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
WING WINGSTOP INC $1740.00%1 -1-50.0% -$174 减仓
— ANAVEX LIFE SCIENCES CORP $1740.00%67 58.1% $13 加仓
RPC RIDGEPOST CAP INC $1740.00%22 11100.0% $87 加仓
NXH BED BATH & BEYOND INC $1740.00%30 1487.5% $81 加仓
— EXPENSIFY INC $1740.00%97 75340.9% $135 加仓
NATR NATURES SUNSHINE PRODS INC $1750.00%8 -10-55.6% -$219 减仓
— HERON THERAPEUTICS INC $1780.00%415 -10-2.4% -$4 减仓
NIQ NIQ GLOBAL INTELLIGENCE PLC $1780.00%19 19— $178 新建仓
— EHEALTH INC $1790.00%120 1413.2% $21 加仓
BALY BALLYS CORPORATION $1790.00%13 13— $179 新建仓
LAW CS DISCO INC $1820.00%48 42700.0% $159 加仓
HRTG HERITAGE INSURANCE HLDGS INC $1830.00%7 -5-41.7% -$131 重新持有
AIOT POWERFLEET INC $1840.00%48 29152.6% $111 加仓
ASTE ASTEC INDS INC $1840.00%3 3— $184 新建仓
VEL VELOCITY FINL INC $1850.00%10 5100.0% $92 加仓
ANGI ANGI INC $1850.00%31 26520.0% $155 加仓
DJT TRUMP MEDIA & TECHNOLOGY GRO $1860.00%24 633.3% $46 加仓
— SUPERNUS PHARMACEUTICALS $1870.00%4 00.0% — 不变
— CATALYST PHARMACEUTICALS INC $1890.00%6 4200.0% $126 加仓
DFTX DEFINIUM THERAPEUTICS INC $1890.00%4 4— $189 新建仓
IVR INVESCO MORTGAGE CAPITAL INC $1900.00%24 24— $190 新建仓
BTDR BITDEER TECHNOLOGIES GROUP $1910.00%12 12— $191 新建仓
IRMD IRADIMED CORP $1920.00%2 00.0% — 不变
RDVT RED VIOLET INC $1920.00%3 2200.0% $128 加仓
VOYG VOYAGER TECHNOLOGIES INC $1940.00%6 6— $194 新建仓
— 1 800 FLOWERS COM INC $1950.00%56 49700.0% $171 加仓
MTW MANITOWOC CO INC $1950.00%14 131,300.0% $181 加仓
TIPT TIPTREE INC $1980.00%11 -5-31.2% -$90 减仓
— CARLSMED INC $1980.00%19 19— $198 新建仓
LEVI LEVI STRAUSS & CO NEW $1990.00%8 00.0% — 不变
MRBK MERIDIAN CORP $2010.00%10 225.0% $40 加仓
SEPN SEPTERNA INC $2010.00%6 6— $201 新建仓
MITK MITEK SYS INC $2020.00%10 111.1% $20 加仓
— TILRAY BRANDS INC $2030.00%45 23104.5% $104 加仓
— BRC INC $2030.00%182 155574.1% $173 加仓
— BCB BANCORP INC $2040.00%19 318.8% $32 加仓
CARE CARTER BANKSHARES INC $2050.00%6 6— $205 新建仓
CASS CASS INFORMATION SYS INC $2060.00%4 3300.0% $154 加仓
— FLYEXCLUSIVE INC $2060.00%103 992,475.0% $198 加仓
HAPN HAPPEN INC $2080.00%10 10— $208 新建仓
ARR ARMOUR RESIDENTIAL REIT INC $2100.00%12 12— $210 新建仓
DLB DOLBY LABORATORIES INC $2110.00%4 -2-33.3% -$106 减仓
— ALPHA TEKNOVA INC $2110.00%37 363,600.0% $205 加仓
PAL PROFICIENT AUTO LOGISTICS IN $2120.00%31 -1-3.1% -$7 减仓
CWBC COMMUNITY WEST BANCSHARES NE $2150.00%8 360.0% $81 加仓
SPFI SOUTH PLAINS FINANCIAL INC $2160.00%5 00.0% — 不变
NGS NATURAL GAS SVCS GROUP INC $2160.00%5 3150.0% $130 加仓
SLAB SILICON LABORATORIES INC $2190.00%1 00.0% — 不变
— CARTESIAN THERAPEUTICS INC $2190.00%21 19950.0% $198 加仓
FC FRANKLIN COVEY CO $2210.00%9 5125.0% $123 加仓
NKTX NKARTA INC $2210.00%78 721,200.0% $204 加仓
NCMI NATIONAL CINEMEDIA INC $2210.00%58 562,800.0% $213 加仓
FOA FINANCE OF AMERICA COMPAN $2210.00%8 8— $221 新建仓
OI O-I GLASS INC $2220.00%23 -13-36.1% -$125 减仓
CENT CENTRAL GARDEN & PET CO $2220.00%5 4400.0% $178 加仓
— CVRX INC $2220.00%43 401,333.3% $207 加仓
— ALPS ETF TR $2230.00%5 00.0% — 不变
SERV SERVE ROBOTICS INC $2240.00%34 00.0% — 不变
FRPH FRP HLDGS INC $2250.00%9 350.0% $75 加仓
FMS FRESENIUS MEDICAL CARE AG $2270.00%10 -96-90.6% -$2,179 减仓
MASS 908 DEVICES INC $2270.00%26 26— $227 新建仓
— CF BANKSHARES INC $2300.00%7 116.7% $33 加仓
NABL N-ABLE INC $2320.00%63 32103.2% $118 加仓
PKBK PARKE BANCORP INC $2330.00%7 375.0% $100 加仓
ARKO ARKO CORP $2330.00%29 1270.6% $96 加仓
GOOD GLADSTONE COMMERCIAL CORP $2340.00%19 11137.5% $135 加仓
— PRO-DEX INC COLO $2350.00%4 4— $235 新建仓
HG HAMILTON INSURANCE GROUP LTD $2380.00%7 7— $238 新建仓
COFS CHOICEONE FINANCIA $2380.00%7 7— $238 新建仓
CAKE CHEESECAKE FACTORY INC $2390.00%3 00.0% — 不变
ONIT ONITY GROUP INC $2390.00%6 6— $239 新建仓
LOAR LOAR HOLDINGS INC $2420.00%3 150.0% $81 加仓
MSGE MADISON SQUARE GARDEN ENTMT $2430.00%3 00.0% — 不变
GWRE GUIDEWIRE SOFTWARE INC $2470.00%2 00.0% — 不变
PANL PANGAEA LOGISTICS SOLUTION L $2470.00%38 38— $247 新建仓
VTS VITESSE ENERGY INC $2530.00%16 13433.3% $206 加仓
JACK JACK IN THE BOX INC $2530.00%16 16— $253 新建仓
— OPTIMIZERX CORP $2580.00%45 12.3% $6 加仓
OBT ORANGE CNTY BANCORP INC $2580.00%7 375.0% $111 加仓
— GREENWICH LIFESCIENCES INC $2590.00%11 11— $259 新建仓
QTRX QUANTERIX CORP $2600.00%60 53757.1% $230 加仓
INN SUMMIT HOTEL PPTYS $2600.00%37 37— $260 新建仓
— SIGA TECHNOLOGIES INC $2630.00%72 -55-43.3% -$201 减仓
FVCB FVCBANKCORP INC $2630.00%15 11275.0% $193 加仓
— OUTSET MED INC $2640.00%61 2256.4% $95 加仓
FNKO FUNKO INC $2650.00%45 00.0% — 不变
ASLE AERSALE CORPORATION $2660.00%42 720.0% $44 加仓
FRBA FIRST BK WILLIAMSTOWN NEW JE $2660.00%15 436.4% $71 加仓
NEWT NEWTEKONE INC $2670.00%18 650.0% $89 加仓
CNOB CONNECTONE BANCORP INC $2680.00%8 8— $268 新建仓
CPS COOPER-STANDARD HOLDINGS INC $2710.00%10 111.1% $27 加仓
FULC FULCRUM THERAPEUTICS INC $2750.00%75 -1-1.3% -$4 减仓
SCHL SCHOLASTIC CORP $2760.00%6 00.0% — 不变
CTO CTO RLTY GROWTH INC NEW $2800.00%13 685.7% $129 加仓
HVT HAVERTY FURNITURE COS INC $2810.00%11 -2-15.4% -$51 减仓
HOV HOVNANIAN ENTERPRISES INC $2850.00%2 2— $285 新建仓
— MEDIFAST INC $2870.00%27 628.6% $64 加仓
BMBL BUMBLE INC $2880.00%90 -85-48.6% -$272 减仓
RGNX REGENXBIO INC $2880.00%24 526.3% $60 加仓
UMH UMH PPTYS INC $2880.00%19 19— $288 新建仓