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 |
|---|---|---|---|---|---|---|---|---|
| SSD | SIMPSON MFG INC | $1.17万 | 0.00% | 68 | 0 | 0.0% | — | 不变 |
| EZPW | EZCORP INC | $1.17万 | 0.00% | 461 | 461 | — | $1.17万 | 新建仓 |
| OSCR | OSCAR HEALTH INC | $1.18万 | 0.00% | 1,026 | 15 | 1.5% | $172 | 加仓 |
| BNS | BANK NOVA SCOTIA B C | $1.18万 | 0.00% | 170 | 0 | 0.0% | — | 不变 |
| IDEV | ISHARES TR | $1.19万 | 0.00% | 142 | 142 | — | $1.19万 | 新建仓 |
| HMC | HONDA MOTOR CO LTD | $1.19万 | 0.00% | 489 | -54 | -9.9% | -$1,313 | 减仓 |
| FISV | FISERV INC | $1.19万 | 0.00% | 214 | -633 | -74.7% | -$3.53万 | 减仓 |
| VSNT | VERSANT MEDIA GROUP INC | $1.20万 | 0.00% | 323 | 323 | — | $1.20万 | 新建仓 |
| PPC | PILGRIMS PRIDE CORP | $1.21万 | 0.00% | 321 | -34 | -9.6% | -$1,284 | 减仓 |
| NET | CLOUDFLARE INC | $1.22万 | 0.00% | 59 | -8 | -11.9% | -$1,651 | 减仓 |
| ROL | ROLLINS INC | $1.22万 | 0.00% | 229 | -77 | -25.2% | -$4,113 | 减仓 |
| WAB | WABTEC | $1.22万 | 0.00% | 49 | 10 | 25.6% | $2,499 | 加仓 |
| ALGN | ALIGN TECHNOLOGY INC | $1.23万 | 0.00% | 72 | 4 | 5.9% | $686 | 加仓 |
| ATR | APTARGROUP INC | $1.24万 | 0.00% | 98 | 54 | 122.7% | $6,805 | 加仓 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS | $1.24万 | 0.00% | 661 | -85 | -11.4% | -$1,590 | 减仓 |
| SAN | BANCO SANTANDER SA | $1.24万 | 0.00% | 1,103 | 209 | 23.4% | $2,358 | 加仓 |
| PSA | PUBLIC STORAGE OPER CO | $1.25万 | 0.00% | 46 | 19 | 70.4% | $5,147 | 加仓 |
| FMC | FMC CORP | $1.25万 | 0.00% | 724 | 720 | 18,000.0% | $1.24万 | 重新持有 |
| RSP | INVESCO EXCHANGE TRADED FD T | $1.25万 | 0.00% | 65 | 3 | 4.8% | $576 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $1.25万 | 0.00% | 32 | -51 | -61.4% | -$1.99万 | 减仓 |
| CRH | CRH PLC | $1.25万 | 0.00% | 119 | 56 | 88.9% | $5,887 | 加仓 |
| MCO | MOODYS CORP | $1.27万 | 0.00% | 29 | 8 | 38.1% | $3,490 | 加仓 |
| PLD | PROLOGIS INC. | $1.27万 | 0.00% | 96 | -13 | -11.9% | -$1,721 | 减仓 |
| SPNT | SIRIUSPOINT LTD | $1.27万 | 0.00% | 590 | 566 | 2,358.3% | $1.22万 | 加仓 |
| APP | APPLOVIN CORP | $1.27万 | 0.00% | 32 | -36 | -52.9% | -$1.43万 | 减仓 |
| EVR | EVERCORE INC | $1.28万 | 0.00% | 43 | -72 | -62.6% | -$2.15万 | 减仓 |
| PGR | PROGRESSIVE CORP | $1.29万 | 0.00% | 65 | -101 | -60.8% | -$2.00万 | 减仓 |
| VRSK | VERISK ANALYTICS INC | $1.29万 | 0.00% | 68 | 31 | 83.8% | $5,882 | 加仓 |
| QBTS | D-WAVE QUANTUM INC | $1.30万 | 0.00% | 898 | 547 | 155.8% | $7,894 | 加仓 |
| SAP | SAP SE | $1.30万 | 0.00% | 76 | -12 | -13.6% | -$2,055 | 减仓 |
| GGG | GRACO INC | $1.30万 | 0.00% | 154 | 123 | 396.8% | $1.04万 | 加仓 |
| SIGI | SELECTIVE INS GROUP INC | $1.31万 | 0.00% | 174 | 21 | 13.7% | $1,583 | 加仓 |
| ACWI | ISHARES TR | $1.31万 | 0.00% | 95 | 0 | 0.0% | — | 不变 |
| MGM | MGM RESORTS INTERNATIONAL | $1.32万 | 0.00% | 356 | -7 | -1.9% | -$259 | 减仓 |
| NVR | NVR INC | $1.32万 | 0.00% | 2 | 1 | 100.0% | $6,590 | 加仓 |
| OKLO | OKLO INC | $1.33万 | 0.00% | 268 | 0 | 0.0% | — | 不变 |
| NGG | NATIONAL GRID PLC | $1.34万 | 0.00% | 158 | 24 | 17.9% | $2,030 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $1.35万 | 0.00% | 136 | -45 | -24.9% | -$4,457 | 减仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $1.36万 | 0.00% | 48 | 31 | 182.4% | $8,754 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $1.36万 | 0.00% | 28 | 16 | 133.3% | $7,759 | 加仓 |
| CHE | CHEMED CORP NEW | $1.36万 | 0.00% | 36 | 27 | 300.0% | $1.02万 | 加仓 |
| CR | CRANE COMPANY | $1.37万 | 0.00% | 80 | -11 | -12.1% | -$1,881 | 减仓 |
| FTC | FIRST TR EXCHANGE-TRADED ALP | $1.37万 | 0.00% | 89 | 89 | — | $1.37万 | 新建仓 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $1.38万 | 0.00% | 190 | 67 | 54.5% | $4,861 | 加仓 |
| ESTC | ELASTIC N V | $1.38万 | 0.00% | 276 | -930 | -77.1% | -$4.65万 | 减仓 |
| RPM | RPM INTL INC | $1.38万 | 0.00% | 139 | -464 | -76.9% | -$4.61万 | 减仓 |
| AWI | ARMSTRONG WORLD INDS INC NEW | $1.38万 | 0.00% | 84 | -225 | -72.8% | -$3.71万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $1.38万 | 0.00% | 31 | 4 | 14.8% | $1,786 | 加仓 |
| FYX | FIRST TR EXCHANGE-TRADED ALP | $1.38万 | 0.00% | 116 | 116 | — | $1.38万 | 新建仓 |
| PCAR | PACCAR INC | $1.40万 | 0.00% | 121 | 42 | 53.2% | $4,851 | 加仓 |
| AER | AERCAP HOLDINGS NV | $1.40万 | 0.00% | 102 | -44 | -30.1% | -$6,036 | 减仓 |
| SFM | SPROUTS FMRS MKT INC | $1.40万 | 0.00% | 182 | 84 | 85.7% | $6,479 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $1.41万 | 0.00% | 203 | 48 | 31.0% | $3,327 | 加仓 |
| NVT | NVENT ELEC PLC | $1.41万 | 0.00% | 119 | 98 | 466.7% | $1.16万 | 加仓 |
| CRI | CARTERS INC | $1.41万 | 0.00% | 394 | 0 | 0.0% | — | 不变 |
| STE | STERIS PLC | $1.42万 | 0.00% | 64 | -49 | -43.4% | -$1.08万 | 减仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $1.42万 | 0.00% | 240 | 0 | 0.0% | — | 不变 |
| TS | TENARIS S A | $1.42万 | 0.00% | 244 | 0 | 0.0% | — | 不变 |
| ARKG | ARK ETF TR | $1.42万 | 0.00% | 538 | 0 | 0.0% | — | 不变 |
| SHC | SOTERA HEALTH CO | $1.43万 | 0.00% | 996 | 220 | 28.4% | $3,155 | 加仓 |
| BWA | BORGWARNER INC | $1.46万 | 0.00% | 269 | 12 | 4.7% | $651 | 加仓 |
| ADSK | AUTODESK INC | $1.46万 | 0.00% | 61 | -154 | -71.6% | -$3.69万 | 减仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $1.47万 | 0.00% | 90 | 90 | — | $1.47万 | 新建仓 |
| SMFG | SUMITOMO MITSUI FIN GRP INC | $1.49万 | 0.00% | 752 | 11 | 1.5% | $217 | 加仓 |
| OSK | OSHKOSH CORP | $1.49万 | 0.00% | 101 | 18 | 21.7% | $2,650 | 加仓 |
| PAVE | GLOBAL X FDS | $1.49万 | 0.00% | 294 | 265 | 913.8% | $1.35万 | 加仓 |
| SLB | SLB LIMITED | $1.50万 | 0.00% | 292 | 34 | 13.2% | $1,747 | 加仓 |
| — | TAYLOR MORRISON HOME CORP | $1.51万 | 0.00% | 259 | -18 | -6.5% | -$1,048 | 减仓 |
| AIT | APPLIED INDL TECHNOLOGIES IN | $1.51万 | 0.00% | 57 | 37 | 185.0% | $9,817 | 加仓 |
| CRM | SALESFORCE INC | $1.52万 | 0.00% | 81 | -233 | -74.2% | -$4.36万 | 减仓 |
| VMI | VALMONT INDS INC | $1.52万 | 0.00% | 38 | 2 | 5.6% | $799 | 加仓 |
| RPRX | ROYALTY PHARMA PLC | $1.52万 | 0.00% | 317 | 211 | 199.1% | $1.01万 | 加仓 |
| MT | ARCELORMITTAL SA LUXEMBOURG | $1.52万 | 0.00% | 293 | 20 | 7.3% | $1,040 | 加仓 |
| NOVT | NOVANTA INC | $1.52万 | 0.00% | 129 | 2 | 1.6% | $236 | 加仓 |
| VOD | VODAFONE GROUP PLC | $1.54万 | 0.00% | 1,024 | 3 | 0.3% | $45 | 加仓 |
| XME | SPDR SERIES TRUST | $1.56万 | 0.00% | 144 | 144 | — | $1.56万 | 新建仓 |
| RCL | ROYAL CARIBBEAN GROUP | $1.57万 | 0.00% | 57 | 24 | 72.7% | $6,605 | 加仓 |
| ADT | ADT INC DEL | $1.57万 | 0.00% | 2,390 | -472 | -16.5% | -$3,101 | 减仓 |
| CHTR | CHARTER COMMUNICATIONS INC | $1.58万 | 0.00% | 73 | -2 | -2.7% | -$432 | 减仓 |
| FNDF | SCHWAB STRATEGIC TR | $1.58万 | 0.00% | 323 | 0 | 0.0% | — | 不变 |
| BTI | BRITISH AMERN TOB PLC | $1.58万 | 0.00% | 271 | 101 | 59.4% | $5,906 | 加仓 |
| HPQ | HP INC | $1.59万 | 0.00% | 826 | -140 | -14.5% | -$2,690 | 减仓 |
| VST | VISTRA CORP | $1.59万 | 0.00% | 106 | 51 | 92.7% | $7,667 | 加仓 |
| EXLS | EXLSERVICE HLDGS INC | $1.60万 | 0.00% | 527 | 93 | 21.4% | $2,832 | 加仓 |
| DRI | DARDEN RESTAURANTS INC | $1.61万 | 0.00% | 82 | 37 | 82.2% | $7,254 | 加仓 |
| BITB | BITWISE BITCOIN ETF TR | $1.62万 | 0.00% | 439 | 0 | 0.0% | — | 不变 |
| — | VANECK FDS | $1.62万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| URA | GLOBAL X FDS | $1.62万 | 0.00% | 335 | 33 | 10.9% | $1,599 | 加仓 |
| DLN | WISDOMTREE TR | $1.63万 | 0.00% | 182 | 0 | 0.0% | — | 不变 |
| ARES | ARES MANAGEMENT CORPORATION | $1.66万 | 0.00% | 152 | 110 | 261.9% | $1.20万 | 加仓 |
| ICUI | ICU MED INC | $1.68万 | 0.00% | 130 | -137 | -51.3% | -$1.77万 | 减仓 |
| AEE | AMEREN CORP | $1.68万 | 0.00% | 153 | 93 | 155.0% | $1.02万 | 加仓 |
| SBAC | SBA COMMUNICATIONS CORP | $1.69万 | 0.00% | 98 | -120 | -55.0% | -$2.07万 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC | $1.69万 | 0.00% | 47 | 23 | 95.8% | $8,255 | 加仓 |
| PAGP | PLAINS GP HLDGS L P | $1.71万 | 0.00% | 705 | 705 | — | $1.71万 | 新建仓 |
| HAE | HAEMONETICS CORP MASS | $1.71万 | 0.00% | 304 | 49 | 19.2% | $2,762 | 加仓 |
| IRDM | IRIDIUM COMMUNICATIONS INC | $1.72万 | 0.00% | 619 | 371 | 149.6% | $1.03万 | 加仓 |
| OMF | ONEMAIN HLDGS INC | $1.74万 | 0.00% | 326 | 34 | 11.6% | $1,819 | 加仓 |
| KGC | KINROSS GOLD CORP | $1.76万 | 0.00% | 576 | -65 | -10.1% | -$1,984 | 减仓 |
| VFC | V F CORP | $1.76万 | 0.00% | 1,037 | 916 | 757.0% | $1.56万 | 加仓 |