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
GOLF ACUSHNET HLDGS CORP $9350.00%10 342.9% $280 加仓
STWD STARWOOD PPTY TR INC $9360.00%54 35.9% $52 加仓
WOR WORTHINGTON ENTERPRISES INC $9390.00%18 212.5% $104 加仓
CNS COHEN & STEERS INC $9390.00%15 13650.0% $814 加仓
IBOC INTERNATIONAL BANCSHARES COR $9430.00%14 440.0% $269 加仓
HCSG HEALTHCARE SVCS GROUP INC $9470.00%51 1334.2% $241 加仓
Z ZILLOW GROUP INC $9520.00%23 -6-20.7% -$248 减仓
HYT BLACKROCK CORPOR HI YLD FD I $9520.00%112 1212.0% $102 加仓
RIOT RIOT PLATFORMS INC $9520.00%77 65541.7% $804 加仓
MMI MARCUS & MILLICHAP INC $9580.00%36 353,500.0% $931 重新持有
ASO ACADEMY SPORTS & OUTDOORS IN $9600.00%17 654.5% $339 加仓
PFSI PENNYMAC FINL SVCS INC NEW $9620.00%11 457.1% $350 加仓
BOH BANK HAWAII CORP $9660.00%13 330.0% $223 加仓
QLYS QUALYS INC $9670.00%11 457.1% $352 加仓
GRBK GREEN BRICK PARTNERS INC $9680.00%15 436.4% $258 加仓
MC MOELIS & CO $9690.00%17 14466.7% $798 加仓
HALO HALOZYME THERAPEUTICS INC $9700.00%15 -15-50.0% -$970 减仓
RVMD REVOLUTION MEDICINES INC $9730.00%10 342.9% $292 加仓
SFNC SIMMONS FIRST NATL CORP $9730.00%50 27117.4% $525 加仓
SBRA SABRA HEALTH CARE REIT INC $9810.00%51 00.0% — 不变
TENB TENABLE HLDGS INC $9820.00%58 562,800.0% $948 加仓
CRVL CORVEL CORP $9840.00%18 12200.0% $656 加仓
MGNI MAGNITE INC $9870.00%83 75937.5% $892 加仓
ACI ALBERTSONS COS INC $9890.00%58 -2-3.3% -$34 减仓
POST POST HLDGS INC $9890.00%10 342.9% $297 加仓
AAON AAON INC $9930.00%12 7140.0% $579 加仓
RRBI RED RIVER BANCSHARES INC $9950.00%11 -12-52.2% -$1,085 减仓
UBSI UNITED BANKSHARES INC WEST V $9950.00%24 526.3% $207 加仓
SFIX STITCH FIX INC $1,0000.00%302 211231.9% $699 加仓
SCL STEPAN CO $1,0000.00%20 20— $1,000 新建仓
IDA IDACORP INC $1,0010.00%7 240.0% $286 加仓
NPO ENPRO INC $1,0030.00%4 133.3% $251 加仓
BOC BOSTON OMAHA CORP $1,0050.00%86 86— $1,005 新建仓
— HANCOCK JOHN PREM DIVID FD $1,0070.00%77 68.5% $78 加仓
KFY KORN FERRY $1,0080.00%16 11220.0% $693 加仓
ASR GRUPO AEROPORTUARIO DEL SURE $1,0090.00%3 00.0% — 不变
REZI RESIDEO TECHNOLOGIES INC $1,0120.00%30 1157.9% $371 加仓
PEBO PEOPLES BANCORP INC $1,0190.00%31 13.3% $33 加仓
— VIRTUS TOTAL RETURN FD INC $1,0200.00%154 00.0% — 不变
BTU PEABODY ENGR CORP $1,0220.00%31 16106.7% $527 加仓
TYL TYLER TECHNOLOGIES INC $1,0280.00%3 -2-40.0% -$685 减仓
FWRG FIRST WATCH RESTAURANT GROUP $1,0280.00%98 3248.5% $336 加仓
— TRI POINTE HOMES INC $1,0290.00%22 637.5% $281 加仓
BANR BANNER CORP $1,0320.00%17 14466.7% $850 加仓
KRYS KRYSTAL BIOTECH INC $1,0340.00%4 133.3% $258 加仓
DFIN DONNELLEY FINL SOLUTIONS INC $1,0380.00%22 529.4% $236 加仓
BKU BANKUNITED INC $1,0390.00%23 1076.9% $452 加仓
RSI RUSH STREET INTERACTIVE INC $1,0440.00%48 1129.7% $239 加仓
ZBRA ZEBRA TECHNOLOGIES CORPORATI $1,0460.00%5 -11-68.8% -$2,301 减仓
EFOR ASGN INC $1,0460.00%27 27— $1,046 新建仓
SNEX STONEX GROUP INC $1,0490.00%13 7116.7% $565 加仓
CMP COMPASS MINERALS INTL INC $1,0510.00%45 -41-47.7% -$958 减仓
VNDA VANDA PHARMACEUTICALS INC $1,0510.00%152 131623.8% $906 加仓
KFRC KFORCE INC $1,0530.00%36 22157.1% $644 加仓
— NAVIENT CORPORATION $1,0560.00%129 00.0% — 不变
HYMC HYCROFT MINING HOLDING CORP $1,0560.00%30 00.0% — 不变
GHC GRAHAM HLDGS CO $1,0580.00%1 00.0% — 不变
MCY MERCURY GENL CORP NEW $1,0580.00%12 333.3% $264 加仓
ONB OLD NATL BANCORP IND $1,0610.00%48 1337.1% $287 加仓
IBP INSTALLED BLDG PRODS INC $1,0610.00%4 133.3% $265 加仓
XIFR XPLR INFRASTRUCTURE LP $1,0620.00%100 00.0% — 不变
LBRT LIBERTY ENERGY INC $1,0660.00%37 1785.0% $490 加仓
IRWD IRONWOOD PHARMACEUTICALS INC $1,0710.00%305 2841,352.4% $997 加仓
EL LAUDER ESTEE COS INC $1,0770.00%15 215.4% $144 加仓
FHI FEDERATED HERMES INC $1,0780.00%19 426.7% $227 加仓
POWL POWELL INDS INC $1,0830.00%2 1100.0% $542 加仓
— GATES INDL CORP PLC $1,0860.00%48 1026.3% $226 加仓
CFR CULLEN FROST BANKERS INC $1,0970.00%8 233.3% $274 加仓
AES AES CORP $1,1000.00%78 1421.9% $197 加仓
FELE FRANKLIN ELEC INC $1,1070.00%12 6100.0% $554 加仓
ABAT AMERICAN BATTERY TECHNOLOGY $1,1080.00%397 00.0% — 不变
KNSA KINIKSA PHARMACEUTICALS INTL $1,1080.00%23 1076.9% $482 加仓
EXPO EXPONENT INC $1,1100.00%17 14466.7% $914 加仓
UHAL/B U HAUL HOLDING COMPANY $1,1170.00%25 231,150.0% $1,028 加仓
NWE NORTHWESTERN ENERGY GROUP IN $1,1210.00%17 430.8% $264 加仓
SITC SITE CTRS CORP $1,1240.00%208 7758.8% $416 加仓
CRDO CREDO TECHNOLOGY GROUP HOLDI $1,1270.00%12 450.0% $376 加仓
COUR COURSERA INC $1,1300.00%194 1929,600.0% $1,118 加仓
CBT CABOT CORP $1,1300.00%15 9150.0% $678 重新持有
INGM INGRAM MICRO HLDG CORP $1,1430.00%49 49— $1,143 新建仓
INSM INSMED INC $1,1450.00%7 -7-50.0% -$1,145 减仓
DDS DILLARDS INC $1,1450.00%2 1100.0% $572 加仓
HLI HOULIHAN LOKEY INC $1,1490.00%8 -4-33.3% -$574 减仓
BOKF BOK FINL CORP $1,1530.00%9 228.6% $256 加仓
VIAV VIAVI SOLUTIONS INC $1,1650.00%35 18105.9% $599 加仓
UGI UGI CORP NEW $1,1660.00%32 1260.0% $437 加仓
RELY REMITLY GLOBAL INC $1,1760.00%75 48177.8% $753 加仓
HRMY HARMONY BIOSCIENCES HLDGS IN $1,1770.00%42 -1-2.3% -$28 减仓
NE NOBLE CORP PLC $1,1780.00%24 13118.2% $638 加仓
WSFS WSFS FINL CORP $1,1790.00%18 9100.0% $590 加仓
KLIC KULICKE & SOFFA INDS INC $1,1830.00%18 538.5% $329 加仓
ECPG ENCORE CAP GROUP INC $1,1930.00%17 654.5% $421 加仓
GATX GATX CORP $1,1960.00%7 240.0% $342 加仓
MUR MURPHY OIL CORP $1,1970.00%29 731.8% $289 加仓
FRME FIRST MERCHANTS CORP $1,2010.00%31 729.2% $271 加仓
DOCN DIGITALOCEAN HLDGS INC $1,2010.00%14 440.0% $343 加仓
VRNS VARONIS SYS INC $1,2030.00%56 2686.7% $559 加仓
FRSH FRESHWORKS INC $1,2130.00%151 77104.1% $619 加仓
CTRN CITI TRENDS INC $1,2130.00%28 1386.7% $563 加仓
PLXS PLEXUS CORP $1,2160.00%6 250.0% $405 加仓