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 |
|---|---|---|---|---|---|---|---|---|
| FMDE | FIDELITY COVINGTON TRUST | $3.50万 | 0.00% | 973 | 0 | 0.0% | — | 不变 |
| HSBC | HSBC HLDGS PLC | $3.51万 | 0.00% | 426 | 0 | 0.0% | — | 不变 |
| THC | TENET HEALTHCARE CORP | $3.55万 | 0.00% | 188 | -65 | -25.7% | -$1.23万 | 减仓 |
| TTEK | TETRA TECH INC NEW | $3.57万 | 0.00% | 1,184 | -8 | -0.7% | -$241 | 减仓 |
| — | HOLOGIC INC | $3.60万 | 0.00% | 476 | -8 | -1.7% | -$605 | 减仓 |
| MSM | MSC INDL DIRECT INC | $3.62万 | 0.00% | 392 | -184 | -31.9% | -$1.70万 | 减仓 |
| WH | WYNDHAM HOTELS & RESORTS INC | $3.62万 | 0.00% | 446 | 2 | 0.5% | $162 | 加仓 |
| FE | FIRSTENERGY CORP | $3.63万 | 0.00% | 717 | 2 | 0.3% | $101 | 加仓 |
| RGA | REINSURANCE GROUP AMER INC | $3.63万 | 0.00% | 178 | 29 | 19.5% | $5,921 | 加仓 |
| AXS | AXIS CAP HLDGS LTD | $3.64万 | 0.00% | 359 | 14 | 4.1% | $1,420 | 加仓 |
| AIG | AMERICAN INTL GROUP INC | $3.65万 | 0.00% | 485 | -23 | -4.5% | -$1,731 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $3.69万 | 0.00% | 334 | 0 | 0.0% | — | 不变 |
| AGO | ASSURED GUARANTY LTD | $3.69万 | 0.00% | 453 | 34 | 8.1% | $2,770 | 加仓 |
| CTVA | CORTEVA INC | $3.76万 | 0.00% | 449 | 63 | 16.3% | $5,274 | 加仓 |
| ACGL | ARCH CAP GROUP LTD | $3.76万 | 0.00% | 392 | 82 | 26.5% | $7,871 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $3.77万 | 0.00% | 288 | 254 | 747.1% | $3.33万 | 加仓 |
| TKR | TIMKEN CO | $3.78万 | 0.00% | 376 | 7 | 1.9% | $704 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD | $3.79万 | 0.00% | 302 | 300 | 15,000.0% | $3.76万 | 加仓 |
| IYH | ISHARES TR | $3.79万 | 0.00% | 615 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP | $3.79万 | 0.00% | 208 | -240 | -53.6% | -$4.38万 | 减仓 |
| AAOI | APPLIED OPTOELECTRONICS INC | $3.81万 | 0.00% | 450 | -50 | -10.0% | -$4,230 | 减仓 |
| JKHY | HENRY JACK & ASSOC INC | $3.82万 | 0.00% | 242 | 236 | 3,933.3% | $3.73万 | 加仓 |
| REYN | REYNOLDS CONSUMER PRODS INC | $3.83万 | 0.00% | 1,808 | 1,770 | 4,657.9% | $3.75万 | 加仓 |
| FRT | FEDERAL RLTY INVT TR NEW | $3.84万 | 0.00% | 362 | 152 | 72.4% | $1.61万 | 加仓 |
| OGE | OGE ENERGY CORP | $3.86万 | 0.00% | 804 | 514 | 177.2% | $2.47万 | 加仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $3.90万 | 0.00% | 433 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $3.91万 | 0.00% | 183 | 0 | 0.0% | — | 不变 |
| NUE | NUCOR CORP | $3.92万 | 0.00% | 232 | 4 | 1.8% | $676 | 加仓 |
| IJS | ISHARES TR | $3.93万 | 0.00% | 332 | 0 | 0.0% | — | 不变 |
| A | AGILENT TECHNOLOGIES INC | $3.94万 | 0.00% | 346 | 23 | 7.1% | $2,622 | 加仓 |
| GMED | GLOBUS MED INC | $3.95万 | 0.00% | 458 | 64 | 16.2% | $5,514 | 加仓 |
| UHS | UNIVERSAL HLTH SVCS INC | $3.96万 | 0.00% | 221 | -14 | -6.0% | -$2,506 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $3.97万 | 0.00% | 167 | 167 | — | $3.97万 | 新建仓 |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $3.98万 | 0.00% | 705 | 126 | 21.8% | $7,118 | 加仓 |
| ALLY | ALLY FINL INC | $4.00万 | 0.00% | 1,019 | 240 | 30.8% | $9,415 | 加仓 |
| EXC | EXELON CORP | $4.01万 | 0.00% | 818 | 17 | 2.1% | $833 | 加仓 |
| GSEW | GOLDMAN SACHS ETF TR | $4.03万 | 0.00% | 476 | 0 | 0.0% | — | 不变 |
| VOOG | VANGUARD ADMIRAL FDS INC | $4.07万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| CPAY | CORPAY INC | $4.07万 | 0.00% | 140 | 84 | 150.0% | $2.44万 | 加仓 |
| FNB | F N B CORP | $4.08万 | 0.00% | 2,439 | 22 | 0.9% | $368 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $4.08万 | 0.00% | 196 | 50 | 34.2% | $1.04万 | 加仓 |
| OMC | OMNICOM GROUP INC | $4.10万 | 0.01% | 544 | 153 | 39.1% | $1.15万 | 加仓 |
| BOTZ | GLOBAL X FDS | $4.10万 | 0.01% | 1,235 | 225 | 22.3% | $7,475 | 加仓 |
| AVTR | AVANTOR INC | $4.10万 | 0.01% | 5,235 | 4,927 | 1,599.7% | $3.86万 | 加仓 |
| MLI | MUELLER INDS INC | $4.11万 | 0.01% | 371 | 82 | 28.4% | $9,086 | 加仓 |
| EQIX | EQUINIX INC | $4.12万 | 0.01% | 42 | 9 | 27.3% | $8,822 | 加仓 |
| THG | HANOVER INS GROUP INC | $4.13万 | 0.01% | 238 | 8 | 3.5% | $1,387 | 加仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $4.13万 | 0.01% | 525 | 0 | 0.0% | — | 不变 |
| EBAY | EBAY INC. | $4.13万 | 0.01% | 454 | 385 | 558.0% | $3.50万 | 加仓 |
| BJ | BJS WHSL CLUB HLDGS INC | $4.16万 | 0.01% | 423 | 58 | 15.9% | $5,708 | 加仓 |
| AON | AON PLC | $4.16万 | 0.01% | 129 | 93 | 258.3% | $3.00万 | 加仓 |
| CUBE | CUBESMART | $4.17万 | 0.01% | 1,139 | 100 | 9.6% | $3,665 | 重新持有 |
| FAST | FASTENAL CO | $4.22万 | 0.01% | 910 | 16 | 1.8% | $742 | 加仓 |
| MLM | MARTIN MARIETTA MATLS INC | $4.24万 | 0.01% | 72 | 49 | 213.0% | $2.88万 | 加仓 |
| HCA | HCA HEALTHCARE INC | $4.26万 | 0.01% | 90 | 38 | 73.1% | $1.80万 | 加仓 |
| IYW | ISHARES TR | $4.26万 | 0.01% | 235 | 0 | 0.0% | — | 不变 |
| AVY | AVERY DENNISON CORP | $4.27万 | 0.01% | 247 | -54 | -17.9% | -$9,325 | 减仓 |
| SHOP | SHOPIFY INC | $4.27万 | 0.01% | 360 | -76 | -17.4% | -$9,016 | 减仓 |
| STT | STATE STR CORP | $4.29万 | 0.01% | 339 | 7 | 2.1% | $886 | 加仓 |
| KMX | CARMAX INC | $4.30万 | 0.01% | 1,035 | 309 | 42.6% | $1.28万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $4.32万 | 0.01% | 261 | 39 | 17.6% | $6,448 | 加仓 |
| SNOW | SNOWFLAKE INC | $4.33万 | 0.01% | 287 | 120 | 71.9% | $1.81万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $4.35万 | 0.01% | 294 | 0 | 0.0% | — | 不变 |
| ESI | ELEMENT SOLUTIONS INC | $4.38万 | 0.01% | 1,282 | 9 | 0.7% | $307 | 加仓 |
| QXO | QXO INC | $4.41万 | 0.01% | 2,271 | 448 | 24.6% | $8,700 | 加仓 |
| LITE | LUMENTUM HLDGS INC | $4.43万 | 0.01% | 63 | 55 | 687.5% | $3.87万 | 加仓 |
| CPRT | COPART INC | $4.48万 | 0.01% | 1,350 | 761 | 129.2% | $2.53万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $4.49万 | 0.01% | 91 | 0 | 0.0% | — | 不变 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $4.49万 | 0.01% | 341 | 137 | 67.2% | $1.80万 | 加仓 |
| PWR | QUANTA SVCS INC | $4.50万 | 0.01% | 82 | 41 | 100.0% | $2.25万 | 加仓 |
| RF | REGIONS FINANCIAL CORP NEW | $4.51万 | 0.01% | 1,727 | 27 | 1.6% | $705 | 加仓 |
| WHR | WHIRLPOOL CORP | $4.52万 | 0.01% | 838 | 838 | — | $4.52万 | 新建仓 |
| CME | CME GROUP INC | $4.52万 | 0.01% | 153 | 2 | 1.3% | $591 | 加仓 |
| OXY | OCCIDENTAL PETE CORP | $4.52万 | 0.01% | 696 | 416 | 148.6% | $2.70万 | 加仓 |
| RNG | RINGCENTRAL INC | $4.54万 | 0.01% | 1,222 | 1,047 | 598.3% | $3.89万 | 加仓 |
| ZS | ZSCALER INC | $4.55万 | 0.01% | 324 | 304 | 1,520.0% | $4.26万 | 加仓 |
| MTG | MGIC INVT CORP WIS | $4.55万 | 0.01% | 1,734 | -324 | -15.7% | -$8,505 | 减仓 |
| GM | GENERAL MTRS CO | $4.56万 | 0.01% | 612 | 333 | 119.4% | $2.48万 | 加仓 |
| ENB | ENBRIDGE INC | $4.57万 | 0.01% | 844 | -244 | -22.4% | -$1.32万 | 减仓 |
| UNM | UNUM GROUP | $4.60万 | 0.01% | 630 | 22 | 3.6% | $1,607 | 加仓 |
| TDC | TERADATA CORP DEL | $4.65万 | 0.01% | 1,813 | 1,806 | 25,800.0% | $4.63万 | 加仓 |
| CAH | CARDINAL HEALTH INC | $4.65万 | 0.01% | 220 | 47 | 27.2% | $9,932 | 加仓 |
| RVTY | REVVITY INC | $4.65万 | 0.01% | 531 | 521 | 5,210.0% | $4.56万 | 加仓 |
| DOW | DOW HLDGS INC | $4.67万 | 0.01% | 1,121 | 799 | 248.1% | $3.33万 | 重新持有 |
| MRSH | MARSH & MCLENNAN COS INC | $4.70万 | 0.01% | 271 | 231 | 577.5% | $4.01万 | 加仓 |
| SUI | SUN CMNTYS INC | $4.71万 | 0.01% | 374 | -33 | -8.1% | -$4,157 | 减仓 |
| CGNX | COGNEX CORP | $4.71万 | 0.01% | 962 | -294 | -23.4% | -$1.44万 | 减仓 |
| INTU | INTUIT | $4.71万 | 0.01% | 109 | 1 | 0.9% | $432 | 加仓 |
| TXG | 10X GENOMICS INC | $4.74万 | 0.01% | 2,231 | -764 | -25.5% | -$1.62万 | 减仓 |
| NYT | NEW YORK TIMES CO MTN BE | $4.75万 | 0.01% | 567 | 430 | 313.9% | $3.60万 | 加仓 |
| MDB | MONGODB INC | $4.75万 | 0.01% | 194 | -5 | -2.5% | -$1,224 | 减仓 |
| XRAY | DENTSPLY SIRONA INC | $4.75万 | 0.01% | 4,097 | 216 | 5.6% | $2,506 | 加仓 |
| ORI | OLD REP INTL CORP | $4.76万 | 0.01% | 1,193 | 72 | 6.4% | $2,873 | 加仓 |
| AGCO | AGCO CORP | $4.76万 | 0.01% | 411 | -79 | -16.1% | -$9,154 | 减仓 |
| CI | THE CIGNA GROUP | $4.77万 | 0.01% | 179 | 128 | 251.0% | $3.41万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $4.79万 | 0.01% | 486 | 75 | 18.2% | $7,385 | 加仓 |
| ENTG | ENTEGRIS INC | $4.80万 | 0.01% | 409 | -208 | -33.7% | -$2.44万 | 减仓 |
| URI | UNITED RENTALS INC | $4.81万 | 0.01% | 66 | -8 | -10.8% | -$5,828 | 减仓 |
| VMC | VULCAN MATLS CO | $4.83万 | 0.01% | 177 | 14 | 8.6% | $3,818 | 加仓 |
| KRC | KILROY REALTY CORP | $4.84万 | 0.01% | 1,715 | 963 | 128.1% | $2.72万 | 加仓 |