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 |
|---|---|---|---|---|---|---|---|---|
| GSEW | GOLDMAN SACHS ETF TR | $4.49万 | 0.00% | 476 | 0 | 0.0% | — | 不变 |
| DDOG | DATADOG INC | $4.50万 | 0.00% | 173 | 0 | 0.0% | — | 不变 |
| BRO | BROWN & BROWN INC | $4.52万 | 0.00% | 704 | 575 | 445.7% | $3.69万 | 加仓 |
| FRT | FEDERAL RLTY INVT TR NEW | $4.52万 | 0.00% | 366 | 4 | 1.1% | $494 | 加仓 |
| PNW | PINNACLE WEST CAP CORP | $4.53万 | 0.00% | 423 | 189 | 80.8% | $2.02万 | 加仓 |
| PWR | QUANTA SVCS INC | $4.54万 | 0.00% | 63 | -19 | -23.2% | -$1.37万 | 减仓 |
| IJS | ISHARES TR | $4.54万 | 0.00% | 332 | 0 | 0.0% | — | 不变 |
| EPAM | EPAM SYS INC | $4.54万 | 0.00% | 572 | 502 | 717.1% | $3.98万 | 加仓 |
| CPA | COPA HOLDINGS SA | $4.54万 | 0.00% | 292 | 0 | 0.0% | — | 不变 |
| CP | CANADIAN PACIFIC KANSAS CITY | $4.55万 | 0.00% | 525 | 0 | 0.0% | — | 不变 |
| OXY | OCCIDENTAL PETE CORP | $4.56万 | 0.00% | 939 | 243 | 34.9% | $1.18万 | 加仓 |
| L | LOEWS CORP | $4.57万 | 0.00% | 404 | 130 | 47.4% | $1.47万 | 加仓 |
| ENB | ENBRIDGE INC | $4.58万 | 0.00% | 844 | 0 | 0.0% | — | 不变 |
| YUM | YUM BRANDS INC | $4.59万 | 0.00% | 287 | 117 | 68.8% | $1.87万 | 加仓 |
| BRX | BRIXMOR PPTY GROUP INC | $4.60万 | 0.01% | 1,458 | 511 | 54.0% | $1.61万 | 加仓 |
| MLI | MUELLER INDS INC | $4.62万 | 0.01% | 376 | 5 | 1.3% | $615 | 加仓 |
| LW | LAMB WESTON HLDGS INC | $4.63万 | 0.01% | 1,072 | -81 | -7.0% | -$3,498 | 减仓 |
| CE | CELANESE CORP DEL | $4.65万 | 0.01% | 1,010 | 146 | 16.9% | $6,716 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $4.65万 | 0.01% | 294 | 0 | 0.0% | — | 不变 |
| OHI | OMEGA HEALTHCARE INVS INC | $4.66万 | 0.01% | 977 | 183 | 23.0% | $8,726 | 加仓 |
| SONY | SONY GROUP CORP | $4.67万 | 0.01% | 2,328 | -310 | -11.8% | -$6,219 | 减仓 |
| HST | HOST HOTELS & RESORTS INC | $4.69万 | 0.01% | 1,977 | 345 | 21.1% | $8,180 | 加仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $4.70万 | 0.01% | 436 | 3 | 0.7% | $323 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $4.70万 | 0.01% | 34 | 3 | 9.7% | $4,147 | 加仓 |
| ON | ON SEMICONDUCTOR CORP | $4.75万 | 0.01% | 502 | -290 | -36.6% | -$2.74万 | 减仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $4.76万 | 0.01% | 2,395 | 1,049 | 77.9% | $2.09万 | 加仓 |
| ST | SENSATA TECHNOLOGIES HLDG PL | $4.78万 | 0.01% | 1,002 | 108 | 12.1% | $5,156 | 加仓 |
| GUNR | FLEXSHARES TR | $4.84万 | 0.01% | 982 | 982 | — | $4.84万 | 新建仓 |
| NVST | ENVISTA HOLDINGS CORPORATION | $4.86万 | 0.01% | 1,844 | 728 | 65.2% | $1.92万 | 加仓 |
| AGX | ARGAN INC | $4.87万 | 0.01% | 61 | 0 | 0.0% | — | 不变 |
| BHP | BHP BILLITON LIMITED | $4.87万 | 0.01% | 585 | 171 | 41.3% | $1.42万 | 加仓 |
| WEN | WENDYS CO | $4.88万 | 0.01% | 5,887 | 1,285 | 27.9% | $1.07万 | 加仓 |
| NTNX | NUTANIX INC | $4.88万 | 0.01% | 958 | 384 | 66.9% | $1.96万 | 加仓 |
| RY | ROYAL BK CDA | $4.88万 | 0.01% | 236 | 86 | 57.3% | $1.78万 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $4.89万 | 0.01% | 667 | 51 | 8.3% | $3,741 | 加仓 |
| AVTR | AVANTOR INC | $4.92万 | 0.01% | 4,969 | -266 | -5.1% | -$2,633 | 减仓 |
| PPG | PPG INDS INC | $4.92万 | 0.01% | 406 | 123 | 43.5% | $1.49万 | 加仓 |
| TREX | TREX INC | $4.93万 | 0.01% | 986 | 180 | 22.3% | $9,007 | 加仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $4.95万 | 0.01% | 599 | -1 | -0.2% | -$83 | 减仓 |
| AGCO | AGCO CORP | $4.96万 | 0.01% | 414 | 3 | 0.7% | $359 | 加仓 |
| HWC | HANCOCK WHITNEY CORPORATION | $4.98万 | 0.01% | 666 | 645 | 3,071.4% | $4.82万 | 加仓 |
| CF | CF INDUSTRIES HOLD | $4.99万 | 0.01% | 461 | 45 | 10.8% | $4,872 | 加仓 |
| EFX | EQUIFAX INC | $5.00万 | 0.01% | 315 | 172 | 120.3% | $2.73万 | 加仓 |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $5.02万 | 0.01% | 877 | 172 | 24.4% | $9,842 | 加仓 |
| LEN | LENNAR CORP | $5.05万 | 0.01% | 558 | 439 | 368.9% | $3.97万 | 加仓 |
| CRUS | CIRRUS LOGIC INC | $5.05万 | 0.01% | 340 | -44 | -11.5% | -$6,535 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $5.06万 | 0.01% | 167 | 0 | 0.0% | — | 不变 |
| RKLB | ROCKET LAB CORP | $5.06万 | 0.01% | 498 | 396 | 388.2% | $4.02万 | 加仓 |
| AEE | AMEREN CORP | $5.06万 | 0.01% | 448 | 295 | 192.8% | $3.33万 | 加仓 |
| HE | HAWAIIAN ELEC INDS INC MTN B | $5.07万 | 0.01% | 3,744 | 362 | 10.7% | $4,898 | 加仓 |
| DRVN | DRIVEN BRANDS HLDGS INC | $5.08万 | 0.01% | 3,641 | -859 | -19.1% | -$1.20万 | 减仓 |
| HSBC | HSBC HLDGS PLC | $5.10万 | 0.01% | 536 | 110 | 25.8% | $1.05万 | 加仓 |
| ITT | ITT INC | $5.14万 | 0.01% | 260 | -59 | -18.5% | -$1.17万 | 减仓 |
| TXT | TEXTRON INC | $5.15万 | 0.01% | 561 | -17 | -2.9% | -$1,559 | 减仓 |
| FAST | FASTENAL CO | $5.16万 | 0.01% | 1,074 | 164 | 18.0% | $7,878 | 加仓 |
| NUE | NUCOR CORP | $5.17万 | 0.01% | 232 | 0 | 0.0% | — | 不变 |
| PLNT | PLANET FITNESS MASTER ISSUER | $5.17万 | 0.01% | 991 | 936 | 1,701.8% | $4.88万 | 加仓 |
| GLPI | GAMING & LEISURE P | $5.17万 | 0.01% | 1,162 | -114 | -8.9% | -$5,076 | 减仓 |
| AON | AON PLC | $5.17万 | 0.01% | 156 | 27 | 20.9% | $8,956 | 加仓 |
| CAH | CARDINAL HEALTH INC | $5.18万 | 0.01% | 218 | -2 | -0.9% | -$475 | 减仓 |
| GM | GENERAL MTRS CO | $5.20万 | 0.01% | 674 | 62 | 10.1% | $4,779 | 加仓 |
| CPB | THE CAMPBELLS COMPANY | $5.20万 | 0.01% | 2,334 | 2,234 | 2,234.0% | $4.97万 | 加仓 |
| RNG | RINGCENTRAL INC | $5.22万 | 0.01% | 1,339 | 117 | 9.6% | $4,561 | 加仓 |
| PRU | PRUDENTIAL FINL INC | $5.22万 | 0.01% | 484 | 206 | 74.1% | $2.22万 | 加仓 |
| BF/B | BROWN FORMAN CORP | $5.23万 | 0.01% | 1,962 | 1,746 | 808.3% | $4.65万 | 加仓 |
| BCS | BARCLAYS PLC | $5.23万 | 0.01% | 1,948 | 740 | 61.3% | $1.99万 | 加仓 |
| SCHC | SCHWAB STRATEGIC TR | $5.24万 | 0.01% | 1,088 | 0 | 0.0% | — | 不变 |
| DG | DOLLAR GEN CORP | $5.24万 | 0.01% | 455 | 8 | 1.8% | $921 | 加仓 |
| UBS | UBS GROUP AG | $5.24万 | 0.01% | 1,057 | 606 | 134.4% | $3.00万 | 加仓 |
| RHI | ROBERT HALF INC. | $5.26万 | 0.01% | 1,714 | -1,156 | -40.3% | -$3.55万 | 减仓 |
| SNOW | SNOWFLAKE INC | $5.27万 | 0.01% | 207 | -80 | -27.9% | -$2.04万 | 减仓 |
| WM | WASTE MGMT INC DEL | $5.28万 | 0.01% | 237 | -3 | -1.2% | -$669 | 减仓 |
| OTIS | OTIS WORLDWIDE CORP | $5.29万 | 0.01% | 739 | 611 | 477.3% | $4.37万 | 加仓 |
| VMC | VULCAN MATLS CO | $5.33万 | 0.01% | 181 | 4 | 2.3% | $1,177 | 加仓 |
| EBAY | EBAY INC. | $5.40万 | 0.01% | 483 | 29 | 6.4% | $3,241 | 加仓 |
| BFAM | BRIGHT HORIZONS FAM SOL IN D | $5.42万 | 0.01% | 764 | 385 | 101.6% | $2.73万 | 加仓 |
| BX | BLACKSTONE INC | $5.42万 | 0.01% | 461 | -250 | -35.2% | -$2.94万 | 减仓 |
| IRDM | IRIDIUM COMMUNICATIONS INC | $5.45万 | 0.01% | 993 | 374 | 60.4% | $2.05万 | 加仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $5.45万 | 0.01% | 218 | 68 | 45.3% | $1.70万 | 加仓 |
| CNA | CNA FINL CORP | $5.48万 | 0.01% | 1,128 | 916 | 432.1% | $4.45万 | 加仓 |
| SEIC | SEI INVTS CO | $5.49万 | 0.01% | 626 | -68 | -9.8% | -$5,964 | 减仓 |
| MSM | MSC INDL DIRECT INC | $5.50万 | 0.01% | 462 | 70 | 17.9% | $8,327 | 加仓 |
| REG | REGENCY CTRS CORP | $5.51万 | 0.01% | 691 | 0 | 0.0% | — | 不变 |
| SNPS | SYNOPSYS INC | $5.53万 | 0.01% | 124 | 112 | 933.3% | $5.00万 | 加仓 |
| ZTS | ZOETIS INC | $5.53万 | 0.01% | 770 | 305 | 65.6% | $2.19万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $5.57万 | 0.01% | 772 | -25 | -3.1% | -$1,804 | 减仓 |
| WRB | BERKLEY W R CORP | $5.58万 | 0.01% | 791 | 724 | 1,080.6% | $5.11万 | 加仓 |
| SNX | TD SYNNEX CORPORATION | $5.59万 | 0.01% | 209 | 8 | 4.0% | $2,139 | 加仓 |
| NOW | SERVICENOW INC | $5.60万 | 0.01% | 564 | -611 | -52.0% | -$6.07万 | 减仓 |
| TAP | MOLSON COORS BEVERAGE CO | $5.60万 | 0.01% | 1,438 | 1,245 | 645.1% | $4.85万 | 加仓 |
| SF | STIFEL FINL CORP | $5.62万 | 0.01% | 805 | -471 | -36.9% | -$3.29万 | 减仓 |
| TNL | TRAVEL PLUS LEISURE CO | $5.63万 | 0.01% | 737 | 0 | 0.0% | — | 不变 |
| — | LIBERTY BROADBAND CORP | $5.64万 | 0.01% | 1,695 | 710 | 72.1% | $2.36万 | 加仓 |
| CPAY | CORPAY INC | $5.67万 | 0.01% | 170 | 30 | 21.4% | $9,998 | 加仓 |
| SPB | SPECTRUM BRANDS HOLDINGS INC | $5.68万 | 0.01% | 662 | 0 | 0.0% | — | 不变 |
| TKR | TIMKEN CO | $5.70万 | 0.01% | 392 | 16 | 4.3% | $2,325 | 加仓 |
| DKNG | DRAFTKINGS INC NEW | $5.72万 | 0.01% | 2,266 | 1,377 | 154.9% | $3.48万 | 加仓 |
| CFR | CULLEN FROST BANKERS INC | $5.73万 | 0.01% | 371 | 363 | 4,537.5% | $5.61万 | 加仓 |
| AVY | AVERY DENNISON CORP | $5.76万 | 0.01% | 355 | 108 | 43.7% | $1.75万 | 加仓 |
| CDW | CDW CORP | $5.78万 | 0.01% | 411 | 228 | 124.6% | $3.21万 | 加仓 |