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
GTN GRAY MEDIA INC $1830.00%42 42— $183 新建仓
AVAV AEROVIRONMENT INC $1840.00%1 00.0% — 不变
— WEAVE COMMUNICATIONS INC $1850.00%40 40— $185 新建仓
VRRM VERRA MOBILITY CORP $1860.00%13 -4-23.5% -$57 减仓
— OMEGA FLEX INC $1870.00%6 5500.0% $156 加仓
ADUS ADDUS HOMECARE CORP $1880.00%2 1100.0% $94 加仓
VNOM VIPER ENERGY INC $1880.00%4 4— $188 新建仓
MYE MYERS INDS INC $1910.00%9 350.0% $64 加仓
— ANAVEX LIFE SCIENCES CORP $1910.00%62 62— $191 新建仓
XRX XEROX HOLDINGS CORP $1920.00%148 3126.5% $40 加仓
LZ LEGALZOOM COM INC $1930.00%34 -77-69.4% -$437 减仓
IRMD IRADIMED CORP $1930.00%2 00.0% — 不变
CERT CERTARA INC $1940.00%34 -1,131-97.1% -$6,453 减仓
ANGO ANGIODYNAMICS INC $1940.00%17 -16-48.5% -$183 减仓
LGIH LGI HOMES INC $1980.00%5 -127-96.2% -$5,029 减仓
EEFT EURONET WORLDWIDE INC $2000.00%3 150.0% $67 加仓
LGND LIGAND PHARMACEUTICALS INC $2000.00%1 1— $200 新建仓
NSIT INSIGHT ENTERPRISES INC $2020.00%3 -2-40.0% -$135 重新持有
OMDA OMADA HEALTH INC $2020.00%16 16— $202 新建仓
VTEX VTEX $2040.00%51 51— $204 新建仓
PAY PAYMENTUS HOLDINGS INC $2040.00%8 7700.0% $178 重新持有
TTD THE TRADE DESK INC $2050.00%9 -1,025-99.1% -$2.33万 减仓
— ALPS ETF TR $2050.00%5 00.0% — 不变
BBSI BARRETT BUSINESS SVCS INC $2050.00%7 7— $205 新建仓
WMK WEIS MKTS INC $2060.00%3 150.0% $69 加仓
— SUPERNUS PHARMACEUTICALS $2070.00%4 2100.0% $104 加仓
CDNA CAREDX INC $2090.00%12 571.4% $87 加仓
SLAB SILICON LABORATORIES INC $2090.00%1 00.0% — 不变
SPFI SOUTH PLAINS FINANCIAL INC $2100.00%5 00.0% — 不变
AGL AGILON HEALTH INC $2120.00%27 27— $212 新建仓
BDN BRANDYWINE RLTY TR $2120.00%78 78— $212 新建仓
SYM SYMBOTIC INC $2130.00%4 2100.0% $106 加仓
NVGS NAVIGATOR HLDGS LTD $2130.00%11 -233-95.5% -$4,512 重新持有
— MEDIFAST INC $2140.00%21 21— $214 新建仓
BLSH BULLISH $2150.00%6 6— $215 新建仓
— MISTER CAR WASH INC $2170.00%31 1593.8% $105 加仓
HELE HELEN OF TROY LTD $2170.00%15 15— $217 新建仓
PAL PROFICIENT AUTO LOGISTICS IN $2170.00%32 32— $217 新建仓
CCBG CAPITAL CITY BANK $2180.00%5 00.0% — 不变
ASLE AERSALE CORPORATION $2180.00%35 620.7% $37 加仓
ANIK ANIKA THERAPEUTICS INC $2180.00%15 15— $218 新建仓
ULCC FRONTIER GROUP HLDGS INC $2190.00%62 62— $219 新建仓
ICLR ICON PLC $2220.00%2 -3-60.0% -$333 减仓
BL BLACKLINE INC $2220.00%6 6— $222 新建仓
YELP YELP INC $2230.00%9 -21-70.0% -$520 减仓
GDYN GRID DYNAMICS HLDGS INC $2230.00%39 39— $223 新建仓
NWBI NORTHWEST BANCSHARES INC $2290.00%18 10125.0% $127 加仓
— NIAGEN BIOSCIENCE INC $2300.00%52 715.6% $31 加仓
COGT COGENT BIOSCIENCES INC $2310.00%6 6— $231 新建仓
HBNC HORIZON BANCORP IND $2320.00%14 00.0% — 不变
— GOSSAMER BIO INC $2320.00%705 6461,094.9% $213 加仓
FBP FIRST BANCORP CORPORATION $2350.00%11 11— $235 新建仓
SCHL SCHOLASTIC CORP $2350.00%6 6— $235 新建仓
— ATKORE INC $2360.00%4 133.3% $59 加仓
BEPC BROOKFIELD RENEWABLE CORP $2390.00%6 00.0% — 不变
TFIN TRIUMPH FINANCIAL INC $2390.00%4 3300.0% $179 重新持有
ROCK GIBRALTAR INDS INC $2400.00%6 3100.0% $120 加仓
DOC HEALTHPEAK PROPERTIES INC $2430.00%15 00.0% — 不变
SNAP SNAP INC $2440.00%53 -2,802-98.1% -$1.29万 减仓
CXT CRANE NXT CO $2440.00%6 00.0% — 不变
BSY BENTLEY SYS INC $2460.00%7 -19-73.1% -$668 减仓
IDT IDT CORP $2460.00%5 5— $246 新建仓
QDEL QUIDELORTHO CORP $2470.00%15 15— $247 新建仓
TTI TETRA TECHNOLOGIES INC DEL $2480.00%29 00.0% — 不变
RXO RXO INC $2490.00%17 17— $249 新建仓
SDGR SCHRODINGER INC $2500.00%22 22— $250 新建仓
KRRO KORRO BIO INC $2500.00%22 22— $250 新建仓
CPS COOPER-STANDARD HOLDINGS INC $2510.00%9 112.5% $28 加仓
SONO SONOS INC $2550.00%19 14280.0% $188 加仓
JBTM JBT MAREL CORPORATION $2560.00%2 00.0% — 不变
HMN HORACE MANN EDUCATORS CORP N $2570.00%6 00.0% — 不变
VCYT VERACYTE INC $2580.00%8 233.3% $64 加仓
CON CONCENTRA GROUP HOLDINGS PAR $2580.00%12 00.0% — 不变
RUSHB RUSH ENTERPRISES INC $2580.00%4 133.3% $64 加仓
CSW CSW INDUSTRIALS INC $2610.00%1 00.0% — 不变
OTTR OTTER TAIL CORP $2640.00%3 00.0% — 不变
MDXG MIMEDX GROUP INC $2650.00%67 67— $265 新建仓
TALO TALOS ENERGY INC $2680.00%17 13325.0% $205 加仓
PRVA PRIVIA HEALTH GROUP INC $2680.00%13 13— $268 新建仓
GEF GREIF INC $2690.00%4 133.3% $67 加仓
TIPT TIPTREE INC $2710.00%16 -13-44.8% -$220 减仓
WSBF WATERSTONE FINL INC MD $2710.00%15 787.5% $126 加仓
SR SPIRE INC $2720.00%3 00.0% — 不变
ENVA ENOVA INTL INC $2720.00%2 -11-84.6% -$1,496 重新持有
PBYI PUMA BIOTECHNOLOGY INC $2750.00%43 719.4% $45 加仓
AZTA AZENTA INC $2750.00%13 13— $275 新建仓
HVT HAVERTY FURNITURE COS INC $2760.00%13 -1-7.1% -$21 减仓
— OPTIMIZERX CORP $2770.00%44 44— $277 新建仓
FLO FLOWERS FOODS INC $2780.00%34 -4,597-99.3% -$3.76万 减仓
SD SANDRIDGE ENERGY INC $2780.00%17 00.0% — 不变
INVA INNOVIVA INC $2800.00%12 12— $280 新建仓
PTEN PATTERSON-UTI ENERGY INC $2820.00%26 17188.9% $184 加仓
VITL VITAL FARMS INC $2830.00%20 20— $283 新建仓
CRNC CERENCE INC $2840.00%45 45— $284 新建仓
FISI FINANCIAL INSTITUTIONS INC $2860.00%9 9— $286 新建仓
SERV SERVE ROBOTICS INC $2870.00%34 -9-20.9% -$76 减仓
ZG ZILLOW GROUP INC $2900.00%7 -4-36.4% -$166 减仓
FCBC FIRST CMNTY BANKSHARES INC V $2910.00%7 00.0% — 不变
APAM ARTISAN PARTNERS ASSET MGMT $2920.00%8 360.0% $110 加仓
— UDEMY INC $2920.00%63 63— $292 新建仓