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 |
|---|---|---|---|---|---|---|---|---|
| BF/B | BROWN FORMAN CORP | $5,712 | 0.00% | 216 | -504 | -70.0% | -$1.33万 | 减仓 |
| FOX | FOX CORP | $5,735 | 0.00% | 108 | 66 | 157.1% | $3,505 | 加仓 |
| — | JANUS HENDERSON GROUP PLC | $5,754 | 0.00% | 112 | 31 | 38.3% | $1,593 | 加仓 |
| FIW | FIRST TR EXCHANGE-TRADED FD | $5,776 | 0.00% | 56 | 0 | 0.0% | — | 不变 |
| SAIC | SCIENCE APPLICATIONS INTL CO | $5,791 | 0.00% | 61 | 58 | 1,933.3% | $5,506 | 加仓 |
| MRP | MILLROSE PPTYS INC | $5,796 | 0.00% | 207 | 145 | 233.9% | $4,060 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $5,810 | 0.00% | 20 | 6 | 42.9% | $1,743 | 加仓 |
| BMO | BANK MONTREAL MEDIUM | $5,820 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| MAMA | MAMAS CREATIONS INC | $5,845 | 0.00% | 381 | 381 | — | $5,845 | 新建仓 |
| SNY | SANOFI SA | $5,927 | 0.00% | 123 | -112 | -47.7% | -$5,397 | 减仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $5,930 | 0.00% | 394 | 311 | 374.7% | $4,681 | 加仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $6,017 | 0.00% | 79 | 38 | 92.7% | $2,894 | 加仓 |
| AVT | AVNET INC | $6,039 | 0.00% | 98 | 19 | 24.1% | $1,171 | 加仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $6,051 | 0.00% | 10 | 2 | 25.0% | $1,210 | 加仓 |
| RS | RELIANCE INC | $6,079 | 0.00% | 20 | 8 | 66.7% | $2,432 | 加仓 |
| MTZ | MASTEC INC | $6,114 | 0.00% | 19 | 5 | 35.7% | $1,609 | 加仓 |
| TNDM | TANDEM DIABETES CARE INC | $6,154 | 0.00% | 321 | 310 | 2,818.2% | $5,943 | 加仓 |
| IDXX | IDEXX LABS INC | $6,182 | 0.00% | 11 | -6 | -35.3% | -$3,372 | 减仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $6,287 | 0.00% | 19 | -16 | -45.7% | -$5,294 | 减仓 |
| HEI | HEICO CORP NEW | $6,307 | 0.00% | 23 | -134 | -85.4% | -$3.67万 | 减仓 |
| NBIS | NEBIUS GROUP N.V. | $6,330 | 0.00% | 61 | 6 | 10.9% | $623 | 加仓 |
| CSL | CARLISLE COS INC | $6,339 | 0.00% | 19 | 1 | 5.6% | $334 | 加仓 |
| AXON | AXON ENTERPRISE INC | $6,371 | 0.00% | 15 | -271 | -94.8% | -$11.51万 | 减仓 |
| EMN | EASTMAN CHEM CO | $6,412 | 0.00% | 84 | 84 | — | $6,412 | 新建仓 |
| LINE | LINEAGE INC | $6,421 | 0.00% | 196 | 171 | 684.0% | $5,602 | 加仓 |
| RACE | FERRARI N V | $6,431 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| EMBJ | EMBRAER S.A. | $6,469 | 0.00% | 109 | -263 | -70.7% | -$1.56万 | 减仓 |
| EW | EDWARDS LIFESCIENCES CORP | $6,487 | 0.00% | 81 | -11 | -12.0% | -$881 | 减仓 |
| SIRI | SIRIUSXM HOLDINGS INC | $6,509 | 0.00% | 282 | 265 | 1,558.8% | $6,117 | 加仓 |
| BEP | BROOKFIELD RENEWABLE ENERGY | $6,528 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| SWK | STANLEY BLACK & DECKER INC | $6,538 | 0.00% | 92 | 81 | 736.4% | $5,756 | 加仓 |
| RNR | RENAISSANCERE HLDGS LTD | $6,540 | 0.00% | 22 | 3 | 15.8% | $892 | 加仓 |
| RKLB | ROCKET LAB CORP | $6,552 | 0.00% | 102 | -793 | -88.6% | -$5.09万 | 减仓 |
| STRA | STRATEGIC ED INC | $6,555 | 0.00% | 79 | 11 | 16.2% | $913 | 加仓 |
| VSAT | VIASAT INC | $6,641 | 0.00% | 145 | 138 | 1,971.4% | $6,320 | 加仓 |
| ETSY | ETSY INC | $6,648 | 0.00% | 133 | -164 | -55.2% | -$8,198 | 减仓 |
| SN | SHARKNINJA INC | $6,672 | 0.00% | 63 | 10 | 18.9% | $1,059 | 加仓 |
| PAYC | PAYCOM SOFTWARE INC | $6,685 | 0.00% | 55 | -234 | -81.0% | -$2.84万 | 减仓 |
| WMG | WARNER MUSIC GROUP CORP | $6,718 | 0.00% | 263 | 239 | 995.8% | $6,105 | 加仓 |
| WSM | WILLIAMS SONOMA INC | $6,747 | 0.00% | 37 | 7 | 23.3% | $1,276 | 加仓 |
| THO | THOR INDS INC | $6,791 | 0.00% | 85 | -17 | -16.7% | -$1,358 | 减仓 |
| ESLT | ELBIT SYS LTD | $6,793 | 0.00% | 8 | 8 | — | $6,793 | 新建仓 |
| OGS | ONE GAS INC | $6,805 | 0.00% | 79 | 74 | 1,480.0% | $6,374 | 加仓 |
| VHT | VANGUARD WORLD FD | $6,809 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| HR | HEALTHCARE RLTY TR | $6,847 | 0.00% | 403 | 403 | — | $6,847 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $6,850 | 0.00% | 205 | 0 | 0.0% | — | 不变 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $6,888 | 0.00% | 318 | 0 | 0.0% | — | 不变 |
| HIG | HARTFORD INSURANCE GROUP INC | $6,897 | 0.00% | 51 | 9 | 21.4% | $1,217 | 加仓 |
| SHAK | SHAKE SHACK INC | $6,901 | 0.00% | 78 | 77 | 7,700.0% | $6,813 | 加仓 |
| KVUE | KENVUE INC | $6,914 | 0.00% | 401 | 269 | 203.8% | $4,638 | 加仓 |
| FNV | FRANCO NEV CORP | $6,918 | 0.00% | 28 | -16 | -36.4% | -$3,953 | 减仓 |
| WTTR | SELECT WATER SOLUTIONS INC | $6,931 | 0.00% | 453 | 453 | — | $6,931 | 新建仓 |
| TDG | TRANSDIGM GROUP INC | $6,954 | 0.00% | 6 | -2 | -25.0% | -$2,318 | 减仓 |
| HIMS | HIMS & HERS HEALTH INC | $6,955 | 0.00% | 335 | 335 | — | $6,955 | 新建仓 |
| GL | GLOBE LIFE INC | $6,959 | 0.00% | 50 | 38 | 316.7% | $5,289 | 加仓 |
| NWSA | NEWS CORP NEW | $6,981 | 0.00% | 280 | -112 | -28.6% | -$2,792 | 减仓 |
| NWL | NEWELL BRANDS INC | $6,998 | 0.00% | 2,040 | 449 | 28.2% | $1,540 | 加仓 |
| KD | KYNDRYL HLDGS INC | $7,020 | 0.00% | 535 | -410 | -43.4% | -$5,380 | 减仓 |
| WY | WEYERHAEUSER CO | $7,061 | 0.00% | 289 | 189 | 189.0% | $4,618 | 加仓 |
| CHRD | CHORD ENERGY CORPORATION | $7,109 | 0.00% | 50 | 48 | 2,400.0% | $6,825 | 加仓 |
| EQH | EQUITABLE HLDGS INC | $7,126 | 0.00% | 192 | 114 | 146.2% | $4,231 | 加仓 |
| VXF | VANGUARD INDEX FDS | $7,203 | 0.00% | 35 | 15 | 75.0% | $3,087 | 加仓 |
| VFH | VANGUARD WORLD FD | $7,249 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| TY | TRI CONTL CORP | $7,298 | 0.00% | 231 | 0 | 0.0% | — | 不变 |
| WCN | WASTE CONNECTIONS INC | $7,310 | 0.00% | 45 | -112 | -71.3% | -$1.82万 | 减仓 |
| STNG | SCORPIO TANKERS INC | $7,318 | 0.00% | 98 | 89 | 988.9% | $6,646 | 加仓 |
| CCC | CCC INTELLIGENT SOLUTIONS HL | $7,344 | 0.00% | 1,224 | 1,209 | 8,060.0% | $7,254 | 重新持有 |
| HUBB | HUBBELL INC | $7,362 | 0.00% | 15 | 5 | 50.0% | $2,454 | 加仓 |
| HTGC | HERCULES CAPITAL INC | $7,385 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| ELF | E L F BEAUTY INC | $7,395 | 0.00% | 122 | 121 | 12,100.0% | $7,334 | 加仓 |
| MGA | MAGNA INTL INC | $7,423 | 0.00% | 133 | 52 | 64.2% | $2,902 | 加仓 |
| ROP | ROPER TECHNOLOGIES INC | $7,432 | 0.00% | 21 | 11 | 110.0% | $3,893 | 加仓 |
| DEO | DIAGEO PLC | $7,445 | 0.00% | 100 | -60 | -37.5% | -$4,467 | 减仓 |
| GT | GOODYEAR TIRE & RUBR CO | $7,479 | 0.00% | 1,128 | -303 | -21.2% | -$2,009 | 减仓 |
| O | REALTY INCOME CORP | $7,526 | 0.00% | 123 | 123 | — | $7,526 | 新建仓 |
| SRE | SEMPRA | $7,580 | 0.00% | 78 | 36 | 85.7% | $3,498 | 加仓 |
| WDS | WOODSIDE ENERGY GROUP LTD | $7,594 | 0.00% | 318 | 92 | 40.7% | $2,197 | 加仓 |
| NRG | NRG ENERGY INC | $7,600 | 0.00% | 52 | 9 | 20.9% | $1,315 | 加仓 |
| RDNT | RADNET INC | $7,602 | 0.00% | 136 | 131 | 2,620.0% | $7,323 | 加仓 |
| CG | CARLYLE GROUP INC | $7,646 | 0.00% | 158 | 105 | 198.1% | $5,081 | 加仓 |
| CZR | CAESARS ENTERTAINMENT INC NE | $7,665 | 0.00% | 290 | 270 | 1,350.0% | $7,136 | 重新持有 |
| RKT | ROCKET COS INC | $7,695 | 0.00% | 540 | 536 | 13,400.0% | $7,638 | 加仓 |
| APTV | APTIV PLC | $7,708 | 0.00% | 111 | -292 | -72.5% | -$2.03万 | 减仓 |
| D | DOMINION ENERGY INC | $7,791 | 0.00% | 126 | 13 | 11.5% | $804 | 加仓 |
| ONTO | ONTO INNOVATION INC | $7,793 | 0.00% | 38 | 9 | 31.0% | $1,846 | 加仓 |
| CPER | UNITED STS COMMODITY INDEX F | $7,816 | 0.00% | 227 | 0 | 0.0% | — | 不变 |
| COHR | COHERENT CORP | $7,861 | 0.00% | 33 | 11 | 50.0% | $2,620 | 加仓 |
| CBOE | CBOE GLOBAL MKTS INC | $7,870 | 0.00% | 28 | -8 | -22.2% | -$2,249 | 减仓 |
| M | MACYS INC | $7,870 | 0.00% | 435 | 57 | 15.1% | $1,031 | 加仓 |
| LIVN | LIVANOVA PLC | $7,882 | 0.00% | 124 | 3 | 2.5% | $191 | 加仓 |
| LUNR | INTUITIVE MACHINES INC | $7,907 | 0.00% | 426 | 426 | — | $7,907 | 新建仓 |
| CBSH | COMMERCE BANCSHARES INC | $7,922 | 0.00% | 161 | 146 | 973.3% | $7,184 | 加仓 |
| CRML | CRITICAL METALS CORP | $7,940 | 0.00% | 1,000 | 1,000 | — | $7,940 | 新建仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $7,948 | 0.00% | 123 | 79 | 179.5% | $5,105 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $7,961 | 0.00% | 106 | -29 | -21.5% | -$2,178 | 减仓 |
| PUK | PRUDENTIAL PLC | $8,018 | 0.00% | 282 | 23 | 8.9% | $654 | 加仓 |
| FRPT | FRESHPET INC | $8,019 | 0.00% | 136 | 129 | 1,842.9% | $7,606 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $8,075 | 0.00% | 177 | 0 | 0.0% | — | 不变 |
| VOE | VANGUARD INDEX FDS | $8,109 | 0.00% | 44 | 44 | — | $8,109 | 新建仓 |
| AYI | ACUITY INC | $8,127 | 0.00% | 29 | -125 | -81.2% | -$3.50万 | 减仓 |