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 |
|---|---|---|---|---|---|---|---|---|
| AER | AERCAP HOLDINGS NV | $1.49万 | 0.00% | 102 | 0 | 0.0% | — | 不变 |
| ACWI | ISHARES TR | $1.49万 | 0.00% | 95 | 0 | 0.0% | — | 不变 |
| GNRC | GENERAC HLDGS INC | $1.49万 | 0.00% | 51 | 27 | 112.5% | $7,906 | 加仓 |
| ROL | ROLLINS INC | $1.49万 | 0.00% | 358 | 129 | 56.3% | $5,384 | 加仓 |
| ECL | ECOLAB INC | $1.50万 | 0.00% | 54 | -229 | -80.9% | -$6.38万 | 减仓 |
| BUD | ANHEUSER BUSCH INBEV SA NV | $1.51万 | 0.00% | 183 | 103 | 128.8% | $8,488 | 加仓 |
| TRMK | TRUSTMARK CORP | $1.51万 | 0.00% | 328 | 314 | 2,242.9% | $1.44万 | 加仓 |
| FSK | FS KKR CAP CORP | $1.51万 | 0.00% | 1,438 | -800 | -35.7% | -$8,400 | 减仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $1.51万 | 0.00% | 114 | 63 | 123.5% | $8,349 | 加仓 |
| SLGN | SILGAN HLDGS INC | $1.52万 | 0.00% | 327 | 313 | 2,235.7% | $1.45万 | 加仓 |
| DEI | DOUGLAS EMMETT INC | $1.52万 | 0.00% | 1,292 | 1,280 | 10,666.7% | $1.51万 | 加仓 |
| HLNE | HAMILTON LANE INC | $1.53万 | 0.00% | 194 | 191 | 6,366.7% | $1.51万 | 加仓 |
| VSNT | VERSANT MEDIA GROUP INC | $1.53万 | 0.00% | 425 | 102 | 31.6% | $3,674 | 加仓 |
| STBA | S & T BANCORP INC | $1.53万 | 0.00% | 312 | 312 | — | $1.53万 | 新建仓 |
| VFC | V F CORP | $1.53万 | 0.00% | 919 | -118 | -11.4% | -$1,968 | 减仓 |
| NVO | NOVO-NORDISK A S | $1.53万 | 0.00% | 320 | 170 | 113.3% | $8,150 | 加仓 |
| MOS | MOSAIC CO | $1.53万 | 0.00% | 724 | -521 | -41.8% | -$1.10万 | 减仓 |
| IBOC | INTERNATIONAL BANCSHARES COR | $1.53万 | 0.00% | 202 | 188 | 1,342.9% | $1.43万 | 加仓 |
| JBLU | JETBLUE AIRWAYS CORP | $1.54万 | 0.00% | 2,679 | 2,487 | 1,295.3% | $1.43万 | 加仓 |
| XYZ | BLOCK INC | $1.54万 | 0.00% | 202 | 121 | 149.4% | $9,196 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $1.54万 | 0.00% | 41 | 11 | 36.7% | $4,129 | 加仓 |
| DUOL | DUOLINGO INC | $1.54万 | 0.00% | 134 | 107 | 396.3% | $1.23万 | 加仓 |
| CRL | CHARLES RIV LABS INTL INC | $1.54万 | 0.00% | 68 | -37 | -35.2% | -$8,391 | 减仓 |
| BAX | BAXTER INTL INC | $1.55万 | 0.00% | 727 | 727 | — | $1.55万 | 新建仓 |
| URA | GLOBAL X FDS | $1.55万 | 0.00% | 355 | 20 | 6.0% | $875 | 加仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $1.56万 | 0.00% | 403 | -437 | -52.0% | -$1.69万 | 减仓 |
| MSCI | MSCI INC | $1.57万 | 0.00% | 28 | -6 | -17.6% | -$3,360 | 减仓 |
| PGR | PROGRESSIVE CORP | $1.57万 | 0.00% | 72 | 7 | 10.8% | $1,529 | 加仓 |
| FAF | FIRST AMERN FINL CORP | $1.58万 | 0.00% | 231 | 186 | 413.3% | $1.28万 | 加仓 |
| ENS | ENERSYS | $1.59万 | 0.00% | 68 | 8 | 13.3% | $1,871 | 加仓 |
| EZPW | EZCORP INC | $1.59万 | 0.00% | 461 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HLDGS INC | $1.60万 | 0.00% | 21 | -11 | -34.4% | -$8,395 | 减仓 |
| WY | WEYERHAEUSER CO | $1.61万 | 0.00% | 674 | 385 | 133.2% | $9,217 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $1.62万 | 0.00% | 280 | 121 | 76.1% | $6,999 | 加仓 |
| EQNR | EQUINOR ASA | $1.62万 | 0.00% | 516 | 0 | 0.0% | — | 不变 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $1.62万 | 0.00% | 62 | 26 | 72.2% | $6,796 | 加仓 |
| CRI | CARTERS INC | $1.62万 | 0.00% | 394 | 0 | 0.0% | — | 不变 |
| GPC | GENUINE PARTS CO | $1.63万 | 0.00% | 138 | -32 | -18.8% | -$3,776 | 减仓 |
| KNTK | KINETIK HOLDINGS INC | $1.64万 | 0.00% | 339 | 337 | 16,850.0% | $1.63万 | 加仓 |
| GBX | GREENBRIER COS INC | $1.64万 | 0.00% | 335 | 128 | 61.8% | $6,274 | 加仓 |
| MTB | M & T BK CORP | $1.64万 | 0.00% | 69 | 25 | 56.8% | $5,950 | 加仓 |
| ATR | APTARGROUP INC | $1.65万 | 0.00% | 132 | 34 | 34.7% | $4,257 | 加仓 |
| HMN | HORACE MANN EDUCATORS CORP N | $1.65万 | 0.00% | 320 | 314 | 5,233.3% | $1.62万 | 加仓 |
| EMN | EASTMAN CHEM CO | $1.65万 | 0.00% | 247 | 163 | 194.0% | $1.09万 | 加仓 |
| WEX | WEX INC | $1.66万 | 0.00% | 118 | -64 | -35.2% | -$9,030 | 减仓 |
| AWR | AMER STATES WTR CO | $1.67万 | 0.00% | 202 | 143 | 242.4% | $1.18万 | 加仓 |
| FYX | FIRST TR EXCHANGE-TRADED ALP | $1.67万 | 0.00% | 116 | 0 | 0.0% | — | 不变 |
| NBIS | NEBIUS GROUP N.V. | $1.68万 | 0.00% | 61 | 0 | 0.0% | — | 不变 |
| CVLT | COMMVAULT SYS INC | $1.70万 | 0.00% | 120 | 56 | 87.5% | $7,937 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $1.70万 | 0.00% | 323 | 0 | 0.0% | — | 不变 |
| PAGP | PLAINS GP HLDGS L P | $1.71万 | 0.00% | 705 | 0 | 0.0% | — | 不变 |
| SITE | SITEONE LANDSCAPE SUPPLY INC | $1.72万 | 0.00% | 150 | -27 | -15.3% | -$3,089 | 减仓 |
| OMC | OMNICOM GROUP INC | $1.72万 | 0.00% | 236 | -308 | -56.6% | -$2.24万 | 减仓 |
| FFIN | FIRST FINL BANKSHARES INC | $1.72万 | 0.00% | 497 | 389 | 360.2% | $1.35万 | 加仓 |
| ALGN | ALIGN TECHNOLOGY INC | $1.72万 | 0.00% | 102 | 30 | 41.7% | $5,060 | 加仓 |
| FTC | FIRST TR EXCHANGE-TRADED ALP | $1.72万 | 0.00% | 89 | 0 | 0.0% | — | 不变 |
| PHM | PULTE GROUP INC | $1.73万 | 0.00% | 126 | 38 | 43.2% | $5,214 | 加仓 |
| DRS | LEONARDO DRS INC | $1.73万 | 0.00% | 406 | 217 | 114.8% | $9,260 | 加仓 |
| SPNT | SIRIUSPOINT LTD | $1.74万 | 0.00% | 723 | 133 | 22.5% | $3,192 | 加仓 |
| SIGI | SELECTIVE INS GROUP INC | $1.74万 | 0.00% | 179 | 5 | 2.9% | $485 | 加仓 |
| VNO | VORNADO RLTY TR | $1.74万 | 0.00% | 442 | 279 | 171.2% | $1.10万 | 加仓 |
| FER | FERROVIAL NV | $1.74万 | 0.00% | 254 | 83 | 48.5% | $5,695 | 加仓 |
| MSTR | STRATEGY INC | $1.75万 | 0.00% | 201 | 0 | 0.0% | — | 不变 |
| DLN | WISDOMTREE TR | $1.75万 | 0.00% | 182 | 0 | 0.0% | — | 不变 |
| CVBF | CVB FINL CORP | $1.75万 | 0.00% | 778 | 752 | 2,892.3% | $1.70万 | 加仓 |
| VIRT | VIRTU FINL INC | $1.76万 | 0.00% | 295 | 216 | 273.4% | $1.29万 | 加仓 |
| AZN | ASTRAZENECA PLC | $1.76万 | 0.00% | 93 | 89 | 2,225.0% | $1.69万 | 加仓 |
| MT | ARCELORMITTAL SA LUXEMBOURG | $1.76万 | 0.00% | 293 | 0 | 0.0% | — | 不变 |
| FBNC | FIRST BANCORP N C | $1.76万 | 0.00% | 276 | 276 | — | $1.76万 | 新建仓 |
| EXC | EXELON CORP | $1.77万 | 0.00% | 379 | -439 | -53.7% | -$2.05万 | 减仓 |
| BOH | BANK HAWAII CORP | $1.77万 | 0.00% | 217 | 204 | 1,569.2% | $1.66万 | 加仓 |
| LULU | LULULEMON ATHLETICA INC | $1.78万 | 0.00% | 156 | -343 | -68.7% | -$3.92万 | 减仓 |
| NRG | NRG ENERGY INC | $1.78万 | 0.00% | 122 | 70 | 134.6% | $1.02万 | 加仓 |
| SBAC | SBA COMMUNICATIONS CORP | $1.78万 | 0.00% | 101 | 3 | 3.1% | $529 | 加仓 |
| PCTY | PAYLOCITY HLDG CORP | $1.80万 | 0.00% | 172 | 136 | 377.8% | $1.42万 | 加仓 |
| ESTC | ELASTIC N V | $1.80万 | 0.00% | 316 | 40 | 14.5% | $2,281 | 加仓 |
| ALB | ALBEMARLE CORP | $1.81万 | 0.00% | 134 | 33 | 32.7% | $4,456 | 加仓 |
| BWA | BORGWARNER INC | $1.81万 | 0.00% | 273 | 4 | 1.5% | $266 | 加仓 |
| CSL | CARLISLE COS INC | $1.81万 | 0.00% | 50 | 31 | 163.2% | $1.12万 | 加仓 |
| FNDE | SCHWAB STRATEGIC TR | $1.82万 | 0.00% | 458 | -80 | -14.9% | -$3,174 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $1.84万 | 0.00% | 103 | -422 | -80.4% | -$7.52万 | 减仓 |
| VLO | VALERO ENERGY CORP | $1.85万 | 0.00% | 71 | 35 | 97.2% | $9,116 | 加仓 |
| BBWI | BATH & BODY WORKS INC | $1.87万 | 0.00% | 807 | -225 | -21.8% | -$5,204 | 减仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $1.87万 | 0.00% | 550 | -217 | -28.3% | -$7,378 | 减仓 |
| SSB | SOUTHSTATE BK CORP | $1.89万 | 0.00% | 189 | 166 | 721.7% | $1.66万 | 加仓 |
| INDB | INDEPENDENT BK CORP MASS | $1.89万 | 0.00% | 226 | 219 | 3,128.6% | $1.83万 | 加仓 |
| TCBI | TEXAS CAP BANCSHARES INC | $1.90万 | 0.00% | 184 | 146 | 384.2% | $1.51万 | 加仓 |
| MCO | MOODYS CORP | $1.90万 | 0.00% | 42 | 13 | 44.8% | $5,888 | 加仓 |
| BYD | BOYD GAMING CORP | $1.91万 | 0.00% | 216 | 90 | 71.4% | $7,950 | 加仓 |
| BIO | BIO RAD LABS INC | $1.91万 | 0.00% | 65 | 62 | 2,066.7% | $1.82万 | 加仓 |
| NWBI | NORTHWEST BANCSHARES INC | $1.91万 | 0.00% | 1,259 | 1,241 | 6,894.4% | $1.88万 | 加仓 |
| SLM | SLM CORP | $1.92万 | 0.00% | 739 | 630 | 578.0% | $1.63万 | 加仓 |
| ANF | ABERCROMBIE & FITCH CO | $1.92万 | 0.00% | 213 | 0 | 0.0% | — | 不变 |
| STM | STMICROELECTRONICS N V | $1.92万 | 0.00% | 256 | 13 | 5.3% | $974 | 加仓 |
| PECO | PHILLIPS EDISON & CO INC | $1.92万 | 0.00% | 462 | 462 | — | $1.92万 | 新建仓 |
| DFAI | DIMENSIONAL ETF TRUST | $1.93万 | 0.00% | 467 | 0 | 0.0% | — | 不变 |
| SAP | SAP SE | $1.93万 | 0.00% | 125 | 49 | 64.5% | $7,551 | 加仓 |
| HAE | HAEMONETICS CORP MASS | $1.93万 | 0.00% | 257 | -47 | -15.5% | -$3,525 | 减仓 |
| OUNZ | VANECK MERK GOLD ETF | $1.93万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| NFG | NATIONAL FUEL GAS CO | $1.93万 | 0.00% | 250 | -29 | -10.4% | -$2,239 | 减仓 |