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
CBRS CEREBRAS SYSTEMS INC $4420.00%2 2— $442 新建仓
— ENDAVA PLC $4480.00%158 00.0% — 不变
HURN HURON CONSULTING GROUP INC $4520.00%5 125.0% $90 加仓
LIND LINDBLAD EXPEDITIONS HLDGS I $4520.00%16 16— $452 新建仓
CXM SPRINKLR INC $4550.00%88 72450.0% $372 重新持有
— LIFEVANTAGE CORP $4560.00%73 681,360.0% $425 加仓
VSEC VSE CORP $4570.00%2 00.0% — 不变
— ATKORE INC $4570.00%6 250.0% $152 加仓
APOG APOGEE ENTERPRISES INC $4580.00%10 10— $458 新建仓
KYMR KYMERA THERAPEUTICS INC $4590.00%4 00.0% — 不变
CORZ CORE SCIENTIFIC INC NEW $4610.00%18 18— $461 新建仓
QURE UNIQURE NV $4610.00%10 10— $461 新建仓
VNT VONTIER CORPORATION $4640.00%16 545.5% $145 加仓
TRNS TRANSCAT INC $4640.00%5 3150.0% $278 加仓
NX QUANEX BLDG PRODS CORP $4660.00%25 -13-34.2% -$242 减仓
ANIK ANIKA THERAPEUTICS INC $4690.00%32 17113.3% $249 加仓
ORGO ORGANOGENESIS HLDGS INC $4690.00%193 168672.0% $408 加仓
DSP VIANT TECHNOLOGY INC $4690.00%37 363,600.0% $456 加仓
GCO GENESCO INC $4730.00%14 00.0% — 不变
ASPI ASP ISOTOPES INC $4730.00%76 -124-62.0% -$772 重新持有
— LIFEMD INC $4750.00%115 1071,337.5% $442 加仓
CRC CALIFORNIA RES CORP $4760.00%9 00.0% — 不变
DRH DIAMONDROCK HOSPITALITY CO $4760.00%39 00.0% — 不变
CAAP CORPORACION AMER ARPTS S A $4790.00%19 00.0% — 不变
UEC URANIUM ENERGY CORP $4800.00%45 00.0% — 不变
GSM FERROGLOBE PLC $4810.00%151 1462,920.0% $465 加仓
MHO M/I HOMES INC $4830.00%3 2200.0% $322 加仓
SEI SOLARIS ENERGY INFRAS INC $4830.00%6 -49-89.1% -$3,944 重新持有
RAMP LIVERAMP HLDGS INC $4900.00%13 -9-40.9% -$339 减仓
PTGX PROTAGONIST THERAPEUTICS INC $4910.00%4 4— $491 新建仓
PAYO PAYONEER GLOBAL INC $4920.00%69 -22-24.2% -$157 减仓
TRIP TRIPADVISOR INC $4940.00%36 -11-23.4% -$151 减仓
XPER XPERI INC $4940.00%60 50500.0% $412 加仓
BBSI BARRETT BUSINESS SVCS INC $4980.00%14 7100.0% $249 加仓
GDRX GOODRX HLDGS INC $4990.00%173 8596.6% $245 加仓
OUST OUSTER INC $5010.00%8 -49-86.0% -$3,069 重新持有
MPAA MOTORCAR PTS AMER INC $5060.00%33 -4-10.8% -$61 减仓
GPRE GREEN PLAINS INC $5080.00%33 33— $508 新建仓
HIPO HIPPO HLDGS INC $5090.00%18 18— $509 新建仓
CNDT CONDUENT INC $5100.00%349 234203.5% $342 加仓
TBLA TABOOLA.COM LTD $5100.00%102 69209.1% $345 加仓
ZUMZ ZUMIEZ INC $5170.00%29 -8-21.6% -$143 减仓
AMCX AMC GLOBAL MEDIA INC $5190.00%52 48.3% $40 加仓
FRHC FREEDOM HOLDING CORP $5220.00%4 4— $522 新建仓
SCHV SCHWAB STRATEGIC TR $5230.00%15 00.0% — 不变
INVA INNOVIVA INC $5230.00%23 1191.7% $250 加仓
TRDA ENTRADA THERAPEUTICS INC $5230.00%71 693,450.0% $508 加仓
OXM OXFORD INDS INC $5240.00%15 00.0% — 不变
UPB UPSTREAM BIO INC $5260.00%76 743,700.0% $512 加仓
OPY OPPENHEIMER HLDGS INC $5280.00%5 5— $528 新建仓
LCII LCI INDS $5300.00%5 00.0% — 不变
PL PLANET LABS PBC $5310.00%16 00.0% — 不变
NG NOVAGOLD RESOURCES INC $5320.00%89 89— $532 新建仓
OLLI OLLIES BARGAIN OUTLET HLDGS $5390.00%7 -96-93.2% -$7,392 减仓
PATK PATRICK INDS INC $5390.00%6 00.0% — 不变
ACRS ACLARIS THERAPEUTICS INC $5400.00%102 102— $540 新建仓
PBR/A PETROLEO BRASILEIRO S A $5420.00%37 37— $542 新建仓
KARO KAROOOOO LTD $5430.00%11 00.0% — 不变
KVYO KLAVIYO INC $5440.00%36 933.3% $136 加仓
MTN VAIL RESORTS INC $5450.00%4 -1-20.0% -$136 减仓
RNGR RANGER ENERGY SVCS INC $5450.00%34 13.0% $16 加仓
TMC TMC THE METALS COMPANY INC $5450.00%123 123— $545 新建仓
PSIX POWER SOLUTIONS INTL INC $5450.00%14 14— $545 新建仓
CARG CARGURUS INC $5460.00%16 00.0% — 不变
OSPN ONESPAN INC $5460.00%38 26216.7% $374 加仓
WOOF PETCO HEALTH & WELLNESS CO I $5470.00%201 201— $547 新建仓
FIP FTAI INFRASTRUCTURE INC $5480.00%118 118— $548 新建仓
— NEW FORTRESS ENERGY INC $5490.00%1,511 1,511— $549 新建仓
— TREACE MED CONCEPTS INC $5540.00%139 4852.7% $191 加仓
WLDN WILLDAN GROUP INC $5550.00%7 116.7% $79 加仓
SWBI SMITH & WESSON BRANDS INC $5570.00%37 412.1% $60 加仓
CSW CSW INDUSTRIALS INC $5570.00%2 1100.0% $278 加仓
ATNI ATN INTL INC $5570.00%21 21— $557 新建仓
ETD ETHAN ALLEN INTERIORS INC $5590.00%25 -1-3.8% -$22 减仓
PGEN PRECIGEN INC $5590.00%98 98— $559 新建仓
ARDX ARDELYX INC $5610.00%110 1212.2% $61 加仓
ICHR ICHOR HOLDINGS $5620.00%5 5— $562 新建仓
SBSI SOUTHSIDE BANCSHARES INC $5640.00%16 16— $564 新建仓
TTAN SERVICETITAN INC $5670.00%8 -20-71.4% -$1,418 减仓
FBIZ FIRST BUSINESS FINL SVCS INC $5690.00%9 228.6% $126 加仓
— HIREQUEST INC $5710.00%45 00.0% — 不变
SMR NUSCALE PWR CORP $5720.00%57 57— $572 新建仓
— LEGACY ED INC $5770.00%49 00.0% — 不变
USNA USANA HEALTH SCIENCES INC $5770.00%27 842.1% $171 加仓
— VUZIX CORP $5800.00%200 200— $580 新建仓
HNGE HINGE HEALTH INC $5810.00%7 7— $581 新建仓
GIB CGI INC $5820.00%9 9— $582 新建仓
KTB KONTOOR BRANDS INC $5840.00%7 00.0% — 不变
CNXN PC CONNECTION INC $5840.00%8 00.0% — 不变
TYL TYLER TECHNOLOGIES INC $5850.00%2 -1-33.3% -$292 减仓
SHLS SHOALS TECHNOLOGIES GROUP IN $5850.00%59 59— $585 新建仓
LMND LEMONADE INC $5860.00%9 00.0% — 重新持有
— EVE HLDG INC $5900.00%235 202612.1% $507 加仓
COHU COHU INC $5920.00%8 8— $592 新建仓
GT GOODYEAR TIRE & RUBR CO $5940.00%90 -1,038-92.0% -$6,851 减仓
DHT DHT HOLDINGS INC $5960.00%36 1571.4% $248 加仓
SXC SUNCOKE ENERGY INC $5960.00%74 74— $596 新建仓
CYTK CYTOKINETICS INC $5970.00%7 5250.0% $426 加仓
NXDR NEXTDOOR HOLDINGS INC $5980.00%263 182224.7% $414 加仓
ANGO ANGIODYNAMICS INC $5990.00%46 29170.6% $378 加仓