13F 机构持仓

SJS Investment Consulting Inc.

SYLVANIA OH · SEC CIK 0001894302

2026Q22026Q1 更早 9 个季度 🔒
$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
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 43.8%
DFIC 8.5%
DUSB 4.6%
VCRB 4.1%
DFSD 2.7%
LLY 2.1%
AAPL 2.1%
VTIP 1.9%
AVUS 1.9%
AVEM 1.7%

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
UNP UNION PAC CORP $11.60万0.01%478 20776.4% $5.02万 加仓
— DIMENSIONAL ETF TRUST $11.64万0.01%3,167 32211.3% $1.18万 加仓
EPS WISDOMTREE TR $11.76万0.01%1,726 00.0% — 不变
MET METLIFE INC $11.94万0.01%1,689 32223.6% $2.28万 加仓
CEG CONSTELLATION ENERGY CORP $12.01万0.01%430 112.6% $3,072 加仓
JBHT HUNT J B TRANS SVCS INC $12.08万0.01%570 8517.5% $1.80万 加仓
NKE NIKE INC $12.15万0.01%2,300 -129-5.3% -$6,815 减仓
DY DYCOM INDS INC $12.20万0.01%360 10.3% $339 加仓
XLC SELECT SECTOR SPDR TR $12.21万0.01%1,101 -45-3.9% -$4,989 减仓
NOW SERVICENOW INC $12.28万0.02%1,175 42055.6% $4.39万 加仓
DUK DUKE ENERGY CORP NEW $12.43万0.02%949 15319.2% $2.00万 加仓
MTCH MATCH GROUP INC NEW $12.45万0.02%4,053 78524.0% $2.41万 加仓
VIG VANGUARD SPECIALIZED FUNDS $12.60万0.02%586 00.0% — 不变
PANW PALO ALTO NETWORKS INC $12.75万0.02%795 577.7% $9,138 加仓
IWB ISHARES TR $13.09万0.02%367 00.0% — 不变
OKE ONEOK INC NEW $13.30万0.02%1,471 342.4% $3,073 加仓
SNDK SANDISK CORP $13.34万0.02%210 172452.6% $10.93万 加仓
ABNB AIRBNB INC $13.40万0.02%1,061 25932.3% $3.27万 加仓
ED CONSOLIDATED EDISON INC $13.45万0.02%1,188 70.6% $792 加仓
ET ENERGY TRANSFER L P $13.48万0.02%6,983 00.0% — 不变
LHX L3HARRIS TECHNOLOGIES INC $13.70万0.02%397 -318-44.5% -$10.98万 减仓
COP CONOCOPHILLIPS $13.72万0.02%1,039 -41-3.8% -$5,414 减仓
— TONIX PHARMACEUTICALS HLDG C $13.76万0.02%10,004 10,004— $13.76万 新建仓
FIX COMFORT SYS USA INC $13.79万0.02%100 2838.9% $3.86万 加仓
PFE PFIZER INC $14.21万0.02%5,062 1473.0% $4,128 加仓
BLK BLACKROCK INC $14.23万0.02%148 -70-32.1% -$6.73万 减仓
PCG PG&E CORP $14.43万0.02%8,211 2,35540.2% $4.14万 加仓
XLF SELECT SECTOR SPDR TR $14.50万0.02%2,936 -159-5.1% -$7,850 减仓
IEFA ISHARES TR $14.51万0.02%1,603 -251-13.5% -$2.27万 减仓
MCK MCKESSON CORP $14.88万0.02%172 127.5% $1.04万 加仓
JAZZ JAZZ PHARMACEUTICALS PLC $15.03万0.02%795 385.0% $7,184 加仓
SPSB SPDR SERIES TRUST $15.33万0.02%5,099 1,07026.6% $3.22万 加仓
EME EMCOR GROUP INC $15.36万0.02%208 6242.5% $4.58万 加仓
NOBL PROSHARES TR $15.37万0.02%1,450 25020.8% $2.65万 加仓
DE DEERE & CO $15.61万0.02%277 -182-39.7% -$10.26万 减仓
TGT TARGET CORP $16.03万0.02%1,323 -255-16.2% -$3.09万 减仓
XLV SELECT SECTOR SPDR TR $16.07万0.02%1,096 -28-2.5% -$4,105 减仓
IWR ISHARES TR $16.17万0.02%1,663 63862.2% $6.20万 加仓
NHI NATIONAL HEALTH INVS INC $16.99万0.02%2,101 00.0% — 不变
PRF INVESCO EXCHANGE TRADED FD T $17.16万0.02%3,610 92534.5% $4.40万 加仓
BITO PROSHARES TR $17.20万0.02%18,480 18,480— $17.20万 新建仓
BMY BRISTOL-MYERS SQUIBB CO $17.25万0.02%2,845 73935.1% $4.48万 加仓
TJX TJX COS INC NEW $17.42万0.02%1,091 36850.9% $5.88万 加仓
TXN TEXAS INSTRS INC $17.77万0.02%915 -6-0.7% -$1,165 减仓
KEY KEYCORP $18.67万0.02%9,314 911.0% $1,825 加仓
INTC INTEL CORP $18.69万0.02%4,235 2,459138.5% $10.85万 加仓
FITB FIFTH THIRD BANCORP $19.44万0.02%4,185 370.9% $1,719 加仓
FCX FREEPORT MCMORAN INC $19.71万0.02%3,354 2,294216.4% $13.48万 加仓
MRK MERCK & CO INC $19.76万0.02%1,643 -514-23.8% -$6.18万 减仓
IJR ISHARES TR $19.98万0.02%1,607 00.0% — 不变
GS GOLDMAN SACHS GROUP INC $20.73万0.03%245 12299.2% $10.32万 加仓
— DIMENSIONAL ETF TRUST $20.83万0.03%3,336 00.0% — 不变
ORCL ORACLE CORP $21.17万0.03%1,439 -2,308-61.6% -$33.95万 减仓
VTEI VANGUARD MUN BD FDS $21.19万0.03%2,120 00.0% — 不变
ACN ACCENTURE PLC IRELAND $21.36万0.03%1,077 -164-13.2% -$3.25万 减仓
HROW HARROW INC $21.41万0.03%6,073 00.0% — 不变
APH AMPHENOL CORP $21.44万0.03%1,697 39430.2% $4.98万 加仓
SCZ ISHARES TR $21.81万0.03%2,782 50222.0% $3.94万 加仓
SCHB SCHWAB STRATEGIC TR $22.00万0.03%8,766 60.1% $151 加仓
LOW LOWES COS INC $22.52万0.03%953 -1,855-66.1% -$43.83万 减仓
IRM IRON MTN INC DEL $22.65万0.03%2,218 1256.0% $1.28万 加仓
GD GENERAL DYNAMICS CORP $22.66万0.03%660 335.3% $1.13万 加仓
VSS VANGUARD INTL EQUITY INDEX F $22.77万0.03%1,562 -30-1.9% -$4,374 减仓
AMGN AMGEN INC $23.19万0.03%659 -100-13.2% -$3.52万 减仓
VUSB VANGUARD BD INDEX FDS $23.28万0.03%4,677 45710.8% $2.28万 加仓
VEA VANGUARD TAX-MANAGED FDS $23.66万0.03%3,692 1243.5% $7,946 加仓
FCN FTI CONSULTING INC $24.01万0.03%1,358 685.3% $1.20万 加仓
VEEV VEEVA SYS INC $24.38万0.03%1,388 31829.7% $5.59万 加仓
AFL AFLAC INC $24.61万0.03%2,243 311.4% $3,401 加仓
DTM DT MIDSTREAM INC $24.86万0.03%1,846 30.2% $404 加仓
BSCQ INVESCO EXCH TRD SLF IDX FD $24.95万0.03%12,775 12,775— $24.95万 新建仓
XLY SELECT SECTOR SPDR TR $24.98万0.03%2,292 -46-2.0% -$5,013 减仓
SYK STRYKER CORPORATION $25.04万0.03%762 618.7% $2.00万 加仓
IWM ISHARES TR $25.15万0.03%1,014 454.6% $1.12万 加仓
ELV ELEVANCE HEALTH INC FORMERLY $25.41万0.03%868 16623.6% $4.86万 加仓
NVS NOVARTIS AG $25.85万0.03%1,692 -11-0.6% -$1,680 减仓
ADP AUTOMATIC DATA PROCESSING IN $26.19万0.03%1,289 -294-18.6% -$5.97万 减仓
MA MASTERCARD INCORPORATED $26.28万0.03%526 316150.5% $15.79万 加仓
KO COCA COLA CO $26.74万0.03%3,516 -447-11.3% -$3.40万 减仓
IAU ISHARES GOLD TR $26.95万0.03%3,057 98047.2% $8.64万 加仓
HWM HOWMET AEROSPACE INC $27.47万0.03%1,192 -344-22.4% -$7.93万 减仓
RTX RTX CORPORATION $27.74万0.03%1,438 784119.9% $15.12万 加仓
T AT&T INC $29.01万0.04%10,007 -128-1.3% -$3,711 减仓
DIS DISNEY WALT CO $29.21万0.04%3,031 110.4% $1,060 加仓
VSDB VANGUARD MALVERN FDS $29.86万0.04%3,916 3,916— $29.86万 新建仓
ABT ABBOTT LABORATORIES $30.39万0.04%2,960 -1,045-26.1% -$10.73万 减仓
NHC NATIONAL HEALTHCARE CORP $30.50万0.04%1,910 00.0% — 不变
ADI ANALOG DEVICES INC $30.61万0.04%962 -363-27.4% -$11.55万 减仓
MAS MASCO CORP $30.71万0.04%5,087 4028.6% $2.43万 加仓
IWF ISHARES TR $31.04万0.04%728 12220.1% $5.20万 加仓
PEP PEPSICO INC $31.14万0.04%2,005 -37-1.8% -$5,746 减仓
AMD ADVANCED MICRO DEVICES INC $31.43万0.04%1,545 1,252427.3% $25.47万 加仓
WFC WELLS FARGO & CO $31.51万0.04%3,959 200.5% $1,592 加仓
VUG VANGUARD INDEX FDS $33.28万0.04%762 27556.5% $12.01万 加仓
COR CENCORA INC $33.60万0.04%1,070 24730.0% $7.76万 加仓
GE GE AEROSPACE $34.34万0.04%1,210 938.3% $2.64万 加仓
IJH ISHARES TR $34.43万0.04%5,098 00.0% — 不变
PSX PHILLIPS 66 $34.60万0.04%1,899 -14-0.7% -$2,551 减仓
IBIT ISHARES BITCOIN TRUST ETF $35.20万0.04%9,161 1,78224.1% $6.85万 加仓
XLI SELECT SECTOR SPDR TR $35.89万0.04%2,219 00.0% — 不变