SJS Investment Consulting Inc.
SYLVANIA OH · SEC CIK 0001894302
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| BCO | BRINKS CO | $2,695 | 0.00% | 26 | -11 | -29.7% | -$1,140 | 减仓 |
| BYLD | ISHARES TR | $2,704 | 0.00% | 120 | 0 | 0.0% | — | 不变 |
| XLP | SELECT SECTOR SPDR TR | $2,706 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| GSY | INVESCO ACTIVELY MANAGED EXC | $2,707 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| FAF | FIRST AMERN FINL CORP | $2,714 | 0.00% | 45 | -398 | -89.8% | -$2.40万 | 减仓 |
| BC | BRUNSWICK CORP | $2,765 | 0.00% | 38 | 24 | 171.4% | $1,746 | 加仓 |
| SAM | BOSTON BEER INC | $2,765 | 0.00% | 12 | 11 | 1,100.0% | $2,535 | 重新持有 |
| STLA | STELLANTIS N.V | $2,766 | 0.00% | 390 | -513 | -56.8% | -$3,638 | 减仓 |
| NXT | NEXTPOWER INC | $2,773 | 0.00% | 23 | 12 | 109.1% | $1,447 | 加仓 |
| AM | ANTERO MIDSTREAM CORP | $2,782 | 0.00% | 122 | 60 | 96.8% | $1,368 | 加仓 |
| MIDD | MIDDLEBY CORP | $2,785 | 0.00% | 21 | 20 | 2,000.0% | $2,652 | 加仓 |
| TREE | LENDINGTREE INC | $2,788 | 0.00% | 65 | 6 | 10.2% | $257 | 加仓 |
| GPK | GRAPHIC PACKAGING HLDG CO | $2,794 | 0.00% | 281 | -2,584 | -90.2% | -$2.57万 | 减仓 |
| FCFS | FIRSTCASH HOLDINGS INC | $2,820 | 0.00% | 15 | 7 | 87.5% | $1,316 | 加仓 |
| PAG | PENSKE AUTOMOTIVE GRP INC | $2,841 | 0.00% | 19 | 3 | 18.8% | $449 | 加仓 |
| URNM | SPROTT FDS TR | $2,842 | 0.00% | 45 | 45 | — | $2,842 | 新建仓 |
| PTC | PTC INC | $2,850 | 0.00% | 20 | -145 | -87.9% | -$2.07万 | 减仓 |
| OPRA | OPERA LTD | $2,852 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| JXN | JACKSON FINANCIAL INC | $2,855 | 0.00% | 27 | 2 | 8.0% | $211 | 加仓 |
| TPC | TUTOR PERINI CORP | $2,857 | 0.00% | 37 | 7 | 23.3% | $541 | 加仓 |
| LOB | LIVE OAK BANCSHARES INC | $2,878 | 0.00% | 87 | 83 | 2,075.0% | $2,746 | 加仓 |
| RMD | RESMED INC | $2,919 | 0.00% | 13 | 1 | 8.3% | $225 | 加仓 |
| NTB | BANK OF N T BUTTERFIELD & SO | $2,939 | 0.00% | 56 | 15 | 36.6% | $787 | 加仓 |
| RDDT | REDDIT INC | $2,963 | 0.00% | 22 | -5 | -18.5% | -$673 | 减仓 |
| NNI | NELNET INC | $2,981 | 0.00% | 23 | 11 | 91.7% | $1,426 | 加仓 |
| SANM | SANMINA CORP | $2,982 | 0.00% | 23 | 11 | 91.7% | $1,426 | 加仓 |
| — | TEVA PHARMACEUTICAL INDS LTD | $3,012 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| PEGA | PEGASYSTEMS INC | $3,022 | 0.00% | 71 | 59 | 491.7% | $2,511 | 加仓 |
| AFG | AMERICAN FINANCIAL GROUP INC | $3,066 | 0.00% | 24 | 14 | 140.0% | $1,788 | 加仓 |
| IQV | IQVIA HLDGS INC | $3,070 | 0.00% | 18 | -143 | -88.8% | -$2.44万 | 减仓 |
| BOOT | BOOT BARN HLDGS INC | $3,074 | 0.00% | 21 | 18 | 600.0% | $2,635 | 加仓 |
| IREN | IREN LIMITED | $3,086 | 0.00% | 90 | -60 | -40.0% | -$2,057 | 重新持有 |
| HRB | BLOCK H & R INC | $3,111 | 0.00% | 98 | 33 | 50.8% | $1,048 | 加仓 |
| PAAS | PAN AMERN SILVER CORP | $3,114 | 0.00% | 57 | 57 | — | $3,114 | 新建仓 |
| EAT | BRINKER INTL INC | $3,141 | 0.00% | 22 | 1 | 4.8% | $143 | 加仓 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $3,179 | 0.00% | 43 | 17 | 65.4% | $1,257 | 加仓 |
| FFIN | FIRST FINL BANKSHARES INC | $3,181 | 0.00% | 108 | 97 | 881.8% | $2,857 | 加仓 |
| SM | SM ENERGY COMPANY | $3,181 | 0.00% | 102 | -44 | -30.1% | -$1,372 | 重新持有 |
| ALLE | ALLEGION PLC | $3,197 | 0.00% | 22 | 3 | 15.8% | $436 | 加仓 |
| FICO | FAIR ISAAC CORP | $3,203 | 0.00% | 3 | 1 | 50.0% | $1,068 | 加仓 |
| NI | NISOURCE INC | $3,220 | 0.00% | 69 | 12 | 21.1% | $560 | 加仓 |
| MTDR | MATADOR RES CO | $3,223 | 0.00% | 51 | 39 | 325.0% | $2,465 | 加仓 |
| LII | LENNOX INTL INC | $3,249 | 0.00% | 7 | 2 | 40.0% | $928 | 加仓 |
| WSO | WATSCO INC | $3,275 | 0.00% | 9 | 5 | 125.0% | $1,819 | 加仓 |
| IOSP | INNOSPEC INC | $3,286 | 0.00% | 45 | 33 | 275.0% | $2,410 | 加仓 |
| GRAB | GRAB HOLDINGS LIMITED | $3,291 | 0.00% | 899 | 226 | 33.6% | $827 | 加仓 |
| — | ISHARES U S ETF TR | $3,300 | 0.00% | 61 | 0 | 0.0% | — | 不变 |
| BG | BUNGE GLOBAL SA | $3,308 | 0.00% | 26 | 14 | 116.7% | $1,781 | 加仓 |
| W | WAYFAIR INC | $3,310 | 0.00% | 44 | -220 | -83.3% | -$1.66万 | 减仓 |
| APPF | APPFOLIO INC | $3,315 | 0.00% | 21 | 20 | 2,000.0% | $3,157 | 加仓 |
| KEX | KIRBY CORP | $3,322 | 0.00% | 25 | 17 | 212.5% | $2,259 | 加仓 |
| XYL | XYLEM INC | $3,346 | 0.00% | 28 | -296 | -91.4% | -$3.54万 | 减仓 |
| INSP | INSPIRE MED SYS INC | $3,353 | 0.00% | 65 | 65 | — | $3,353 | 新建仓 |
| NTAP | NETAPP INC | $3,379 | 0.00% | 33 | -22 | -40.0% | -$2,253 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $3,400 | 0.00% | 42 | 6 | 16.7% | $486 | 加仓 |
| MAIN | MAIN STR CAP CORP | $3,402 | 0.00% | 64 | 5 | 8.5% | $266 | 加仓 |
| RELX | RELX PLC | $3,415 | 0.00% | 103 | 6 | 6.2% | $199 | 加仓 |
| CSTM | CONSTELLIUM SE | $3,417 | 0.00% | 139 | 60 | 75.9% | $1,475 | 加仓 |
| DLR | DIGITAL RLTY TR INC | $3,424 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| AMPX | AMPRIUS TECHNOLOGIES INC | $3,457 | 0.00% | 205 | 205 | — | $3,457 | 新建仓 |
| NMR | NOMURA HLDGS INC | $3,472 | 0.00% | 440 | 230 | 109.5% | $1,815 | 加仓 |
| VIRT | VIRTU FINL INC | $3,475 | 0.00% | 79 | 65 | 464.3% | $2,859 | 加仓 |
| GPN | GLOBAL PMTS INC | $3,500 | 0.00% | 52 | 21 | 67.7% | $1,413 | 加仓 |
| HQY | HEALTHEQUITY INC | $3,510 | 0.00% | 42 | -51 | -54.8% | -$4,262 | 减仓 |
| RYN | RAYONIER INC | $3,516 | 0.00% | 170 | 12 | 7.6% | $248 | 加仓 |
| RSSL | GLOBAL X FDS | $3,517 | 0.00% | 36 | -6 | -14.3% | -$586 | 减仓 |
| LBTYA | LIBERTY GLOBAL LTD | $3,519 | 0.00% | 291 | -129 | -30.7% | -$1,560 | 减仓 |
| FUN | SIX FLAGS ENTERTAINMENT CORP | $3,550 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| — | AIR LEASE CORP | $3,572 | 0.00% | 55 | -58 | -51.3% | -$3,767 | 减仓 |
| GGN | GAMCO GLOBAL GOLD NAT RES & | $3,578 | 0.00% | 673 | 673 | — | $3,578 | 新建仓 |
| TCBI | TEXAS CAP BANCSHARES INC | $3,606 | 0.00% | 38 | 6 | 18.8% | $569 | 加仓 |
| UTI | UNIVERSAL TECHNICAL INST INC | $3,610 | 0.00% | 100 | 100 | — | $3,610 | 新建仓 |
| NOK | NOKIA CORP | $3,618 | 0.00% | 450 | 450 | — | $3,618 | 新建仓 |
| IPAR | INTERPARFUMS INC | $3,634 | 0.00% | 40 | 37 | 1,233.3% | $3,361 | 重新持有 |
| SLDE | SLIDE INS HLDGS INC | $3,654 | 0.00% | 203 | 0 | 0.0% | — | 不变 |
| PNR | PENTAIR PLC | $3,659 | 0.00% | 42 | -69 | -62.2% | -$6,011 | 减仓 |
| ERIC | TELEFONAKTIEBOLAGET LM ERICS | $3,697 | 0.00% | 328 | 328 | — | $3,697 | 新建仓 |
| NTR | NUTRIEN LTD | $3,698 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| AROC | ARCHROCK INC | $3,724 | 0.00% | 107 | 22 | 25.9% | $766 | 加仓 |
| MTUS | METALLUS INC | $3,726 | 0.00% | 228 | 228 | — | $3,726 | 新建仓 |
| AVNT | AVIENT CORPORATION | $3,739 | 0.00% | 103 | 100 | 3,333.3% | $3,630 | 加仓 |
| INDA | ISHARES TR | $3,748 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| DV | DOUBLEVERIFY HLDGS INC | $3,781 | 0.00% | 398 | 346 | 665.4% | $3,287 | 加仓 |
| ARM | ARM HOLDINGS PLC | $3,783 | 0.00% | 25 | 1 | 4.2% | $151 | 加仓 |
| ARQT | ARCUTIS BIOTHERAPEUTICS INC | $3,794 | 0.00% | 161 | -368 | -69.6% | -$8,672 | 减仓 |
| VLTO | VERALTO CORP | $3,803 | 0.00% | 43 | -144 | -77.0% | -$1.27万 | 减仓 |
| MKL | MARKEL GROUP INC | $3,829 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| IR | INGERSOLL RAND INC | $3,846 | 0.00% | 48 | 14 | 41.2% | $1,122 | 加仓 |
| SSNC | SS&C TECH HLDGS | $3,852 | 0.00% | 57 | 15 | 35.7% | $1,014 | 加仓 |
| PCTY | PAYLOCITY HLDG CORP | $3,890 | 0.00% | 36 | -68 | -65.4% | -$7,348 | 减仓 |
| SXT | SENSIENT TECHNOLOGIES CORP | $3,891 | 0.00% | 45 | 38 | 542.9% | $3,286 | 加仓 |
| NB | NIOCORP DEVS LTD | $3,899 | 0.00% | 874 | 874 | — | $3,899 | 新建仓 |
| NMIH | NMI HLDGS INC | $3,902 | 0.00% | 104 | 51 | 96.2% | $1,913 | 加仓 |
| AVSD | AMERICAN CENTY ETF TR | $3,904 | 0.00% | 53 | 53 | — | $3,904 | 新建仓 |
| ADEA | ADEIA INC | $3,917 | 0.00% | 163 | 163 | — | $3,917 | 新建仓 |
| RARE | ULTRAGENYX PHARMACEUTICAL IN | $3,939 | 0.00% | 188 | 141 | 300.0% | $2,954 | 加仓 |
| LLYVA | LIBERTY LIVE HOLDINGS INC | $3,941 | 0.00% | 43 | 42 | 4,200.0% | $3,849 | 加仓 |
| IVES | WEDBUSH SER TR | $3,972 | 0.00% | 140 | 140 | — | $3,972 | 新建仓 |
| AFRM | AFFIRM HLDGS INC | $3,988 | 0.00% | 87 | 52 | 148.6% | $2,384 | 加仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $3,998 | 0.00% | 55 | 11 | 25.0% | $800 | 加仓 |