13F 机构持仓

SJS Investment Consulting Inc.

SYLVANIA OH · SEC CIK 0001894302

2026Q22026Q1 更早 9 个季度 🔒
$9.19亿2026Q2 申报市值
2,884持仓数
73.9%前十大占比 · 第一大 45.3%
491 / 122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 45.3%
DFIC 8.4%
DUSB 4.1%
VCRB 4.1%
LLY 2.5%
VTIP 2.3%
AAPL 2.1%
AVUS 2.0%
AVEM 2.0%
HRL 1.3%

2026Q2 买入最多 按季末市值估算

DIMENSIONAL ETF 加仓+$647.92万
VTIP 加仓+$506.20万
DFIC 加仓+$420.64万
VCRB 加仓+$364.88万
DFAU 加仓+$176.37万

2026Q2 卖出最多 按季末市值估算

DFSD 减仓-$1,758.38万
DFCF 减仓-$194.19万
NVDA 减仓-$177.16万
VBIL 减仓-$110.58万
DFSU 减仓-$72.59万

2026Q2 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
— EXZEO GROUP INC $1,0800.00%64 64— $1,080 新建仓
VTEX VTEX $1,0840.00%271 220431.4% $880 加仓
— PLATINUM GROUP METALS LTD $1,0850.00%803 00.0% — 不变
RBCAA REPUBLIC BANCORP INC KY $1,0860.00%12 12— $1,086 新建仓
— JELD-WEN HLDG INC $1,0880.00%725 7084,164.7% $1,062 加仓
CTRE CARETRUST REIT INC $1,0900.00%27 27— $1,090 新建仓
AMBP ARDAGH METAL PACKAGING S A $1,0910.00%230 2111,110.5% $1,001 加仓
UVSP UNIVEST FINANCIAL CORPORATIO $1,0940.00%25 631.6% $263 加仓
FRDM EA SERIES TRUST $1,0940.00%15 15— $1,094 新建仓
HBCP HOMEBANCORP INC $1,0970.00%16 16.7% $69 加仓
MEI METHODE ELECTRS INC $1,1010.00%58 40222.2% $759 加仓
NEXN NEXXEN INTL LTD $1,1020.00%122 1413.0% $126 加仓
CNQ CANADIAN NAT RES LTD MED TER $1,1060.00%28 00.0% — 不变
GVA GRANITE CONSTR INC $1,1070.00%7 00.0% — 不变
TDOC TELADOC HEALTH INC $1,1110.00%131 113627.8% $958 重新持有
CBL CBL & ASSOC PPTYS INC $1,1150.00%21 640.0% $319 加仓
AEVA AEVA TECHNOLOGIES INC $1,1210.00%39 39— $1,121 新建仓
CENTA CENTRAL GARDEN & PET CO $1,1250.00%29 520.8% $194 加仓
TCBK TRICO BANCSHARES $1,1310.00%21 202,000.0% $1,077 加仓
— OSISKO DEVELOPMENT CORP $1,1320.00%460 00.0% — 不变
PHR PHREESIA INC $1,1320.00%110 -40-26.7% -$412 减仓
LDOS LEIDOS HOLDINGS INC $1,1330.00%11 -2-15.4% -$206 减仓
SFNC SIMMONS FIRST NATL CORP $1,1330.00%50 00.0% — 不变
DHC DIVERSIFIED HEALTHCARE TR $1,1350.00%122 122— $1,135 新建仓
GHC GRAHAM HLDGS CO $1,1420.00%1 00.0% — 不变
NXRT NEXPOINT RESIDENTIAL TR INC $1,1450.00%41 1664.0% $447 加仓
CLDT CHATHAM LODGING TR $1,1520.00%87 1520.8% $199 加仓
HUT HUT 8 CORP $1,1550.00%10 00.0% — 不变
ARCT ARCTURUS THERAPEUTICS HLDGS $1,1560.00%172 1708,500.0% $1,143 加仓
CTBI COMMUNITY TR BANCORP INC $1,1580.00%16 16— $1,158 新建仓
HLIO HELIOS TECHNOLOGIES INC $1,1610.00%13 218.2% $179 加仓
LAD LITHIA MTRS INC $1,1620.00%4 133.3% $290 加仓
EDIT EDITAS MEDICINE INC $1,1670.00%360 318757.1% $1,031 加仓
RTO RENTOKIL INITIAL PLC $1,1740.00%41 00.0% — 不变
LRMR LARIMAR THERAPEUTICS INC $1,1780.00%386 3551,145.2% $1,083 加仓
RUN SUNRUN INC $1,1790.00%88 58193.3% $777 加仓
XIFR XPLR INFRASTRUCTURE LP $1,1810.00%100 00.0% — 不变
RRBI RED RIVER BANCSHARES INC $1,1870.00%13 218.2% $183 加仓
AVIR ATEA PHARMACEUTICALS INC $1,1910.00%256 256— $1,191 新建仓
ASPN ASPEN AEROGELS INC $1,1920.00%188 188— $1,192 新建仓
EVH EVOLENT HEALTH INC $1,1930.00%220 2071,592.3% $1,123 加仓
ORA ORMAT TECHNOLOGIES INC $1,1980.00%11 00.0% — 不变
CLVT CLARIVATE PLC $1,1990.00%555 497856.9% $1,074 重新持有
BEAM BEAM THERAPEUTICS INC $1,2020.00%35 321,066.7% $1,099 加仓
KODK EASTMAN KODAK CO $1,2120.00%131 3536.5% $324 加仓
CCC CCC INTELLIGENT SOLUTIONS HL $1,2180.00%236 -988-80.7% -$5,099 减仓
BOC BOSTON OMAHA CORP $1,2430.00%91 55.8% $68 加仓
STZ CONSTELLATION BRANDS INC $1,2520.00%9 5125.0% $696 加仓
LZ LEGALZOOM COM INC $1,2570.00%205 171502.9% $1,049 加仓
RDW REDWIRE CORPORATION $1,2600.00%103 103— $1,260 新建仓
NWS NEWS CORP NEW $1,2630.00%45 00.0% — 不变
RPAY REPAY HLDGS CORP $1,2650.00%301 3714.0% $155 加仓
BHF BRIGHTHOUSE FINL INC $1,2670.00%20 -4-16.7% -$253 减仓
FSLY FASTLY INC $1,2680.00%69 -13-15.9% -$239 减仓
CTRI CENTURI HOLDINGS INC $1,2710.00%42 414,100.0% $1,241 加仓
LGIH LGI HOMES INC $1,2740.00%20 15300.0% $956 加仓
— GRAYSCALE ETHEREUM STAKING E $1,2760.00%100 00.0% — 不变
OUT OUTFRONT MEDIA INC $1,2780.00%39 39— $1,278 新建仓
BRZE BRAZE INC $1,2800.00%59 -20-25.3% -$434 减仓
SANA SANA BIOTECHNOLOGY INC $1,2810.00%367 367— $1,281 新建仓
XRX XEROX HOLDINGS CORP $1,2830.00%410 262177.0% $820 加仓
CRAI CRA INTL INC $1,2860.00%9 6200.0% $857 加仓
RKT ROCKET COS INC $1,2920.00%82 -458-84.8% -$7,216 减仓
SWIM LATHAM GROUP INC $1,2940.00%200 200— $1,294 新建仓
PNTG PENNANT GROUP INC $1,2940.00%35 35— $1,294 新建仓
KMT KENNAMETAL INC $1,2970.00%37 21131.2% $736 加仓
QUAD QUAD / GRAPHICS INC $1,2990.00%154 154— $1,299 新建仓
MBIN MERCHANTS BANCORP IND $1,3000.00%26 23766.7% $1,150 加仓
ASTH ASTRANA HEALTH INC $1,3000.00%28 28— $1,300 新建仓
HPK HIGHPEAK ENERGY INC $1,3010.00%186 1731,330.8% $1,210 加仓
PTCT PTC THERAPEUTICS INC $1,3060.00%16 433.3% $326 加仓
EBS EMERGENT BIOSOLUTIONS INC $1,3080.00%156 104200.0% $872 加仓
CHWY CHEWY INC $1,3170.00%67 -289-81.2% -$5,681 减仓
LAC LITHIUM AMERS CORP NEW $1,3170.00%342 00.0% — 不变
HBNC HORIZON BANCORP IND $1,3190.00%66 52371.4% $1,039 加仓
CAI CARIS LIFE SCIENCES INC $1,3190.00%74 74— $1,319 新建仓
BMI BADGER METER INC $1,3360.00%9 480.0% $594 加仓
OSCR OSCAR HEALTH INC $1,3410.00%47 -979-95.4% -$2.79万 减仓
MTH MERITAGE HOMES CORP $1,3420.00%16 14700.0% $1,174 加仓
CMPS COMPASS PATHWAYS PLC $1,3450.00%95 00.0% — 不变
CMCO COLUMBUS MCKINNON CORP N Y $1,3470.00%89 11.1% $15 加仓
SNDA SONIDA SENIOR LIVING INC $1,3470.00%33 33— $1,347 新建仓
SHOO MADDEN STEVEN LTD $1,3480.00%32 21190.9% $885 加仓
SCSC SCANSOURCE INC $1,3550.00%26 252,500.0% $1,303 加仓
SAH SONIC AUTOMOTIVE INC $1,3570.00%16 11220.0% $933 加仓
ABSI ABSCI CORPORATION $1,3570.00%117 76185.4% $881 加仓
DAN DANA INC $1,3610.00%50 00.0% — 不变
CECO CECO ENVIRONMENTAL CORP $1,3620.00%15 10200.0% $908 加仓
ABAT AMERICAN BATTERY TECHNOLOGY $1,3650.00%482 8521.4% $241 加仓
IRT INDEPENDENCE RLTY TR INC $1,3690.00%82 82— $1,369 新建仓
ZETA ZETA GLOBAL HOLDINGS CORP $1,3780.00%70 2040.0% $394 加仓
HTZ HERTZ GLOBAL HLDGS INC $1,3780.00%608 608— $1,378 新建仓
WEST WESTROCK COFFEE CO $1,3790.00%170 1653,300.0% $1,338 加仓
ENVX ENOVIX CORPORATION $1,3840.00%228 4222.6% $255 重新持有
VGNT VERSIGENT PLC $1,3870.00%33 33— $1,387 新建仓
FLYW FLYWIRE CORPORATION $1,3890.00%79 3475.6% $598 加仓
EXTR EXTREME NETWORKS INC $1,3920.00%43 2195.5% $680 加仓
BTSG BRIGHTSPRING HEALTH SVCS INC $1,3950.00%20 00.0% — 不变
TCMD TACTILE SYS TECHNOLOGY INC $1,4000.00%47 47— $1,400 新建仓
— ATAIBECKLEY INC $1,4080.00%267 267— $1,408 新建仓