SJS Investment Consulting Inc.
SYLVANIA OH · SEC CIK 0001894302
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| MPT | MEDICAL PROPERTIES TRUST INC | $9,374 | 0.00% | 2,029 | 1,155 | 132.2% | $5,336 | 加仓 |
| NWSA | NEWS CORP NEW | $9,386 | 0.00% | 378 | 98 | 35.0% | $2,433 | 加仓 |
| NGVT | INGEVITY CORP | $9,409 | 0.00% | 126 | 120 | 2,000.0% | $8,961 | 加仓 |
| BHVN | BIOHAVEN LTD | $9,420 | 0.00% | 633 | 530 | 514.6% | $7,887 | 加仓 |
| KIM | KIMCO REALTY CORP | $9,431 | 0.00% | 372 | 372 | — | $9,431 | 新建仓 |
| IOSP | INNOSPEC INC | $9,442 | 0.00% | 116 | 71 | 157.8% | $5,779 | 加仓 |
| NWE | NORTHWESTERN ENERGY GROUP IN | $9,454 | 0.00% | 132 | 115 | 676.5% | $8,236 | 加仓 |
| BNL | BROADSTONE NET LEASE INC | $9,509 | 0.00% | 460 | 460 | — | $9,509 | 新建仓 |
| HALO | HALOZYME THERAPEUTICS INC | $9,549 | 0.00% | 122 | 107 | 713.3% | $8,375 | 加仓 |
| LUV | SOUTHWEST AIRLS CO | $9,565 | 0.00% | 186 | 73 | 64.6% | $3,754 | 加仓 |
| ARES | ARES MANAGEMENT CORPORATION | $9,573 | 0.00% | 86 | -66 | -43.4% | -$7,347 | 减仓 |
| AEG | AEGON LTD | $9,622 | 0.00% | 1,140 | 0 | 0.0% | — | 不变 |
| RGTI | RIGETTI COMPUTING INC | $9,642 | 0.00% | 499 | 185 | 58.9% | $3,575 | 加仓 |
| EPRT | ESSENTIAL PPTYS RLTY TR INC | $9,642 | 0.00% | 323 | 323 | — | $9,642 | 新建仓 |
| CNO | CNO FINL GROUP INC | $9,687 | 0.00% | 190 | 175 | 1,166.7% | $8,922 | 加仓 |
| — | NAVIENT CORPORATION | $9,711 | 0.00% | 1,141 | 1,012 | 784.5% | $8,613 | 加仓 |
| LUNR | INTUITIVE MACHINES INC | $9,712 | 0.00% | 454 | 28 | 6.6% | $599 | 加仓 |
| MKL | MARKEL GROUP INC | $9,766 | 0.00% | 5 | 3 | 150.0% | $5,860 | 加仓 |
| PEGA | PEGASYSTEMS INC | $9,771 | 0.00% | 326 | 255 | 359.2% | $7,643 | 加仓 |
| HMC | HONDA MOTOR CO LTD | $9,787 | 0.00% | 361 | -128 | -26.2% | -$3,470 | 减仓 |
| CWK | CUSHMAN AND WAKEFIELD LTD | $9,789 | 0.00% | 731 | 684 | 1,455.3% | $9,160 | 加仓 |
| APG | API GROUP CORP | $9,826 | 0.00% | 232 | 117 | 101.7% | $4,955 | 加仓 |
| CWT | CALIFORNIA WTR SVC GROUP | $9,828 | 0.00% | 202 | 148 | 274.1% | $7,201 | 加仓 |
| WMS | ADVANCED DRAIN SYS INC DEL | $9,889 | 0.00% | 63 | -181 | -74.2% | -$2.84万 | 减仓 |
| SON | SONOCO PRODS CO | $9,918 | 0.00% | 176 | 165 | 1,500.0% | $9,298 | 加仓 |
| AVT | AVNET INC | $9,948 | 0.00% | 112 | 14 | 14.3% | $1,244 | 加仓 |
| NMRK | NEWMARK GROUP INC | $9,973 | 0.00% | 660 | 624 | 1,733.3% | $9,429 | 加仓 |
| MTZ | MASTEC INC | $9,987 | 0.00% | 24 | 5 | 26.3% | $2,081 | 加仓 |
| DOX | AMDOCS LTD | $1.01万 | 0.00% | 200 | 199 | 19,900.0% | $1.01万 | 加仓 |
| APPS | DIGITAL TURBINE INC | $1.01万 | 0.00% | 785 | 783 | 39,150.0% | $1.01万 | 加仓 |
| GFF | GRIFFON CORP | $1.01万 | 0.00% | 104 | 98 | 1,633.3% | $9,559 | 加仓 |
| WPC | WP CAREY INC | $1.02万 | 0.00% | 142 | 0 | 0.0% | — | 不变 |
| CRML | CRITICAL METALS CORP | $1.02万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| RXT | RACKSPACE TECHNOLOGY INC | $1.03万 | 0.00% | 1,572 | 1,155 | 277.0% | $7,543 | 加仓 |
| CMPR | CIMPRESS PLC | $1.03万 | 0.00% | 101 | 99 | 4,950.0% | $1.01万 | 加仓 |
| TTMI | TTM TECHNOLOGIES INC | $1.03万 | 0.00% | 55 | 36 | 189.5% | $6,733 | 加仓 |
| SGRY | SURGERY PARTNERS INC | $1.03万 | 0.00% | 616 | 616 | — | $1.03万 | 新建仓 |
| BLDR | BUILDERS FIRSTSOURCE INC | $1.04万 | 0.00% | 116 | 88 | 314.3% | $7,874 | 加仓 |
| FMC | FMC CORP | $1.04万 | 0.00% | 907 | 183 | 25.3% | $2,105 | 加仓 |
| TKO | TKO GROUP HOLDINGS INC | $1.05万 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| PII | POLARIS INC | $1.05万 | 0.00% | 153 | 146 | 2,085.7% | $9,993 | 加仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $1.05万 | 0.00% | 24 | 5 | 26.3% | $2,188 | 加仓 |
| VICR | VICOR CORP | $1.06万 | 0.00% | 28 | 20 | 250.0% | $7,596 | 加仓 |
| M | MACYS INC | $1.06万 | 0.00% | 452 | 17 | 3.9% | $400 | 加仓 |
| SFL | SFL CORPORATION LTD | $1.06万 | 0.00% | 1,044 | 1,044 | — | $1.06万 | 新建仓 |
| CEG | CONSTELLATION ENERGY CORP | $1.07万 | 0.00% | 43 | -387 | -90.0% | -$9.61万 | 减仓 |
| AVNT | AVIENT CORPORATION | $1.07万 | 0.00% | 289 | 186 | 180.6% | $6,875 | 加仓 |
| CRH | CRH PLC | $1.07万 | 0.00% | 100 | -19 | -16.0% | -$2,033 | 减仓 |
| AWI | ARMSTRONG WORLD INDS INC NEW | $1.07万 | 0.00% | 67 | -17 | -20.2% | -$2,727 | 减仓 |
| HFWA | HERITAGE FINL CORP WASH | $1.08万 | 0.00% | 363 | 363 | — | $1.08万 | 新建仓 |
| JOE | ST JOE CO | $1.08万 | 0.00% | 172 | 138 | 405.9% | $8,643 | 加仓 |
| ERIE | ERIE INDTY CO | $1.08万 | 0.00% | 45 | 36 | 400.0% | $8,631 | 加仓 |
| FIZZ | NATIONAL BEVERAGE CORP | $1.08万 | 0.00% | 346 | 322 | 1,341.7% | $1.00万 | 加仓 |
| ETR | ENTERGY CORP NEW | $1.08万 | 0.00% | 94 | 75 | 394.7% | $8,615 | 加仓 |
| ALHC | ALIGNMENT HEALTHCARE INC | $1.08万 | 0.00% | 454 | -26 | -5.4% | -$619 | 减仓 |
| OII | OCEANEERING INTL INC | $1.08万 | 0.00% | 267 | 231 | 641.7% | $9,360 | 加仓 |
| BCRX | BIOCRYST PHARMACEUTICALS INC | $1.08万 | 0.00% | 1,083 | 1,069 | 7,635.7% | $1.07万 | 加仓 |
| WSO | WATSCO INC | $1.08万 | 0.00% | 26 | 17 | 188.9% | $7,091 | 加仓 |
| ASH | ASHLAND INC | $1.09万 | 0.00% | 165 | 154 | 1,400.0% | $1.01万 | 加仓 |
| SYF | SYNCHRONY FINANCIAL | $1.09万 | 0.00% | 143 | -12 | -7.7% | -$913 | 减仓 |
| FLNG | FLEX LNG LTD | $1.09万 | 0.00% | 388 | 388 | — | $1.09万 | 新建仓 |
| CPK | CHESAPEAKE UTILS CORP | $1.09万 | 0.00% | 89 | 85 | 2,125.0% | $1.04万 | 加仓 |
| KD | KYNDRYL HLDGS INC | $1.09万 | 0.00% | 966 | 431 | 80.6% | $4,875 | 加仓 |
| LEA | LEAR CORP | $1.10万 | 0.00% | 82 | 5 | 6.5% | $670 | 加仓 |
| RVMD | REVOLUTION MEDICINES INC | $1.10万 | 0.00% | 59 | 49 | 490.0% | $9,177 | 加仓 |
| SARO | STANDARDAERO INC | $1.11万 | 0.00% | 370 | 370 | — | $1.11万 | 新建仓 |
| CASY | CASEYS GEN STORES INC | $1.11万 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| PAA | PLAINS ALL AMERN PIPELINE L | $1.11万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| AR | ANTERO RESOURCES CORP | $1.12万 | 0.00% | 318 | -149 | -31.9% | -$5,236 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $1.12万 | 0.00% | 27 | 4 | 17.4% | $1,661 | 加仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $1.12万 | 0.00% | 147 | 92 | 167.3% | $7,029 | 加仓 |
| APAM | ARTISAN PARTNERS ASSET MGMT | $1.13万 | 0.00% | 326 | 318 | 3,975.0% | $1.10万 | 加仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $1.13万 | 0.00% | 60 | -1 | -1.6% | -$188 | 减仓 |
| NI | NISOURCE INC | $1.13万 | 0.00% | 238 | 169 | 244.9% | $8,036 | 加仓 |
| IEMG | ISHARES INC | $1.14万 | 0.00% | 137 | 0 | 0.0% | — | 不变 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $1.14万 | 0.00% | 83 | -276 | -76.9% | -$3.78万 | 减仓 |
| FBRT | FRANKLIN BSP RLTY TR INC | $1.14万 | 0.00% | 1,405 | 1,405 | — | $1.14万 | 新建仓 |
| HUBS | HUBSPOT INC | $1.15万 | 0.00% | 63 | -11 | -14.9% | -$2,008 | 减仓 |
| BOKF | BOK FINL CORP | $1.15万 | 0.00% | 83 | 74 | 822.2% | $1.03万 | 加仓 |
| AEIS | ADVANCED ENERGY INDS | $1.16万 | 0.00% | 31 | 26 | 520.0% | $9,695 | 加仓 |
| SAFT | SAFETY INS GROUP INC | $1.16万 | 0.00% | 155 | 130 | 520.0% | $9,732 | 加仓 |
| NTAP | NETAPP INC | $1.16万 | 0.00% | 75 | 42 | 127.3% | $6,500 | 加仓 |
| D | DOMINION ENERGY INC | $1.16万 | 0.00% | 170 | 44 | 34.9% | $3,005 | 加仓 |
| INVH | INVITATION HOMES INC | $1.17万 | 0.00% | 386 | 157 | 68.6% | $4,743 | 加仓 |
| PBH | PRESTIGE CONSMR HEALTHCARE I | $1.17万 | 0.00% | 247 | 238 | 2,644.4% | $1.13万 | 加仓 |
| DCOM | DIME COML BANCSHARES INC | $1.17万 | 0.00% | 289 | 289 | — | $1.17万 | 新建仓 |
| CRM | SALESFORCE INC | $1.18万 | 0.00% | 75 | -6 | -7.4% | -$944 | 减仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $1.18万 | 0.00% | 250 | 250 | — | $1.18万 | 新建仓 |
| GPN | GLOBAL PMTS INC | $1.18万 | 0.00% | 163 | 111 | 213.5% | $8,055 | 加仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $1.18万 | 0.00% | 120 | 120 | — | $1.18万 | 新建仓 |
| CHDN | CHURCHILL DOWNS INC | $1.18万 | 0.00% | 132 | 19 | 16.8% | $1,703 | 加仓 |
| EXE | EXPAND ENERGY CORPORATION | $1.19万 | 0.00% | 130 | -129 | -49.8% | -$1.18万 | 减仓 |
| ENSG | ENSIGN GROUP INC | $1.19万 | 0.00% | 74 | 63 | 572.7% | $1.01万 | 加仓 |
| TBBB | BBB FOODS INC | $1.19万 | 0.00% | 285 | 0 | 0.0% | — | 不变 |
| FNDC | SCHWAB STRATEGIC TR | $1.19万 | 0.00% | 245 | 0 | 0.0% | — | 不变 |
| CTAS | CINTAS CORP | $1.19万 | 0.00% | 70 | 16 | 29.6% | $2,723 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $1.19万 | 0.00% | 56 | -9 | -13.8% | -$1,915 | 减仓 |
| FMNB | FARMERS NATIONAL BANC CORP | $1.19万 | 0.00% | 817 | 6 | 0.7% | $88 | 加仓 |
| SITM | SITIME CORP | $1.19万 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $1.19万 | 0.00% | 147 | 105 | 250.0% | $8,522 | 加仓 |