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 |
|---|---|---|---|---|---|---|---|---|
| XOVR | ENTREPRENEURSHARES SERIES TR | $3.38万 | 0.00% | 1,606 | 1,606 | — | $3.38万 | 新建仓 |
| LYG | LLOYDS BANKING GROUP PLC | $3.38万 | 0.00% | 5,801 | 3,699 | 176.0% | $2.16万 | 加仓 |
| SCCO | SOUTHERN COPPER CORP | $3.38万 | 0.00% | 194 | 4 | 2.1% | $698 | 加仓 |
| NET | CLOUDFLARE INC | $3.38万 | 0.00% | 138 | 79 | 133.9% | $1.94万 | 加仓 |
| G | GENPACT LIMITED | $3.40万 | 0.00% | 1,235 | -457 | -27.0% | -$1.26万 | 减仓 |
| ZWS | ZURN ELKAY WATER SOLNS CORP | $3.40万 | 0.00% | 673 | 192 | 39.9% | $9,702 | 加仓 |
| DJD | INVESCO EXCHANGE TRADED FD T | $3.40万 | 0.00% | 537 | 537 | — | $3.40万 | 新建仓 |
| OSK | OSHKOSH CORP | $3.42万 | 0.00% | 223 | 122 | 120.8% | $1.87万 | 加仓 |
| UGI | UGI CORP NEW | $3.43万 | 0.00% | 992 | 960 | 3,000.0% | $3.32万 | 加仓 |
| IEX | IDEX CORP | $3.43万 | 0.00% | 151 | 2 | 1.3% | $454 | 加仓 |
| DFNM | DIMENSIONAL ETF TRUST | $3.43万 | 0.00% | 710 | 0 | 0.0% | — | 不变 |
| SWKS | SKYWORKS SOLUTIONS INC | $3.44万 | 0.00% | 508 | 42 | 9.0% | $2,848 | 加仓 |
| CCL | CARNIVAL CORP LTD | $3.45万 | 0.00% | 1,209 | 1,209 | — | $3.45万 | 新建仓 |
| Q | QNITY ELECTRONICS INC | $3.46万 | 0.00% | 212 | 3 | 1.4% | $490 | 加仓 |
| FERG | FERGUSON ENTERPRISES INC | $3.47万 | 0.00% | 146 | 0 | 0.0% | — | 不变 |
| W | WAYFAIR INC | $3.47万 | 0.00% | 375 | 331 | 752.3% | $3.06万 | 加仓 |
| MTG | MGIC INVT CORP WIS | $3.49万 | 0.00% | 1,239 | -495 | -28.5% | -$1.40万 | 减仓 |
| CNI | CANADIAN NATL RY CO | $3.51万 | 0.00% | 294 | 63 | 27.3% | $7,512 | 加仓 |
| AME | AMETEK INC | $3.53万 | 0.00% | 146 | 3 | 2.1% | $726 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $3.53万 | 0.00% | 212 | -59 | -21.8% | -$9,834 | 减仓 |
| DOV | DOVER CORP | $3.54万 | 0.00% | 158 | 0 | 0.0% | — | 不变 |
| RIO | RIO TINTO PLC | $3.57万 | 0.00% | 376 | 141 | 60.0% | $1.34万 | 加仓 |
| CBSH | COMMERCE BANCSHARES INC | $3.57万 | 0.00% | 619 | 458 | 284.5% | $2.65万 | 加仓 |
| AYI | ACUITY INC | $3.62万 | 0.00% | 96 | 67 | 231.0% | $2.52万 | 加仓 |
| GSK | GSK PLC | $3.62万 | 0.00% | 691 | 483 | 232.2% | $2.53万 | 加仓 |
| COLM | COLUMBIA SPORTSWEAR CO | $3.64万 | 0.00% | 589 | 130 | 28.3% | $8,037 | 加仓 |
| TTC | TORO CO | $3.64万 | 0.00% | 374 | 41 | 12.3% | $3,994 | 加仓 |
| MEDP | MEDPACE HLDGS INC | $3.65万 | 0.00% | 69 | 12 | 21.1% | $6,355 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $3.66万 | 0.00% | 92 | -40 | -30.3% | -$1.59万 | 减仓 |
| TAK | TAKEDA PHARMACEUTICAL CO LTD | $3.66万 | 0.00% | 2,285 | 817 | 55.7% | $1.31万 | 加仓 |
| SAM | BOSTON BEER INC | $3.66万 | 0.00% | 207 | 195 | 1,625.0% | $3.45万 | 加仓 |
| SJM | SMUCKER J M CO | $3.68万 | 0.00% | 327 | 272 | 494.5% | $3.06万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $3.68万 | 0.00% | 225 | 171 | 316.7% | $2.80万 | 加仓 |
| STE | STERIS PLC | $3.69万 | 0.00% | 175 | 111 | 173.4% | $2.34万 | 加仓 |
| DT | DYNATRACE INC | $3.71万 | 0.00% | 844 | -639 | -43.1% | -$2.81万 | 减仓 |
| CHTR | CHARTER COMMUNICATIONS INC | $3.71万 | 0.00% | 261 | 188 | 257.5% | $2.67万 | 加仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $3.73万 | 0.00% | 708 | 565 | 395.1% | $2.97万 | 加仓 |
| SBUX | STARBUCKS CORP | $3.73万 | 0.00% | 365 | 110 | 43.1% | $1.12万 | 加仓 |
| IT | GARTNER INC | $3.73万 | 0.00% | 288 | 155 | 116.5% | $2.01万 | 加仓 |
| MELI | MERCADOLIBRE INC | $3.73万 | 0.00% | 22 | 2 | 10.0% | $3,395 | 加仓 |
| IDXX | IDEXX LABS INC | $3.74万 | 0.00% | 71 | 60 | 545.5% | $3.16万 | 加仓 |
| WHR | WHIRLPOOL CORP | $3.76万 | 0.00% | 953 | 115 | 13.7% | $4,533 | 加仓 |
| TW | TRADEWEB MKTS INC | $3.79万 | 0.00% | 380 | 117 | 44.5% | $1.17万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $3.81万 | 0.00% | 121 | -109 | -47.4% | -$3.43万 | 减仓 |
| MHK | MOHAWK INDS INC | $3.81万 | 0.00% | 314 | -9 | -2.8% | -$1,092 | 减仓 |
| COO | COOPER COS INC | $3.81万 | 0.00% | 532 | 171 | 47.4% | $1.23万 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V | $3.82万 | 0.00% | 136 | 5 | 3.8% | $1,405 | 加仓 |
| PINS | PINTEREST INC | $3.83万 | 0.00% | 1,823 | 221 | 13.8% | $4,648 | 加仓 |
| CPRT | COPART INC | $3.88万 | 0.00% | 1,375 | 25 | 1.9% | $705 | 加仓 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $3.89万 | 0.00% | 491 | 301 | 158.4% | $2.38万 | 加仓 |
| GGG | GRACO INC | $3.89万 | 0.00% | 515 | 361 | 234.4% | $2.73万 | 加仓 |
| SHEL | SHELL PLC | $3.90万 | 0.00% | 503 | 239 | 90.5% | $1.85万 | 加仓 |
| WAL | WESTERN ALLIANCE BANCORP | $3.90万 | 0.00% | 475 | 358 | 306.0% | $2.94万 | 加仓 |
| FBP | FIRST BANCORP CORPORATION | $3.94万 | 0.00% | 1,511 | 1,500 | 13,636.4% | $3.91万 | 加仓 |
| ARKK | ARK ETF TR | $3.94万 | 0.00% | 488 | 0 | 0.0% | — | 不变 |
| ULTA | ULTA BEAUTY INC | $3.97万 | 0.00% | 88 | -42 | -32.3% | -$1.89万 | 减仓 |
| TM | TOYOTA MOTOR CORP | $3.97万 | 0.00% | 236 | 126 | 114.5% | $2.12万 | 加仓 |
| CME | CME GROUP INC | $3.98万 | 0.00% | 180 | 27 | 17.6% | $5,963 | 加仓 |
| OMF | ONEMAIN HLDGS INC | $3.98万 | 0.00% | 653 | 327 | 100.3% | $1.99万 | 加仓 |
| VIOV | VANGUARD ADMIRAL FDS INC | $4.02万 | 0.00% | 343 | 0 | 0.0% | — | 不变 |
| SPYG | SPDR SERIES TRUST | $4.03万 | 0.00% | 339 | 0 | 0.0% | — | 不变 |
| ARMK | ARAMARK | $4.04万 | 0.00% | 710 | 0 | 0.0% | — | 不变 |
| RGA | REINSURANCE GROUP AMER INC | $4.04万 | 0.00% | 190 | 12 | 6.7% | $2,552 | 加仓 |
| REYN | REYNOLDS CONSUMER PRODS INC | $4.05万 | 0.00% | 1,508 | -300 | -16.6% | -$8,055 | 减仓 |
| AOS | SMITH A O CORP | $4.05万 | 0.00% | 646 | 206 | 46.8% | $1.29万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $4.05万 | 0.00% | 224 | -37 | -14.2% | -$6,694 | 减仓 |
| BURL | BURLINGTON STORES INC | $4.09万 | 0.00% | 129 | -76 | -37.1% | -$2.41万 | 减仓 |
| SHOP | SHOPIFY INC | $4.09万 | 0.00% | 358 | -2 | -0.6% | -$228 | 减仓 |
| KKR | KKR & CO INC | $4.13万 | 0.00% | 450 | -590 | -56.7% | -$5.42万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $4.13万 | 0.00% | 122 | 48 | 64.9% | $1.63万 | 加仓 |
| MSGK | MADISON SQUARE GRDN SPRT COR | $4.14万 | 0.00% | 103 | 3 | 3.0% | $1,206 | 加仓 |
| NJR | NEW JERSEY RES CORP | $4.15万 | 0.00% | 740 | 724 | 4,525.0% | $4.06万 | 加仓 |
| MLM | MARTIN MARIETTA MATLS INC | $4.15万 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| AVUV | AMERICAN CENTY ETF TR | $4.17万 | 0.00% | 334 | 0 | 0.0% | — | 不变 |
| JKHY | HENRY JACK & ASSOC INC | $4.19万 | 0.00% | 304 | 62 | 25.6% | $8,540 | 加仓 |
| RRX | REGAL REXNORD CORPORATION | $4.19万 | 0.00% | 176 | 7 | 4.1% | $1,667 | 加仓 |
| ATI | ATI INC | $4.20万 | 0.00% | 213 | 16 | 8.1% | $3,154 | 加仓 |
| KMX | CARMAX INC | $4.22万 | 0.00% | 797 | -238 | -23.0% | -$1.26万 | 减仓 |
| AM | ANTERO MIDSTREAM CORP | $4.22万 | 0.00% | 1,855 | 1,733 | 1,420.5% | $3.94万 | 加仓 |
| XRAY | DENTSPLY SIRONA INC | $4.23万 | 0.00% | 3,987 | -110 | -2.7% | -$1,167 | 减仓 |
| TXRH | TEXAS ROADHOUSE INC | $4.23万 | 0.00% | 219 | 73 | 50.0% | $1.41万 | 加仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $4.24万 | 0.00% | 118 | -6 | -4.8% | -$2,154 | 减仓 |
| SILJ | AMPLIFY ETF TR | $4.24万 | 0.00% | 1,636 | 760 | 86.8% | $1.97万 | 加仓 |
| XYL | XYLEM INC | $4.27万 | 0.00% | 361 | 333 | 1,189.3% | $3.94万 | 加仓 |
| DOW | DOW HLDGS INC | $4.28万 | 0.00% | 1,566 | 445 | 39.7% | $1.22万 | 加仓 |
| ATO | ATMOS ENERGY CORP | $4.29万 | 0.00% | 249 | -38 | -13.2% | -$6,546 | 减仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $4.30万 | 0.00% | 255 | -86 | -25.2% | -$1.45万 | 减仓 |
| JEF | JEFFERIES FINANCIAL GROUP IN | $4.32万 | 0.00% | 865 | 391 | 82.5% | $1.95万 | 加仓 |
| HUN | HUNTSMAN CORP | $4.34万 | 0.00% | 4,089 | -178 | -4.2% | -$1,890 | 减仓 |
| CTVA | CORTEVA INC | $4.34万 | 0.00% | 513 | 64 | 14.3% | $5,420 | 加仓 |
| DCI | DONALDSON INC | $4.34万 | 0.00% | 484 | 95 | 24.4% | $8,528 | 加仓 |
| TEAM | ATLASSIAN CORPORATION | $4.38万 | 0.00% | 563 | 193 | 52.2% | $1.50万 | 加仓 |
| GNTX | GENTEX CORP | $4.40万 | 0.00% | 1,742 | 1,654 | 1,879.5% | $4.18万 | 加仓 |
| EXPD | EXPEDITORS INTL WASH INC | $4.42万 | 0.00% | 271 | 147 | 118.5% | $2.40万 | 加仓 |
| IWD | ISHARES TR | $4.44万 | 0.00% | 183 | 0 | 0.0% | — | 不变 |
| EOG | EOG RES INC | $4.45万 | 0.00% | 343 | 164 | 91.6% | $2.13万 | 加仓 |
| FFIV | F5 INC | $4.45万 | 0.00% | 107 | -10 | -8.5% | -$4,160 | 减仓 |
| FANG | DIAMONDBACK ENERGY INC | $4.46万 | 0.00% | 254 | 3 | 1.2% | $527 | 加仓 |
| EXEL | EXELIXIS INC | $4.47万 | 0.00% | 821 | 166 | 25.3% | $9,032 | 加仓 |
| AZO | AUTOZONE INC | $4.47万 | 0.00% | 14 | 11 | 366.7% | $3.52万 | 加仓 |