13F 机构持仓

SJS Investment Consulting Inc.

SYLVANIA OH · SEC CIK 0001894302

2026Q22026Q1 更早 9 个季度 🔒
$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
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 45.3%
DFIC 8.4%
DUSB 4.1%
VCRB 4.1%
LLY 2.5%
VTIP 2.3%
AAPL 2.1%
AVUS 2.0%
AVEM 2.0%
HRL 1.3%

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
PRI PRIMERICA INC $7.39万0.01%260 144124.1% $4.09万 加仓
RL RALPH LAUREN CORP $7.55万0.01%188 -4-2.1% -$1,606 减仓
URI UNITED RENTALS INC $7.59万0.01%67 11.5% $1,133 加仓
VRSN VERISIGN INC $7.60万0.01%302 4216.2% $1.06万 加仓
ARM ARM HOLDINGS PLC $7.66万0.01%216 191764.0% $6.77万 加仓
VIG VANGUARD SPECIALIZED FUNDS $7.71万0.01%326 -260-44.4% -$6.15万 减仓
VIK VIKING HOLDINGS LTD $7.72万0.01%738 28161.5% $2.94万 加仓
RPM RPM INTL INC $7.72万0.01%695 556400.0% $6.18万 加仓
FBIN FORTUNE BRANDS INNOVATIONS I $7.73万0.01%1,408 1,39611,633.3% $7.66万 加仓
EXPE EXPEDIA GROUP INC $7.75万0.01%303 -12-3.8% -$3,071 减仓
SNDR SCHNEIDER NATIONAL INC $7.76万0.01%2,125 663.2% $2,411 加仓
DPZ DOMINOS PIZZA INC $7.79万0.01%263 -3-1.1% -$888 减仓
ACM AECOM $7.81万0.01%1,119 47072.4% $3.28万 加仓
CINF CINCINNATI FINL CORP $7.81万0.01%422 6618.5% $1.22万 加仓
RVTY REVVITY INC $7.82万0.01%703 17232.4% $1.91万 加仓
CUBE CUBESMART $7.85万0.01%1,974 83573.3% $3.32万 加仓
PNC PNC FINL SVCS GROUP INC $7.85万0.01%319 12362.8% $3.03万 加仓
MDY STATE STR SPDR S&P MIDCAP 40 $7.95万0.01%113 00.0% — 不变
TROW PRICE T ROWE GROUP INC $8.00万0.01%703 10417.4% $1.18万 加仓
COPX GLOBAL X FDS $8.00万0.01%1,040 00.0% — 不变
NKE NIKE INC $8.02万0.01%1,953 -347-15.1% -$1.42万 减仓
JBL JABIL INC $8.06万0.01%209 -68-24.5% -$2.62万 减仓
POOL POOL CORP $8.06万0.01%375 9935.9% $2.13万 加仓
LUMN LUMEN TECHNOLOGIES INC $8.07万0.01%10,504 4094.1% $3,141 加仓
WCN WASTE CONNECTIONS INC $8.07万0.01%484 439975.6% $7.32万 加仓
EWBC EAST WEST BANCORP INC $8.12万0.01%629 10620.3% $1.37万 加仓
ZM ZOOM COMMUNICATIONS INC $8.13万0.01%942 -85-8.3% -$7,337 减仓
CL COLGATE PALMOLIVE CO $8.15万0.01%889 465.5% $4,217 加仓
CRS CARPENTER TECHNOLOGY CORP $8.20万0.01%133 5366.2% $3.27万 加仓
CIEN CIENA CORP $8.24万0.01%168 -1-0.6% -$491 减仓
GRMN GARMIN LTD $8.24万0.01%347 8331.4% $1.97万 加仓
CMCSA COMCAST CORP NEW $8.24万0.01%3,358 -323-8.8% -$7,930 减仓
DVA DAVITA INC $8.25万0.01%371 -7-1.9% -$1,557 减仓
KMI KINDER MORGAN INC DEL $8.56万0.01%2,676 47221.4% $1.51万 加仓
DIA STATE STR SPDR DOW JONES IND $8.57万0.01%164 00.0% — 不变
GILD GILEAD SCIENCES INC $8.60万0.01%681 20.3% $253 加仓
SCHX SCHWAB STRATEGIC TR $8.64万0.01%2,937 -6-0.2% -$177 减仓
KNX KNIGHT-SWIFT TRANSN HLDGS IN $8.67万0.01%1,113 494.6% $3,816 加仓
OZK BANK OZK LITTLE ROCK ARK $8.68万0.01%1,667 1,187247.3% $6.18万 加仓
CCK CROWN HLDGS INC $8.73万0.01%781 -7-0.9% -$783 减仓
CW CURTISS WRIGHT CORP $8.87万0.01%117 00.0% — 不变
LECO LINCOLN ELEC HLDGS INC $8.92万0.01%336 -1-0.3% -$266 减仓
FNF FIDELITY NATL FINL INC $8.96万0.01%1,900 -8-0.4% -$377 减仓
CAG CONAGRA BRANDS INC $8.99万0.01%6,678 6,068994.8% $8.17万 加仓
FCN FTI CONSULTING INC $9.02万0.01%605 -753-55.4% -$11.22万 减仓
MKSI MKS INC. $9.12万0.01%205 -25-10.9% -$1.11万 减仓
FDXF FEDEX FGHT HLDG CO INC $9.14万0.01%605 605— $9.14万 新建仓
LNG CHENIERE ENERGY INC $9.18万0.01%384 4112.0% $9,800 加仓
EG EVEREST GROUP LTD $9.22万0.01%258 62.4% $2,143 加仓
VT VANGUARD INTL EQUITY INDEX F $9.42万0.01%600 00.0% — 不变
— SB FINL GROUP INC $9.59万0.01%3,794 00.0% — 不变
FTI TECHNIPFMC PLC $9.64万0.01%1,454 -30-2.0% -$1,989 减仓
QCOM QUALCOMM INC $9.70万0.01%525 -34-6.1% -$6,281 减仓
HLT HILTON WORLDWIDE HLDGS INC $9.77万0.01%296 6427.6% $2.11万 加仓
MS MORGAN STANLEY $9.80万0.01%469 14846.1% $3.09万 加仓
JCI JOHNSON CONTROLS INTERNATION $9.82万0.01%672 384133.3% $5.61万 加仓
THG HANOVER INS GROUP INC $9.83万0.01%459 22192.9% $4.73万 加仓
AEP AMERICAN ELEC PWR CO INC $9.84万0.01%719 -142-16.5% -$1.94万 减仓
FHB FIRST HAWAIIAN INC $9.91万0.01%3,382 3,2001,758.2% $9.38万 加仓
CMS CMS ENERGY CORP $9.97万0.01%1,303 55574.2% $4.25万 加仓
FDS FACTSET RESH SYS INC $10.01万0.01%435 16762.3% $3.84万 加仓
MDT MEDTRONIC PLC $10.05万0.01%1,285 59486.0% $4.65万 加仓
CFG CITIZENS FINL GROUP INC $10.06万0.01%1,436 483.5% $3,363 加仓
AMH AMERICAN HOMES 4 RENT $10.07万0.01%3,003 87240.9% $2.92万 加仓
BP BP PLC $10.11万0.01%2,737 45019.7% $1.66万 加仓
GLXY GALAXY DIGITAL INC. $10.12万0.01%3,700 00.0% — 不变
NTRS NORTHERN TR CORP $10.13万0.01%583 244.3% $4,172 加仓
TER TERADYNE INC $10.16万0.01%210 4628.0% $2.23万 加仓
INGR INGREDION INC $10.32万0.01%1,090 52291.9% $4.94万 加仓
DUK DUKE ENERGY CORP NEW $10.38万0.01%820 -129-13.6% -$1.63万 减仓
A AGILENT TECHNOLOGIES INC $10.39万0.01%782 436126.0% $5.79万 加仓
DFAW DIMENSIONAL ETF TRUST $10.46万0.01%1,264 544.5% $4,471 加仓
JHMM JOHN HANCOCK EXCHANGE TRADED $10.51万0.01%1,402 00.0% — 不变
ROST ROSS STORES INC $10.51万0.01%494 10627.3% $2.26万 加仓
MAA MID-AMER APT CMNTYS INC $10.53万0.01%758 23043.6% $3.20万 加仓
SCHA SCHWAB STRATEGIC TR $10.67万0.01%2,952 00.0% — 不变
COF CAPITAL ONE FINL CORP $10.73万0.01%535 327157.2% $6.56万 加仓
SCHD SCHWAB STRATEGIC TR $10.75万0.01%3,390 2106.6% $6,659 加仓
COP CONOCOPHILLIPS $10.79万0.01%1,038 -1-0.1% -$104 减仓
AWK AMERICAN WTR WKS CO INC NEW $10.79万0.01%820 37383.4% $4.91万 加仓
NNN NNN REIT INC $10.87万0.01%2,337 86058.2% $4.00万 加仓
TSN TYSON FOODS INC $10.95万0.01%1,913 28817.7% $1.65万 加仓
ILMN ILLUMINA INC $11.01万0.01%626 6311.2% $1.11万 加仓
UAL UNITED AIRLS HLDGS INC $11.11万0.01%817 -44-5.1% -$5,984 减仓
DGRO ISHARES TR $11.14万0.01%1,470 32027.8% $2.43万 加仓
MRVL MARVELL TECHNOLOGY INC $11.23万0.01%377 241177.2% $7.18万 加仓
VTEI VANGUARD MUN BD FDS $11.31万0.01%1,120 -1,000-47.2% -$10.10万 减仓
ACN ACCENTURE PLC IRELAND $11.50万0.01%924 -153-14.2% -$1.90万 减仓
TRV TRAVELERS COMPANIES INC $11.52万0.01%349 5016.7% $1.65万 加仓
EIX EDISON INTL $11.52万0.01%1,548 271.8% $2,010 加仓
FIBK FIRST INTST BANCSYSTEM INC $11.57万0.01%3,000 92344.4% $3.56万 加仓
XLC SELECT SECTOR SPDR TR $11.62万0.01%1,085 -16-1.5% -$1,714 减仓
DAL DELTA AIR LINES INC $11.80万0.01%1,260 161.3% $1,499 加仓
OC OWENS CORNING NEW $11.83万0.01%744 -19-2.5% -$3,020 减仓
PH PARKER-HANNIFIN CORP $11.84万0.01%121 21.7% $1,956 加仓
PAYX PAYCHEX INC $12.13万0.01%1,234 988.6% $9,636 加仓
GIS GENERAL MILLS INC $12.15万0.01%3,490 1,06143.7% $3.69万 加仓
KLAC KLA CORP $12.16万0.01%403 -7-1.7% -$2,112 减仓
QUAL ISHARES TR $12.53万0.01%571 00.0% — 不变
LHX L3HARRIS TECHNOLOGIES INC $12.76万0.01%439 4210.6% $1.22万 加仓