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
UFPT UFP TECHNOLOGIES INC $3,7120.00%14 14— $3,712 新建仓
QLYS QUALYS INC $3,7130.00%27 16145.5% $2,200 加仓
CC CHEMOURS CO $3,7150.00%181 181— $3,715 新建仓
RLJ RLJ LODGING TR $3,7210.00%314 314— $3,721 新建仓
GNW GENWORTH FINL INC $3,7220.00%393 324469.6% $3,069 加仓
OCFC OCEANFIRST FINL CORP $3,7430.00%192 192— $3,743 新建仓
PCRX PACIRA BIOSCIENCES INC $3,7550.00%148 148— $3,755 新建仓
ARGT GLOBAL X FDS $3,7590.00%41 -8-16.3% -$733 减仓
DK DELEK US HLDGS INC NEW $3,7600.00%74 74— $3,760 新建仓
AAT AMERICAN ASSETS TR INC $3,7780.00%153 1472,450.0% $3,630 加仓
GPI GROUP 1 AUTOMOTIVE INC $3,7860.00%13 9225.0% $2,621 加仓
ATEC ALPHATEC HLDGS INC $3,8150.00%441 327286.8% $2,829 加仓
RDDT REDDIT INC $3,8200.00%22 00.0% — 不变
DIOD DIODES INC $3,8320.00%35 1575.0% $1,642 加仓
ALV AUTOLIV INC $3,8340.00%33 -45-57.7% -$5,228 减仓
RBA RB GLOBAL INC $3,8430.00%33 323,200.0% $3,727 加仓
MYGN MYRIAD GENETICS INC $3,8430.00%673 6574,106.2% $3,752 加仓
RIOT RIOT PLATFORMS INC $3,8610.00%141 6483.1% $1,753 加仓
TDUP THREDUP INC $3,8640.00%564 385215.1% $2,638 加仓
WTRG ESSENTIAL UTILS INC $3,8700.00%101 67197.1% $2,567 加仓
LYFT LYFT INC $3,8730.00%265 2605,200.0% $3,800 加仓
LPX LOUISIANA PAC CORP $3,8820.00%49 1963.3% $1,505 加仓
WD WALKER & DUNLOP INC $3,8840.00%71 3491.9% $1,860 加仓
E ENI SPA $3,8900.00%83 00.0% — 不变
OCUL OCULAR THERAPEUTIX INC $3,9190.00%399 232138.9% $2,279 加仓
BE BLOOM ENERGY CORP $3,9360.00%13 00.0% — 不变
VWO VANGUARD INTL EQUITY INDEX F $3,9400.00%66 -120-64.5% -$7,164 减仓
MCY MERCURY GENL CORP NEW $3,9450.00%37 25208.3% $2,666 加仓
INDA ISHARES TR $3,9520.00%80 00.0% — 不变
IVES WEDBUSH SER TR $3,9630.00%104 -36-25.7% -$1,372 减仓
OPRA OPERA LTD $3,9660.00%200 00.0% — 不变
CROX CROCS INC $3,9820.00%33 1365.0% $1,569 加仓
ECG EVERUS CONSTR GROUP $3,9840.00%24 741.2% $1,162 加仓
OBK ORIGIN BANCORP INC $3,9900.00%78 59310.5% $3,018 加仓
BLKB BLACKBAUD INC $3,9990.00%135 00.0% — 不变
LII LENNOX INTL INC $4,0110.00%7 00.0% — 不变
SE SEA LTD $4,0250.00%42 33366.7% $3,162 加仓
AIZ ASSURANT INC $4,0290.00%15 550.0% $1,343 加仓
WT WISDOMTREE INC $4,0320.00%238 2345,850.0% $3,964 加仓
AZZ AZZ INC $4,0340.00%26 21420.0% $3,258 加仓
CTS CTS CORP $4,0420.00%62 62— $4,042 新建仓
VTOL BRISTOW GROUP INC $4,0500.00%98 61164.9% $2,521 加仓
FLOC FLOWCO HLDGS INC $4,0550.00%190 1864,650.0% $3,970 加仓
INSW INTERNATIONAL SEAWAYS INC $4,0600.00%53 43430.0% $3,294 加仓
IX ORIX CORP $4,0710.00%107 5087.7% $1,902 加仓
GDDY GODADDY INC $4,0750.00%48 2392.0% $1,953 加仓
DXYZ DESTINY TECH100 INC $4,0960.00%159 159— $4,096 新建仓
IREN IREN LIMITED $4,1160.00%90 00.0% — 不变
TOWN TOWNEBANK PORTSMOUTH VA $4,1320.00%114 96533.3% $3,480 加仓
PENN PENN ENTERTAINMENT INC $4,1450.00%194 97100.0% $2,072 加仓
INSP INSPIRE MED SYS INC $4,1490.00%93 2843.1% $1,249 加仓
CQP CHENIERE ENERGY PARTNERS L P $4,1650.00%68 11.5% $61 加仓
— PROSHARES TR II $4,1950.00%137 00.0% — 不变
STRL STERLING INFRASTRUCTURE INC $4,1980.00%5 125.0% $840 加仓
BDC BELDEN INC $4,1980.00%35 22169.2% $2,639 加仓
EQT EQT CORP $4,2010.00%79 00.0% — 不变
CIM CHIMERA INVT CORP $4,2160.00%316 316— $4,216 新建仓
PRVA PRIVIA HEALTH GROUP INC $4,2200.00%164 1511,161.5% $3,885 加仓
ADUS ADDUS HOMECARE CORP $4,2200.00%42 402,000.0% $4,019 加仓
ALGT ALLEGIANT TRAVEL CO $4,2340.00%36 36— $4,234 新建仓
IDCC INTERDIGITAL INC $4,2480.00%15 9150.0% $2,549 加仓
XEL XCEL ENERGY INC $4,2560.00%53 23.9% $161 加仓
CUBI CUSTOMERS BANCORP INC $4,2720.00%54 36200.0% $2,848 重新持有
EVTC EVERTEC INC $4,2790.00%154 125431.0% $3,473 加仓
RSSL GLOBAL X FDS $4,2820.00%36 00.0% — 不变
BEPC BROOKFIELD RENEWABLE CORP $4,3060.00%116 1101,833.3% $4,083 加仓
SHEN SHENANDOAH TELECOMMUNICATION $4,3130.00%286 286— $4,313 新建仓
SBCF SEACOAST BKG CORP FLA $4,3230.00%130 1286,400.0% $4,256 加仓
BFH BREAD FINANCIAL HOLDINGS INC $4,3350.00%40 23135.3% $2,493 加仓
LLYVA LIBERTY LIVE HOLDINGS INC $4,3550.00%43 00.0% — 不变
CAVA CAVA GROUP INC $4,3960.00%56 35.7% $236 加仓
KN KNOWLES CORP $4,3970.00%106 106— $4,397 新建仓
AGNT AGNT INC $4,4530.00%823 823— $4,453 新建仓
BVS BIOVENTUS INC $4,4750.00%474 4582,862.5% $4,324 加仓
IART INTEGRA LIFESCIENCES HLDGS C $4,5080.00%251 251— $4,508 新建仓
XPO XPO INC $4,5170.00%22 00.0% — 不变
KFY KORN FERRY $4,5280.00%68 52325.0% $3,463 加仓
MBC MASTERBRAND INC $4,5280.00%440 4304,300.0% $4,425 加仓
EHC ENCOMPASS HEALTH CORP $4,5490.00%45 32246.2% $3,235 加仓
SRPT SAREPTA THERAPEUTICS INC $4,5830.00%255 -230-47.4% -$4,134 减仓
SKY CHAMPION HOMES INC $4,5830.00%52 43477.8% $3,790 加仓
IDYA IDEAYA BIOSCIENCES INC $4,5850.00%123 12212,200.0% $4,548 重新持有
HRI HERC HLDGS INC $4,5870.00%32 25357.1% $3,584 加仓
MNKD MANNKIND CORP $4,6020.00%1,080 952743.8% $4,057 加仓
CVSA COVISTA INC $4,6130.00%37 25.7% $249 加仓
JBGS JBG SMITH PPTYS $4,6220.00%315 315— $4,622 新建仓
KVUE KENVUE INC $4,6250.00%242 -159-39.7% -$3,039 减仓
SM SM ENERGY COMPANY $4,6460.00%178 7674.5% $1,984 加仓
CPF CENTRAL PAC FINL CORP $4,6610.00%122 122— $4,661 新建仓
EWJ ISHARES INC $4,6640.00%50 00.0% — 不变
GEHC GE HEALTHCARE TECHNOLOGIES I $4,6740.00%73 1015.9% $640 加仓
QDEL QUIDELORTHO CORP $4,6770.00%267 2521,680.0% $4,414 加仓
RXO RXO INC $4,6910.00%170 153900.0% $4,222 加仓
IMKTA INGLES MKTS INC $4,6950.00%53 53— $4,695 新建仓
WRLD WORLD ACCEP CORPORATION $4,7010.00%21 316.7% $672 加仓
EAT BRINKER INTL INC $4,7040.00%28 627.3% $1,008 加仓
ARI APOLLO COML REAL ESTATE FIN $4,7100.00%441 4101,322.6% $4,379 加仓
HELE HELEN OF TROY LTD $4,7100.00%162 147980.0% $4,274 加仓
BLOK AMPLIFY ETF TR $4,7130.00%75 -306-80.3% -$1.92万 减仓
AVO MISSION PRODUCE INC $4,7280.00%401 401— $4,728 新建仓