13F 机构持仓

SJS Investment Consulting Inc.

SYLVANIA OH · SEC CIK 0001894302

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$9.19亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

DIMENSIONAL ET 45.3%
DFIC 8.4%
DUSB 4.1%
VCRB 4.1%
LLY 2.5%
VTIP 2.3%
AAPL 2.1%
AVUS 2.0%
AVEM 2.0%
HRL 1.3%

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 00.0% — 不变
ACWI ISHARES TR $1.49万0.00%95 00.0% — 不变
GNRC GENERAC HLDGS INC $1.49万0.00%51 27112.5% $7,906 加仓
ROL ROLLINS INC $1.49万0.00%358 12956.3% $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 103128.8% $8,488 加仓
TRMK TRUSTMARK CORP $1.51万0.00%328 3142,242.9% $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 63123.5% $8,349 加仓
SLGN SILGAN HLDGS INC $1.52万0.00%327 3132,235.7% $1.45万 加仓
DEI DOUGLAS EMMETT INC $1.52万0.00%1,292 1,28010,666.7% $1.51万 加仓
HLNE HAMILTON LANE INC $1.53万0.00%194 1916,366.7% $1.51万 加仓
VSNT VERSANT MEDIA GROUP INC $1.53万0.00%425 10231.6% $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 170113.3% $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 1881,342.9% $1.43万 加仓
JBLU JETBLUE AIRWAYS CORP $1.54万0.00%2,679 2,4871,295.3% $1.43万 加仓
XYZ BLOCK INC $1.54万0.00%202 121149.4% $9,196 加仓
CDNS CADENCE DESIGN SYSTEM INC $1.54万0.00%41 1136.7% $4,129 加仓
DUOL DUOLINGO INC $1.54万0.00%134 107396.3% $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%355 206.0% $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%72 710.8% $1,529 加仓
FAF FIRST AMERN FINL CORP $1.58万0.00%231 186413.3% $1.28万 加仓
ENS ENERSYS $1.59万0.00%68 813.3% $1,871 加仓
EZPW EZCORP INC $1.59万0.00%461 00.0% — 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 385133.2% $9,217 加仓
MDLZ MONDELEZ INTL INC $1.62万0.00%280 12176.1% $6,999 加仓
EQNR EQUINOR ASA $1.62万0.00%516 00.0% — 不变
WTW WILLIS TOWERS WATSON PLC LTD $1.62万0.00%62 2672.2% $6,796 加仓
CRI CARTERS INC $1.62万0.00%394 00.0% — 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 33716,850.0% $1.63万 加仓
GBX GREENBRIER COS INC $1.64万0.00%335 12861.8% $6,274 加仓
MTB M & T BK CORP $1.64万0.00%69 2556.8% $5,950 加仓
ATR APTARGROUP INC $1.65万0.00%132 3434.7% $4,257 加仓
HMN HORACE MANN EDUCATORS CORP N $1.65万0.00%320 3145,233.3% $1.62万 加仓
EMN EASTMAN CHEM CO $1.65万0.00%247 163194.0% $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 143242.4% $1.18万 加仓
FYX FIRST TR EXCHANGE-TRADED ALP $1.67万0.00%116 00.0% — 不变
NBIS NEBIUS GROUP N.V. $1.68万0.00%61 00.0% — 不变
CVLT COMMVAULT SYS INC $1.70万0.00%120 5687.5% $7,937 加仓
FNDF SCHWAB STRATEGIC TR $1.70万0.00%323 00.0% — 不变
PAGP PLAINS GP HLDGS L P $1.71万0.00%705 00.0% — 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 389360.2% $1.35万 加仓
ALGN ALIGN TECHNOLOGY INC $1.72万0.00%102 3041.7% $5,060 加仓
FTC FIRST TR EXCHANGE-TRADED ALP $1.72万0.00%89 00.0% — 不变
PHM PULTE GROUP INC $1.73万0.00%126 3843.2% $5,214 加仓
DRS LEONARDO DRS INC $1.73万0.00%406 217114.8% $9,260 加仓
SPNT SIRIUSPOINT LTD $1.74万0.00%723 13322.5% $3,192 加仓
SIGI SELECTIVE INS GROUP INC $1.74万0.00%179 52.9% $485 加仓
VNO VORNADO RLTY TR $1.74万0.00%442 279171.2% $1.10万 加仓
FER FERROVIAL NV $1.74万0.00%254 8348.5% $5,695 加仓
MSTR STRATEGY INC $1.75万0.00%201 00.0% — 不变
DLN WISDOMTREE TR $1.75万0.00%182 00.0% — 不变
CVBF CVB FINL CORP $1.75万0.00%778 7522,892.3% $1.70万 加仓
VIRT VIRTU FINL INC $1.76万0.00%295 216273.4% $1.29万 加仓
AZN ASTRAZENECA PLC $1.76万0.00%93 892,225.0% $1.69万 加仓
MT ARCELORMITTAL SA LUXEMBOURG $1.76万0.00%293 00.0% — 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 2041,569.2% $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 70134.6% $1.02万 加仓
SBAC SBA COMMUNICATIONS CORP $1.78万0.00%101 33.1% $529 加仓
PCTY PAYLOCITY HLDG CORP $1.80万0.00%172 136377.8% $1.42万 加仓
ESTC ELASTIC N V $1.80万0.00%316 4014.5% $2,281 加仓
ALB ALBEMARLE CORP $1.81万0.00%134 3332.7% $4,456 加仓
BWA BORGWARNER INC $1.81万0.00%273 41.5% $266 加仓
CSL CARLISLE COS INC $1.81万0.00%50 31163.2% $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 3597.2% $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 166721.7% $1.66万 加仓
INDB INDEPENDENT BK CORP MASS $1.89万0.00%226 2193,128.6% $1.83万 加仓
TCBI TEXAS CAP BANCSHARES INC $1.90万0.00%184 146384.2% $1.51万 加仓
MCO MOODYS CORP $1.90万0.00%42 1344.8% $5,888 加仓
BYD BOYD GAMING CORP $1.91万0.00%216 9071.4% $7,950 加仓
BIO BIO RAD LABS INC $1.91万0.00%65 622,066.7% $1.82万 加仓
NWBI NORTHWEST BANCSHARES INC $1.91万0.00%1,259 1,2416,894.4% $1.88万 加仓
SLM SLM CORP $1.92万0.00%739 630578.0% $1.63万 加仓
ANF ABERCROMBIE & FITCH CO $1.92万0.00%213 00.0% — 不变
STM STMICROELECTRONICS N V $1.92万0.00%256 135.3% $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 00.0% — 不变
SAP SAP SE $1.93万0.00%125 4964.5% $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 00.0% — 不变
NFG NATIONAL FUEL GAS CO $1.93万0.00%250 -29-10.4% -$2,239 减仓