13F 机构持仓

SJS Investment Consulting Inc.

SYLVANIA OH · SEC CIK 0001894302

2026Q22026Q1 更早 9 个季度 🔒
$8.19亿2026Q1 申报市值
2,473持仓数
73.5%前十大占比 · 第一大 43.8%
482 / 86新建仓 / 清仓
申报市值走势$9.19亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

DIMENSIONAL ET 43.8%
DFIC 8.5%
DUSB 4.6%
VCRB 4.1%
DFSD 2.7%
LLY 2.1%
AAPL 2.1%
VTIP 1.9%
AVUS 1.9%
AVEM 1.7%

2026Q1 买入最多 按季末市值估算

AVTM 新建仓+$964.87万
DUSB 加仓+$480.59万
DIMENSIONAL ETF 加仓+$466.34万
VCRB 加仓+$402.63万
AVUS 加仓+$343.21万

2026Q1 卖出最多 按季末市值估算

AAPL 减仓-$128.44万
GBTC 减仓-$93.03万
CAT 减仓-$69.85万
BTC 减仓-$69.41万
AMAT 减仓-$46.21万

2026Q1 持仓明细 点表头排序 · 每页 100 行

导出 CSV 🔒
代码名称市值 ▲占比股数变动股数变动估算买卖额操作
KARO KAROOOOO LTD $5490.00%11 222.2% $100 加仓
MMSI MERIT MED SYS INC $5520.00%8 4100.0% $276 加仓
GHM GRAHAM CORP $5530.00%7 -1-12.5% -$79 减仓
BKH BLACK HILLS CORP $5560.00%8 360.0% $208 加仓
SPSC SPS COMM INC $5570.00%10 7233.3% $390 加仓
BROS DUTCH BROS INC $5580.00%11 457.1% $203 加仓
DXPE DXP ENTERPRISES INC $5590.00%4 -1-20.0% -$140 减仓
— ESPEY MFG & ELECTRS CORP $5600.00%10 -1-9.1% -$56 减仓
GNW GENWORTH FINL INC $5610.00%69 -27-28.1% -$220 减仓
TFSL TFS FINL CORP $5620.00%40 22122.2% $309 加仓
INTA INTAPP INC $5660.00%22 315.8% $77 加仓
RNGR RANGER ENERGY SVCS INC $5660.00%33 310.0% $51 加仓
CLDT CHATHAM LODGING TR $5670.00%72 1628.6% $126 加仓
NSP INSPERITY INC $5680.00%21 -26-55.3% -$703 减仓
ATMU ATMUS FILTRATION TECHNOLOGIE $5680.00%10 466.7% $227 加仓
BY BYLINE BANCORP INC $5690.00%18 538.5% $158 加仓
IWN ISHARES TR $5690.00%3 3— $569 新建仓
BUR BURFORD CAPITAL LIMITED $5700.00%126 4046.5% $181 加仓
SEZL SEZZLE INC $5710.00%9 228.6% $127 加仓
BMBL BUMBLE INC $5710.00%175 152660.9% $496 加仓
CWK CUSHMAN AND WAKEFIELD LTD $5770.00%47 1756.7% $209 加仓
CBL CBL & ASSOC PPTYS INC $5770.00%15 215.4% $77 加仓
NTLA INTELLIA THERAPEUTICS INC $5780.00%45 2080.0% $257 加仓
OXM OXFORD INDS INC $5780.00%15 15— $578 新建仓
MTRN MATERION CORP $5790.00%4 2100.0% $290 加仓
KMT KENNAMETAL INC $5790.00%16 9128.6% $326 加仓
ETD ETHAN ALLEN INTERIORS INC $5790.00%26 21420.0% $468 加仓
MP MP MATERIALS CORP $5800.00%12 00.0% — 不变
FULC FULCRUM THERAPEUTICS INC $5830.00%76 732,433.3% $560 加仓
IWS ISHARES TR $5830.00%4 4— $583 新建仓
CAR AVIS BUDGET GROUP INC $5840.00%4 -230-98.3% -$3.36万 减仓
RAMP LIVERAMP HLDGS INC $5840.00%22 1083.3% $265 加仓
TDW TIDEWATER INC NEW $5850.00%7 00.0% — 不变
KAI KADANT INC $5850.00%2 1100.0% $292 加仓
EBC EASTERN BANKSHARES INC $5870.00%30 1050.0% $196 加仓
TDUP THREDUP INC $5880.00%179 -227-55.9% -$746 减仓
ARDX ARDELYX INC $5880.00%98 56133.3% $336 加仓
TRMK TRUSTMARK CORP $5900.00%14 555.6% $211 加仓
PGNY PROGYNY INC $5950.00%35 23191.7% $391 加仓
SON SONOCO PRODS CO $5950.00%11 457.1% $216 加仓
WK WORKIVA INC $5970.00%10 -22-68.8% -$1,313 减仓
TMDX TRANSMEDICS GROUP INC $5980.00%6 250.0% $199 加仓
CATY CATHAY GEN BANCORP $5990.00%12 450.0% $200 加仓
STZ CONSTELLATION BRANDS INC $6000.00%4 4— $600 新建仓
— THERMON GROUP HLDGS INC $6050.00%12 00.0% — 不变
CTOS CUSTOM TRUCK ONE SOURCE INC $6050.00%92 92— $605 新建仓
TOWN TOWNEBANK PORTSMOUTH VA $6070.00%18 880.0% $270 加仓
UEC URANIUM ENERGY CORP $6080.00%45 1973.1% $257 加仓
FND FLOOR & DECOR HLDGS INC $6100.00%12 -782-98.5% -$3.98万 减仓
ASH ASHLAND INC $6120.00%11 583.3% $278 加仓
CGEM CULLINAN THERAPEUTICS INC $6120.00%43 23115.0% $327 加仓
VSH VISHAY INTERTECHNOLOGY INC $6120.00%34 22183.3% $396 加仓
— LEGACY ED INC $6140.00%49 716.7% $88 加仓
LCII LCI INDS $6150.00%5 266.7% $246 加仓
CNO CNO FINL GROUP INC $6160.00%15 00.0% — 不变
ADTN ADTRAN HOLDINGS INC $6170.00%49 49— $617 新建仓
PAYS PAYSIGN INC $6200.00%105 2023.5% $118 加仓
CRC CALIFORNIA RES CORP $6230.00%9 480.0% $277 加仓
NXRT NEXPOINT RESIDENTIAL TR INC $6250.00%25 25— $625 新建仓
ALK ALASKA AIR GROUP INC $6260.00%17 541.7% $184 加仓
PVH PVH CORPORATION $6280.00%9 -1-10.0% -$70 减仓
AZZ AZZ INC $6280.00%5 00.0% — 不变
ITRI ITRON INC $6280.00%7 240.0% $179 加仓
UCB UNITED CMNTY BKS BLAIRSVLE G $6300.00%20 642.9% $189 加仓
IBTA IBOTTA INC $6300.00%21 316.7% $90 加仓
UFCS UNITED FIRE GROUP INC $6310.00%17 11183.3% $408 加仓
CALM CAL MAINE FOODS INC $6340.00%8 233.3% $158 加仓
WASH WASHINGTON TR BANCORP INC $6360.00%19 19— $636 新建仓
SDRL SEADRILL LTD $6370.00%14 9180.0% $410 加仓
VVV VALVOLINE INC $6400.00%19 990.0% $303 加仓
FVRR FIVERR INTL LTD $6420.00%64 34113.3% $341 加仓
MTN VAIL RESORTS INC $6420.00%5 266.7% $257 加仓
AAL AMERICAN AIRLINES GROUP INC $6450.00%60 1533.3% $161 加仓
ASB ASSOCIATED BANC-CORP $6470.00%25 631.6% $155 加仓
BANF BANCFIRST CORP $6510.00%6 250.0% $217 加仓
UVSP UNIVEST FINANCIAL CORPORATIO $6510.00%19 13216.7% $445 加仓
USLM UNITED STS LIME & MINERALS I $6540.00%5 3150.0% $392 加仓
MOV MOVADO GROUP INC $6600.00%27 19237.5% $464 加仓
GSAT GLOBALSTAR INC $6650.00%10 466.7% $266 加仓
PATK PATRICK INDS INC $6670.00%6 250.0% $222 加仓
SNN SMITH & NEPHEW PLC $6680.00%21 21— $668 新建仓
SKY CHAMPION HOMES INC $6700.00%9 480.0% $298 加仓
ZD ZIFF DAVIS INC $6720.00%16 00.0% — 不变
— ONESTREAM INC $6720.00%28 18180.0% $432 加仓
OPCH OPTION CARE HEALTH INC $6730.00%25 15150.0% $404 加仓
FUL FULLER H B CO $6790.00%11 457.1% $247 加仓
— SIGA TECHNOLOGIES INC $6800.00%127 6192.4% $327 加仓
NX QUANEX BLDG PRODS CORP $6830.00%38 38— $683 新建仓
CNK CINEMARK HLDGS INC $6850.00%24 13118.2% $371 加仓
CSGP COSTAR GROUP INC $6860.00%17 -95-84.8% -$3,834 减仓
RPAY REPAY HLDGS CORP $6870.00%264 208371.4% $541 加仓
— DIAMOND HILL INVT GROUP INC $6890.00%4 00.0% — 不变
HUM HUMANA INC $6940.00%4 -46-92.0% -$7,981 减仓
— AMICUS THERAPEUTIC $6950.00%48 00.0% — 不变
HRI HERC HLDGS INC $6970.00%7 375.0% $299 加仓
— ENDAVA PLC $6990.00%158 126393.8% $557 加仓
RCKT ROCKET PHARMACEUTICALS INC $6990.00%195 195— $699 新建仓
NEXN NEXXEN INTL LTD $7050.00%108 88.0% $52 加仓
MIR MIRION TECHNOLOGIES INC $7070.00%38 1352.0% $242 加仓
PACS PACS GROUP INC $7080.00%22 969.2% $290 加仓