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
GEVO GEVO INC $1,8600.00%1,240 40047.6% $600 加仓
AMC AMC ENTMT HLDGS INC $1,8640.00%981 857691.1% $1,628 加仓
ECPG ENCORE CAP GROUP INC $1,8660.00%20 317.6% $280 加仓
NE NOBLE CORP PLC $1,8660.00%50 26108.3% $970 加仓
XNCR XENCOR INC $1,8680.00%116 116— $1,868 新建仓
CZR CAESARS ENTERTAINMENT INC NE $1,8720.00%62 -228-78.6% -$6,884 减仓
REXR REXFORD INDL RLTY INC $1,8760.00%56 -89-61.4% -$2,982 减仓
AVGE AMERICAN CENTY ETF TR $1,8830.00%19 00.0% — 不变
— ARCOSA INC $1,8890.00%13 00.0% — 不变
TRS TRIMAS CORP $1,8920.00%42 30250.0% $1,351 加仓
CLDX CELLDEX THERAPEUTICS INC NEW $1,8980.00%51 51— $1,898 新建仓
CTRN CITI TRENDS INC $1,9090.00%33 517.9% $289 加仓
CCOI COGENT COMM HOLDINGS INC $1,9160.00%138 78130.0% $1,083 重新持有
PACB PACIFIC BIOSCIENCES CALIF IN $1,9220.00%1,144 1,0942,188.0% $1,838 加仓
SKWD SKYWARD SPECIALTY INS GROUP $1,9260.00%33 22200.0% $1,284 加仓
CLNE CLEAN ENERGY FUELS CORP $1,9320.00%942 93310,366.7% $1,914 加仓
OPK OPKO HEALTH INC $1,9340.00%1,289 1,2655,270.8% $1,898 加仓
AZTA AZENTA INC $1,9400.00%76 63484.6% $1,608 加仓
FATE FATE THERAPEUTICS INC $1,9470.00%721 6561,009.2% $1,771 加仓
OEC ORION S.A. $1,9500.00%294 163124.4% $1,081 加仓
DOCS DOXIMITY INC $1,9500.00%94 71308.7% $1,473 加仓
FCBC FIRST CMNTY BANKSHARES INC V $1,9550.00%44 37528.6% $1,644 加仓
INGM INGRAM MICRO HLDG CORP $1,9750.00%72 2346.9% $631 加仓
WWW WOLVERINE WORLD WIDE INC $1,9840.00%120 120— $1,984 新建仓
MMS MAXIMUS INC $1,9900.00%37 25208.3% $1,345 加仓
OLED UNIVERSAL DISPLAY CORP $1,9920.00%23 222,200.0% $1,905 加仓
MFA MFA FINL INC $1,9970.00%206 2036,766.7% $1,968 加仓
UA UNDER ARMOUR INC $2,0030.00%322 270519.2% $1,680 加仓
PACS PACS GROUP INC $2,0050.00%47 25113.6% $1,066 加仓
VIAV VIAVI SOLUTIONS INC $2,0060.00%42 720.0% $334 加仓
— THERAVANCE BIOPHARMA INC $2,0060.00%118 118— $2,006 新建仓
ZYME ZYMEWORKS INC $2,0130.00%77 77— $2,013 新建仓
HBT HBT FINL INC. $2,0160.00%63 591,475.0% $1,888 加仓
VRDN VIRIDIAN THERAPEUTICS INC $2,0210.00%110 110— $2,021 新建仓
WRBY WARBY PARKER INC $2,0330.00%67 47235.0% $1,426 加仓
MGNI MAGNITE INC $2,0510.00%108 2530.1% $475 加仓
LPG DORIAN LPG LTD $2,0530.00%59 -77-56.6% -$2,679 减仓
BLMN BLOOMIN BRANDS INC $2,0570.00%225 8055.2% $731 加仓
TENB TENABLE HLDGS INC $2,0660.00%56 -2-3.4% -$74 减仓
CAR AVIS BUDGET GROUP INC $2,0700.00%14 10250.0% $1,479 加仓
ESAB ESAB CORPORATION $2,0720.00%21 531.2% $493 加仓
BY BYLINE BANCORP INC $2,0720.00%55 37205.6% $1,394 加仓
FLS FLOWSERVE CORP $2,0770.00%28 -1-3.4% -$74 减仓
DLX DELUXE CORP MEDIUM TERM NTS $2,0780.00%87 87— $2,078 新建仓
KOS KOSMOS ENERGY LTD $2,0830.00%987 987— $2,083 新建仓
UPWK UPWORK INC $2,0900.00%250 2381,983.3% $1,990 加仓
MCRI MONARCH CASINO & RESORT INC $2,1060.00%16 00.0% — 不变
QGEN QIAGEN NV $2,1120.00%54 54— $2,112 新建仓
NRC NRC HEALTH $2,1140.00%98 98— $2,114 新建仓
BDX BECTON DICKINSON & CO $2,1190.00%14 -3-17.6% -$454 减仓
— ETF SER SOLUTIONS $2,1210.00%73 73— $2,121 新建仓
ZGN ERMENEGILDO ZEGNA N V $2,1230.00%163 163— $2,123 新建仓
LEN/B LENNAR CORP $2,1300.00%24 20500.0% $1,775 加仓
SUPN INDIVIOR PHARMACEUTICALS INC $2,1340.00%52 47940.0% $1,929 加仓
GOLF ACUSHNET HLDGS CORP $2,1350.00%18 880.0% $949 加仓
ADMA ADMA BIOLOGICS INC $2,1350.00%255 211479.5% $1,767 加仓
ARVN ARVINAS INC $2,1360.00%257 257— $2,136 新建仓
PRM PERIMETER SOLUTIONS INC $2,1390.00%60 46328.6% $1,640 加仓
LAUR LAUREATE ED INC $2,1430.00%59 00.0% — 不变
MDXG MIMEDX GROUP INC $2,1560.00%560 493735.8% $1,898 加仓
PTC PTC INC $2,1590.00%19 -1-5.0% -$114 减仓
FSS FEDERAL SIGNAL CORP $2,1850.00%17 00.0% — 不变
FA FIRST ADVANTAGE CORP NEW $2,1850.00%121 1151,916.7% $2,077 加仓
COIN COINBASE GLOBAL INC $2,1930.00%15 -34-69.4% -$4,971 减仓
WDFC WD 40 CO $2,1930.00%9 -1-10.0% -$244 减仓
HLMN HILLMAN SOLUTIONS CORP $2,1950.00%260 210420.0% $1,773 加仓
DOCN DIGITALOCEAN HLDGS INC $2,1990.00%14 00.0% — 不变
IESC IES HOLDINGS INC $2,2040.00%3 00.0% — 不变
CGEM CULLINAN THERAPEUTICS INC $2,2040.00%121 78181.4% $1,421 加仓
DFH DREAM FINDERS HOMES INC $2,2110.00%128 100357.1% $1,727 加仓
FTLS FIRST TR EXCH TRADED FD III $2,2140.00%30 30— $2,214 新建仓
IOVA IOVANCE BIOTHERAPEUTICS INC $2,2180.00%533 5183,453.3% $2,156 加仓
RYTM RHYTHM PHARMACEUTICALS INC $2,2210.00%20 18900.0% $1,999 重新持有
NRIX NURIX THERAPEUTICS INC $2,2320.00%92 4284.0% $1,019 重新持有
XENE XENON PHARMACEUTICALS INC $2,2340.00%37 37— $2,234 新建仓
STLA STELLANTIS N.V $2,2390.00%390 00.0% — 不变
UP WHEELS UP EXPERIENCE INC $2,2430.00%250 250— $2,243 新建仓
RIVN RIVIAN AUTOMOTIVE INC $2,2560.00%130 -264-67.0% -$4,581 减仓
BTU PEABODY ENGR CORP $2,2660.00%98 67216.1% $1,549 加仓
GTM ZOOMINFO TECHNOLOGIES INC $2,2680.00%774 -8,173-91.3% -$2.39万 减仓
UVE UNIVERSAL INS HLDGS INC $2,2750.00%55 55— $2,275 新建仓
VNDA VANDA PHARMACEUTICALS INC $2,2770.00%372 220144.7% $1,347 加仓
MLAB MESA LABS INC $2,2900.00%23 315.0% $299 加仓
ACDC PROFRAC HLDG CORP $2,2900.00%394 278239.7% $1,616 加仓
TPB TURNING PT BRANDS INC $2,2900.00%27 27— $2,290 新建仓
— TAYLOR MORRISON HOME CORP $2,2960.00%32 -227-87.6% -$1.63万 减仓
TRC TEJON RANCH CO $2,3010.00%123 123— $2,301 新建仓
MO ALTRIA GROUP INC $2,3030.00%32 00.0% — 不变
MATX MATSON INC $2,3070.00%12 00.0% — 不变
VVX V2X INC $2,3120.00%31 303,000.0% $2,237 加仓
ACIW ACI WORLDWIDE INC $2,3140.00%46 24.5% $101 加仓
WS WORTHINGTON STL INC $2,3180.00%69 54360.0% $1,814 加仓
VIA VIA TRANSN INC $2,3230.00%128 10.8% $18 加仓
H HYATT HOTELS CORP $2,3270.00%12 00.0% — 不变
XERS XERIS BIOPHARMA HOLDINGS INC $2,3290.00%294 231366.7% $1,830 加仓
WASH WASHINGTON TR BANCORP INC $2,3350.00%64 45236.8% $1,642 加仓
CDNA CAREDX INC $2,3370.00%82 70583.3% $1,995 加仓
AQN ALGONQUIN POWER & UTILITIES $2,3440.00%400 00.0% — 不变
PAGS PAGSEGURO DIGITAL LTD $2,3630.00%261 261— $2,363 新建仓
BOW BOWHEAD SPECIALTY HLDGS INC $2,3650.00%79 79— $2,365 新建仓