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
ASIX ADVANSIX INC $1,4120.00%71 710.9% $139 加仓
PGY PAGAYA TECHNOLOGIES LTD $1,4240.00%78 64457.1% $1,168 加仓
XHR XENIA HOTELS & RESORTS INC $1,4260.00%70 70— $1,426 新建仓
NXST NEXSTAR MEDIA GROUP INC $1,4290.00%8 00.0% — 不变
LTH LIFE TIME GROUP HOLDINGS INC $1,4300.00%35 516.7% $204 加仓
BOX BOX INC $1,4340.00%54 47671.4% $1,248 加仓
HGTY HAGERTY INC $1,4430.00%121 1183,933.3% $1,407 加仓
EBF ENNIS INC $1,4450.00%68 663,300.0% $1,402 加仓
PIPR PIPER SANDLER COMPANIES $1,4470.00%20 00.0% — 不变
MOV MOVADO GROUP INC $1,4550.00%37 1037.0% $393 加仓
ONT ONTERRIS INC $1,4560.00%72 692,300.0% $1,395 加仓
RSI RUSH STREET INTERACTIVE INC $1,4580.00%49 12.1% $30 加仓
— CHART INDS INC $1,4630.00%7 -2-22.2% -$418 减仓
FISV FISERV INC $1,4720.00%30 -184-86.0% -$9,028 减仓
TRMB TRIMBLE INC $1,4850.00%29 -6-17.1% -$307 减仓
SRRK SCHOLAR ROCK HLDG CORP $1,4850.00%27 1058.8% $550 加仓
PRIM PRIMORIS SVCS CORP $1,4870.00%15 550.0% $496 加仓
MTRN MATERION CORP $1,4870.00%5 125.0% $297 加仓
KRYS KRYSTAL BIOTECH INC $1,4880.00%4 00.0% — 不变
TXNM TXNM ENERGY INC $1,4900.00%26 00.0% — 不变
MYRG MYR GROUP INC $1,5020.00%3 00.0% — 不变
YOU CLEAR SECURE INC $1,5050.00%27 00.0% — 不变
— COLUMBIA FINL INC $1,5070.00%71 62688.9% $1,316 加仓
NPO ENPRO INC $1,5080.00%4 00.0% — 不变
TMP TOMPKINS FINL CORP $1,5130.00%16 10166.7% $946 加仓
ORIC ORIC PHARMACEUTICALS INC $1,5170.00%140 140— $1,517 新建仓
BKE BUCKLE INC $1,5200.00%36 -14-28.0% -$591 减仓
WLTH WEALTHFRONT CORP $1,5200.00%170 170— $1,520 新建仓
AAON AAON INC $1,5230.00%12 00.0% — 不变
IPGP IPG PHOTONICS CORP $1,5260.00%13 685.7% $704 加仓
ESRT EMPIRE ST RLTY TR INC $1,5260.00%282 2753,928.6% $1,488 加仓
TMDX TRANSMEDICS GROUP INC $1,5290.00%23 17283.3% $1,130 加仓
RUSHB RUSH ENTERPRISES INC $1,5300.00%20 16400.0% $1,224 加仓
PLTK PLAYTIKA HLDG CORP $1,5330.00%412 371904.9% $1,380 加仓
SNEX STONEX GROUP INC $1,5410.00%13 00.0% — 不变
SEZL SEZZLE INC $1,5460.00%9 00.0% — 不变
SIBN SI BONE INC $1,5510.00%95 934,650.0% $1,518 加仓
WYNN WYNN RESORTS LTD $1,5540.00%16 00.0% — 不变
VRRM VERRA MOBILITY CORP $1,5560.00%366 3532,715.4% $1,501 加仓
QCRH QCR HLDGS INC $1,5580.00%16 16— $1,558 新建仓
ROOT ROOT INC $1,5660.00%28 28— $1,566 新建仓
ZBRA ZEBRA TECHNOLOGIES CORPORATI $1,5800.00%6 120.0% $263 加仓
ADEA ADEIA INC $1,5810.00%48 -115-70.6% -$3,788 减仓
ATMU ATMUS FILTRATION TECHNOLOGIE $1,5810.00%31 21210.0% $1,071 加仓
LOB LIVE OAK BANCSHARES INC $1,5930.00%39 -48-55.2% -$1,961 减仓
FIS FIDELITY NATL INFORMATION SV $1,5950.00%41 -172-80.8% -$6,691 减仓
CWH CAMPING WORLD HLDGS INC $1,5950.00%209 209— $1,595 新建仓
SPSC SPS COMM INC $1,6010.00%28 18180.0% $1,029 加仓
XJQCX NUVEEN CR STRATEGIES INCOME $1,6040.00%330 00.0% — 不变
PCT PURECYCLE TECHNOLOGIES INC $1,6060.00%198 198— $1,606 新建仓
LMB LIMBACH HLDGS INC $1,6170.00%21 316.7% $231 加仓
PSN PARSONS CORP DEL $1,6250.00%31 16106.7% $839 加仓
RCKT ROCKET PHARMACEUTICALS INC $1,6320.00%477 282144.6% $965 加仓
IRWD IRONWOOD PHARMACEUTICALS INC $1,6340.00%388 8327.2% $350 加仓
ZBH ZIMMER BIOMET HOLDINGS INC $1,6360.00%19 -10-34.5% -$861 减仓
BOOT BOOT BARN HLDGS INC $1,6430.00%10 -11-52.4% -$1,807 减仓
CABO CABLE ONE INC $1,6470.00%31 -60-65.9% -$3,188 重新持有
SNAP SNAP INC $1,6480.00%371 318600.0% $1,413 加仓
HL HECLA MINING COMPANY $1,6520.00%107 00.0% — 不变
BBNX BETA BIONICS INC $1,6620.00%106 1001,666.7% $1,568 加仓
AXON AXON ENTERPRISE INC $1,6820.00%3 -12-80.0% -$6,728 减仓
CMRE COSTAMARE INC $1,6830.00%120 1110.1% $154 加仓
DNA GINKGO BIOWORKS HOLDINGS INC $1,6850.00%170 154962.5% $1,526 加仓
AMCR AMCOR PLC $1,6910.00%39 -10-20.4% -$434 减仓
ROP ROPER TECHNOLOGIES INC $1,6920.00%5 -16-76.2% -$5,414 减仓
ACTG ACACIA RESH CORP $1,6970.00%364 364— $1,697 新建仓
NUVB NUVATION BIO INC $1,6990.00%299 299— $1,699 新建仓
OPTU OPTIMUM COMMUNICATIONS INC $1,7040.00%1,175 1,1302,511.1% $1,639 加仓
OFIX ORTHOFIX MED INC $1,7100.00%187 1721,146.7% $1,573 加仓
RVLV REVOLVE GROUP INC $1,7170.00%75 67837.5% $1,534 加仓
POWL POWELL INDS INC $1,7190.00%6 00.0% — 不变
LBRT LIBERTY ENERGY INC $1,7300.00%66 2978.4% $760 加仓
STNE STONECO LTD $1,7350.00%160 1587,900.0% $1,713 加仓
ANIP ANI PHARMACEUTICALS INC $1,7390.00%21 21— $1,739 新建仓
APPN APPIAN CORP $1,7410.00%76 61406.7% $1,397 加仓
REPX RILEY EXPLORATION PERMIAN IN $1,7470.00%53 48960.0% $1,582 加仓
ALNT ALLIENT INC $1,7500.00%17 17— $1,750 新建仓
MARA MARA HOLDINGS INC $1,7510.00%126 126— $1,751 新建仓
TDAY USA TODAY CO INC $1,7540.00%205 94.6% $77 加仓
WVE WAVE LIFE SCIENCES LTD $1,7550.00%302 249469.8% $1,447 加仓
GRBK GREEN BRICK PARTNERS INC $1,7620.00%22 746.7% $561 加仓
ASAN ASANA INC $1,7640.00%252 177236.0% $1,239 加仓
CTA SIMPLIFY EXCHANGE TRADED FUN $1,7640.00%68 68— $1,764 新建仓
CBZ CBIZ INC $1,7650.00%55 49816.7% $1,572 加仓
RDN RADIAN GROUP INC $1,7710.00%47 00.0% — 不变
SPMO INVESCO EXCH TRADED FD TR II $1,7770.00%11 00.0% — 不变
CMPX COMPASS THERAPEUTICS INC $1,7790.00%812 7852,907.4% $1,720 加仓
PLXS PLEXUS CORP $1,8050.00%6 00.0% — 不变
MGTX MEIRAGTX HLDGS PLC $1,8110.00%134 134— $1,811 新建仓
AMTB AMERANT BANCORP INC $1,8120.00%71 71— $1,812 新建仓
KLC KINDERCARE LEARNING COMPANIE $1,8240.00%429 4163,200.0% $1,769 加仓
MZTI MARZETTI COMPANY $1,8270.00%16 -50-75.8% -$5,709 减仓
KRT KARAT PACKAGING INC $1,8310.00%55 510.0% $166 加仓
BF/A BROWN FORMAN CORP $1,8340.00%67 621,240.0% $1,697 加仓
TMQ TRILOGY METALS INC NEW $1,8360.00%523 523— $1,836 新建仓
TIC TIC SOLUTIONS INC $1,8370.00%227 227— $1,837 新建仓
URBN URBAN OUTFITTERS INC $1,8430.00%26 00.0% — 不变
ARRY ARRAY TECHNOLOGIES INC $1,8460.00%249 249— $1,846 新建仓
VRNS VARONIS SYS INC $1,8470.00%44 -12-21.4% -$504 减仓
NESR NATIONAL ENERGY SERVICES REU $1,8560.00%62 1944.2% $569 加仓