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 |
|---|---|---|---|---|---|---|---|---|
| DTCR | GLOBAL X FDS | $2.57万 | 0.00% | 1,074 | 1,074 | — | $2.57万 | 新建仓 |
| EFX | EQUIFAX INC | $2.58万 | 0.00% | 143 | -19 | -11.7% | -$3,421 | 减仓 |
| NXPI | NXP SEMICONDUCTORS N V | $2.58万 | 0.00% | 131 | 3 | 2.3% | $591 | 加仓 |
| COO | COOPER COS INC | $2.58万 | 0.00% | 361 | 187 | 107.5% | $1.34万 | 加仓 |
| EOG | EOG RES INC | $2.59万 | 0.00% | 179 | 124 | 225.5% | $1.79万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $2.60万 | 0.00% | 165 | -684 | -80.6% | -$10.76万 | 减仓 |
| CNH | CNH INDL N V | $2.60万 | 0.00% | 2,365 | 106 | 4.7% | $1,166 | 加仓 |
| SILJ | AMPLIFY ETF TR | $2.60万 | 0.00% | 876 | 876 | — | $2.60万 | 新建仓 |
| CLF | CLEVELAND-CLIFFS INC NEW | $2.61万 | 0.00% | 3,086 | 46 | 1.5% | $389 | 加仓 |
| DAR | DARLING INGREDIENTS INC | $2.62万 | 0.00% | 423 | 174 | 69.9% | $1.08万 | 加仓 |
| FTAI | FTAI AVIATION LTD | $2.62万 | 0.00% | 107 | 59 | 122.9% | $1.45万 | 加仓 |
| NFG | NATIONAL FUEL GAS CO | $2.62万 | 0.00% | 279 | 229 | 458.0% | $2.15万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $2.63万 | 0.00% | 750 | 0 | 0.0% | — | 不变 |
| YUM | YUM BRANDS INC | $2.64万 | 0.00% | 170 | 4 | 2.4% | $622 | 加仓 |
| DECK | DECKERS OUTDOOR CORP | $2.65万 | 0.00% | 265 | 79 | 42.5% | $7,907 | 加仓 |
| ADBE | ADOBE INC | $2.67万 | 0.00% | 110 | -555 | -83.5% | -$13.49万 | 减仓 |
| PRU | PRUDENTIAL FINL INC | $2.71万 | 0.00% | 278 | 134 | 93.1% | $1.31万 | 加仓 |
| TAK | TAKEDA PHARMACEUTICAL CO LTD | $2.72万 | 0.00% | 1,468 | 507 | 52.8% | $9,390 | 加仓 |
| TRU | TRANSUNION | $2.72万 | 0.00% | 393 | -509 | -56.4% | -$3.53万 | 减仓 |
| BRX | BRIXMOR PPTY GROUP INC | $2.73万 | 0.00% | 947 | 0 | 0.0% | — | 不变 |
| FLR | FLUOR CORP | $2.73万 | 0.00% | 586 | -29 | -4.7% | -$1,353 | 减仓 |
| MEDP | MEDPACE HLDGS INC | $2.74万 | 0.00% | 57 | -15 | -20.8% | -$7,203 | 减仓 |
| OVV | OVINTIV INC | $2.75万 | 0.00% | 463 | -12 | -2.5% | -$712 | 减仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $2.77万 | 0.00% | 1,165 | 716 | 159.5% | $1.70万 | 加仓 |
| WEX | WEX INC | $2.79万 | 0.00% | 182 | 53 | 41.1% | $8,111 | 加仓 |
| ARCC | ARES CAPITAL CORP | $2.79万 | 0.00% | 1,547 | 1 | 0.1% | $18 | 加仓 |
| EXEL | EXELIXIS INC | $2.81万 | 0.00% | 655 | -23 | -3.4% | -$986 | 减仓 |
| CLS | CELESTICA INC | $2.82万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| TSCO | TRACTOR SUPPLY CO | $2.82万 | 0.00% | 623 | 9 | 1.5% | $408 | 加仓 |
| IEX | IDEX CORP | $2.82万 | 0.00% | 149 | 76 | 104.1% | $1.44万 | 加仓 |
| NVST | ENVISTA HOLDINGS CORPORATION | $2.83万 | 0.00% | 1,116 | 11 | 1.0% | $279 | 加仓 |
| EXE | EXPAND ENERGY CORPORATION | $2.84万 | 0.00% | 259 | 205 | 379.6% | $2.25万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $2.86万 | 0.00% | 624 | 0 | 0.0% | — | 不变 |
| ATI | ATI INC | $2.87万 | 0.00% | 197 | 25 | 14.5% | $3,637 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $2.88万 | 0.00% | 761 | 73 | 10.6% | $2,761 | 加仓 |
| ARMK | ARAMARK | $2.88万 | 0.00% | 710 | 160 | 29.1% | $6,487 | 加仓 |
| — | MASIMO CORP | $2.88万 | 0.00% | 162 | -14 | -8.0% | -$2,490 | 减仓 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $2.88万 | 0.00% | 961 | -23,144 | -96.0% | -$69.41万 | 减仓 |
| AOS | SMITH A O CORP | $2.90万 | 0.00% | 440 | -343 | -43.8% | -$2.26万 | 减仓 |
| PRI | PRIMERICA INC | $2.91万 | 0.00% | 116 | 74 | 176.2% | $1.85万 | 加仓 |
| L | LOEWS CORP | $2.92万 | 0.00% | 274 | 0 | 0.0% | — | 不变 |
| HSY | HERSHEY CO | $2.93万 | 0.00% | 141 | 2 | 1.4% | $416 | 加仓 |
| IVZ | INVESCO LTD | $2.93万 | 0.00% | 1,207 | 537 | 80.1% | $1.30万 | 加仓 |
| TREX | TREX INC | $2.94万 | 0.00% | 806 | 212 | 35.7% | $7,721 | 加仓 |
| PINS | PINTEREST INC | $2.94万 | 0.00% | 1,602 | -314 | -16.4% | -$5,759 | 减仓 |
| RITM | RITHM CAPITAL CORP | $2.94万 | 0.00% | 3,100 | -242 | -7.2% | -$2,294 | 减仓 |
| SOXX | ISHARES TR | $2.94万 | 0.00% | 89 | 0 | 0.0% | — | 不变 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $2.96万 | 0.00% | 150 | -130 | -46.4% | -$2.57万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $2.96万 | 0.00% | 358 | -96 | -21.1% | -$7,944 | 减仓 |
| IEI | ISHARES TR | $2.96万 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| BSX | BOSTON SCIENTIFIC CORP | $2.99万 | 0.00% | 477 | -272 | -36.3% | -$1.71万 | 减仓 |
| BHP | BHP BILLITON LIMITED | $3.01万 | 0.00% | 414 | -27 | -6.1% | -$1,964 | 减仓 |
| PR | PERMIAN RESOURCES CORP | $3.01万 | 0.00% | 1,413 | 1,341 | 1,862.5% | $2.86万 | 加仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $3.02万 | 0.00% | 51 | -23 | -31.1% | -$1.36万 | 减仓 |
| PPG | PPG INDS INC | $3.02万 | 0.00% | 283 | 59 | 26.3% | $6,306 | 加仓 |
| F | FORD MTR CO | $3.04万 | 0.00% | 2,633 | 2,039 | 343.3% | $2.35万 | 加仓 |
| — | WARNER BROS DISCOVERY INC | $3.04万 | 0.00% | 1,108 | -213 | -16.1% | -$5,849 | 减仓 |
| AME | AMETEK INC | $3.07万 | 0.00% | 143 | 114 | 393.1% | $2.44万 | 加仓 |
| HII | HUNTINGTON INGALLS INDS INC | $3.08万 | 0.00% | 81 | 16 | 24.6% | $6,079 | 加仓 |
| TW | TRADEWEB MKTS INC | $3.09万 | 0.00% | 263 | 77 | 41.4% | $9,060 | 加仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $3.11万 | 0.00% | 124 | -58 | -31.9% | -$1.45万 | 减仓 |
| TTC | TORO CO | $3.11万 | 0.00% | 333 | 156 | 88.1% | $1.46万 | 加仓 |
| BFAM | BRIGHT HORIZONS FAM SOL IN D | $3.11万 | 0.00% | 379 | -101 | -21.0% | -$8,295 | 减仓 |
| HST | HOST HOTELS & RESORTS INC | $3.13万 | 0.00% | 1,632 | 641 | 64.7% | $1.23万 | 加仓 |
| NZF | NUVEEN MUN CR INCOME FD | $3.14万 | 0.00% | 2,581 | 0 | 0.0% | — | 不变 |
| PTLC | PACER FDS TR | $3.15万 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| ST | SENSATA TECHNOLOGIES HLDG PL | $3.15万 | 0.00% | 894 | 32 | 3.7% | $1,127 | 加仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $3.15万 | 0.00% | 80 | 36 | 81.8% | $1.42万 | 加仓 |
| WULF | TERAWULF INC | $3.16万 | 0.00% | 2,188 | 46 | 2.1% | $664 | 加仓 |
| RRX | REGAL REXNORD CORPORATION | $3.16万 | 0.00% | 169 | 3 | 1.8% | $562 | 加仓 |
| MOS | MOSAIC CO | $3.17万 | 0.00% | 1,245 | 525 | 72.9% | $1.34万 | 加仓 |
| MHK | MOHAWK INDS INC | $3.18万 | 0.00% | 323 | 166 | 105.7% | $1.63万 | 加仓 |
| USO | UNITED STS OIL FD LP | $3.18万 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| WEN | WENDYS CO | $3.20万 | 0.00% | 4,602 | -662 | -12.6% | -$4,601 | 重新持有 |
| MSGK | MADISON SQUARE GRDN SPRT COR | $3.21万 | 0.00% | 100 | 83 | 488.2% | $2.67万 | 加仓 |
| SCCO | SOUTHERN COPPER CORP | $3.27万 | 0.00% | 190 | -470 | -71.2% | -$8.09万 | 减仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $3.28万 | 0.00% | 26 | -3 | -10.3% | -$3,784 | 减仓 |
| DOV | DOVER CORP | $3.29万 | 0.00% | 158 | 6 | 3.9% | $1,251 | 加仓 |
| ARKK | ARK ETF TR | $3.30万 | 0.00% | 488 | 0 | 0.0% | — | 不变 |
| MKTX | MARKETAXESS HLDGS INC | $3.30万 | 0.00% | 200 | 23 | 13.0% | $3,795 | 加仓 |
| DCI | DONALDSON INC | $3.30万 | 0.00% | 389 | 11 | 2.9% | $934 | 加仓 |
| MOH | MOLINA HEALTHCARE INC | $3.31万 | 0.00% | 248 | 207 | 504.9% | $2.76万 | 加仓 |
| CPA | COPA HOLDINGS SA | $3.32万 | 0.00% | 292 | 216 | 284.2% | $2.45万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $3.32万 | 0.00% | 339 | 0 | 0.0% | — | 不变 |
| AGX | ARGAN INC | $3.32万 | 0.00% | 61 | 59 | 2,950.0% | $3.21万 | 加仓 |
| WMS | ADVANCED DRAIN SYS INC DEL | $3.35万 | 0.00% | 244 | 107 | 78.1% | $1.47万 | 加仓 |
| — | ISHARES ETHEREUM TR | $3.35万 | 0.00% | 2,116 | 0 | 0.0% | — | 不变 |
| VIK | VIKING HOLDINGS LTD | $3.36万 | 0.00% | 457 | 344 | 304.4% | $2.53万 | 加仓 |
| FFIV | F5 INC | $3.39万 | 0.00% | 117 | 106 | 963.6% | $3.07万 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $3.39万 | 0.00% | 31 | 2 | 6.9% | $2,187 | 加仓 |
| SNX | TD SYNNEX CORPORATION | $3.39万 | 0.00% | 201 | 62 | 44.6% | $1.05万 | 加仓 |
| DFNM | DIMENSIONAL ETF TRUST | $3.40万 | 0.00% | 710 | 20 | 2.9% | $959 | 加仓 |
| FERG | FERGUSON ENTERPRISES INC | $3.41万 | 0.00% | 146 | 2 | 1.4% | $467 | 加仓 |
| ELAN | ELANCO ANIMAL HEALTH INC | $3.41万 | 0.00% | 1,424 | 33 | 2.4% | $790 | 加仓 |
| EIM | EATON VANCE MUN BD FD | $3.42万 | 0.00% | 3,504 | 53 | 1.5% | $518 | 加仓 |
| MELI | MERCADOLIBRE INC | $3.46万 | 0.00% | 20 | -8 | -28.6% | -$1.38万 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION | $3.47万 | 0.00% | 616 | 104 | 20.3% | $5,861 | 加仓 |
| AA | ALCOA CORP | $3.48万 | 0.00% | 524 | 135 | 34.7% | $8,961 | 加仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $3.48万 | 0.00% | 794 | -205 | -20.5% | -$8,983 | 减仓 |
| VIOV | VANGUARD ADMIRAL FDS INC | $3.49万 | 0.00% | 343 | 0 | 0.0% | — | 不变 |