
-2%
减持
GLW
Corning Inc
+$2.9M
73,191
-5%
减持
SNDK
Sandisk Corp
+$2.7M
15,008
-1%
减持
ADBE
Adobe Inc
-$2.7M
43,866
-4%
减持
MPC
Marathon Petroleum Corp
+$2.7M
44,536
-5%
建仓
—
AstraZeneca PLC
+$2.6M
13,239
减持
CHRW
C H Robinson Worldwide Inc
-$2.6M
60,200
-16%
清仓
CADE
Cadence Bank
-$2.6M
0
-100%
增持
KTOS
Kratos Defense & Security
-$2.5M
46,429
+3%
减持
ELV
Elevance Health Inc
-$2.5M
32,123
-1%
减持
NOW
Servicenow Inc
-$2.5M
107,416
-2%
减持
EXPD
Expeditors Intl Wash Inc
-$2.5M
63,542
-13%
清仓
—
AstraZeneca PLC Sp ADR
-$2.5M
0
-100%
减持
FITB
Fifth Third Bancorp
-$2.4M
28,785
-61%
减持
MKC
Mccormick & Co Inc Non Vtg
-$2.4M
120,430
-4%
减持
NFLX
Netflix Inc
+$2.4M
439,958
-4%
增持
MDY
State Street Spdr S&P Midcap 4
+$2.4M
11,012
+58%
减持
EQIX
Equinix Inc Common Stock REIT
+$2.4M
13,656
-3%
增持
AHR
American Healthcare REIT Inc
+$2.4M
57,536
+706%
减持
SNPS
Synopsys Inc
-$2.4M
19,136
-2%
减持
VLO
Valero Energy Corp
+$2.3M
44,013
-5%
减持
LRCX
Lam Research Corp New
-$2.3M
135,065
-4%
增持
BDX
Becton Dickinson & Co
-$2.3M
60,802
+4%
减持
EWT
Ishares Msci Taiwan Etf
+$2.3M
625,832
-1%
减持
NOBL
ProShares S&P 500 Dividend Ari
-$2.3M
18,969
-52%
减持
EOG
Eog Resources Inc
+$2.2M
61,989
-3%
减持
CAH
Cardinal Health Inc
-$2.2M
79,438
-12%
减持
DASH
Doordash Inc Cl A
-$2.2M
36,383
-2%
减持
HL
Hecla Mng Co Com
-$2.2M
197,093
-5%
减持
ALB
Albemarle Corp
-$2.2M
64,821
-19%
减持
KKR
KKR & Co Inc
-$2.1M
61,916
-3%
减持
TDG
Transdigm Group Inc
-$2.1M
6,012
-4%
减持
NEE
Nextera Energy Inc
+$2.1M
317,958
-3%
建仓
AGX
Argan Inc Com
+$2.1M
3,788
减持
PSX
Phillips 66
+$2.0M
51,943
-3%
减持
EMR
Emerson Electric Co
-$2.0M
111,317
-2%
减持
CVS
CVS Health Corp
-$2.0M
195,588
-2%
减持
NEM
Newmont Corporation
-$2.0M
120,836
-4%
减持
—
Pentair Plc
-$1.9M
87,104
-5%
增持
OVV
Ovintiv Inc
+$1.9M
90,530
+4%
减持
CVNA
Carvana Co Cl A
-$1.9M
13,571
-2%
减持
NUE
Nucor Corp
-$1.9M
75,659
-10%
减持
SCHW
The Charles Schwab Corporation
-$1.9M
179,885
-3%
增持
TGT
Target Corp
+$1.9M
119,997
+3%
减持
OXY
Occidental Petroleum Corp
+$1.8M
83,300
-2%
减持
MRK
Merck & Co Inc
+$1.8M
245,330
-3%
增持
APD
Air Prods & Chems Inc
+$1.8M
49,808
+1%
减持
SHW
Sherwin Williams Co
-$1.8M
44,451
-4%
减持
GD
General Dynamics Corp
-$1.8M
43,509
-6%
减持
AXON
Axon Enterprise Inc
-$1.8M
8,173
-3%
减持
GPC
Genuine Parts Co
-$1.8M
65,055
-1%
增持
HUM
Humana Inc
-$1.7M
19,184
+1%
增持
KMI
Kinder Morgan Inc
+$1.7M
248,444
+5%
减持
SYK
Stryker Corp
-$1.7M
48,563
-1%
减持
—
Technipfmc Plc
+$1.7M
121,440
-5%
增持
CTAS
Cintas Corp
-$1.7M
80,757
+2%
增持
CSX
CSX Corp
+$1.7M
243,629
+4%
清仓
—
Piper Sandler Companies
-$1.7M
0
-100%
减持
PG
Procter & Gamble Co
-$1.7M
289,168
-2%
减持
CRWD
Crowdstrike Holdings Inc Cl A
-$1.7M
25,105
-3%
减持
NKE
Nike Inc Cl B
-$1.7M
136,527
-2%
减持
C
Citigroup Inc
-$1.7M
218,437
-7%
减持
URI
United Rentals Inc
-$1.6M
7,135
-4%
减持
MCO
Moodys Corp
-$1.6M
16,030
-3%
增持
ETR
Entergy Corp
+$1.6M
57,036
+12%
减持
DOW
Dow Inc
+$1.6M
105,339
-1%
减持
KLAC
Kla Corporation
-$1.6M
14,602
-6%
增持
PR
Permian Resources Corp Class A
+$1.6M
217,301
+1%
减持
RHHBY
Roche Hldg Ltd Sponsored Adr I
-$1.6M
52,832
-30%
减持
AVAV
Aerovironment Inc
-$1.5M
9,314
-5%
减持
RTX
Rtx Corp
-$1.5M
98,195
-6%
增持
SM
Sm Energy Co
+$1.5M
68,114
+100%
减持
APO
Apollo Global Mgmt Inc
-$1.5M
47,414
-3%
减持
PINS
Pinterest Inc Cl A
-$1.5M
175,040
-5%
减持
DELL
Dell Technologies Inc Cl C
+$1.5M
31,161
-4%
减持
SGI
Somnigroup International Inc
-$1.5M
63,129
-5%
减持
—
TE Connectivity PLC
-$1.5M
39,252
-5%
建仓
SARO
Standardaero Inc
+$1.5M
56,479
减持
AJG
Gallagher Arthur J & Co
-$1.4M
26,456
-6%
