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
AMC AMC ENTMT HLDGS INC $1220.00%124 124— $122 新建仓
MHO M/I HOMES INC $1230.00%1 1— $123 新建仓
ABSI ABSCI CORPORATION $1230.00%41 41— $123 新建仓
STC STEWART INFORMATION SVCS COR $1240.00%2 00.0% — 不变
MTH MERITAGE HOMES CORP $1240.00%2 2— $124 新建仓
— LCNB CORP $1250.00%8 360.0% $47 加仓
BLZE BACKBLAZE INC $1250.00%36 36— $125 新建仓
NRDS NERDWALLET INC $1250.00%12 12— $125 新建仓
UPBD UPBOUND GROUP INC $1270.00%7 4133.3% $73 加仓
OSPN ONESPAN INC $1270.00%12 12— $127 新建仓
OBT ORANGE CNTY BANCORP INC $1280.00%4 4— $128 新建仓
PWP PERELLA WEINBERG PARTNERS $1280.00%7 7— $128 新建仓
MD PEDIATRIX MEDICAL GROUP INC $1290.00%6 00.0% — 不变
AMN AMN HEALTHCARE SVCS INC $1290.00%7 7— $129 新建仓
MBIN MERCHANTS BANCORP IND $1290.00%3 3— $129 新建仓
CTO CTO RLTY GROWTH INC NEW $1300.00%7 00.0% — 不变
MLKN MILLERKNOLL INC $1310.00%9 9— $131 新建仓
REPL REPLIMUNE GROUP INC $1310.00%17 17— $131 新建仓
CYTK CYTOKINETICS INC $1320.00%2 -120-98.4% -$7,920 减仓
UPWK UPWORK INC $1320.00%12 -23-65.7% -$253 减仓
NEWT NEWTEKONE INC $1320.00%12 19.1% $11 加仓
FRPH FRP HLDGS INC $1320.00%6 5500.0% $110 加仓
SABR SABRE CORP $1320.00%91 91— $132 新建仓
BETA BETA TECHNOLOGIES INC $1330.00%9 -31-77.5% -$458 减仓
TGLS TECNOGLASS INC $1340.00%3 00.0% — 不变
BCRX BIOCRYST PHARMACEUTICALS INC $1340.00%14 00.0% — 不变
CODI COMPASS DIVERSIFIED $1340.00%17 17— $134 新建仓
BF/A BROWN FORMAN CORP $1340.00%5 5— $134 新建仓
BPOP POPULAR INC $1350.00%1 00.0% — 不变
— NORTHFIELD BANCORP INC DEL $1360.00%10 342.9% $41 加仓
— EHEALTH INC $1370.00%106 106— $137 新建仓
PSFE PAYSAFE LIMITED $1370.00%20 20— $137 新建仓
STGW STAGWELL INC $1390.00%22 -23-51.1% -$145 减仓
AD ARRAY DIGITAL INFRASTRUCTURE $1390.00%3 00.0% — 不变
WKC WORLD KINECT CORPORATION $1390.00%6 120.0% $23 加仓
LRMR LARIMAR THERAPEUTICS INC $1400.00%31 31— $140 新建仓
FNKO FUNKO INC $1420.00%45 00.0% — 不变
CMPX COMPASS THERAPEUTICS INC $1430.00%27 00.0% — 不变
INBK FIRST INTERNET BANCORP $1430.00%7 7— $143 新建仓
— TILRAY BRANDS INC $1430.00%22 22— $143 新建仓
— BCB BANCORP INC $1440.00%16 214.3% $18 加仓
PRG PROG HOLDINGS INC $1440.00%5 5— $144 新建仓
NABL N-ABLE INC $1450.00%31 17121.4% $80 加仓
CMRC COMMERCE.COM INC $1450.00%54 54— $145 新建仓
CMPR CIMPRESS PLC $1460.00%2 00.0% — 不变
BVS BIOVENTUS INC $1470.00%16 00.0% — 不变
TRNS TRANSCAT INC $1470.00%2 2— $147 新建仓
TNK TEEKAY TANKERS LTD $1470.00%2 2— $147 新建仓
LEVI LEVI STRAUSS & CO NEW $1480.00%8 00.0% — 不变
CNDT CONDUENT INC $1480.00%115 5798.3% $73 加仓
WERN WERNER ENTERPRISES INC $1480.00%5 00.0% — 重新持有
CRGY CRESCENT ENERGY COMPANY $1490.00%11 -4-26.7% -$54 减仓
BKTI BK TECHNOLOGIES CORPORATION $1500.00%2 00.0% — 不变
— OUTSET MED INC $1500.00%39 39— $150 新建仓
— MCCORMICK & CO INC $1520.00%3 00.0% — 不变
MBWM MERCANTILE BK CORP $1520.00%3 00.0% — 不变
MRBK MERIDIAN CORP $1520.00%8 00.0% — 不变
SENEA SENECA FOODS CORP NEW $1520.00%1 1— $152 新建仓
SUPN INDIVIOR PHARMACEUTICALS INC $1530.00%5 5— $153 新建仓
HCI HCI GROUP INC $1550.00%1 -3-75.0% -$465 减仓
— EIGHTCO HOLDINGS INC $1550.00%166 166— $155 新建仓
GRAL GRAIL INC $1560.00%3 00.0% — 不变
AMTM AMENTUM HOLDINGS INC $1570.00%6 -9-60.0% -$236 减仓
— CLEARWAY ENERGY INC $1570.00%4 133.3% $39 加仓
CRCT CRICUT INC $1580.00%42 -8-16.0% -$30 减仓
— COLUMBIA FINL INC $1580.00%9 00.0% — 不变
CPRI CAPRI HOLDINGS LIMITED $1590.00%9 9— $159 新建仓
ENOV ENOVIS CORPORATION $1600.00%7 -316-97.8% -$7,223 减仓
RGNX REGENXBIO INC $1600.00%19 -33-63.5% -$278 减仓
IBEX IBEX LTD $1610.00%6 -2-25.0% -$54 减仓
GOLD GOLD COM INC $1610.00%4 4— $161 新建仓
BHC BAUSCH HEALTH COS INC $1620.00%30 00.0% — 不变
CBZ CBIZ INC $1620.00%6 5500.0% $135 加仓
EFSC ENTERPRISE FINL SVCS CORP $1630.00%3 00.0% — 不变
PGY PAGAYA TECHNOLOGIES LTD $1640.00%14 14— $164 新建仓
PUBM PUBMATIC INC $1640.00%20 20— $164 新建仓
ALG ALAMO GROUP INC $1650.00%1 00.0% — 不变
FMBH FIRST MID BANCSHARES INC $1650.00%4 00.0% — 不变
CAKE CHEESECAKE FACTORY INC $1650.00%3 150.0% $55 加仓
BOX BOX INC $1660.00%7 -1-12.5% -$24 减仓
ALRS ALERUS FINL CORP $1660.00%7 00.0% — 不变
RAL RALLIANT CORP $1670.00%4 00.0% — 不变
— BEYOND MEAT INC $1670.00%236 2262,260.0% $160 加仓
— CF BANKSHARES INC $1680.00%6 120.0% $28 加仓
DJT TRUMP MEDIA & TECHNOLOGY GRO $1680.00%18 18— $168 新建仓
— VERIS RESIDENTIAL INC $1700.00%9 350.0% $57 加仓
PRLB PROTO LABS INC $1720.00%3 00.0% — 不变
GDRX GOODRX HLDGS INC $1730.00%88 75576.9% $147 加仓
OFIX ORTHOFIX MED INC $1730.00%15 15— $173 新建仓
ITGR INTEGER HLDGS CORP $1760.00%2 00.0% — 不变
— LINKBANCORP INC $1760.00%21 423.5% $34 加仓
FRBA FIRST BK WILLIAMSTOWN NEW JE $1760.00%11 6120.0% $96 加仓
GEF/B GREIF INC $1760.00%2 1100.0% $88 重新持有
MSGE MADISON SQUARE GARDEN ENTMT $1770.00%3 00.0% — 不变
LRN STRIDE INC $1770.00%2 00.0% — 不变
AMPL AMPLITUDE INC $1780.00%26 -31-54.4% -$212 减仓
AVNW AVIAT NETWORKS INC $1810.00%8 -3-27.3% -$68 减仓
— COHERUS ONCOLOGY INC $1810.00%107 1921.6% $32 加仓
RVLV REVOLVE GROUP INC $1810.00%8 8— $181 新建仓
REPX RILEY EXPLORATION PERMIAN IN $1830.00%5 5— $183 新建仓