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 |
|---|---|---|---|---|---|---|---|---|
| HONA | HONEYWELL AEROSPACE INC | $2.56万 | 0.00% | 116 | 116 | — | $2.56万 | 新建仓 |
| ESS | ESSEX PPTY TR INC | $2.57万 | 0.00% | 88 | 67 | 319.0% | $1.95万 | 加仓 |
| — | TIDAL TRUST II | $2.57万 | 0.00% | 899 | 50 | 5.9% | $1,427 | 加仓 |
| TEL | TE CONNECTIVITY PLC | $2.58万 | 0.00% | 128 | 87 | 212.2% | $1.75万 | 加仓 |
| NOK | NOKIA CORP | $2.59万 | 0.00% | 1,950 | 1,500 | 333.3% | $1.99万 | 加仓 |
| DECK | DECKERS OUTDOOR CORP | $2.59万 | 0.00% | 261 | -4 | -1.5% | -$397 | 减仓 |
| PB | PROSPERITY BANCSHARES INC | $2.60万 | 0.00% | 356 | 86 | 31.9% | $6,281 | 加仓 |
| NTRA | NATERA INC | $2.61万 | 0.00% | 96 | -19 | -16.5% | -$5,158 | 减仓 |
| PCAR | PACCAR INC | $2.61万 | 0.00% | 217 | 96 | 79.3% | $1.15万 | 加仓 |
| QBTS | D-WAVE QUANTUM INC | $2.61万 | 0.00% | 1,089 | 191 | 21.3% | $4,582 | 加仓 |
| — | ELECTRONIC ARTS INC | $2.62万 | 0.00% | 128 | 10 | 8.5% | $2,051 | 加仓 |
| WKC | WORLD KINECT CORPORATION | $2.63万 | 0.00% | 798 | 792 | 13,200.0% | $2.61万 | 加仓 |
| HON | HONEYWELL INTL INC | $2.63万 | 0.00% | 118 | -116 | -49.6% | -$2.59万 | 减仓 |
| SMFG | SUMITOMO MITSUI FIN GRP INC | $2.63万 | 0.00% | 1,116 | 364 | 48.4% | $8,583 | 加仓 |
| KNSL | KINSALE CAP GROUP INC | $2.64万 | 0.00% | 80 | 73 | 1,042.9% | $2.41万 | 加仓 |
| ADC | AGREE RLTY CORP | $2.64万 | 0.00% | 349 | 349 | — | $2.64万 | 新建仓 |
| NVT | NVENT ELEC PLC | $2.65万 | 0.00% | 156 | 37 | 31.1% | $6,276 | 加仓 |
| AGO | ASSURED GUARANTY LTD | $2.65万 | 0.00% | 331 | -122 | -26.9% | -$9,780 | 减仓 |
| BOTZ | GLOBAL X FDS | $2.66万 | 0.00% | 700 | -535 | -43.3% | -$2.03万 | 减仓 |
| USO | UNITED STS OIL FD LP | $2.66万 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| SCHF | SCHWAB STRATEGIC TR | $2.66万 | 0.00% | 962 | 0 | 0.0% | — | 不变 |
| KRG | KITE REALTY GROUP TRUST | $2.67万 | 0.00% | 939 | 939 | — | $2.67万 | 新建仓 |
| SUI | SUN CMNTYS INC | $2.67万 | 0.00% | 223 | -151 | -40.4% | -$1.81万 | 减仓 |
| IDA | IDACORP INC | $2.68万 | 0.00% | 177 | 170 | 2,428.6% | $2.57万 | 加仓 |
| RMD | RESMED INC | $2.69万 | 0.00% | 138 | 125 | 961.5% | $2.44万 | 加仓 |
| MGM | MGM RESORTS INTERNATIONAL | $2.69万 | 0.00% | 563 | 207 | 58.1% | $9,897 | 加仓 |
| WTM | WHITE MTNS INS GROUP LTD | $2.70万 | 0.00% | 13 | 3 | 30.0% | $6,220 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $2.70万 | 0.00% | 219 | 54 | 32.7% | $6,648 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $2.70万 | 0.00% | 55 | 29 | 111.5% | $1.42万 | 加仓 |
| ADBE | ADOBE INC | $2.71万 | 0.00% | 132 | 22 | 20.0% | $4,511 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $2.71万 | 0.00% | 736 | -25 | -3.3% | -$920 | 减仓 |
| BIIB | BIOGEN INC | $2.72万 | 0.00% | 126 | 64 | 103.2% | $1.38万 | 加仓 |
| AXS | AXIS CAP HLDGS LTD | $2.73万 | 0.00% | 254 | -105 | -29.2% | -$1.13万 | 减仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $2.74万 | 0.00% | 143 | 53 | 58.9% | $1.02万 | 加仓 |
| PR | PERMIAN RESOURCES CORP | $2.74万 | 0.00% | 1,490 | 77 | 5.4% | $1,418 | 加仓 |
| PAVE | GLOBAL X FDS | $2.75万 | 0.00% | 466 | 172 | 58.5% | $1.01万 | 加仓 |
| FLEX | FLEX LTD | $2.76万 | 0.00% | 170 | -1 | -0.6% | -$162 | 减仓 |
| TRGP | TARGA RES CORP | $2.76万 | 0.00% | 103 | 59 | 134.1% | $1.58万 | 加仓 |
| UL | UNILEVER PLC | $2.78万 | 0.00% | 462 | 366 | 381.2% | $2.20万 | 加仓 |
| DRI | DARDEN RESTAURANTS INC | $2.78万 | 0.00% | 135 | 53 | 64.6% | $1.09万 | 加仓 |
| MDB | MONGODB INC | $2.79万 | 0.00% | 83 | -111 | -57.2% | -$3.73万 | 减仓 |
| WULF | TERAWULF INC | $2.79万 | 0.00% | 1,131 | -1,057 | -48.3% | -$2.61万 | 减仓 |
| SO | SOUTHERN CO | $2.79万 | 0.00% | 292 | 65 | 28.6% | $6,221 | 加仓 |
| PNR | PENTAIR PLC | $2.80万 | 0.00% | 365 | 323 | 769.0% | $2.48万 | 加仓 |
| ALAB | ASTERA LABS INC | $2.80万 | 0.00% | 58 | 53 | 1,060.0% | $2.56万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $2.83万 | 0.00% | 624 | 0 | 0.0% | — | 不变 |
| NVCR | NOVOCURE LTD | $2.88万 | 0.00% | 1,902 | -200 | -9.5% | -$3,030 | 减仓 |
| OGS | ONE GAS INC | $2.88万 | 0.00% | 374 | 295 | 373.4% | $2.27万 | 加仓 |
| SHC | SOTERA HEALTH CO | $2.88万 | 0.00% | 1,625 | 629 | 63.2% | $1.12万 | 加仓 |
| FTAI | FTAI AVIATION LTD | $2.89万 | 0.00% | 107 | 0 | 0.0% | — | 不变 |
| NFRA | FLEXSHARES TR | $2.90万 | 0.00% | 452 | 452 | — | $2.90万 | 新建仓 |
| CR | CRANE COMPANY | $2.90万 | 0.00% | 130 | 50 | 62.5% | $1.12万 | 加仓 |
| ELAN | ELANCO ANIMAL HEALTH INC | $2.90万 | 0.00% | 1,180 | -244 | -17.1% | -$6,005 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $2.91万 | 0.00% | 750 | 0 | 0.0% | — | 不变 |
| RWR | SPDR SERIES TRUST | $2.91万 | 0.00% | 258 | 258 | — | $2.91万 | 新建仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $2.93万 | 0.00% | 54 | 3 | 5.9% | $1,626 | 加仓 |
| RBRK | RUBRIK INC. | $2.93万 | 0.00% | 365 | 275 | 305.6% | $2.21万 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $2.93万 | 0.00% | 47 | -19 | -28.8% | -$1.18万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $2.93万 | 0.00% | 59 | 28 | 90.3% | $1.39万 | 加仓 |
| DHR | DANAHER CORP DEL | $2.93万 | 0.00% | 154 | -127 | -45.2% | -$2.42万 | 减仓 |
| BITQ | BITWISE FUNDS TRUST | $2.94万 | 0.00% | 1,200 | 0 | 0.0% | — | 不变 |
| SEDG | SOLAREDGE TECHNOLOGIES INC | $2.95万 | 0.00% | 504 | 504 | — | $2.95万 | 新建仓 |
| BABA | ALIBABA GROUP HLDG LTD | $2.97万 | 0.00% | 309 | 7 | 2.3% | $672 | 加仓 |
| SHAK | SHAKE SHACK INC | $2.97万 | 0.00% | 530 | 452 | 579.5% | $2.53万 | 加仓 |
| OKLO | OKLO INC | $2.98万 | 0.00% | 569 | 301 | 112.3% | $1.58万 | 加仓 |
| OVV | OVINTIV INC | $3.00万 | 0.00% | 569 | 106 | 22.9% | $5,581 | 加仓 |
| IUSV | ISHARES TR | $3.01万 | 0.00% | 273 | -228 | -45.5% | -$2.51万 | 减仓 |
| CLF | CLEVELAND-CLIFFS INC NEW | $3.02万 | 0.00% | 3,221 | 135 | 4.4% | $1,268 | 加仓 |
| DD | DUPONT DE NEMOURS INC | $3.02万 | 0.00% | 223 | -297 | -57.1% | -$4.03万 | 减仓 |
| CHE | CHEMED CORP NEW | $3.03万 | 0.00% | 65 | 29 | 80.6% | $1.35万 | 加仓 |
| GMED | GLOBUS MED INC | $3.07万 | 0.00% | 388 | -70 | -15.3% | -$5,531 | 减仓 |
| F | FORD MTR CO | $3.08万 | 0.00% | 2,217 | -416 | -15.8% | -$5,782 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $3.10万 | 0.00% | 289 | -197 | -40.5% | -$2.12万 | 减仓 |
| CSX | CSX CORP | $3.11万 | 0.00% | 655 | -1,270 | -66.0% | -$6.04万 | 减仓 |
| LBTYA | LIBERTY GLOBAL LTD | $3.12万 | 0.00% | 2,743 | 2,452 | 842.6% | $2.79万 | 加仓 |
| RBLX | ROBLOX CORP | $3.12万 | 0.00% | 574 | 233 | 68.3% | $1.27万 | 加仓 |
| QXO | QXO INC | $3.15万 | 0.00% | 1,823 | -448 | -19.7% | -$7,742 | 减仓 |
| BKH | BLACK HILLS CORP | $3.16万 | 0.00% | 425 | 417 | 5,212.5% | $3.10万 | 加仓 |
| NOV | NOV INC | $3.19万 | 0.00% | 1,722 | 1,647 | 2,196.0% | $3.06万 | 加仓 |
| AVSE | AMERICAN CENTY ETF TR | $3.20万 | 0.00% | 391 | 37 | 10.5% | $3,028 | 加仓 |
| RAAX | VANECK ETF TRUST | $3.21万 | 0.00% | 808 | 311 | 62.6% | $1.23万 | 加仓 |
| MKC | MCCORMICK & CO INC | $3.21万 | 0.00% | 637 | 555 | 676.8% | $2.80万 | 加仓 |
| RBC | RBC BEARINGS INC | $3.22万 | 0.00% | 50 | 10 | 25.0% | $6,441 | 加仓 |
| LNC | LINCOLN NATL CORP IND | $3.22万 | 0.00% | 912 | -553 | -37.7% | -$1.95万 | 减仓 |
| IVZ | INVESCO LTD | $3.25万 | 0.00% | 1,230 | 23 | 1.9% | $607 | 加仓 |
| SPGI | S&P GLOBAL INC | $3.26万 | 0.00% | 80 | -67 | -45.6% | -$2.73万 | 减仓 |
| IP | INTERNATIONAL PAPER CO | $3.27万 | 0.00% | 857 | 574 | 202.8% | $2.19万 | 加仓 |
| TD | TORONTO DOMINION BK ONT | $3.27万 | 0.00% | 269 | 0 | 0.0% | — | 不变 |
| HOMB | HOME BANCSHARES INC | $3.27万 | 0.00% | 1,146 | 1,116 | 3,720.0% | $3.19万 | 加仓 |
| NZF | NUVEEN MUN CR INCOME FD | $3.27万 | 0.00% | 2,581 | 0 | 0.0% | — | 不变 |
| CLS | CELESTICA INC | $3.28万 | 0.00% | 90 | -10 | -10.0% | -$3,648 | 减仓 |
| GAP | GAP INC | $3.30万 | 0.00% | 1,767 | -1,647 | -48.2% | -$3.08万 | 减仓 |
| SMCI | SUPER MICRO COMPUTER INC | $3.31万 | 0.00% | 1,127 | 1,027 | 1,027.0% | $3.01万 | 加仓 |
| S | SENTINELONE INC | $3.32万 | 0.00% | 1,957 | 292 | 17.5% | $4,955 | 加仓 |
| WDAY | WORKDAY INC | $3.33万 | 0.00% | 272 | 265 | 3,785.7% | $3.24万 | 加仓 |
| CI | THE CIGNA GROUP | $3.34万 | 0.00% | 121 | -58 | -32.4% | -$1.60万 | 减仓 |
| R | RYDER SYS INC | $3.35万 | 0.00% | 127 | 20 | 18.7% | $5,275 | 加仓 |
| SOXX | ISHARES TR | $3.36万 | 0.00% | 52 | -37 | -41.6% | -$2.39万 | 减仓 |
| PAYC | PAYCOM SOFTWARE INC | $3.37万 | 0.00% | 268 | 213 | 387.3% | $2.68万 | 加仓 |
| DHI | D R HORTON INC | $3.37万 | 0.00% | 207 | 27 | 15.0% | $4,398 | 加仓 |