13F 机构持仓

SJS Investment Consulting Inc.

SYLVANIA OH · SEC CIK 0001894302

2026Q22026Q1 更早 9 个季度 🔒
$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
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 43.8%
DFIC 8.5%
DUSB 4.6%
VCRB 4.1%
DFSD 2.7%
LLY 2.1%
AAPL 2.1%
VTIP 1.9%
AVUS 1.9%
AVEM 1.7%

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
UBS UBS GROUP AG $1.76万0.00%451 102.3% $391 加仓
DB DEUTSCHE BK AG $1.77万0.00%593 -125-17.4% -$3,723 减仓
EXPD EXPEDITORS INTL WASH INC $1.78万0.00%124 21.6% $286 加仓
SPYM SPDR SERIES TRUST $1.78万0.00%233 00.0% — 不变
— MILESTONE PHARMACEUTICALS IN $1.78万0.00%15,000 00.0% — 不变
TECH BIO-TECHNE CORP $1.79万0.00%342 -443-56.4% -$2.32万 减仓
GPC GENUINE PARTS CO $1.80万0.00%170 146608.3% $1.54万 加仓
HUBS HUBSPOT INC $1.81万0.00%74 22.8% $488 加仓
CRL CHARLES RIV LABS INTL INC $1.81万0.00%105 -151-59.0% -$2.60万 减仓
ALB ALBEMARLE CORP $1.81万0.00%101 4994.2% $8,797 加仓
PB PROSPERITY BANCSHARES INC $1.81万0.00%270 175184.2% $1.18万 加仓
UI UBIQUITI INC $1.82万0.00%23 527.8% $3,952 加仓
DFAI DIMENSIONAL ETF TRUST $1.82万0.00%467 00.0% — 不变
MSCI MSCI INC $1.83万0.00%34 22183.3% $1.19万 加仓
VGSR MANAGER DIRECTED PORTFOLIOS $1.85万0.00%1,794 -329-15.5% -$3,399 减仓
SOFI SOFI TECHNOLOGIES INC $1.89万0.00%1,190 171.4% $270 加仓
ZION ZIONS BANCORPORATION NATL AS $1.89万0.00%328 3081,540.0% $1.77万 加仓
BLOK AMPLIFY ETF TR $1.90万0.00%381 133.5% $648 加仓
AVRE AMERICAN CENTY ETF TR $1.90万0.00%432 00.0% — 不变
— CALAMOS DYNAMIC CONV & INCOM $1.92万0.00%900 00.0% — 不变
DKNG DRAFTKINGS INC NEW $1.92万0.00%889 -388-30.4% -$8,389 减仓
BBWI BATH & BODY WORKS INC $1.93万0.00%1,032 00.0% — 不变
RBLX ROBLOX CORP $1.93万0.00%341 -144-29.7% -$8,145 减仓
HAL HALLIBURTON CO $1.93万0.00%496 263112.9% $1.03万 加仓
ANF ABERCROMBIE & FITCH CO $1.95万0.00%213 20.9% $183 加仓
JEF JEFFERIES FINANCIAL GROUP IN $1.96万0.00%474 -659-58.2% -$2.72万 减仓
XBI SPDR SERIES TRUST $1.97万0.00%154 00.0% — 不变
AR ANTERO RESOURCES CORP $1.98万0.00%467 163.5% $679 加仓
JEPQ J P MORGAN EXCHANGE TRADED F $1.98万0.00%357 00.0% — 不变
AJG GALLAGHER ARTHUR J & CO $1.99万0.00%92 -29-24.0% -$6,284 减仓
AEM AGNICO EAGLE MINES LTD $2.01万0.00%99 -28-22.0% -$5,684 减仓
CCL CARNIVAL CORP $2.02万0.00%781 543228.2% $1.41万 加仓
RAAX VANECK ETF TRUST $2.02万0.00%497 497— $2.02万 新建仓
KTOS KRATOS DEFENSE & SEC SOLUTIO $2.02万0.00%287 -42-12.8% -$2,962 减仓
VTR VENTAS INC $2.03万0.00%248 -34-12.1% -$2,781 减仓
DDOG DATADOG INC $2.04万0.00%173 -151-46.6% -$1.78万 减仓
FNDE SCHWAB STRATEGIC TR $2.06万0.00%538 00.0% — 不变
SPSM SPDR SERIES TRUST $2.06万0.00%426 00.0% — 不变
— SCHWAB STRATEGIC TR $2.07万0.00%398 00.0% — 不变
ENPH ENPHASE ENERGY INC $2.08万0.00%550 550— $2.08万 新建仓
IT GARTNER INC $2.11万0.00%133 -242-64.5% -$3.83万 减仓
PPL PPL CORP $2.11万0.00%553 81.5% $306 加仓
— FRANKLIN TEMPLETON ETF TR $2.12万0.00%679 00.0% — 不变
TMUS T-MOBILE US INC $2.14万0.00%102 -90-46.9% -$1.89万 减仓
S SENTINELONE INC $2.14万0.00%1,665 1,66255,400.0% $2.14万 加仓
ZWS ZURN ELKAY WATER SOLNS CORP $2.16万0.00%481 00.0% — 不变
ALC ALCON AG $2.16万0.00%287 93.2% $678 加仓
RBC RBC BEARINGS INC $2.17万0.00%40 22122.2% $1.19万 加仓
EQNR EQUINOR ASA $2.18万0.00%516 258100.0% $1.09万 加仓
EXP EAGLE MATLS INC $2.18万0.00%115 -13-10.2% -$2,463 减仓
NTNX NUTANIX INC $2.18万0.00%574 335140.2% $1.27万 加仓
RIO RIO TINTO PLC $2.19万0.00%235 209.3% $1,864 加仓
R RYDER SYS INC $2.19万0.00%107 21.9% $409 加仓
SO SOUTHERN CO $2.19万0.00%227 11297.4% $1.08万 加仓
PJT PJT PARTNERS INC $2.19万0.00%157 00.0% — 不变
WTM WHITE MTNS INS GROUP LTD $2.20万0.00%10 111.1% $2,197 加仓
OZK BANK OZK LITTLE ROCK ARK $2.20万0.00%480 4632,723.5% $2.12万 加仓
CDW CDW CORP $2.21万0.00%183 1671,043.8% $2.02万 加仓
AGG ISHARES TR $2.24万0.00%226 52.3% $496 加仓
AXP AMERICAN EXPRESS CO $2.24万0.00%74 -50-40.3% -$1.52万 减仓
USB US BANCORP $2.25万0.00%433 297.2% $1,508 加仓
OUNZ VANECK MERK GOLD ETF $2.25万0.00%500 00.0% — 不变
BITQ BITWISE FUNDS TRUST $2.26万0.00%1,200 00.0% — 不变
TM TOYOTA MOTOR CORP $2.27万0.00%110 98.9% $1,855 加仓
FSK FS KKR CAP CORP $2.28万0.00%2,238 00.0% — 不变
MUFG MITSUBISHI UFJ FINANCIAL GRO $2.28万0.00%1,346 16614.1% $2,817 加仓
SBUX STARBUCKS CORP $2.28万0.00%255 2528,400.0% $2.26万 加仓
NVCR NOVOCURE LTD $2.29万0.00%2,102 -1,080-33.9% -$1.18万 减仓
NTRA NATERA INC $2.30万0.00%115 -29-20.1% -$5,800 减仓
— RBB FD INC $2.33万0.00%824 00.0% — 不变
EFA ISHARES TR $2.35万0.00%242 242— $2.35万 新建仓
SITE SITEONE LANDSCAPE SUPPLY INC $2.36万0.00%177 4736.2% $6,256 加仓
AVSE AMERICAN CENTY ETF TR $2.36万0.00%354 3382,112.5% $2.25万 加仓
PNW PINNACLE WEST CAP CORP $2.36万0.00%234 20.9% $202 加仓
CNI CANADIAN NATL RY CO $2.37万0.00%231 00.0% — 不变
SCHF SCHWAB STRATEGIC TR $2.38万0.00%962 545.9% $1,337 加仓
— DUPONT DE NEMOURS INC $2.38万0.00%520 316.3% $1,420 加仓
LVS LAS VEGAS SANDS CORP $2.39万0.00%443 -111-20.0% -$5,981 减仓
JLL JONES LANG LASALLE INC $2.40万0.00%79 -8-9.2% -$2,435 减仓
ONON ON HLDG AG $2.41万0.00%707 -18-2.5% -$612 减仓
— ELECTRONIC ARTS INC $2.41万0.00%118 43.5% $815 加仓
TXRH TEXAS ROADHOUSE INC $2.41万0.00%146 106265.0% $1.75万 加仓
Q QNITY ELECTRONICS INC $2.41万0.00%209 4829.8% $5,538 加仓
RY ROYAL BK CDA $2.43万0.00%150 00.0% — 不变
SHEL SHELL PLC $2.45万0.00%264 -98-27.1% -$9,107 减仓
CMG CHIPOTLE MEXICAN GRILL INC $2.46万0.00%767 00.0% — 不变
PCOR PROCORE TECHNOLOGIES INC $2.46万0.00%432 4267,100.0% $2.43万 加仓
DHI D R HORTON INC $2.47万0.00%180 -39-17.8% -$5,352 减仓
BNY BANK NEW YORK MELLON CORP $2.48万0.00%209 147.2% $1,661 加仓
P EVERPURE INC $2.49万0.00%421 362613.6% $2.14万 加仓
SWKS SKYWORKS SOLUTIONS INC $2.50万0.00%466 -106-18.5% -$5,676 减仓
SU SUNCOR ENERGY INC NEW $2.51万0.00%379 7022.7% $4,628 加仓
MSTR STRATEGY INC $2.51万0.00%201 00.0% — 不变
TD TORONTO DOMINION BK ONT $2.51万0.00%269 00.0% — 不变
COLM COLUMBIA SPORTSWEAR CO $2.52万0.00%459 20.4% $110 加仓
TEAM ATLASSIAN CORPORATION $2.53万0.00%370 -139-27.3% -$9,487 减仓
— QORVO INC $2.53万0.00%327 -156-32.3% -$1.21万 减仓
MAT MATTEL INC $2.53万0.00%1,744 1,6872,959.6% $2.45万 加仓
— TIDAL TRUST II $2.55万0.00%849 9712.9% $2,908 加仓
BCS BARCLAYS PLC $2.56万0.00%1,208 -268-18.2% -$5,671 减仓