SJS Investment Consulting Inc.
SYLVANIA OH · SEC CIK 0001894302
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| URNM | SPROTT FDS TR | $2,367 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| AMG | AFFILIATED MANAGERS GROUP | $2,369 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| SUNC | SUNOCOCORP LLC | $2,369 | 0.00% | 35 | 35 | — | $2,369 | 新建仓 |
| TR | TOOTSIE ROLL INDS INC | $2,373 | 0.00% | 60 | 50 | 500.0% | $1,978 | 加仓 |
| AXTI | AXT INC | $2,380 | 0.00% | 33 | 33 | — | $2,380 | 新建仓 |
| PCVX | VAXCYTE INC | $2,384 | 0.00% | 41 | 41 | — | $2,384 | 新建仓 |
| CHCO | CITY HLDG CO | $2,388 | 0.00% | 18 | 18 | — | $2,388 | 新建仓 |
| TEX | TEREX CORP NEW | $2,389 | 0.00% | 33 | -1 | -2.9% | -$72 | 减仓 |
| BFLY | BUTTERFLY NETWORK INC | $2,400 | 0.00% | 285 | 285 | — | $2,400 | 新建仓 |
| CG | CARLYLE GROUP INC | $2,401 | 0.00% | 57 | -101 | -63.9% | -$4,254 | 减仓 |
| ABG | ASBURY AUTOMOTIVE GROUP INC | $2,413 | 0.00% | 12 | 10 | 500.0% | $2,011 | 加仓 |
| BBUC | BROOKFIELD BUSINESS CORP | $2,418 | 0.00% | 81 | 81 | — | $2,418 | 新建仓 |
| REPL | REPLIMUNE GROUP INC | $2,425 | 0.00% | 219 | 202 | 1,188.2% | $2,237 | 加仓 |
| MRVI | MARAVAI LIFESCIENCES HLDGS I | $2,434 | 0.00% | 390 | 390 | — | $2,434 | 新建仓 |
| FOX | FOX CORP | $2,436 | 0.00% | 52 | -56 | -51.9% | -$2,623 | 减仓 |
| SPXL | DIREXION SHARES ETF TRUST | $2,437 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| CNS | COHEN & STEERS INC | $2,437 | 0.00% | 32 | 17 | 113.3% | $1,295 | 加仓 |
| ESE | ESCO TECHNOLOGIES INC | $2,451 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| AMN | AMN HEALTHCARE SVCS INC | $2,461 | 0.00% | 76 | 69 | 985.7% | $2,234 | 加仓 |
| LBTYK | LIBERTY GLOBAL LTD | $2,464 | 0.00% | 224 | 188 | 522.2% | $2,068 | 加仓 |
| PD | PAGERDUTY INC | $2,471 | 0.00% | 256 | 256 | — | $2,471 | 新建仓 |
| DV | DOUBLEVERIFY HLDGS INC | $2,472 | 0.00% | 228 | -170 | -42.7% | -$1,843 | 减仓 |
| CDE | COEUR MNG INC | $2,481 | 0.00% | 152 | 80 | 111.1% | $1,306 | 加仓 |
| NGVC | NATURAL GROCERS BY VITAMIN | $2,482 | 0.00% | 80 | 62 | 344.4% | $1,924 | 加仓 |
| TNDM | TANDEM DIABETES CARE INC | $2,490 | 0.00% | 165 | -156 | -48.6% | -$2,354 | 减仓 |
| AEO | AMERICAN EAGLE OUTFITTERS IN | $2,494 | 0.00% | 145 | -10 | -6.5% | -$172 | 减仓 |
| TVTX | TRAVERE THERAPEUTICS INC | $2,500 | 0.00% | 44 | 30 | 214.3% | $1,705 | 加仓 |
| LTC | LTC PPTYS INC | $2,500 | 0.00% | 65 | 65 | — | $2,500 | 新建仓 |
| CFFN | CAPITOL FED FINL INC | $2,511 | 0.00% | 295 | 179 | 154.3% | $1,524 | 加仓 |
| EPAC | ENERPAC TOOL GROUP CORP | $2,511 | 0.00% | 70 | 70 | — | $2,511 | 新建仓 |
| NBR | NABORS INDUSTRIES LTD | $2,521 | 0.00% | 30 | 4 | 15.4% | $336 | 加仓 |
| — | WEBSTER FINL CORP | $2,523 | 0.00% | 33 | 1 | 3.1% | $76 | 加仓 |
| SYBT | STOCK YDS BANCORP INC | $2,524 | 0.00% | 33 | 32 | 3,200.0% | $2,448 | 加仓 |
| TNC | TENNANT CO | $2,539 | 0.00% | 29 | 29 | — | $2,539 | 新建仓 |
| KLIC | KULICKE & SOFFA INDS INC | $2,542 | 0.00% | 19 | 1 | 5.6% | $134 | 加仓 |
| PAAS | PAN AMERN SILVER CORP | $2,554 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| APPF | APPFOLIO INC | $2,567 | 0.00% | 16 | -5 | -23.8% | -$802 | 减仓 |
| MRCY | MERCURY SYS INC | $2,569 | 0.00% | 21 | 9 | 75.0% | $1,101 | 加仓 |
| ASTS | AST SPACEMOBILE INC | $2,577 | 0.00% | 29 | 12 | 70.6% | $1,066 | 加仓 |
| JBSS | SANFILIPPO JOHN B & SON INC | $2,580 | 0.00% | 30 | 30 | — | $2,580 | 新建仓 |
| LNT | ALLIANT ENERGY CORP | $2,594 | 0.00% | 34 | -3 | -8.1% | -$229 | 减仓 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $2,602 | 0.00% | 58 | 0 | 0.0% | — | 不变 |
| SNDX | SYNDAX PHARMACEUTICALS INC | $2,602 | 0.00% | 119 | 37 | 45.1% | $809 | 加仓 |
| — | KRONOS WORLDWIDE INC | $2,608 | 0.00% | 412 | 409 | 13,633.3% | $2,589 | 加仓 |
| HTO | H2O AMERICA | $2,614 | 0.00% | 43 | 36 | 514.3% | $2,188 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $2,635 | 0.00% | 24 | -33 | -57.9% | -$3,623 | 减仓 |
| CNR | CORE NATURAL RESOURCES INC | $2,641 | 0.00% | 33 | 29 | 725.0% | $2,321 | 重新持有 |
| CNXC | CONCENTRIX CORP | $2,644 | 0.00% | 118 | -278 | -70.2% | -$6,229 | 减仓 |
| LASR | NLIGHT INC | $2,646 | 0.00% | 38 | 4 | 11.8% | $279 | 加仓 |
| REAL | THE REALREAL INC | $2,653 | 0.00% | 225 | 132 | 141.9% | $1,556 | 加仓 |
| GKOS | GLAUKOS CORP | $2,656 | 0.00% | 19 | -49 | -72.1% | -$6,850 | 重新持有 |
| FRMI | FERMI INC | $2,657 | 0.00% | 290 | 283 | 4,042.9% | $2,593 | 加仓 |
| OMDA | OMADA HEALTH INC | $2,678 | 0.00% | 122 | 106 | 662.5% | $2,327 | 加仓 |
| AGL | AGILON HEALTH INC | $2,680 | 0.00% | 25 | -2 | -7.4% | -$214 | 减仓 |
| TRST | TRUSTCO BK CORP N Y | $2,691 | 0.00% | 49 | 49 | — | $2,691 | 新建仓 |
| EYE | NATIONAL VISION HLDGS INC | $2,700 | 0.00% | 142 | -67 | -32.1% | -$1,274 | 减仓 |
| XP | XP INC | $2,700 | 0.00% | 166 | 161 | 3,220.0% | $2,619 | 加仓 |
| LQDT | LIQUIDITY SVCS INC | $2,700 | 0.00% | 69 | 68 | 6,800.0% | $2,661 | 加仓 |
| SONO | SONOS INC | $2,706 | 0.00% | 200 | 181 | 952.6% | $2,449 | 加仓 |
| SABR | SABRE CORP | $2,713 | 0.00% | 1,298 | 1,207 | 1,326.4% | $2,523 | 加仓 |
| — | SHF HOLDINGS INC | $2,716 | 0.00% | 11,313 | 0 | 0.0% | — | 不变 |
| CTOS | CUSTOM TRUCK ONE SOURCE INC | $2,717 | 0.00% | 230 | 138 | 150.0% | $1,630 | 加仓 |
| FOUR | SHIFT4 PMTS INC | $2,724 | 0.00% | 56 | 52 | 1,300.0% | $2,529 | 重新持有 |
| EFOR | EVERFORTH INC | $2,735 | 0.00% | 153 | 126 | 466.7% | $2,252 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $2,742 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| BBIO | BRIDGEBIO PHARMA INC | $2,756 | 0.00% | 37 | 17 | 85.0% | $1,266 | 加仓 |
| ALX | ALEXANDERS INC | $2,756 | 0.00% | 10 | 10 | — | $2,756 | 新建仓 |
| APTV | APTIV PLC | $2,763 | 0.00% | 45 | -66 | -59.5% | -$4,052 | 减仓 |
| KFRC | KFORCE INC | $2,769 | 0.00% | 59 | 23 | 63.9% | $1,079 | 加仓 |
| VYX | NCR VOYIX CORPORATION | $2,770 | 0.00% | 339 | 323 | 2,018.8% | $2,639 | 重新持有 |
| NTCT | NETSCOUT SYS INC | $2,788 | 0.00% | 64 | 0 | 0.0% | — | 不变 |
| RGLD | ROYAL GOLD INC | $2,795 | 0.00% | 14 | -2 | -12.5% | -$399 | 减仓 |
| RELY | REMITLY GLOBAL INC | $2,802 | 0.00% | 125 | 50 | 66.7% | $1,121 | 加仓 |
| CSR | CENTERSPACE | $2,810 | 0.00% | 50 | 50 | — | $2,810 | 新建仓 |
| FOXA | FOX CORP | $2,817 | 0.00% | 54 | -797 | -93.7% | -$4.16万 | 减仓 |
| TPC | TUTOR PERINI CORP | $2,821 | 0.00% | 34 | -3 | -8.1% | -$249 | 减仓 |
| PHIN | PHINIA INC | $2,821 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| ARQT | ARCUTIS BIOTHERAPEUTICS INC | $2,832 | 0.00% | 108 | -53 | -32.9% | -$1,390 | 减仓 |
| NVAX | NOVAVAX INC | $2,836 | 0.00% | 301 | 301 | — | $2,836 | 新建仓 |
| BIRK | BIRKENSTOCK HOLDING PLC | $2,840 | 0.00% | 66 | 52 | 371.4% | $2,238 | 加仓 |
| AMPX | AMPRIUS TECHNOLOGIES INC | $2,842 | 0.00% | 205 | 0 | 0.0% | — | 不变 |
| PAG | PENSKE AUTOMOTIVE GRP INC | $2,864 | 0.00% | 16 | -3 | -15.8% | -$537 | 减仓 |
| DXC | DXC TECHNOLOGY CO | $2,868 | 0.00% | 324 | 324 | — | $2,868 | 新建仓 |
| FTDR | FRONTDOOR INC | $2,871 | 0.00% | 37 | 27 | 270.0% | $2,095 | 加仓 |
| SFIX | STITCH FIX INC | $2,877 | 0.00% | 700 | 398 | 131.8% | $1,636 | 加仓 |
| BG | BUNGE GLOBAL SA | $2,882 | 0.00% | 27 | 1 | 3.8% | $107 | 加仓 |
| UPBD | UPBOUND GROUP INC | $2,886 | 0.00% | 136 | 129 | 1,842.9% | $2,737 | 加仓 |
| EXR | EXTRA SPACE STORAGE INC | $2,906 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| GNL | GLOBAL NET LEASE INC | $2,906 | 0.00% | 325 | 325 | — | $2,906 | 新建仓 |
| AIN | ALBANY INTL CORP | $2,906 | 0.00% | 39 | 39 | — | $2,906 | 新建仓 |
| — | LXP INDUSTRIAL TRUST | $2,910 | 0.00% | 54 | 26 | 92.9% | $1,401 | 重新持有 |
| — | SERVICE PPTYS TR | $2,924 | 0.00% | 1,730 | 1,696 | 4,988.2% | $2,867 | 加仓 |
| SPXC | SPX TECHNOLOGIES INC | $2,943 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| COLL | COLLEGIUM PHARMACEUTICAL INC | $2,969 | 0.00% | 82 | 82 | — | $2,969 | 新建仓 |
| COMP | COMPASS INC | $2,984 | 0.00% | 242 | 177 | 272.3% | $2,183 | 加仓 |
| CRSR | CORSAIR GAMING INC | $2,998 | 0.00% | 310 | 91 | 41.6% | $880 | 加仓 |
| FUTU | FUTU HLDGS LTD | $3,000 | 0.00% | 32 | 16 | 100.0% | $1,500 | 重新持有 |
| AESI | ATLAS ENERGY SOLUTIONS INC | $3,007 | 0.00% | 181 | 181 | — | $3,007 | 新建仓 |
| HOG | HARLEY DAVIDSON INC | $3,034 | 0.00% | 124 | 30 | 31.9% | $734 | 加仓 |
| MD | PEDIATRIX MEDICAL GROUP INC | $3,040 | 0.00% | 120 | 114 | 1,900.0% | $2,888 | 加仓 |