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
ESLT ELBIT SYS LTD $6,0700.00%8 00.0% — 不变
FG F&G ANNUITIES & LIFE INC $6,1160.00%230 2277,566.7% $6,036 加仓
ICFI ICF INTL INC $6,1210.00%84 70500.0% $5,101 加仓
BIPC BROOKFIELD INFRASTRUCTURE CO $6,1220.00%159 159— $6,122 新建仓
TFC TRUIST FINL CORP $6,1280.00%123 00.0% — 不变
FIW FIRST TR EXCHANGE-TRADED FD $6,1340.00%56 00.0% — 不变
FIVN FIVE9 INC $6,1410.00%288 201231.0% $4,286 加仓
WDS WOODSIDE ENERGY GROUP LTD $6,1440.00%318 00.0% — 不变
WLY WILEY JOHN & SONS INC $6,1610.00%127 12612,600.0% $6,112 加仓
BGC BGC GROUP INC $6,1690.00%577 5281,077.6% $5,645 加仓
FN FABRINET $6,1830.00%11 222.2% $1,124 加仓
ALKS ALKERMES PLC $6,1830.00%118 72156.5% $3,773 加仓
PKG PACKAGING CORP AMER $6,1960.00%26 00.0% — 不变
— BIOLIFE SOLUTIONS INC $6,2130.00%220 220— $6,213 新建仓
FELE FRANKLIN ELEC INC $6,2180.00%58 46383.3% $4,932 加仓
ACLS AXCELIS TECHNOLOGIES INC $6,2530.00%33 29725.0% $5,495 加仓
CMP COMPASS MINERALS INTL INC $6,2580.00%201 156346.7% $4,857 加仓
NPKI NPK INTERNATIONAL INC $6,2850.00%395 153.9% $239 加仓
WSFS WSFS FINL CORP $6,2920.00%82 64355.6% $4,911 加仓
ADPT ADAPTIVE BIOTECHNOLOGIES COR $6,3070.00%294 166129.7% $3,561 加仓
AD ARRAY DIGITAL INFRASTRUCTURE $6,3100.00%174 1715,700.0% $6,201 加仓
SANM SANMINA CORP $6,3270.00%25 28.7% $506 加仓
UNIT UNITI GROUP LLC $6,3320.00%552 552— $6,332 新建仓
BUR BURFORD CAPITAL LIMITED $6,3430.00%1,547 1,4211,127.8% $5,826 加仓
WOR WORTHINGTON ENTERPRISES INC $6,3440.00%118 100555.6% $5,376 加仓
IVT INVENTRUST PPTYS CORP $6,3720.00%180 180— $6,372 新建仓
TGTX TG THERAPEUTICS INC $6,3740.00%116 100625.0% $5,495 加仓
TALO TALOS ENERGY INC $6,4170.00%497 4802,823.5% $6,198 加仓
RUSHA RUSH ENTERPRISES INC $6,4230.00%88 74528.6% $5,401 加仓
SCL STEPAN CO $6,4640.00%116 96480.0% $5,350 加仓
MKTX MARKETAXESS HLDGS INC $6,4690.00%57 -143-71.5% -$1.62万 减仓
FOR FORESTAR GROUP INC $6,4890.00%205 1901,266.7% $6,014 加仓
RIG TRANSOCEAN LTD $6,4900.00%1,327 987290.3% $4,827 加仓
CHD CHURCH & DWIGHT CO INC $6,4910.00%67 49272.2% $4,747 加仓
LVHI LEGG MASON ETF INVT $6,4940.00%160 160— $6,494 新建仓
BCO BRINKS CO $6,5200.00%69 43165.4% $4,063 加仓
UCB UNITED CMNTY BKS BLAIRSVLE G $6,5270.00%186 166830.0% $5,825 加仓
— ACV AUCTIONS INC $6,5430.00%910 8391,181.7% $6,033 加仓
NCNO NCINO INC $6,5730.00%402 271206.9% $4,431 加仓
HCSG HEALTHCARE SVCS GROUP INC $6,5830.00%268 217425.5% $5,330 加仓
ATEX ANTERIX INC $6,5890.00%64 64— $6,589 新建仓
LGND LIGAND PHARMACEUTICALS INC $6,6380.00%21 202,000.0% $6,322 加仓
FRPT FRESHPET INC $6,6810.00%113 -23-16.9% -$1,360 减仓
HSIC SCHEIN HENRY INC $6,6820.00%80 62344.4% $5,179 加仓
PFS PROVIDENT FINL SVCS INC $6,6910.00%283 283— $6,691 新建仓
TOST TOAST INC $6,7340.00%242 -69-22.2% -$1,920 减仓
STRA STRATEGIC ED INC $6,7440.00%88 911.4% $690 加仓
EXPO EXPONENT INC $6,7580.00%115 98576.5% $5,759 加仓
PRK PARK NATL CORP $6,7710.00%37 351,750.0% $6,405 加仓
EW EDWARDS LIFESCIENCES CORP $6,7850.00%75 -6-7.4% -$543 减仓
MLKN MILLERKNOLL INC $6,8140.00%333 3243,600.0% $6,630 加仓
BC BRUNSWICK CORP $6,8240.00%81 43113.2% $3,623 加仓
AEM AGNICO EAGLE MINES LTD $6,8270.00%44 -55-55.6% -$8,534 减仓
PSMT PRICESMART INC $6,8370.00%35 29483.3% $5,665 加仓
— JANUS HENDERSON GROUP PLC $6,8580.00%132 2017.9% $1,039 加仓
OLN OLIN CORP $6,8780.00%347 3201,185.2% $6,343 加仓
CNM CORE & MAIN INC $6,9000.00%143 102248.8% $4,922 加仓
ENOV ENOVIS CORPORATION $6,9140.00%334 3274,671.4% $6,769 加仓
— BITWISE 10 CRYPTO INDEX ETF $6,9150.00%184 00.0% — 不变
— GATES INDL CORP PLC $6,9370.00%248 200416.7% $5,594 加仓
SFBS SERVISFIRST BANCSHARES INC $6,9400.00%80 53196.3% $4,598 加仓
BEP BROOKFIELD RENEWABLE ENERGY $6,9460.00%200 00.0% — 不变
ADT ADT INC DEL $6,9550.00%1,070 -1,320-55.2% -$8,580 减仓
FBK FB FINL CORP $6,9750.00%126 1171,300.0% $6,477 加仓
CRSP CRISPR THERAPEUTICS AG $6,9820.00%128 94276.5% $5,127 加仓
CRK COMSTOCK RES INC $6,9830.00%468 4311,164.9% $6,431 加仓
HII HUNTINGTON INGALLS INDS INC $6,9980.00%25 -56-69.1% -$1.57万 减仓
ALRS ALERUS FINL CORP $6,9980.00%225 2183,114.3% $6,780 加仓
NEO NEOGENOMICS INC $7,0040.00%480 4736,757.1% $6,902 加仓
HXL HEXCEL CORP NEW $7,0050.00%70 641,066.7% $6,405 加仓
CALM CAL MAINE FOODS INC $7,0090.00%87 79987.5% $6,364 加仓
FULT FULTON FINL CORP PA $7,0160.00%290 254705.6% $6,145 加仓
ECVT ECOVYST INC $7,0220.00%564 564— $7,022 新建仓
PEBO PEOPLES BANCORP INC $7,0300.00%183 152490.3% $5,839 加仓
GIII G III APPAREL GROUP LTD $7,0460.00%209 129161.2% $4,349 加仓
WAFD WAFD INC $7,0610.00%184 1711,315.4% $6,562 加仓
WERN WERNER ENTERPRISES INC $7,0650.00%162 1573,140.0% $6,847 加仓
LNN LINDSAY CORP $7,1850.00%58 541,350.0% $6,689 加仓
MAT MATTEL INC $7,2040.00%519 -1,225-70.2% -$1.70万 减仓
SLDE SLIDE INS HLDGS INC $7,2070.00%372 16983.3% $3,274 加仓
BAND BANDWIDTH INC $7,2170.00%114 114— $7,217 新建仓
CSTM CONSTELLIUM SE $7,2350.00%227 8863.3% $2,805 加仓
AUB ATLANTIC UN BANKSHARES CORP $7,2360.00%171 1561,040.0% $6,601 加仓
UFCS UNITED FIRE GROUP INC $7,2370.00%138 121711.8% $6,345 加仓
BULL WEBULL CORP $7,2570.00%1,113 934521.8% $6,090 加仓
GPOR GULFPORT ENERGY CORP $7,2980.00%43 39975.0% $6,619 加仓
HUBB HUBBELL INC $7,3250.00%14 -1-6.7% -$523 减仓
TDY TELEDYNE TECHNOLOGIES INC $7,3370.00%11 110.0% $667 加仓
CWST CASELLA WASTE SYS INC $7,3700.00%76 701,166.7% $6,788 加仓
WK WORKIVA INC $7,3740.00%152 1421,420.0% $6,889 加仓
BWXT BWX TECHNOLOGIES INC $7,3970.00%38 27245.5% $5,256 加仓
P EVERPURE INC $7,4070.00%94 -327-77.7% -$2.58万 减仓
NDAQ NASDAQ INC $7,4100.00%94 -16-14.5% -$1,261 减仓
WTS WATTS WATER TECHNOLOGIES INC $7,4380.00%19 13216.7% $5,089 加仓
LOPE GRAND CANYON ED INC $7,4420.00%52 -290-84.8% -$4.15万 减仓
GEF GREIF INC $7,4490.00%100 962,400.0% $7,151 加仓
VHT VANGUARD WORLD FD $7,4760.00%25 00.0% — 不变
PHG KONINKLIJKE PHILIPS N V $7,4780.00%275 10359.9% $2,801 加仓
CWEN CLEARWAY ENERGY INC $7,4860.00%219 41.9% $137 加仓
LZB LA Z BOY INC $7,5030.00%187 130228.1% $5,216 加仓