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 |
|---|---|---|---|---|---|---|---|---|
| DFSI | DIMENSIONAL ETF TRUST | $6.44万 | 0.01% | 1,520 | 1,520 | — | $6.44万 | 新建仓 |
| MAA | MID-AMER APT CMNTYS INC | $6.45万 | 0.01% | 528 | 476 | 915.4% | $5.81万 | 加仓 |
| VRSN | VERISIGN INC | $6.46万 | 0.01% | 260 | 102 | 64.6% | $2.53万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $6.47万 | 0.01% | 298 | 0 | 0.0% | — | 不变 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $6.54万 | 0.01% | 3,913 | 0 | 0.0% | — | 不变 |
| SPTM | SPDR SERIES TRUST | $6.55万 | 0.01% | 829 | 0 | 0.0% | — | 不变 |
| CIEN | CIENA CORP | $6.56万 | 0.01% | 169 | 59 | 53.6% | $2.29万 | 加仓 |
| DGRW | WISDOMTREE TR | $6.56万 | 0.01% | 747 | 0 | 0.0% | — | 不变 |
| BSCW | INVESCO EXCH TRD SLF IDX FD | $6.57万 | 0.01% | 3,190 | 3,190 | — | $6.57万 | 新建仓 |
| BSCV | INVESCO EXCH TRD SLF IDX FD | $6.60万 | 0.01% | 4,007 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHN CORP | $6.60万 | 0.01% | 230 | 0 | 0.0% | — | 不变 |
| RL | RALPH LAUREN CORP | $6.60万 | 0.01% | 192 | 26 | 15.7% | $8,944 | 加仓 |
| BBY | BEST BUY INC | $6.63万 | 0.01% | 1,033 | 22 | 2.2% | $1,412 | 加仓 |
| ITOT | ISHARES TR | $6.67万 | 0.01% | 468 | 468 | — | $6.67万 | 新建仓 |
| BURL | BURLINGTON STORES INC | $6.67万 | 0.01% | 205 | 185 | 925.0% | $6.02万 | 加仓 |
| PODD | INSULET CORP | $6.67万 | 0.01% | 318 | 259 | 439.0% | $5.43万 | 加仓 |
| BALL | BALL CORP | $6.74万 | 0.01% | 1,140 | 84 | 8.0% | $4,965 | 加仓 |
| ULTA | ULTA BEAUTY INC | $6.80万 | 0.01% | 130 | 24 | 22.6% | $1.25万 | 加仓 |
| GLXY | GALAXY DIGITAL INC. | $6.83万 | 0.01% | 3,700 | 0 | 0.0% | — | 不变 |
| ROKU | ROKU INC | $6.84万 | 0.01% | 723 | 25 | 3.6% | $2,366 | 加仓 |
| — | ESPERION THERAPEUTICS INC NE | $6.85万 | 0.01% | 25,000 | 0 | 0.0% | — | 不变 |
| NEM | NEWMONT CORP | $6.85万 | 0.01% | 633 | 134 | 26.9% | $1.45万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $6.93万 | 0.01% | 751 | 324 | 75.9% | $2.99万 | 加仓 |
| FIBK | FIRST INTST BANCSYSTEM INC | $6.94万 | 0.01% | 2,077 | 2,064 | 15,876.9% | $6.89万 | 加仓 |
| B | BARRICK MNG CORP | $6.94万 | 0.01% | 1,701 | 0 | 0.0% | — | 不变 |
| ILMN | ILLUMINA INC | $6.94万 | 0.01% | 563 | -102 | -15.3% | -$1.26万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $6.97万 | 0.01% | 113 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG NV | $7.00万 | 0.01% | 53 | 9 | 20.5% | $1.19万 | 加仓 |
| LUMN | LUMEN TECHNOLOGIES INC | $7.02万 | 0.01% | 10,095 | 34 | 0.3% | $236 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $7.04万 | 0.01% | 232 | 9 | 4.0% | $2,732 | 加仓 |
| KDP | KEURIG DR PEPPER INC | $7.18万 | 0.01% | 2,728 | -627 | -18.7% | -$1.65万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $7.18万 | 0.01% | 843 | -52 | -5.8% | -$4,432 | 减仓 |
| VICI | VICI PPTYS INC | $7.19万 | 0.01% | 2,631 | 1,409 | 115.3% | $3.85万 | 加仓 |
| QCOM | QUALCOMM INC | $7.20万 | 0.01% | 559 | -276 | -33.1% | -$3.55万 | 减仓 |
| EXPE | EXPEDIA GROUP INC | $7.27万 | 0.01% | 315 | -13 | -4.0% | -$3,002 | 减仓 |
| RHI | ROBERT HALF INC. | $7.29万 | 0.01% | 2,870 | 171 | 6.3% | $4,343 | 加仓 |
| JBL | JABIL INC | $7.36万 | 0.01% | 277 | 27 | 10.8% | $7,172 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $7.36万 | 0.01% | 1,632 | 410 | 33.6% | $1.85万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $7.39万 | 0.01% | 2,204 | 889 | 67.6% | $2.98万 | 加仓 |
| ECL | ECOLAB INC | $7.53万 | 0.01% | 283 | 15 | 5.6% | $3,990 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $7.55万 | 0.01% | 2,943 | 0 | 0.0% | — | 不变 |
| DIA | STATE STR SPDR DOW JONES IND | $7.60万 | 0.01% | 164 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $7.60万 | 0.01% | 281 | -386 | -57.9% | -$10.44万 | 减仓 |
| LULU | LULULEMON ATHLETICA INC | $7.64万 | 0.01% | 499 | 219 | 78.2% | $3.35万 | 加仓 |
| DOCU | DOCUSIGN INC | $7.65万 | 0.01% | 1,613 | 994 | 160.6% | $4.71万 | 加仓 |
| NTRS | NORTHERN TR CORP | $7.80万 | 0.01% | 559 | 79 | 16.5% | $1.10万 | 加仓 |
| CMI | CUMMINS INC | $7.80万 | 0.01% | 145 | 23 | 18.9% | $1.24万 | 加仓 |
| AXTA | AXALTA COATING SYS LTD | $7.81万 | 0.01% | 2,818 | 2,380 | 543.4% | $6.59万 | 加仓 |
| CCK | CROWN HLDGS INC | $7.90万 | 0.01% | 788 | 22 | 2.9% | $2,206 | 加仓 |
| CSX | CSX CORP | $7.90万 | 0.01% | 1,925 | 0 | 0.0% | — | 不变 |
| UAL | UNITED AIRLS HLDGS INC | $7.93万 | 0.01% | 861 | 125 | 17.0% | $1.15万 | 加仓 |
| COPX | GLOBAL X FDS | $7.94万 | 0.01% | 1,040 | 900 | 642.9% | $6.87万 | 加仓 |
| — | SB FINL GROUP INC | $7.97万 | 0.01% | 3,794 | 0 | 0.0% | — | 不变 |
| CW | CURTISS WRIGHT CORP | $7.97万 | 0.01% | 117 | -3 | -2.5% | -$2,043 | 减仓 |
| DGRO | ISHARES TR | $8.07万 | 0.01% | 1,150 | 1,150 | — | $8.07万 | 新建仓 |
| BX | BLACKSTONE INC | $8.17万 | 0.01% | 711 | 93 | 15.0% | $1.07万 | 加仓 |
| EG | EVEREST GROUP LTD | $8.24万 | 0.01% | 252 | 116 | 85.3% | $3.79万 | 加仓 |
| ZM | ZOOM COMMUNICATIONS INC | $8.26万 | 0.01% | 1,027 | -48 | -4.5% | -$3,859 | 减仓 |
| OC | OWENS CORNING NEW | $8.26万 | 0.01% | 763 | 591 | 343.6% | $6.40万 | 加仓 |
| GAP | GAP INC | $8.26万 | 0.01% | 3,414 | 407 | 13.5% | $9,850 | 加仓 |
| DAL | DELTA AIR LINES INC | $8.27万 | 0.01% | 1,244 | 338 | 37.3% | $2.25万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $8.30万 | 0.01% | 600 | 0 | 0.0% | — | 不变 |
| CFG | CITIZENS FINL GROUP INC | $8.32万 | 0.01% | 1,388 | 38 | 2.8% | $2,279 | 加仓 |
| ES | EVERSOURCE ENERGY | $8.38万 | 0.01% | 1,209 | 259 | 27.3% | $1.79万 | 加仓 |
| LECO | LINCOLN ELEC HLDGS INC | $8.39万 | 0.01% | 337 | 11 | 3.4% | $2,740 | 加仓 |
| ROST | ROSS STORES INC | $8.41万 | 0.01% | 388 | 226 | 139.5% | $4.90万 | 加仓 |
| HAS | HASBRO INC | $8.48万 | 0.01% | 906 | -13 | -1.4% | -$1,217 | 减仓 |
| GLW | CORNING INC | $8.52万 | 0.01% | 626 | 20 | 3.3% | $2,721 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $8.58万 | 0.01% | 2,952 | -598 | -16.8% | -$1.74万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $8.72万 | 0.01% | 299 | 124 | 70.9% | $3.62万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $8.84万 | 0.01% | 21 | 5 | 31.2% | $2.11万 | 加仓 |
| FNF | FIDELITY NATL FINL INC | $8.85万 | 0.01% | 1,908 | 979 | 105.4% | $4.54万 | 加仓 |
| DFAW | DIMENSIONAL ETF TRUST | $8.93万 | 0.01% | 1,210 | 56 | 4.9% | $4,132 | 加仓 |
| GIS | GENERAL MILLS INC | $9.04万 | 0.01% | 2,429 | 410 | 20.3% | $1.53万 | 加仓 |
| FIVE | FIVE BELOW INC | $9.14万 | 0.01% | 400 | 83 | 26.2% | $1.90万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $9.19万 | 0.01% | 152 | 34 | 28.8% | $2.06万 | 加仓 |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | $9.41万 | 0.01% | 1,402 | 0 | 0.0% | — | 不变 |
| FTNT | FORTINET INC | $9.41万 | 0.01% | 1,152 | 229 | 24.8% | $1.87万 | 加仓 |
| SF | STIFEL FINL CORP | $9.43万 | 0.01% | 1,276 | 490 | 62.3% | $3.62万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $9.46万 | 0.01% | 679 | 311 | 84.5% | $4.33万 | 加仓 |
| DPZ | DOMINOS PIZZA INC | $9.55万 | 0.01% | 266 | 100 | 60.2% | $3.59万 | 加仓 |
| KKR | KKR & CO INC | $9.62万 | 0.01% | 1,040 | 514 | 97.7% | $4.75万 | 加仓 |
| LNG | CHENIERE ENERGY INC | $9.73万 | 0.01% | 343 | -1 | -0.3% | -$284 | 减仓 |
| STN | STANTEC INC | $9.75万 | 0.01% | 1,129 | -18 | -1.6% | -$1,555 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $9.76万 | 0.01% | 3,180 | 195 | 6.5% | $5,983 | 加仓 |
| NFLX | NETFLIX INC. | $9.99万 | 0.01% | 1,039 | -1,021 | -49.6% | -$9.82万 | 减仓 |
| FTI | TECHNIPFMC PLC | $10.26万 | 0.01% | 1,484 | 369 | 33.1% | $2.55万 | 加仓 |
| TSN | TYSON FOODS INC | $10.41万 | 0.01% | 1,625 | 220 | 15.7% | $1.41万 | 加仓 |
| PAYX | PAYCHEX INC | $10.46万 | 0.01% | 1,136 | -61 | -5.1% | -$5,619 | 减仓 |
| CNC | CENTENE CORP DEL | $10.56万 | 0.01% | 3,224 | 1,087 | 50.9% | $3.56万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $10.57万 | 0.01% | 3,681 | -21 | -0.6% | -$603 | 减仓 |
| SLS | SELLAS LIFE SCIENCES GROUP I | $10.57万 | 0.01% | 25,000 | 25,000 | — | $10.57万 | 新建仓 |
| APLD | APPLIED DIGITAL CORP | $10.64万 | 0.01% | 4,482 | 1,117 | 33.2% | $2.65万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $10.65万 | 0.01% | 119 | 14 | 13.3% | $1.25万 | 加仓 |
| BP | BP PLC | $10.75万 | 0.01% | 2,287 | -359 | -13.6% | -$1.69万 | 减仓 |
| QUAL | ISHARES TR | $10.95万 | 0.01% | 571 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $11.12万 | 0.01% | 311 | -95 | -23.4% | -$3.40万 | 减仓 |
| EIX | EDISON INTL | $11.13万 | 0.01% | 1,521 | 397 | 35.3% | $2.91万 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $11.18万 | 0.01% | 966 | 78 | 8.8% | $9,030 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $11.29万 | 0.01% | 861 | -463 | -35.0% | -$6.07万 | 减仓 |