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
CRSR CORSAIR GAMING INC $1,2160.00%219 192711.1% $1,066 加仓
ORA ORMAT TECHNOLOGIES INC $1,2320.00%11 457.1% $448 加仓
SPMO INVESCO EXCH TRADED FD TR II $1,2340.00%11 00.0% — 不变
ATEC ALPHATEC HLDGS INC $1,2410.00%114 101776.9% $1,099 加仓
PHR PHREESIA INC $1,2570.00%150 1391,263.6% $1,165 加仓
EHC ENCOMPASS HEALTH CORP $1,2580.00%13 18.3% $97 加仓
FORM FORMFACTOR INC $1,2610.00%13 685.7% $582 加仓
BFH BREAD FINANCIAL HOLDINGS INC $1,2740.00%17 10142.9% $749 加仓
AUPH AURINIA PHARMACEUTICALS INC $1,2750.00%86 56186.7% $830 加仓
AX AXOS FINANCIAL INC $1,2770.00%15 787.5% $596 加仓
OII OCEANEERING INTL INC $1,2770.00%36 1789.5% $603 加仓
CMCO COLUMBUS MCKINNON CORP N Y $1,2790.00%88 3257.1% $465 加仓
NWS NEWS CORP NEW $1,2830.00%45 615.4% $171 加仓
PBF PBF ENERGY INC $1,2860.00%27 1058.8% $476 加仓
VICR VICOR CORP $1,2880.00%8 6300.0% $966 加仓
PRAX PRAXIS PRECISION MEDICINES I $1,2890.00%4 3300.0% $967 加仓
RTO RENTOKIL INITIAL PLC $1,2910.00%41 00.0% — 不变
OIS OIL STS INTL INC $1,2930.00%111 2833.7% $326 加仓
ACHR ARCHER AVIATION INC $1,2930.00%250 250— $1,293 新建仓
YOU CLEAR SECURE INC $1,3080.00%27 417.4% $194 加仓
LAZ LAZARD INC $1,3170.00%31 25416.7% $1,062 加仓
FIVN FIVE9 INC $1,3200.00%87 64278.3% $971 加仓
GPI GROUP 1 AUTOMOTIVE INC $1,3230.00%4 2100.0% $662 加仓
MGY MAGNOLIA OIL & GAS CORP $1,3260.00%42 -277-86.8% -$8,745 减仓
HSIC SCHEIN HENRY INC $1,3270.00%18 650.0% $442 加仓
HWC HANCOCK WHITNEY CORPORATION $1,3360.00%21 861.5% $509 加仓
VRTS VIRTUS INVT PARTNERS INC $1,3440.00%10 9900.0% $1,210 加仓
ACT ENACT HLDGS INC $1,3470.00%33 832.0% $327 加仓
XMTR XOMETRY INC $1,3480.00%33 -25-43.1% -$1,021 减仓
FET FORUM ENERGY TECHNOLOGIES IN $1,3500.00%23 1191.7% $646 加仓
LAC LITHIUM AMERS CORP NEW $1,3510.00%342 342— $1,351 新建仓
CDE COEUR MNG INC $1,3520.00%72 -50-41.0% -$939 减仓
CLX CLOROX CO DEL $1,3590.00%13 444.4% $418 加仓
CNQ CANADIAN NAT RES LTD MED TER $1,3650.00%28 -266-90.5% -$1.30万 减仓
DIOD DIODES INC $1,3660.00%20 10100.0% $683 加仓
WTRG ESSENTIAL UTILS INC $1,3700.00%34 19126.7% $766 加仓
SKYW SKYWEST INC $1,3780.00%15 11275.0% $1,011 加仓
— ARCOSA INC $1,3800.00%13 685.7% $637 加仓
TDAY USA TODAY CO INC $1,3820.00%196 -18-8.4% -$127 减仓
COLB COLUMBIA BKG SYS INC $1,3990.00%51 2596.2% $686 加仓
LMB LIMBACH HLDGS INC $1,4050.00%18 212.5% $156 加仓
— TOPBUILD COR $1,4060.00%4 -102-96.2% -$3.59万 减仓
SAIA SAIA INC $1,4060.00%4 2100.0% $703 加仓
KRT KARAT PACKAGING INC $1,4070.00%50 1128.2% $310 加仓
ASTS AST SPACEMOBILE INC $1,4090.00%17 541.7% $414 加仓
NOV NOV INC $1,4110.00%75 3066.7% $564 加仓
OCUL OCULAR THERAPEUTIX INC $1,4150.00%167 21.2% $17 加仓
— PLATINUM GROUP METALS LTD $1,4220.00%803 803— $1,422 新建仓
IESC IES HOLDINGS INC $1,4300.00%3 150.0% $477 加仓
PRIM PRIMORIS SVCS CORP $1,4310.00%10 342.9% $429 加仓
BHF BRIGHTHOUSE FINL INC $1,4380.00%24 420.0% $240 加仓
NXST NEXSTAR MEDIA GROUP INC $1,4470.00%8 233.3% $362 加仓
CVCO CAVCO INDS INC DEL $1,4530.00%3 2200.0% $969 加仓
OFG OFG BANCORP $1,4570.00%36 36— $1,457 新建仓
PENN PENN ENTERTAINMENT INC $1,4590.00%97 -72-42.6% -$1,083 减仓
HEI/A HEICO CORP NEW $1,4780.00%7 240.0% $422 加仓
ABCB AMERIS BANCORP $1,4820.00%19 872.7% $624 加仓
BBIO BRIDGEBIO PHARMA INC $1,4860.00%20 -135-87.1% -$1.00万 减仓
BDC BELDEN INC $1,4930.00%13 7116.7% $804 加仓
— OSISKO DEVELOPMENT CORP $1,4950.00%460 -153-25.0% -$497 减仓
CNX CNX RES CORP $1,5040.00%39 1350.0% $501 加仓
TXNM TXNM ENERGY INC $1,5280.00%26 523.8% $294 加仓
MCRI MONARCH CASINO & RESORT INC $1,5300.00%16 13433.3% $1,243 加仓
PIPR PIPER SANDLER COMPANIES $1,5310.00%20 18900.0% $1,378 加仓
ESAB ESAB CORPORATION $1,5470.00%16 -5-23.8% -$483 减仓
RDN RADIAN GROUP INC $1,5550.00%47 1967.9% $629 加仓
ASIX ADVANSIX INC $1,5620.00%64 52433.3% $1,269 加仓
UNFI UNITED NAT FOODS INC $1,5780.00%35 35— $1,578 新建仓
BRKR BRUKER CORP $1,5900.00%44 411,366.7% $1,482 加仓
XJQCX NUVEEN CR STRATEGIES INCOME $1,6080.00%330 00.0% — 不变
AEIS ADVANCED ENERGY INDS $1,6140.00%5 266.7% $646 加仓
CRSP CRISPR THERAPEUTICS AG $1,6180.00%34 00.0% — 不变
WYNN WYNN RESORTS LTD $1,6250.00%16 -143-89.9% -$1.45万 减仓
ALKS ALKERMES PLC $1,6270.00%46 924.3% $318 加仓
STRL STERLING INFRASTRUCTURE INC $1,6300.00%4 133.3% $408 加仓
RMBS RAMBUS INC DEL $1,6350.00%19 10111.1% $861 加仓
WD WALKER & DUNLOP INC $1,6430.00%37 341,133.3% $1,510 重新持有
URBN URBAN OUTFITTERS INC $1,6480.00%26 844.4% $507 加仓
BLBD BLUE BIRD CORP $1,6480.00%29 19190.0% $1,080 加仓
CROX CROCS INC $1,6610.00%20 -7-25.9% -$581 减仓
SPXL DIREXION SHARES ETF TRUST $1,6650.00%9 00.0% — 不变
WABC WESTAMERICA BANCORPORATION $1,6690.00%32 1260.0% $626 加仓
AVGE AMERICAN CENTY ETF TR $1,6730.00%19 00.0% — 不变
CHD CHURCH & DWIGHT CO INC $1,6800.00%18 538.5% $467 加仓
DAN DANA INC $1,6830.00%50 25100.0% $842 加仓
CPNG COUPANG INC $1,7000.00%90 3255.2% $604 加仓
— GRAYSCALE ETHEREUM STAKING E $1,7070.00%100 00.0% — 不变
IX ORIX CORP $1,7100.00%57 1535.7% $450 加仓
RRC RANGE RES CORP $1,7170.00%38 826.7% $361 加仓
H HYATT HOTELS CORP $1,7260.00%12 333.3% $432 加仓
VTOL BRISTOW GROUP INC $1,7350.00%37 23164.3% $1,079 加仓
PLAB PHOTRONICS INC $1,7380.00%43 23115.0% $930 加仓
WTS WATTS WATER TECHNOLOGIES INC $1,7420.00%6 3100.0% $871 加仓
BE BLOOM ENERGY CORP $1,7620.00%13 562.5% $678 加仓
MLAB MESA LABS INC $1,7690.00%20 18900.0% $1,592 加仓
ADPT ADAPTIVE BIOTECHNOLOGIES COR $1,7770.00%128 00.0% — 不变
TTAN SERVICETITAN INC $1,7770.00%28 28— $1,777 新建仓
ACIW ACI WORLDWIDE INC $1,8050.00%44 26144.4% $1,067 加仓
— PROSHARES TR $1,8090.00%490 393405.2% $1,451 加仓
IDCC INTERDIGITAL INC $1,8120.00%6 250.0% $604 加仓