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
RPD RAPID7 INC $3,0540.00%377 3653,041.7% $2,957 加仓
NOC NORTHROP GRUMMAN CORP $3,0560.00%6 -7-53.8% -$3,565 减仓
OTTR OTTER TAIL CORP $3,0600.00%34 311,033.3% $2,790 加仓
NBTB NBT BANCORP INC $3,0610.00%62 43226.3% $2,123 加仓
PTEN PATTERSON-UTI ENERGY INC $3,0670.00%334 3081,184.6% $2,828 加仓
MAIN MAIN STR CAP CORP $3,0680.00%59 -5-7.8% -$260 减仓
CBC CENTRAL BANCOMPANY $3,0690.00%101 101— $3,069 新建仓
AGNC AGNC INVT CORP $3,0740.00%282 282— $3,074 新建仓
NTR NUTRIEN LTD $3,0850.00%49 00.0% — 不变
— GLOBAL X FDS $3,0860.00%80 00.0% — 不变
AORT ARTIVION INC $3,1010.00%138 138— $3,101 新建仓
BFS SAUL CTRS INC $3,1040.00%83 83— $3,104 新建仓
ERIC TELEFONAKTIEBOLAGET LM ERICS $3,1110.00%279 -49-14.9% -$546 减仓
VSH VISHAY INTERTECHNOLOGY INC $3,1200.00%58 2470.6% $1,291 加仓
BPOP POPULAR INC $3,1210.00%19 181,800.0% $2,957 加仓
VSTS VESTIS CORPORATION $3,1220.00%215 215— $3,122 新建仓
UHS UNIVERSAL HLTH SVCS INC $3,1230.00%21 -200-90.5% -$2.97万 减仓
NEOG NEOGEN CORP $3,1290.00%348 348— $3,129 新建仓
IBKR INTERACTIVE BROKERS GROUP IN $3,1380.00%36 00.0% — 不变
DFIN DONNELLEY FINL SOLUTIONS INC $3,1480.00%75 53240.9% $2,225 加仓
ENR ENERGIZER HLDGS INC $3,1520.00%147 147— $3,152 新建仓
MWA MUELLER WTR PRODS INC $3,1780.00%123 91284.4% $2,351 加仓
XMTR XOMETRY INC $3,1860.00%33 00.0% — 不变
CODI COMPASS DIVERSIFIED $3,1980.00%300 2831,664.7% $3,017 加仓
CMC COMMERCIAL METALS CO $3,2010.00%51 1854.5% $1,130 加仓
HEI HEICO CORP NEW $3,2060.00%9 -14-60.9% -$4,987 减仓
QNST QUINSTREET INC $3,2090.00%219 3619.7% $528 加仓
WMK WEIS MKTS INC $3,2110.00%41 381,266.7% $2,976 加仓
AAMI ACADIAN ASSET MANAGEMENT INC $3,2190.00%45 432,150.0% $3,076 加仓
WSC WILLSCOT HLDGS CORP $3,2330.00%112 112— $3,233 新建仓
OMCL OMNICELL COM $3,2390.00%78 78— $3,239 新建仓
PSO PEARSON PLC $3,2420.00%204 00.0% — 不变
FCFS FIRSTCASH HOLDINGS INC $3,2450.00%15 00.0% — 不变
REX REX AMERICAN RES CORP $3,2510.00%72 72— $3,251 新建仓
CRDO CREDO TECHNOLOGY GROUP HOLDI $3,2640.00%12 00.0% — 不变
CHEF CHEFS WHSE INC $3,2680.00%34 34— $3,268 新建仓
HWKN HAWKINS INC $3,2690.00%23 20666.7% $2,843 加仓
AVAH AVEANNA HEALTHCARE HLDGS INC $3,2910.00%384 384— $3,291 新建仓
SGI SOMNIGROUP INTERNATIONAL INC $3,2930.00%42 -1-2.3% -$78 减仓
TWST TWIST BIOSCIENCE CORP $3,2930.00%32 313,100.0% $3,190 加仓
DBX DROPBOX INC $3,2970.00%120 97421.7% $2,665 加仓
GGN GAMCO GLOBAL GOLD NAT RES & $3,3130.00%684 111.6% $53 加仓
CRCT CRICUT INC $3,3150.00%755 7131,697.6% $3,131 加仓
RMBS RAMBUS INC DEL $3,3190.00%25 631.6% $797 加仓
NEXT NEXTDECADE CORP $3,3260.00%441 441— $3,326 新建仓
GLOB GLOBANT S A $3,3290.00%115 -69-37.5% -$1,997 减仓
LNTH LANTHEUS HLDGS INC $3,3290.00%30 26650.0% $2,885 加仓
SW SMURFIT WESTROCK PLC $3,3310.00%72 -41-36.3% -$1,897 减仓
BUSE FIRST BUSEY CORP $3,3340.00%113 113— $3,334 新建仓
WTTR SELECT WATER SOLUTIONS INC $3,3370.00%167 -286-63.1% -$5,715 减仓
— ISHARES U S ETF TR $3,3430.00%61 00.0% — 不变
DMC DEL MONTE CORP $3,3500.00%120 120— $3,350 新建仓
AIQ GLOBAL X FDS $3,3530.00%51 00.0% — 不变
ONB OLD NATL BANCORP IND $3,3680.00%130 82170.8% $2,124 加仓
TRNO TERRENO RLTY CORP $3,3690.00%52 52— $3,369 新建仓
VIR VIR BIOTECHNOLOGY INC $3,3840.00%332 3223,220.0% $3,282 加仓
— TEVA PHARMACEUTICAL INDS LTD $3,3880.00%100 00.0% — 不变
RYAN RYAN SPECIALTY HOLDINGS INC $3,3990.00%90 90— $3,399 新建仓
TFX TELEFLEX INCORPORATED $3,4230.00%27 24800.0% $3,043 加仓
ACHC ACADIA HEALTHCARE COMPANY IN $3,4260.00%116 116— $3,426 新建仓
NTLA INTELLIA THERAPEUTICS INC $3,4350.00%203 158351.1% $2,674 加仓
AIP ARTERIS INC $3,4500.00%71 1526.8% $729 加仓
TK TEEKAY CORPORATION LTD $3,4500.00%345 345— $3,450 新建仓
LKFN LAKELAND FINL CORP $3,4570.00%56 555,500.0% $3,395 加仓
TLN TALEN ENERGY CORP $3,4590.00%9 8800.0% $3,075 加仓
CGXU CAPITAL GROUP INTL FOCUS EQT $3,4620.00%100 100— $3,462 新建仓
HIW HIGHWOODS PPTYS INC $3,4690.00%115 -1,136-90.8% -$3.43万 重新持有
JBI JANUS INTERNATIONAL GROUP IN $3,4700.00%625 547701.3% $3,037 加仓
MOD MODINE MFG CO $3,4730.00%13 9225.0% $2,404 加仓
ARDT ARDENT HEALTH INC $3,4740.00%353 295508.6% $2,903 加仓
LAND GLADSTONE LD CORP $3,4920.00%409 174.3% $145 加仓
MGRC MCGRATH RENTCORP $3,5100.00%29 25625.0% $3,026 加仓
AMBA AMBARELLA INC $3,5180.00%41 25.1% $172 加仓
KBR KBR INC $3,5230.00%102 91827.3% $3,143 加仓
SKYD PARAMOUNT SKYDANCE CORP $3,5530.00%360 15878.2% $1,559 加仓
AMSF AMERISAFE INC $3,5530.00%105 105— $3,553 新建仓
ALH ALLIANCE LAUNDRY HLDGS INC $3,5540.00%134 134— $3,554 新建仓
COLB COLUMBIA BKG SYS INC $3,5580.00%111 60117.6% $1,923 加仓
VVV VALVOLINE INC $3,5590.00%90 71373.7% $2,808 加仓
RES RPC INC $3,5630.00%611 611— $3,563 新建仓
TNET TRINET GROUP INC $3,5640.00%72 47188.0% $2,326 加仓
HUM HUMANA INC $3,5750.00%9 5125.0% $1,986 加仓
SDGR SCHRODINGER INC $3,5750.00%220 198900.0% $3,218 加仓
STAG STAG INDUSTRIAL INC $3,5780.00%94 94— $3,578 新建仓
SLV ISHARES SILVER TR $3,5830.00%67 00.0% — 不变
FICO FAIR ISAAC CORP $3,5850.00%3 00.0% — 不变
ADTN ADTRAN HOLDINGS INC $3,5870.00%258 209426.5% $2,906 加仓
HLIT HARMONIC INC $3,6090.00%221 2101,909.1% $3,429 加仓
OPCH OPTION CARE HEALTH INC $3,6280.00%173 148592.0% $3,104 加仓
ATRC ATRICURE INC $3,6380.00%130 1191,081.8% $3,330 加仓
— BEYOND MEAT INC $3,6400.00%4,852 4,6161,955.9% $3,463 加仓
IDT IDT CORP $3,6650.00%63 581,160.0% $3,374 加仓
RYN RAYONIER INC $3,6730.00%173 31.8% $64 加仓
WMG WARNER MUSIC GROUP CORP $3,6820.00%136 -127-48.3% -$3,438 减仓
EQH EQUITABLE HLDGS INC $3,6860.00%84 -108-56.2% -$4,739 减仓
IRTC IRHYTHM HOLDINGS INC $3,6880.00%31 291,450.0% $3,450 重新持有
NXT NEXTPOWER INC $3,6940.00%31 834.8% $953 加仓
UNFI UNITED NAT FOODS INC $3,7010.00%81 46131.4% $2,102 加仓
CACI CACI INTL INC $3,7070.00%8 -1-11.1% -$463 减仓
KNSA KINIKSA PHARMACEUTICALS INTL $3,7100.00%58 35152.2% $2,239 加仓