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 |
|---|---|---|---|---|---|---|---|---|
| TOL | TOLL BROTHERS INC | $8,189 | 0.00% | 60 | 4 | 7.1% | $546 | 加仓 |
| ALV | AUTOLIV INC | $8,203 | 0.00% | 78 | -15 | -16.1% | -$1,578 | 减仓 |
| — | BITWISE 10 CRYPTO INDEX ETF | $8,208 | 0.00% | 184 | 0 | 0.0% | — | 不变 |
| TOST | TOAST INC | $8,246 | 0.00% | 311 | -62 | -16.6% | -$1,644 | 减仓 |
| AEG | AEGON LTD | $8,277 | 0.00% | 1,140 | -163 | -12.5% | -$1,183 | 减仓 |
| WAL | WESTERN ALLIANCE BANCORP | $8,290 | 0.00% | 117 | 80 | 216.2% | $5,668 | 加仓 |
| LOGI | LOGITECH INTL S A | $8,292 | 0.00% | 91 | 91 | — | $8,292 | 新建仓 |
| TAP | MOLSON COORS BEVERAGE CO | $8,311 | 0.00% | 193 | 178 | 1,186.7% | $7,665 | 加仓 |
| KMPR | KEMPER CORP | $8,313 | 0.00% | 272 | -1,229 | -81.9% | -$3.76万 | 减仓 |
| GH | GUARDANT HEALTH INC | $8,314 | 0.00% | 90 | 2 | 2.3% | $185 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $8,337 | 0.00% | 30 | 3 | 11.1% | $834 | 加仓 |
| WTFC | WINTRUST FINL CORP | $8,337 | 0.00% | 60 | 5 | 9.1% | $695 | 加仓 |
| LSTR | LANDSTAR SYS INC | $8,337 | 0.00% | 52 | 51 | 5,100.0% | $8,177 | 加仓 |
| STM | STMICROELECTRONICS N V | $8,396 | 0.00% | 243 | 243 | — | $8,396 | 新建仓 |
| AN | AUTONATION INC | $8,397 | 0.00% | 43 | 27 | 168.8% | $5,273 | 加仓 |
| BRO | BROWN & BROWN INC | $8,413 | 0.00% | 129 | 98 | 316.1% | $6,391 | 加仓 |
| DRS | LEONARDO DRS INC | $8,415 | 0.00% | 189 | 16 | 9.2% | $712 | 加仓 |
| CWEN | CLEARWAY ENERGY INC | $8,448 | 0.00% | 215 | 8 | 3.9% | $314 | 加仓 |
| DVN | DEVON ENERGY CORP NEW | $8,455 | 0.00% | 168 | 6 | 3.7% | $302 | 加仓 |
| ALHC | ALIGNMENT HEALTHCARE INC | $8,458 | 0.00% | 480 | 469 | 4,263.6% | $8,264 | 加仓 |
| GLOB | GLOBANT S A | $8,485 | 0.00% | 184 | -567 | -75.5% | -$2.61万 | 减仓 |
| CNP | CENTERPOINT ENERGY INC | $8,503 | 0.00% | 197 | 120 | 155.8% | $5,179 | 加仓 |
| GTLB | GITLAB INC | $8,548 | 0.00% | 395 | 206 | 109.0% | $4,458 | 加仓 |
| COIN | COINBASE GLOBAL INC | $8,557 | 0.00% | 49 | -290 | -85.5% | -$5.06万 | 减仓 |
| TEL | TE CONNECTIVITY PLC | $8,570 | 0.00% | 41 | -206 | -83.4% | -$4.31万 | 减仓 |
| ECHO | ECHOSTAR CORP | $8,664 | 0.00% | 74 | 74 | — | $8,664 | 新建仓 |
| TRP | TC ENERGY CORP | $8,827 | 0.00% | 141 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN CORP | $8,870 | 0.00% | 13 | 8 | 160.0% | $5,458 | 加仓 |
| VLO | VALERO ENERGY CORP | $8,895 | 0.00% | 36 | 2 | 5.9% | $494 | 加仓 |
| KRP | KIMBELL RTY PARTNERS LP | $8,972 | 0.00% | 620 | 620 | — | $8,972 | 新建仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $9,017 | 0.00% | 19 | 10 | 111.1% | $4,746 | 加仓 |
| BKR | BAKER HUGHES COMPANY | $9,036 | 0.00% | 148 | 20 | 15.6% | $1,221 | 加仓 |
| POR | PORTLAND GEN ELEC CO | $9,077 | 0.00% | 172 | -55 | -24.2% | -$2,903 | 减仓 |
| MTB | M & T BK CORP | $9,096 | 0.00% | 44 | 3 | 7.3% | $620 | 加仓 |
| FLG | FLAGSTAR BANK NATIONAL ASSOC | $9,128 | 0.00% | 693 | 15 | 2.2% | $198 | 加仓 |
| MZTI | MARZETTI COMPANY | $9,130 | 0.00% | 66 | 18 | 37.5% | $2,490 | 加仓 |
| CTAS | CINTAS CORP | $9,137 | 0.00% | 54 | 24 | 80.0% | $4,061 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $9,165 | 0.00% | 159 | 143 | 893.8% | $8,243 | 加仓 |
| EVRG | EVERGY INC | $9,257 | 0.00% | 113 | 0 | 0.0% | — | 不变 |
| AMT | AMERICAN TOWER CORP | $9,320 | 0.00% | 54 | -620 | -92.0% | -$10.70万 | 减仓 |
| LEA | LEAR CORP | $9,324 | 0.00% | 77 | 66 | 600.0% | $7,992 | 加仓 |
| NDAQ | NASDAQ INC | $9,338 | 0.00% | 110 | 0 | 0.0% | — | 不变 |
| TTE | TOTALENERGIES SE | $9,371 | 0.00% | 103 | -211 | -67.2% | -$1.92万 | 减仓 |
| — | SHF HOLDINGS INC | $9,396 | 0.00% | 11,313 | 0 | 0.0% | — | 不变 |
| EPAM | EPAM SYS INC | $9,478 | 0.00% | 70 | -176 | -71.5% | -$2.38万 | 减仓 |
| OLLI | OLLIES BARGAIN OUTLET HLDGS | $9,481 | 0.00% | 103 | 82 | 390.5% | $7,548 | 加仓 |
| INCY | INCYTE CORP | $9,507 | 0.00% | 101 | -11 | -9.8% | -$1,035 | 减仓 |
| IEMG | ISHARES INC | $9,556 | 0.00% | 137 | 39 | 39.8% | $2,720 | 加仓 |
| CAG | CONAGRA BRANDS INC | $9,590 | 0.00% | 610 | 399 | 189.1% | $6,273 | 加仓 |
| ARW | ARROW ELECTRS INC | $9,609 | 0.00% | 67 | 49 | 272.2% | $7,027 | 加仓 |
| CHWY | CHEWY INC | $9,612 | 0.00% | 356 | -437 | -55.1% | -$1.18万 | 减仓 |
| WPC | WP CAREY INC | $9,651 | 0.00% | 142 | 0 | 0.0% | — | 不变 |
| STLD | STEEL DYNAMICS INC | $9,720 | 0.00% | 54 | 21 | 63.6% | $3,780 | 加仓 |
| CNA | CNA FINL CORP | $9,736 | 0.00% | 212 | 107 | 101.9% | $4,914 | 加仓 |
| OTIS | OTIS WORLDWIDE CORP | $9,867 | 0.00% | 128 | -258 | -66.8% | -$1.99万 | 减仓 |
| MUSA | MURPHY USA INC | $9,880 | 0.00% | 20 | -11 | -35.5% | -$5,434 | 减仓 |
| SWX | SOUTHWEST GAS HLDGS INC | $9,907 | 0.00% | 114 | 33 | 40.7% | $2,868 | 加仓 |
| SCYB | SCHWAB STRATEGIC TR | $9,950 | 0.00% | 383 | 80 | 26.4% | $2,078 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $9,982 | 0.00% | 23 | 10 | 76.9% | $4,340 | 加仓 |
| SCI | SERVICE CORP INTL | $9,984 | 0.00% | 121 | -18 | -12.9% | -$1,485 | 减仓 |
| FIS | FIDELITY NATL INFORMATION SV | $9,992 | 0.00% | 213 | 170 | 395.3% | $7,975 | 加仓 |
| PRCH | PORCH GROUP INC | $9,995 | 0.00% | 1,394 | 462 | 49.6% | $3,313 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $1.01万 | 0.00% | 186 | 0 | 0.0% | — | 不变 |
| TBBB | BBB FOODS INC | $1.01万 | 0.00% | 285 | 271 | 1,935.7% | $9,586 | 加仓 |
| PALL | ABRDN PALLADIUM ETF TRUST | $1.01万 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| IP | INTERNATIONAL PAPER CO | $1.01万 | 0.00% | 283 | 125 | 79.1% | $4,463 | 加仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $1.01万 | 0.00% | 61 | 15 | 32.6% | $2,491 | 加仓 |
| AZO | AUTOZONE INC | $1.01万 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| CHDN | CHURCHILL DOWNS INC | $1.02万 | 0.00% | 113 | -103 | -47.7% | -$9,253 | 减仓 |
| CASY | CASEYS GEN STORES INC | $1.02万 | 0.00% | 14 | 6 | 75.0% | $4,368 | 加仓 |
| LEN | LENNAR CORP | $1.03万 | 0.00% | 119 | 94 | 376.0% | $8,163 | 加仓 |
| PHM | PULTE GROUP INC | $1.03万 | 0.00% | 88 | 6 | 7.3% | $706 | 加仓 |
| BYD | BOYD GAMING CORP | $1.04万 | 0.00% | 126 | -427 | -77.2% | -$3.51万 | 重新持有 |
| ENS | ENERSYS | $1.04万 | 0.00% | 60 | 16 | 36.4% | $2,780 | 加仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $1.05万 | 0.00% | 36 | 21 | 140.0% | $6,105 | 加仓 |
| TKO | TKO GROUP HOLDINGS INC | $1.05万 | 0.00% | 52 | 43 | 477.8% | $8,671 | 加仓 |
| LPLA | LPL FINL HLDGS INC | $1.05万 | 0.00% | 35 | 20 | 133.3% | $6,017 | 加仓 |
| SYF | SYNCHRONY FINANCIAL | $1.05万 | 0.00% | 155 | -423 | -73.2% | -$2.88万 | 减仓 |
| SRPT | SAREPTA THERAPEUTICS INC | $1.06万 | 0.00% | 485 | -384 | -44.2% | -$8,356 | 减仓 |
| LYG | LLOYDS BANKING GROUP PLC | $1.06万 | 0.00% | 2,102 | 0 | 0.0% | — | 不变 |
| PBR | PETROLEO BRASILEIRO S A | $1.06万 | 0.00% | 512 | -147 | -22.3% | -$3,050 | 减仓 |
| KRE | SPDR SERIES TRUST | $1.06万 | 0.00% | 163 | 144 | 757.9% | $9,398 | 加仓 |
| FMNB | FARMERS NATIONAL BANC CORP | $1.07万 | 0.00% | 811 | 0 | 0.0% | — | 不变 |
| CNXC | CONCENTRIX CORP | $1.08万 | 0.00% | 396 | 147 | 59.0% | $4,022 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $1.08万 | 0.00% | 26 | 12 | 85.7% | $5,001 | 加仓 |
| NWG | NATWEST GROUP PLC | $1.08万 | 0.00% | 728 | 0 | 0.0% | — | 不变 |
| GBX | GREENBRIER COS INC | $1.09万 | 0.00% | 207 | 0 | 0.0% | — | 不变 |
| MFG | MIZUHO FINANCIAL GROUP INC | $1.09万 | 0.00% | 1,378 | 569 | 70.3% | $4,518 | 加仓 |
| TRGP | TARGA RES CORP | $1.10万 | 0.00% | 44 | 18 | 69.2% | $4,514 | 加仓 |
| UUUU | ENERGY FUELS INC | $1.11万 | 0.00% | 608 | 608 | — | $1.11万 | 新建仓 |
| FER | FERROVIAL SE | $1.11万 | 0.00% | 171 | 148 | 643.5% | $9,628 | 加仓 |
| FNX | FIRST TR EXCHANGE-TRADED ALP | $1.12万 | 0.00% | 87 | 87 | — | $1.12万 | 新建仓 |
| PAA | PLAINS ALL AMERN PIPELINE L | $1.12万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| FLEX | FLEXTRONICS INTL LTD | $1.12万 | 0.00% | 171 | 60 | 54.1% | $3,928 | 加仓 |
| MANH | MANHATTAN ASSOCIATES INC | $1.13万 | 0.00% | 85 | -44 | -34.1% | -$5,858 | 减仓 |
| FNDC | SCHWAB STRATEGIC TR | $1.14万 | 0.00% | 245 | 0 | 0.0% | — | 不变 |
| BIIB | BIOGEN INC | $1.14万 | 0.00% | 62 | 50 | 416.7% | $9,167 | 加仓 |
| GSK | GSK PLC | $1.15万 | 0.00% | 208 | 0 | 0.0% | — | 不变 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $1.15万 | 0.00% | 143 | 51 | 55.4% | $4,109 | 加仓 |
| CRWV | COREWEAVE INC | $1.16万 | 0.00% | 150 | 0 | 0.0% | — | 不变 |