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 |
|---|---|---|---|---|---|---|---|---|
| FIVE | FIVE BELOW INC | $5.79万 | 0.01% | 322 | -78 | -19.5% | -$1.40万 | 减仓 |
| GPK | GRAPHIC PACKAGING HLDG CO | $5.83万 | 0.01% | 5,514 | 5,233 | 1,862.3% | $5.53万 | 加仓 |
| PPL | PPL CORP | $5.83万 | 0.01% | 1,604 | 1,051 | 190.1% | $3.82万 | 加仓 |
| TRU | TRANSUNION | $5.84万 | 0.01% | 809 | 416 | 105.9% | $3.00万 | 加仓 |
| FR | FIRST INDL RLTY TR INC | $5.84万 | 0.01% | 953 | 0 | 0.0% | — | 不变 |
| YETI | YETI HLDGS INC | $5.85万 | 0.01% | 1,180 | -205 | -14.8% | -$1.02万 | 减仓 |
| FE | FIRSTENERGY CORP | $5.87万 | 0.01% | 1,235 | 518 | 72.2% | $2.46万 | 加仓 |
| AIG | AMERICAN INTL GROUP INC | $5.92万 | 0.01% | 794 | 309 | 63.7% | $2.30万 | 加仓 |
| IYW | ISHARES TR | $5.93万 | 0.01% | 235 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC | $5.93万 | 0.01% | 118 | 27 | 29.7% | $1.36万 | 加仓 |
| ORI | OLD REP INTL CORP | $5.95万 | 0.01% | 1,454 | 261 | 21.9% | $1.07万 | 加仓 |
| USFD | US FOODS HLDG CORP | $5.95万 | 0.01% | 582 | -13 | -2.2% | -$1,329 | 减仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $5.96万 | 0.01% | 1,321 | 156 | 13.4% | $7,037 | 加仓 |
| CPT | CAMDEN PPTY TR | $5.96万 | 0.01% | 521 | 464 | 814.0% | $5.31万 | 加仓 |
| ROKU | ROKU INC | $5.97万 | 0.01% | 432 | -291 | -40.2% | -$4.02万 | 减仓 |
| UNM | UNUM GROUP | $6.00万 | 0.01% | 671 | 41 | 6.5% | $3,665 | 加仓 |
| TOL | TOLL BROTHERS INC | $6.01万 | 0.01% | 365 | 305 | 508.3% | $5.02万 | 加仓 |
| SNA | SNAP ON INC | $6.04万 | 0.01% | 150 | 0 | 0.0% | — | 不变 |
| ALSN | ALLISON TRANSMISSION HLDGS I | $6.04万 | 0.01% | 536 | 67 | 14.3% | $7,554 | 加仓 |
| TXG | 10X GENOMICS INC | $6.05万 | 0.01% | 1,577 | -654 | -29.3% | -$2.51万 | 减仓 |
| ZS | ZSCALER INC | $6.06万 | 0.01% | 429 | 105 | 32.4% | $1.48万 | 加仓 |
| MOH | MOLINA HEALTHCARE INC | $6.06万 | 0.01% | 265 | 17 | 6.9% | $3,888 | 加仓 |
| NFLX | NETFLIX INC. | $6.07万 | 0.01% | 850 | -189 | -18.2% | -$1.35万 | 减仓 |
| PYPL | PAYPAL HLDGS INC | $6.11万 | 0.01% | 1,414 | 52 | 3.8% | $2,245 | 加仓 |
| FWONK | LIBERTY MEDIA CORP DEL | $6.11万 | 0.01% | 642 | 55 | 9.4% | $5,233 | 加仓 |
| ALLY | ALLY FINL INC | $6.12万 | 0.01% | 1,331 | 312 | 30.6% | $1.43万 | 加仓 |
| LAMR | LAMAR ADVERTISING CO | $6.13万 | 0.01% | 393 | 5 | 1.3% | $780 | 加仓 |
| NVR | NVR INC | $6.13万 | 0.01% | 9 | 7 | 350.0% | $4.77万 | 加仓 |
| EGP | EASTGROUP PPTYS INC | $6.14万 | 0.01% | 303 | 35 | 13.1% | $7,089 | 加仓 |
| VAC | MARRIOTT VACATIONS WORLDWIDE | $6.14万 | 0.01% | 603 | -156 | -20.6% | -$1.59万 | 减仓 |
| MAN | MANPOWERGROUP INC WIS | $6.16万 | 0.01% | 1,823 | -116 | -6.0% | -$3,917 | 减仓 |
| KRC | KILROY REALTY CORP | $6.16万 | 0.01% | 1,645 | -70 | -4.1% | -$2,623 | 减仓 |
| ENTG | ENTEGRIS INC | $6.17万 | 0.01% | 343 | -66 | -16.1% | -$1.19万 | 减仓 |
| KDP | KEURIG DR PEPPER INC | $6.19万 | 0.01% | 1,891 | -837 | -30.7% | -$2.74万 | 减仓 |
| CHH | CHOICE HOTELS INTL INC | $6.20万 | 0.01% | 562 | -13 | -2.3% | -$1,434 | 减仓 |
| STN | STANTEC INC | $6.20万 | 0.01% | 900 | -229 | -20.3% | -$1.58万 | 减仓 |
| NEM | NEWMONT CORP | $6.20万 | 0.01% | 664 | 31 | 4.9% | $2,896 | 加仓 |
| ITOT | ISHARES TR | $6.21万 | 0.01% | 378 | -90 | -19.2% | -$1.48万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $6.22万 | 0.01% | 122 | -30 | -19.7% | -$1.53万 | 减仓 |
| RSG | REPUBLIC SVCS INC | $6.22万 | 0.01% | 292 | 60 | 25.9% | $1.28万 | 加仓 |
| FND | FLOOR & DECOR HLDGS INC | $6.24万 | 0.01% | 1,052 | 1,040 | 8,666.7% | $6.17万 | 加仓 |
| B | BARRICK MNG CORP | $6.25万 | 0.01% | 1,701 | 0 | 0.0% | — | 不变 |
| BBY | BEST BUY INC | $6.26万 | 0.01% | 825 | -208 | -20.1% | -$1.58万 | 减仓 |
| LITE | LUMENTUM HLDGS INC | $6.26万 | 0.01% | 73 | 10 | 15.9% | $8,581 | 加仓 |
| ESI | ELEMENT SOLUTIONS INC | $6.26万 | 0.01% | 1,312 | 30 | 2.3% | $1,433 | 加仓 |
| FLO | FLOWERS FOODS INC | $6.27万 | 0.01% | 7,935 | 7,901 | 23,238.2% | $6.24万 | 加仓 |
| NDSN | NORDSON CORP | $6.28万 | 0.01% | 208 | 3 | 1.5% | $905 | 加仓 |
| OGE | OGE ENERGY CORP | $6.28万 | 0.01% | 1,290 | 486 | 60.4% | $2.36万 | 加仓 |
| CUZ | COUSINS PPTYS INC | $6.28万 | 0.01% | 2,095 | -119 | -5.4% | -$3,568 | 减仓 |
| VO | VANGUARD INDEX FDS | $6.28万 | 0.01% | 780 | 0 | 0.0% | — | 不变 |
| DGX | QUEST DIAGNOSTICS INC | $6.29万 | 0.01% | 297 | 21 | 7.6% | $4,451 | 加仓 |
| CLH | CLEAN HARBORS INC | $6.33万 | 0.01% | 212 | 17 | 8.7% | $5,079 | 加仓 |
| IR | INGERSOLL RAND INC | $6.34万 | 0.01% | 773 | 725 | 1,510.4% | $5.94万 | 加仓 |
| TPR | TAPESTRY INC | $6.37万 | 0.01% | 435 | 39 | 9.8% | $5,709 | 加仓 |
| WH | WYNDHAM HOTELS & RESORTS INC | $6.38万 | 0.01% | 758 | 312 | 70.0% | $2.63万 | 加仓 |
| ARE | ALEXANDRIA REAL ESTATE EQ IN | $6.38万 | 0.01% | 1,208 | 58 | 5.0% | $3,065 | 加仓 |
| ALL | ALLSTATE CORP | $6.40万 | 0.01% | 269 | 0 | 0.0% | — | 不变 |
| BJ | BJS WHSL CLUB HLDGS INC | $6.41万 | 0.01% | 735 | 312 | 73.8% | $2.72万 | 加仓 |
| AMP | AMERIPRISE FINL INC | $6.42万 | 0.01% | 140 | 29 | 26.1% | $1.33万 | 加仓 |
| CVNA | CARVANA CO | $6.45万 | 0.01% | 980 | 65 | 7.1% | $4,278 | 加仓 |
| PNFP | PINNACLE FINL PARTNERS INC | $6.46万 | 0.01% | 640 | 11 | 1.7% | $1,110 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $6.47万 | 0.01% | 673 | 2 | 0.3% | $192 | 加仓 |
| CGNX | COGNEX CORP | $6.48万 | 0.01% | 895 | -67 | -7.0% | -$4,852 | 减仓 |
| VOYA | VOYA FINANCIAL INC | $6.50万 | 0.01% | 718 | 650 | 955.9% | $5.88万 | 加仓 |
| IQDF | FLEXSHARES TR | $6.51万 | 0.01% | 1,883 | 0 | 0.0% | — | 不变 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $6.51万 | 0.01% | 3,913 | 0 | 0.0% | — | 不变 |
| TWLO | TWILIO INC | $6.52万 | 0.01% | 316 | -113 | -26.3% | -$2.33万 | 减仓 |
| DOCU | DOCUSIGN INC | $6.53万 | 0.01% | 1,471 | -142 | -8.8% | -$6,308 | 减仓 |
| BNY | BANK OF NY MELLON CORP | $6.54万 | 0.01% | 452 | 243 | 116.3% | $3.51万 | 加仓 |
| BSCW | INVESCO EXCH TRD SLF IDX FD | $6.54万 | 0.01% | 3,190 | 0 | 0.0% | — | 不变 |
| LFUS | LITTELFUSE INC | $6.56万 | 0.01% | 144 | -23 | -13.8% | -$1.05万 | 减仓 |
| WCC | WESCO INTL INC | $6.57万 | 0.01% | 190 | 11 | 6.1% | $3,801 | 加仓 |
| BSCV | INVESCO EXCH TRD SLF IDX FD | $6.57万 | 0.01% | 4,007 | 0 | 0.0% | — | 不变 |
| VICI | VICI PPTYS INC | $6.57万 | 0.01% | 2,475 | -156 | -5.9% | -$4,142 | 减仓 |
| TDC | TERADATA CORP DEL | $6.59万 | 0.01% | 1,902 | 89 | 4.9% | $3,084 | 加仓 |
| WWD | WOODWARD INC | $6.59万 | 0.01% | 155 | 4 | 2.6% | $1,702 | 加仓 |
| PODD | INSULET CORP | $6.62万 | 0.01% | 435 | 117 | 36.8% | $1.78万 | 加仓 |
| RF | REGIONS FINANCIAL CORP NEW | $6.64万 | 0.01% | 2,200 | 473 | 27.4% | $1.43万 | 加仓 |
| CRBG | COREBRIDGE FINL INC | $6.71万 | 0.01% | 2,342 | 2,246 | 2,339.6% | $6.43万 | 加仓 |
| FNB | F N B CORP | $6.72万 | 0.01% | 3,521 | 1,082 | 44.4% | $2.06万 | 加仓 |
| EQIX | EQUINIX INC | $6.78万 | 0.01% | 65 | 23 | 54.8% | $2.40万 | 加仓 |
| SMG | SCOTTS MIRACLE-GRO CO | $6.78万 | 0.01% | 995 | 989 | 16,483.3% | $6.74万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $6.81万 | 0.01% | 401 | -35 | -8.0% | -$5,946 | 减仓 |
| ONEQ | FIDELITY COMWLTH TR | $6.81万 | 0.01% | 660 | 0 | 0.0% | — | 不变 |
| STT | STATE STR CORP | $6.82万 | 0.01% | 402 | 63 | 18.6% | $1.07万 | 加仓 |
| DFSI | DIMENSIONAL ETF TRUST | $6.86万 | 0.01% | 1,520 | 0 | 0.0% | — | 不变 |
| OKTA | OKTA INC | $6.88万 | 0.01% | 504 | -247 | -32.9% | -$3.37万 | 减仓 |
| CVS | CVS HEALTH CORP | $6.89万 | 0.01% | 666 | -37 | -5.3% | -$3,826 | 减仓 |
| DXCM | DEXCOM INC | $6.90万 | 0.01% | 1,025 | 115 | 12.6% | $7,745 | 加仓 |
| KHC | KRAFT HEINZ CO | $6.92万 | 0.01% | 2,930 | 599 | 25.7% | $1.41万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $6.93万 | 0.01% | 753 | 2 | 0.3% | $184 | 加仓 |
| EPR | EPR PPTYS | $6.94万 | 0.01% | 1,196 | 217 | 22.2% | $1.26万 | 加仓 |
| TMUS | T-MOBILE US INC | $6.96万 | 0.01% | 415 | 313 | 306.9% | $5.25万 | 加仓 |
| WMB | WILLIAMS COS INC | $7.00万 | 0.01% | 942 | 211 | 28.9% | $1.57万 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $7.02万 | 0.01% | 2,256 | -54 | -2.3% | -$1,679 | 减仓 |
| AXTA | AXALTA COATING SYS LTD | $7.13万 | 0.01% | 2,083 | -735 | -26.1% | -$2.52万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $7.24万 | 0.01% | 298 | 0 | 0.0% | — | 不变 |
| HAS | HASBRO INC | $7.29万 | 0.01% | 882 | -24 | -2.6% | -$1,983 | 减仓 |
| BALL | BALL CORP | $7.31万 | 0.01% | 1,171 | 31 | 2.7% | $1,934 | 加仓 |
| INTU | INTUIT | $7.36万 | 0.01% | 282 | 173 | 158.7% | $4.52万 | 加仓 |