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
BSY BENTLEY SYS INC $7,5030.00%251 2443,485.7% $7,294 加仓
ECHO ECHOSTAR CORP $7,5110.00%74 00.0% — 不变
SXT SENSIENT TECHNOLOGIES CORP $7,5220.00%61 1635.6% $1,973 加仓
MC MOELIS & CO $7,5240.00%115 98576.5% $6,412 加仓
EMBJ EMBRAER S.A. $7,5290.00%118 98.3% $574 加仓
ROIV ROIVANT SCIENCES LTD $7,5390.00%213 4023.1% $1,416 加仓
FUN SIX FLAGS ENTERTAINMENT CORP $7,5620.00%355 15577.5% $3,302 加仓
UBSI UNITED BANKSHARES INC WEST V $7,5620.00%165 141587.5% $6,462 加仓
ABCB AMERIS BANCORP $7,5820.00%84 65342.1% $5,867 加仓
BMO BANK MONTREAL MEDIUM $7,5990.00%43 00.0% — 不变
MRP MILLROSE PPTYS INC $7,6030.00%253 4622.2% $1,382 加仓
OFG OFG BANCORP $7,6060.00%155 119330.6% $5,839 加仓
DOLE DOLE PLC $7,6150.00%555 555— $7,615 新建仓
— AVALONBAY CMNTYS INC $7,7380.00%41 29241.7% $5,473 加仓
CHKP CHECK POINT SOFTWARE TECH LT $7,7550.00%59 572,850.0% $7,492 重新持有
HRMY HARMONY BIOSCIENCES HLDGS IN $7,7560.00%213 171407.1% $6,227 加仓
NMR NOMURA HLDGS INC $7,7620.00%884 444100.9% $3,899 加仓
ADSK AUTODESK INC $7,7780.00%40 -21-34.4% -$4,083 减仓
J JACOBS SOLUTIONS INC $7,8120.00%62 44244.4% $5,544 加仓
PFGC PERFORMANCE FOOD GROUP CO $7,8270.00%70 42150.0% $4,696 加仓
OPLN OPENLANE INC $7,8360.00%190 160533.3% $6,599 加仓
HSY HERSHEY CO $7,8960.00%45 -96-68.1% -$1.68万 减仓
VFH VANGUARD WORLD FD $7,8960.00%60 00.0% — 不变
HTH HILLTOP HLDGS INC $7,9120.00%204 2016,700.0% $7,796 加仓
SRCE 1ST SOURCE CORP $7,9140.00%97 969,600.0% $7,832 加仓
COLD AMERICOLD REALTY TRUST INC $7,9390.00%505 505— $7,939 新建仓
TY TRI CONTL CORP $7,9520.00%231 00.0% — 不变
EBC EASTERN BANKSHARES INC $7,9850.00%359 3291,096.7% $7,318 加仓
SAIA SAIA INC $8,0030.00%19 15375.0% $6,318 加仓
VCIT VANGUARD SCOTTSDALE FDS $8,0180.00%97 -261-72.9% -$2.16万 减仓
DEO DIAGEO PLC $8,0380.00%100 00.0% — 不变
MMI MARCUS & MILLICHAP INC $8,0420.00%258 222616.7% $6,920 加仓
CART MAPLEBEAR INC $8,0500.00%170 148672.7% $7,008 加仓
UFPI UFP INDUSTRIES INC $8,0760.00%89 79790.0% $7,169 加仓
ULCC FRONTIER GROUP HLDGS INC $8,0920.00%1,023 9611,550.0% $7,602 加仓
KWR QUAKER HOUGHTON $8,1030.00%51 481,600.0% $7,626 加仓
BANF BANCFIRST CORP $8,1130.00%73 671,116.7% $7,446 加仓
KGS KODIAK GAS SVCS INC $8,1150.00%108 94671.4% $7,063 加仓
LH LABCORP HOLDINGS INC $8,1200.00%29 1493.3% $3,920 加仓
VEU VANGUARD INTL EQUITY INDEX F $8,1240.00%97 -9-8.5% -$754 减仓
NNI NELNET INC $8,1510.00%61 38165.2% $5,078 加仓
LFST LIFESTANCE HEALTH GROUP INC $8,1830.00%764 646547.5% $6,919 加仓
PALL ABRDN PALLADIUM ETF TRUST $8,2800.00%375 00.0% — 不变
MGEE MGE ENERGY INC $8,3180.00%102 971,940.0% $7,910 加仓
PBR PETROLEO BRASILEIRO S A $8,3230.00%515 30.6% $48 加仓
SIMO SILICON MOTION TECHNOLOGY CO $8,3340.00%25 25— $8,334 新建仓
TSEM TOWER SEMICONDUCTOR LTD $8,3410.00%32 00.0% — 不变
UHAL/B U HAUL HOLDING COMPANY $8,3670.00%145 120480.0% $6,924 加仓
BV BRIGHTVIEW HLDGS INC $8,4170.00%594 59119,700.0% $8,374 加仓
NWG NATWEST GROUP PLC $8,4450.00%479 -249-34.2% -$4,390 减仓
AMAL AMALGAMATED FINANCIAL CORP $8,4460.00%184 184— $8,446 新建仓
LPLA LPL FINL HLDGS INC $8,4510.00%30 -5-14.3% -$1,408 减仓
AES AES CORP $8,4740.00%578 500641.0% $7,330 加仓
DASH DOORDASH INC $8,4890.00%46 30187.5% $5,536 加仓
PBF PBF ENERGY INC $8,5130.00%187 160592.6% $7,284 加仓
MWH SOLV ENERGY INC $8,5130.00%250 250— $8,513 新建仓
HAYW HAYWARD HLDGS INC $8,5340.00%493 9222.9% $1,593 加仓
UI UBIQUITI INC $8,5450.00%16 -7-30.4% -$3,738 减仓
MRTN MARTEN TRANS LTD $8,5540.00%493 49016,333.3% $8,502 加仓
LOGI LOGITECH INTL S A $8,5580.00%91 00.0% — 不变
CPER UNITED STS COMMODITY INDEX F $8,5650.00%227 00.0% — 不变
AX AXOS FINANCIAL INC $8,5710.00%88 73486.7% $7,110 加仓
COKE COCA COLA CONS INC $8,5920.00%45 2080.0% $3,819 加仓
CORT CORCEPT THERAPEUTICS INC $8,6090.00%99 963,200.0% $8,348 加仓
VXF VANGUARD INDEX FDS $8,6180.00%35 00.0% — 不变
AMKR AMKOR TECHNOLOGY INC $8,6230.00%100 88.7% $690 加仓
WSM WILLIAMS SONOMA INC $8,6320.00%37 00.0% — 不变
ALK ALASKA AIR GROUP INC $8,6660.00%166 149876.5% $7,779 加仓
VOE VANGUARD INDEX FDS $8,6950.00%44 00.0% — 不变
MGA MAGNA INTL INC $8,7330.00%133 00.0% — 不变
UUUU ENERGY FUELS INC $8,8160.00%608 00.0% — 不变
FRME FIRST MERCHANTS CORP $8,8260.00%202 171551.6% $7,472 加仓
SIRI SIRIUSXM HOLDINGS INC $8,8330.00%299 176.0% $502 加仓
GTY GETTY RLTY CORP NEW $8,8410.00%265 2628,733.3% $8,741 加仓
MOG/A MOOG INC $8,9010.00%21 12133.3% $5,086 加仓
CACC CREDIT ACCEP CORP MICH $8,9150.00%14 12600.0% $7,641 加仓
AVA AVISTA CORP $8,9190.00%218 2082,080.0% $8,510 加仓
LILAK LIBERTY LATIN AMERICA LTD $8,9280.00%1,146 1,146— $8,928 新建仓
— CAPITAL-FORCE ETF TR $8,9280.00%205 205— $8,928 新建仓
KEX KIRBY CORP $8,9750.00%66 41164.0% $5,575 加仓
HASI HA SUSTAINABLE INFRA CAP INC $8,9820.00%230 230— $8,982 新建仓
AUPH AURINIA PHARMACEUTICALS INC $8,9950.00%530 444516.3% $7,535 加仓
KRP KIMBELL RTY PARTNERS LP $9,0090.00%620 00.0% — 不变
JJSF J & J SNACK FOODS CORP $9,0350.00%123 99412.5% $7,272 加仓
STNG SCORPIO TANKERS INC $9,0740.00%131 3333.7% $2,286 加仓
GEN GEN DIGITAL INC $9,0850.00%365 257238.0% $6,397 加仓
SFD SMITHFIELD FOODS INC $9,0980.00%375 283307.6% $6,866 加仓
GFS GLOBALFOUNDRIES INC $9,1480.00%111 1414.4% $1,154 加仓
BEN FRANKLIN RESOURCES INC $9,1500.00%275 191227.4% $6,355 加仓
RDNT RADNET INC $9,1900.00%149 139.6% $802 加仓
SCI SERVICE CORP INTL $9,1920.00%121 00.0% — 不变
UE URBAN EDGE PPTYS $9,2120.00%403 403— $9,212 新建仓
UHAL U HAUL HOLDING COMPANY $9,2280.00%141 3836.9% $2,487 加仓
EE EXCELERATE ENERGY INC $9,2320.00%243 24112,050.0% $9,156 加仓
NMIH NMI HLDGS INC $9,2460.00%225 121116.3% $4,972 加仓
NSP INSPERITY INC $9,2950.00%225 204971.4% $8,427 加仓
LYV LIVE NATION ENTERTAINMENT IN $9,3400.00%51 2382.1% $4,212 加仓
TRP TC ENERGY CORP $9,3470.00%141 00.0% — 不变
BXP BXP INC $9,3500.00%141 141— $9,350 新建仓
AMRX AMNEAL PHARMACEUTICALS INC $9,3650.00%541 5081,539.4% $8,794 加仓