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
EVER EVERQUOTE INC $2930.00%19 -11-36.7% -$170 减仓
RXST RXSIGHT INC $2960.00%48 48— $296 新建仓
UAA UNDER ARMOUR INC $2960.00%50 50— $296 新建仓
CECO CECO ENVIRONMENTAL CORP $2980.00%5 5— $298 新建仓
HLNE HAMILTON LANE INC $2990.00%3 -15-83.3% -$1,495 减仓
GWRE GUIDEWIRE SOFTWARE INC $3000.00%2 -3-60.0% -$450 减仓
GME GAMESTOP CORP $3000.00%13 13— $300 新建仓
PRCT PROCEPT BIOROBOTICS CORP $3010.00%12 12— $301 新建仓
UA UNDER ARMOUR INC $3020.00%52 52— $302 新建仓
— ACV AUCTIONS INC $3020.00%71 71— $302 新建仓
DBD DIEBOLD NIXDORF INC $3020.00%4 4— $302 新建仓
LNTH LANTHEUS HLDGS INC $3040.00%4 3300.0% $228 加仓
— ARQ INC $3050.00%119 5585.9% $141 加仓
DNLI DENALI THERAPEUTICS INC $3080.00%16 12300.0% $231 加仓
OPRT OPORTUN FINL CORP $3090.00%67 67— $309 新建仓
WING WINGSTOP INC $3100.00%2 00.0% — 不变
— COSTAMARE BULKERS HLDGS LTD $3100.00%20 00.0% — 不变
SATL SATELLOGIC INC $3110.00%57 57— $311 新建仓
XPRO EXPRO GROUP HOLDINGS NV $3140.00%18 212.5% $35 加仓
ATRC ATRICURE INC $3140.00%11 11— $314 新建仓
MNKD MANNKIND CORP $3150.00%128 4656.1% $113 加仓
AAP ADVANCE AUTO PARTS INC $3170.00%6 120.0% $53 加仓
IONQ IONQ INC $3180.00%11 00.0% — 不变
TLN TALEN ENERGY CORP $3200.00%1 -14-93.3% -$4,480 减仓
EGHT 8X8 INC NEW $3210.00%193 113141.2% $188 加仓
UHT UNIVERSAL HEALTH RLTY INCOME $3240.00%8 114.3% $40 加仓
AVPT AVEPOINT INC $3240.00%34 1578.9% $143 加仓
AMCX AMC NETWORKS INC $3260.00%48 48— $326 新建仓
MLYS MINERALYS THERAPEUTICS INC $3260.00%12 12— $326 新建仓
PRK PARK NATL CORP $3270.00%2 00.0% — 不变
ARI APOLLO COML REAL ESTATE FIN $3280.00%31 00.0% — 不变
ARLO ARLO TECHNOLOGIES INC $3280.00%23 18360.0% $257 加仓
QTWO Q2 HLDGS INC $3320.00%7 00.0% — 不变
WHD CACTUS INC $3320.00%7 375.0% $142 加仓
EXTR EXTREME NETWORKS INC $3320.00%22 212,100.0% $317 加仓
USNA USANA HEALTH SCIENCES INC $3320.00%19 19— $332 新建仓
KYMR KYMERA THERAPEUTICS INC $3340.00%4 -30-88.2% -$2,505 减仓
ROAD CONSTRUCTION PARTNERS INC $3340.00%3 00.0% — 不变
ATRO ASTRONICS CORP $3340.00%5 00.0% — 不变
LEN/B LENNAR CORP $3370.00%4 2100.0% $168 加仓
— HERON THERAPEUTICS INC $3410.00%425 256.2% $20 加仓
WGO WINNEBAGO INDS INC $3410.00%11 11— $341 新建仓
HTFL HEARTFLOW INC $3410.00%14 14— $341 新建仓
GSHD GOOSEHEAD INS INC $3420.00%8 114.3% $43 加仓
PRM PERIMETER SOLUTIONS INC $3420.00%14 8133.3% $195 加仓
CALX CALIX INC $3430.00%7 -97-93.3% -$4,753 减仓
SAH SONIC AUTOMOTIVE INC $3430.00%5 3150.0% $206 加仓
LEU CENTRUS ENERGY CORP $3480.00%2 00.0% — 不变
NATL NCR ATLEOS CORPORATION $3490.00%8 00.0% — 不变
KELYA KELLY SVCS INC $3540.00%40 1453.8% $124 加仓
TFX TELEFLEX INCORPORATED $3590.00%3 -18-85.7% -$2,154 减仓
DLB DOLBY LABORATORIES INC $3610.00%6 120.0% $60 加仓
APPN APPIAN CORP $3620.00%15 -8-34.8% -$193 减仓
VC VISTEON CORP $3650.00%4 -42-91.3% -$3,832 减仓
SMG SCOTTS MIRACLE-GRO CO $3650.00%6 120.0% $61 加仓
XERS XERIS BIOPHARMA HOLDINGS INC $3660.00%63 44231.6% $256 加仓
DRH DIAMONDROCK HOSPITALITY CO $3660.00%39 39— $366 新建仓
FOR FORESTAR GROUP INC $3670.00%15 15— $367 新建仓
VSEC VSE CORP $3690.00%2 1100.0% $184 加仓
SAIL SAILPOINT INC $3710.00%28 28— $371 新建仓
PRDO PERDOCEO ED CORP $3730.00%10 00.0% — 不变
KWR QUAKER HOUGHTON $3730.00%3 150.0% $124 加仓
ACLS AXCELIS TECHNOLOGIES INC $3730.00%4 3300.0% $280 加仓
SHOO MADDEN STEVEN LTD $3740.00%11 583.3% $170 加仓
SMPL SIMPLY GOOD FOODS CO $3740.00%26 26— $374 新建仓
WU WESTERN UN CO $3760.00%43 1659.3% $140 加仓
LLYVK LIBERTY LIVE HOLDINGS INC $3770.00%4 133.3% $94 加仓
FBIZ FIRST BUSINESS FINL SVCS INC $3780.00%7 240.0% $108 加仓
GLUE MONTE ROSA THERAPEUTICS INC $3790.00%23 -6-20.7% -$99 减仓
OI O-I GLASS INC $3790.00%36 1680.0% $168 加仓
PII POLARIS INC $3820.00%7 -33-82.5% -$1,801 减仓
DHT DHT HOLDINGS INC $3840.00%21 18600.0% $329 加仓
WVE WAVE LIFE SCIENCES LTD $3850.00%53 36211.8% $262 加仓
SMTC SEMTECH CORP $3850.00%5 5— $385 新建仓
MGEE MGE ENERGY INC $3870.00%5 266.7% $155 加仓
ALRM ALARM COM HLDGS INC $3890.00%9 112.5% $43 加仓
KURA KURA ONCOLOGY INC $3910.00%48 -91-65.5% -$741 减仓
ABG ASBURY AUTOMOTIVE GROUP INC $3910.00%2 -1-33.3% -$196 减仓
DFH DREAM FINDERS HOMES INC $3910.00%28 -2-6.7% -$28 减仓
VNT VONTIER CORPORATION $3910.00%11 00.0% — 不变
FWONA LIBERTY MEDIA CORP DEL $3910.00%5 125.0% $78 加仓
ADMA ADMA BIOLOGICS INC $3970.00%44 32266.7% $289 加仓
CHCT COMMUNITY HEALTHCARE TR INC $3980.00%25 313.6% $48 加仓
AGI ALAMOS GOLD INC $4000.00%9 00.0% — 不变
IHG INTERCONTINENTAL HOTELS GROU $4010.00%3 -39-92.9% -$5,213 减仓
AVA AVISTA CORP $4020.00%10 5100.0% $201 加仓
JBI JANUS INTERNATIONAL GROUP IN $4030.00%78 79.9% $36 加仓
KBR KBR INC $4060.00%11 -4-26.7% -$148 减仓
SHOE SHOE CARNIVAL INC $4060.00%26 26— $406 新建仓
GCO GENESCO INC $4060.00%14 14— $406 新建仓
RUN SUNRUN INC $4080.00%30 1050.0% $136 加仓
WAFD WAFD INC $4090.00%13 685.7% $189 加仓
RXT RACKSPACE TECHNOLOGY INC $4090.00%417 417— $409 新建仓
MPAA MOTORCAR PTS AMER INC $4100.00%37 932.1% $100 加仓
GIC GLOBAL INDUSTRIAL COMPANY $4100.00%13 13— $410 新建仓
AMRX AMNEAL PHARMACEUTICALS INC $4110.00%33 1694.1% $199 加仓
AMR ALPHA METALLURGICAL RESOUR I $4110.00%2 1100.0% $206 加仓
HTO H2O AMERICA $4110.00%7 4133.3% $235 加仓
CENX CENTURY ALUM CO $4110.00%7 7— $411 新建仓
TVTX TRAVERE THERAPEUTICS INC $4160.00%14 -1-6.7% -$30 减仓