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 |
|---|---|---|---|---|---|---|---|---|
| TER | TERADYNE INC | $4.86万 | 0.01% | 164 | 108 | 192.9% | $3.20万 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $4.86万 | 0.01% | 671 | -45 | -6.3% | -$3,261 | 减仓 |
| LW | LAMB WESTON HLDGS INC | $4.87万 | 0.01% | 1,153 | 1,128 | 4,512.0% | $4.77万 | 加仓 |
| SPB | SPECTRUM BRANDS HOLDINGS INC | $4.88万 | 0.01% | 662 | -179 | -21.3% | -$1.32万 | 减仓 |
| EPR | EPR PPTYS | $4.89万 | 0.01% | 979 | 199 | 25.5% | $9,940 | 加仓 |
| WCC | WESCO INTL INC | $4.90万 | 0.01% | 179 | 128 | 251.0% | $3.50万 | 加仓 |
| ON | ON SEMICONDUCTOR CORP | $4.90万 | 0.01% | 792 | -144 | -15.4% | -$8,917 | 减仓 |
| LAMR | LAMAR ADVERTISING CO | $4.91万 | 0.01% | 388 | -12 | -3.0% | -$1,520 | 减仓 |
| AMP | AMERIPRISE FINL INC | $4.93万 | 0.01% | 111 | 47 | 73.4% | $2.09万 | 加仓 |
| VAC | MARRIOTT VACATIONS WORLDWIDE | $4.94万 | 0.01% | 759 | -142 | -15.8% | -$9,247 | 减仓 |
| — | LIBERTY BROADBAND CORP | $4.95万 | 0.01% | 985 | -61 | -5.8% | -$3,068 | 减仓 |
| EGP | EASTGROUP PPTYS INC | $4.96万 | 0.01% | 268 | 0 | 0.0% | — | 不变 |
| FANG | DIAMONDBACK ENERGY INC | $4.96万 | 0.01% | 251 | -9 | -3.5% | -$1,780 | 减仓 |
| FOXA | FOX CORP | $4.97万 | 0.01% | 851 | 111 | 15.0% | $6,482 | 加仓 |
| FWONK | LIBERTY MEDIA CORP DEL | $4.99万 | 0.01% | 587 | 84 | 16.7% | $7,142 | 加仓 |
| CUZ | COUSINS PPTYS INC | $5.00万 | 0.01% | 2,214 | 552 | 33.2% | $1.25万 | 重新持有 |
| HE | HAWAIIAN ELEC INDS INC MTN B | $5.02万 | 0.01% | 3,382 | -131 | -3.7% | -$1,944 | 减仓 |
| CVS | CVS HEALTH CORP | $5.05万 | 0.01% | 703 | -11 | -1.5% | -$790 | 减仓 |
| TXT | TEXTRON INC | $5.06万 | 0.01% | 578 | 29 | 5.3% | $2,539 | 加仓 |
| YETI | YETI HLDGS INC | $5.07万 | 0.01% | 1,385 | 497 | 56.0% | $1.82万 | 加仓 |
| RSG | REPUBLIC SVCS INC | $5.08万 | 0.01% | 232 | 102 | 78.5% | $2.23万 | 加仓 |
| SCHC | SCHWAB STRATEGIC TR | $5.09万 | 0.01% | 1,088 | -88 | -7.5% | -$4,113 | 减仓 |
| TNL | TRAVEL PLUS LEISURE CO | $5.10万 | 0.01% | 737 | 4 | 0.5% | $277 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $5.10万 | 0.01% | 66 | -123 | -65.1% | -$9.50万 | 减仓 |
| IUSV | ISHARES TR | $5.12万 | 0.01% | 501 | 501 | — | $5.12万 | 新建仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $5.15万 | 0.01% | 840 | 790 | 1,580.0% | $4.85万 | 加仓 |
| LNC | LINCOLN NATL CORP IND | $5.20万 | 0.01% | 1,465 | 1,442 | 6,269.6% | $5.12万 | 加仓 |
| REG | REGENCY CTRS CORP | $5.23万 | 0.01% | 691 | -31 | -4.3% | -$2,346 | 减仓 |
| KHC | KRAFT HEINZ CO | $5.24万 | 0.01% | 2,331 | 1,998 | 600.0% | $4.49万 | 加仓 |
| MS | MORGAN STANLEY | $5.28万 | 0.01% | 321 | 30 | 10.3% | $4,937 | 加仓 |
| MKSI | MKS INC. | $5.29万 | 0.01% | 230 | -13 | -5.3% | -$2,988 | 减仓 |
| — | HONEYWELL INTL INC | $5.29万 | 0.01% | 234 | 66 | 39.3% | $1.49万 | 加仓 |
| ATO | ATMOS ENERGY CORP | $5.30万 | 0.01% | 287 | 128 | 80.5% | $2.36万 | 加仓 |
| DG | DOLLAR GEN CORP | $5.31万 | 0.01% | 447 | 140 | 45.6% | $1.66万 | 加仓 |
| WMB | WILLIAMS COS INC | $5.32万 | 0.01% | 731 | 72 | 10.9% | $5,237 | 加仓 |
| DHR | DANAHER CORP DEL | $5.33万 | 0.01% | 281 | 188 | 202.2% | $3.56万 | 加仓 |
| ARE | ALEXANDRIA REAL ESTATE EQ IN | $5.34万 | 0.01% | 1,150 | 321 | 38.7% | $1.49万 | 加仓 |
| GTM | ZOOMINFO TECHNOLOGIES INC | $5.35万 | 0.01% | 8,947 | 7,083 | 380.0% | $4.24万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $5.35万 | 0.01% | 436 | -35 | -7.4% | -$4,297 | 减仓 |
| TWLO | TWILIO INC | $5.40万 | 0.01% | 429 | 93 | 27.7% | $1.17万 | 加仓 |
| CF | CF INDUSTRIES HOLD | $5.40万 | 0.01% | 416 | -280 | -40.2% | -$3.64万 | 减仓 |
| TROW | PRICE T ROWE GROUP INC | $5.40万 | 0.01% | 599 | 566 | 1,715.2% | $5.11万 | 加仓 |
| WWD | WOODWARD INC | $5.40万 | 0.01% | 151 | 21 | 16.2% | $7,516 | 加仓 |
| DGX | QUEST DIAGNOSTICS INC | $5.41万 | 0.01% | 276 | 4 | 1.5% | $784 | 加仓 |
| PNFP | PINNACLE FINL PARTNERS INC | $5.42万 | 0.01% | 629 | 629 | — | $5.42万 | 新建仓 |
| SNDR | SCHNEIDER NATIONAL INC | $5.43万 | 0.01% | 2,059 | 1,800 | 695.0% | $4.74万 | 加仓 |
| SEIC | SEI INVTS CO | $5.45万 | 0.01% | 694 | 496 | 250.5% | $3.89万 | 加仓 |
| SNA | SNAP ON INC | $5.45万 | 0.01% | 150 | -5 | -3.2% | -$1,816 | 减仓 |
| NDSN | NORDSON CORP | $5.45万 | 0.01% | 205 | 30 | 17.1% | $7,982 | 加仓 |
| SONY | SONY GROUP CORP | $5.46万 | 0.01% | 2,638 | 1,269 | 92.7% | $2.63万 | 加仓 |
| DT | DYNATRACE INC | $5.48万 | 0.01% | 1,483 | 1,264 | 577.2% | $4.67万 | 加仓 |
| USFD | US FOODS HLDG CORP | $5.49万 | 0.01% | 595 | -64 | -9.7% | -$5,901 | 减仓 |
| ALSN | ALLISON TRANSMISSION HLDGS I | $5.49万 | 0.01% | 469 | -66 | -12.3% | -$7,726 | 减仓 |
| ZTS | ZOETIS INC | $5.50万 | 0.01% | 465 | 322 | 225.2% | $3.81万 | 加仓 |
| ACM | AECOM | $5.50万 | 0.01% | 649 | 432 | 199.1% | $3.66万 | 加仓 |
| FR | FIRST INDL RLTY TR INC | $5.51万 | 0.01% | 953 | 101 | 11.9% | $5,843 | 加仓 |
| WM | WASTE MGMT INC DEL | $5.51万 | 0.01% | 240 | 4 | 1.7% | $919 | 加仓 |
| CRUS | CIRRUS LOGIC INC | $5.55万 | 0.01% | 384 | -45 | -10.5% | -$6,508 | 减仓 |
| ALL | ALLSTATE CORP | $5.58万 | 0.01% | 269 | 3 | 1.1% | $622 | 加仓 |
| EWBC | EAST WEST BANCORP INC | $5.58万 | 0.01% | 523 | 52 | 11.0% | $5,552 | 加仓 |
| POOL | POOL CORP | $5.58万 | 0.01% | 276 | 260 | 1,625.0% | $5.26万 | 加仓 |
| TPR | TAPESTRY INC | $5.59万 | 0.01% | 396 | -57 | -12.6% | -$8,043 | 减仓 |
| CLH | CLEAN HARBORS INC | $5.59万 | 0.01% | 195 | -25 | -11.4% | -$7,168 | 减仓 |
| XNEAX | NUVEEN AMT FREE QLTY MUN INC | $5.60万 | 0.01% | 4,982 | 57 | 1.2% | $640 | 加仓 |
| VO | VANGUARD INDEX FDS | $5.60万 | 0.01% | 195 | 99 | 103.1% | $2.84万 | 加仓 |
| CINF | CINCINNATI FINL CORP | $5.60万 | 0.01% | 356 | -1 | -0.3% | -$157 | 减仓 |
| ONEQ | FIDELITY COMWLTH TR | $5.60万 | 0.01% | 660 | 0 | 0.0% | — | 不变 |
| GLPI | GAMING & LEISURE P | $5.66万 | 0.01% | 1,276 | 2 | 0.2% | $89 | 加仓 |
| LFUS | LITTELFUSE INC | $5.67万 | 0.01% | 167 | -55 | -24.8% | -$1.87万 | 减仓 |
| DRVN | DRIVEN BRANDS HLDGS INC | $5.67万 | 0.01% | 4,500 | 3,635 | 420.2% | $4.58万 | 加仓 |
| HUN | HUNTSMAN CORP | $5.68万 | 0.01% | 4,267 | 291 | 7.3% | $3,873 | 加仓 |
| CE | CELANESE CORP DEL | $5.68万 | 0.01% | 864 | 8 | 0.9% | $526 | 加仓 |
| MAN | MANPOWERGROUP INC WIS | $5.71万 | 0.01% | 1,939 | 697 | 56.1% | $2.05万 | 重新持有 |
| DXCM | DEXCOM INC | $5.71万 | 0.01% | 910 | -60 | -6.2% | -$3,768 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $5.73万 | 0.01% | 797 | 689 | 638.0% | $4.96万 | 加仓 |
| CVNA | CARVANA CO | $5.75万 | 0.01% | 183 | 42 | 29.8% | $1.32万 | 加仓 |
| CMS | CMS ENERGY CORP | $5.80万 | 0.01% | 748 | 398 | 113.7% | $3.09万 | 加仓 |
| DVA | DAVITA INC | $5.81万 | 0.01% | 378 | -71 | -15.8% | -$1.09万 | 减仓 |
| LOPE | GRAND CANYON ED INC | $5.82万 | 0.01% | 342 | 45 | 15.2% | $7,651 | 加仓 |
| FDS | FACTSET RESH SYS INC | $5.82万 | 0.01% | 268 | -110 | -29.1% | -$2.39万 | 减仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $5.83万 | 0.01% | 359 | 343 | 2,143.8% | $5.57万 | 加仓 |
| OKTA | OKTA INC | $5.91万 | 0.01% | 751 | 696 | 1,265.5% | $5.48万 | 加仓 |
| AMH | AMERICAN HOMES 4 RENT | $5.95万 | 0.01% | 2,131 | 1,699 | 393.3% | $4.74万 | 加仓 |
| CHH | CHOICE HOTELS INTL INC | $5.95万 | 0.01% | 575 | -45 | -7.3% | -$4,658 | 减仓 |
| IQDF | FLEXSHARES TR | $5.96万 | 0.01% | 1,883 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC | $5.99万 | 0.01% | 691 | -439 | -38.8% | -$3.80万 | 减仓 |
| KLAC | KLA CORP | $6.04万 | 0.01% | 41 | 2 | 5.1% | $2,945 | 加仓 |
| ITT | ITT INC | $6.08万 | 0.01% | 319 | 167 | 109.9% | $3.18万 | 加仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $6.08万 | 0.01% | 447 | 30 | 7.2% | $4,083 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $6.09万 | 0.01% | 132 | -25 | -15.9% | -$1.15万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $6.11万 | 0.01% | 156 | 5 | 3.3% | $1,959 | 加仓 |
| GRMN | GARMIN LTD | $6.13万 | 0.01% | 264 | 51 | 23.9% | $1.18万 | 加仓 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS IN | $6.13万 | 0.01% | 1,064 | 117 | 12.4% | $6,737 | 加仓 |
| PYPL | PAYPAL HLDGS INC | $6.16万 | 0.01% | 1,362 | 973 | 250.1% | $4.40万 | 加仓 |
| AMAT | APPLIED MATLS INC | $6.19万 | 0.01% | 181 | -1,352 | -88.2% | -$46.21万 | 减仓 |
| NNN | NNN REIT INC | $6.21万 | 0.01% | 1,477 | 140 | 10.5% | $5,884 | 加仓 |
| SPGI | S&P GLOBAL INC | $6.25万 | 0.01% | 147 | 101 | 219.6% | $4.30万 | 加仓 |
| G | GENPACT LIMITED | $6.30万 | 0.01% | 1,692 | 312 | 22.6% | $1.16万 | 加仓 |
| INGR | INGREDION INC | $6.40万 | 0.01% | 568 | 69 | 13.8% | $7,774 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $6.43万 | 0.01% | 2,310 | 0 | 0.0% | — | 不变 |