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 |
|---|---|---|---|---|---|---|---|---|
| MMM | 3M CO | $1.20万 | 0.00% | 74 | 39 | 111.4% | $6,315 | 加仓 |
| PBI | PITNEY BOWES INC | $1.20万 | 0.00% | 684 | 684 | — | $1.20万 | 新建仓 |
| HIMS | HIMS & HERS HEALTH INC | $1.21万 | 0.00% | 348 | 13 | 3.9% | $451 | 加仓 |
| APLE | APPLE HOSPITALITY REIT INC | $1.21万 | 0.00% | 719 | 719 | — | $1.21万 | 新建仓 |
| SSNC | SS&C TECH HLDGS | $1.21万 | 0.00% | 195 | 138 | 242.1% | $8,563 | 加仓 |
| IEF | ISHARES TR | $1.21万 | 0.00% | 128 | 128 | — | $1.21万 | 新建仓 |
| BKU | BANKUNITED INC | $1.22万 | 0.00% | 251 | 228 | 991.3% | $1.10万 | 加仓 |
| IPAR | INTERPARFUMS INC | $1.22万 | 0.00% | 109 | 69 | 172.5% | $7,719 | 加仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $1.23万 | 0.00% | 240 | 0 | 0.0% | — | 不变 |
| SAIC | SCIENCE APPLICATIONS INTL CO | $1.23万 | 0.00% | 111 | 50 | 82.0% | $5,521 | 加仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $1.23万 | 0.00% | 694 | 355 | 104.7% | $6,294 | 加仓 |
| ALGM | ALLEGRO MICROSYSTEMS INC | $1.23万 | 0.00% | 177 | 40 | 29.2% | $2,785 | 加仓 |
| STLD | STEEL DYNAMICS INC | $1.24万 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| EL | LAUDER ESTEE COS INC | $1.24万 | 0.00% | 157 | 142 | 946.7% | $1.12万 | 加仓 |
| — | WARNER BROS DISCOVERY INC | $1.24万 | 0.00% | 465 | -643 | -58.0% | -$1.71万 | 减仓 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $1.25万 | 0.00% | 6 | 3 | 100.0% | $6,242 | 加仓 |
| EXLS | EXLSERVICE HLDGS INC | $1.25万 | 0.00% | 483 | -44 | -8.3% | -$1,138 | 减仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $1.25万 | 0.00% | 141 | 62 | 78.5% | $5,493 | 加仓 |
| BRC | BRADY CORP | $1.26万 | 0.00% | 138 | 127 | 1,154.5% | $1.16万 | 加仓 |
| IDEV | ISHARES TR | $1.26万 | 0.00% | 142 | 0 | 0.0% | — | 不变 |
| KBH | KB HOME | $1.26万 | 0.00% | 202 | 184 | 1,022.2% | $1.15万 | 加仓 |
| CSGP | COSTAR GROUP INC | $1.27万 | 0.00% | 447 | 430 | 2,529.4% | $1.22万 | 加仓 |
| TTE | TOTALENERGIES SE | $1.27万 | 0.00% | 163 | 60 | 58.3% | $4,666 | 加仓 |
| RNR | RENAISSANCERE HLDGS LTD | $1.27万 | 0.00% | 40 | 18 | 81.8% | $5,704 | 加仓 |
| RARE | ULTRAGENYX PHARMACEUTICAL IN | $1.27万 | 0.00% | 381 | 193 | 102.7% | $6,444 | 加仓 |
| FNX | FIRST TR EXCHANGE-TRADED ALP | $1.27万 | 0.00% | 87 | 0 | 0.0% | — | 不变 |
| IQV | IQVIA HLDGS INC | $1.28万 | 0.00% | 66 | 48 | 266.7% | $9,275 | 加仓 |
| SNY | SANOFI SA | $1.28万 | 0.00% | 299 | 176 | 143.1% | $7,509 | 加仓 |
| NLR | VANECK ETF TRUST | $1.28万 | 0.00% | 110 | 110 | — | $1.28万 | 新建仓 |
| MDU | MDU RES GROUP INC | $1.28万 | 0.00% | 603 | 390 | 183.1% | $8,273 | 加仓 |
| CNP | CENTERPOINT ENERGY INC | $1.28万 | 0.00% | 291 | 94 | 47.7% | $4,140 | 加仓 |
| BCPC | BALCHEM CORP | $1.28万 | 0.00% | 76 | 65 | 590.9% | $1.10万 | 加仓 |
| MUSA | MURPHY USA INC | $1.29万 | 0.00% | 24 | 4 | 20.0% | $2,156 | 加仓 |
| OWL | BLUE OWL CAPITAL INC | $1.29万 | 0.00% | 1,478 | 1,240 | 521.0% | $1.09万 | 加仓 |
| AVSD | AMERICAN CENTY ETF TR | $1.29万 | 0.00% | 162 | 109 | 205.7% | $8,708 | 加仓 |
| BAH | BOOZ ALLEN HAMILTON HLDG COR | $1.30万 | 0.00% | 214 | 151 | 239.7% | $9,162 | 加仓 |
| ASB | ASSOCIATED BANC-CORP | $1.30万 | 0.00% | 422 | 397 | 1,588.0% | $1.22万 | 加仓 |
| LIVN | LIVANOVA PLC | $1.30万 | 0.00% | 158 | 34 | 27.4% | $2,796 | 加仓 |
| LVS | LAS VEGAS SANDS CORP | $1.30万 | 0.00% | 282 | -161 | -36.3% | -$7,437 | 减仓 |
| TFSL | TFS FINL CORP | $1.31万 | 0.00% | 737 | 697 | 1,742.5% | $1.24万 | 加仓 |
| MANH | MANHATTAN ASSOCIATES INC | $1.31万 | 0.00% | 94 | 9 | 10.6% | $1,253 | 加仓 |
| THC | TENET HEALTHCARE CORP | $1.31万 | 0.00% | 70 | -118 | -62.8% | -$2.21万 | 减仓 |
| CBOE | CBOE GLOBAL MKTS INC | $1.31万 | 0.00% | 54 | 26 | 92.9% | $6,310 | 加仓 |
| ALC | ALCON AG | $1.32万 | 0.00% | 196 | -91 | -31.7% | -$6,106 | 减仓 |
| DB | DEUTSCHE BK AG | $1.32万 | 0.00% | 390 | -203 | -34.2% | -$6,854 | 减仓 |
| WAB | WABTEC | $1.32万 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| TILE | INTERFACE INC | $1.33万 | 0.00% | 370 | 370 | — | $1.33万 | 新建仓 |
| VLY | VALLEY NATL BANCORP | $1.33万 | 0.00% | 906 | 580 | 177.9% | $8,498 | 加仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $1.33万 | 0.00% | 146 | 23 | 18.7% | $2,098 | 加仓 |
| TDG | TRANSDIGM GROUP INC | $1.33万 | 0.00% | 10 | 4 | 66.7% | $5,329 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP | $1.33万 | 0.00% | 42 | -15 | -26.3% | -$4,763 | 减仓 |
| VSAT | VIASAT INC | $1.34万 | 0.00% | 149 | 4 | 2.8% | $359 | 加仓 |
| VLTO | VERALTO CORP | $1.34万 | 0.00% | 151 | 108 | 251.2% | $9,578 | 加仓 |
| COHR | COHERENT CORP | $1.34万 | 0.00% | 34 | 1 | 3.0% | $394 | 加仓 |
| FFBC | 1ST FINL BANCORP | $1.35万 | 0.00% | 399 | 384 | 2,560.0% | $1.30万 | 加仓 |
| MRNA | MODERNA INC | $1.35万 | 0.00% | 193 | 178 | 1,186.7% | $1.25万 | 加仓 |
| FUL | FULLER H B CO | $1.35万 | 0.00% | 232 | 221 | 2,009.1% | $1.29万 | 加仓 |
| TS | TENARIS S A | $1.35万 | 0.00% | 244 | 0 | 0.0% | — | 不变 |
| DLTR | DOLLAR TREE INC | $1.35万 | 0.00% | 112 | 62 | 124.0% | $7,499 | 加仓 |
| VOD | VODAFONE GROUP PLC | $1.35万 | 0.00% | 1,024 | 0 | 0.0% | — | 不变 |
| SN | SHARKNINJA INC | $1.36万 | 0.00% | 89 | 26 | 41.3% | $3,959 | 加仓 |
| AROC | ARCHROCK INC | $1.36万 | 0.00% | 333 | 226 | 211.2% | $9,201 | 加仓 |
| AN | AUTONATION INC | $1.36万 | 0.00% | 73 | 30 | 69.8% | $5,574 | 加仓 |
| HHH | HOWARD HUGHES HOLDINGS INC | $1.36万 | 0.00% | 190 | 160 | 533.3% | $1.14万 | 加仓 |
| DVN | DEVON ENERGY CORP NEW | $1.36万 | 0.00% | 330 | 162 | 96.4% | $6,695 | 加仓 |
| DLR | DIGITAL RLTY TR INC | $1.36万 | 0.00% | 76 | 57 | 300.0% | $1.02万 | 加仓 |
| KMPR | KEMPER CORP | $1.38万 | 0.00% | 511 | 239 | 87.9% | $6,444 | 加仓 |
| ICUI | ICU MED INC | $1.38万 | 0.00% | 94 | -36 | -27.7% | -$5,278 | 减仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $1.39万 | 0.00% | 64 | 41 | 178.3% | $8,881 | 加仓 |
| SLB | SLB LIMITED | $1.39万 | 0.00% | 299 | 7 | 2.4% | $325 | 加仓 |
| BITB | BITWISE BITCOIN ETF TR | $1.40万 | 0.00% | 439 | 0 | 0.0% | — | 不变 |
| HOOD | ROBINHOOD MKTS INC | $1.40万 | 0.00% | 140 | -63 | -31.0% | -$6,318 | 减仓 |
| VTRS | VIATRIS INC | $1.42万 | 0.00% | 895 | 720 | 411.4% | $1.14万 | 加仓 |
| MMSI | MERIT MED SYS INC | $1.42万 | 0.00% | 205 | 197 | 2,462.5% | $1.37万 | 加仓 |
| HRB | BLOCK H & R INC | $1.42万 | 0.00% | 374 | 276 | 281.6% | $1.05万 | 加仓 |
| NEU | NEWMARKET CORP | $1.42万 | 0.00% | 18 | 15 | 500.0% | $1.19万 | 加仓 |
| NGG | NATIONAL GRID PLC | $1.43万 | 0.00% | 172 | 14 | 8.9% | $1,160 | 加仓 |
| DINO | HF SINCLAIR CORP | $1.43万 | 0.00% | 206 | 120 | 139.5% | $8,358 | 加仓 |
| ONTO | ONTO INNOVATION INC | $1.44万 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| BSX | BOSTON SCIENTIFIC CORP | $1.44万 | 0.00% | 337 | -140 | -29.4% | -$5,976 | 减仓 |
| CNX | CNX RES CORP | $1.44万 | 0.00% | 424 | 385 | 987.2% | $1.31万 | 加仓 |
| PSUS | PERSHING SQUARE USA LTD | $1.44万 | 0.00% | 385 | 385 | — | $1.44万 | 新建仓 |
| CBRE | CBRE GROUP INC | $1.44万 | 0.00% | 107 | 69 | 181.6% | $9,294 | 加仓 |
| MTX | MINERALS TECHNOLOGIES INC | $1.44万 | 0.00% | 195 | 164 | 529.0% | $1.21万 | 加仓 |
| HCA | HCA HEALTHCARE INC | $1.44万 | 0.00% | 37 | -53 | -58.9% | -$2.07万 | 减仓 |
| APP | APPLOVIN CORP | $1.44万 | 0.00% | 28 | -4 | -12.5% | -$2,061 | 减仓 |
| BRKR | BRUKER CORP | $1.44万 | 0.00% | 240 | 196 | 445.5% | $1.18万 | 加仓 |
| DOC | HEALTHPEAK PROPERTIES INC | $1.45万 | 0.00% | 676 | 661 | 4,406.7% | $1.41万 | 加仓 |
| RACE | FERRARI N V | $1.45万 | 0.00% | 39 | 20 | 105.3% | $7,446 | 加仓 |
| EIG | EMPLOYERS HLDGS INC | $1.45万 | 0.00% | 288 | 288 | — | $1.45万 | 新建仓 |
| VRSK | VERISK ANALYTICS INC | $1.45万 | 0.00% | 81 | 13 | 19.1% | $2,334 | 加仓 |
| STWD | STARWOOD PPTY TR INC | $1.47万 | 0.00% | 895 | 841 | 1,557.4% | $1.38万 | 加仓 |
| SOLV | SOLVENTUM CORP | $1.47万 | 0.00% | 190 | 122 | 179.4% | $9,413 | 加仓 |
| MSA | MSA SAFETY INC | $1.47万 | 0.00% | 84 | 81 | 2,700.0% | $1.41万 | 加仓 |
| GH | GUARDANT HEALTH INC | $1.47万 | 0.00% | 98 | 8 | 8.9% | $1,200 | 加仓 |
| BKR | BAKER HUGHES COMPANY | $1.47万 | 0.00% | 265 | 117 | 79.1% | $6,494 | 加仓 |
| BNS | BANK NOVA SCOTIA B C | $1.48万 | 0.00% | 170 | 0 | 0.0% | — | 不变 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $1.48万 | 0.00% | 297 | 10 | 3.5% | $499 | 加仓 |
| KGC | KINROSS GOLD CORP | $1.48万 | 0.00% | 627 | 51 | 8.9% | $1,205 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $1.49万 | 0.00% | 30 | -17 | -36.2% | -$8,417 | 减仓 |