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
HLMN HILLMAN SOLUTIONS CORP $4160.00%50 00.0% — 不变
FFBC 1ST FINL BANCORP $4190.00%15 8114.3% $223 加仓
JOUT JOHNSON OUTDOORS INC $4190.00%9 6200.0% $279 加仓
PRAA PRA GROUP INC $4200.00%24 29.1% $35 加仓
RH RH $4200.00%3 00.0% — 重新持有
BILL BILL HOLDINGS INC $4220.00%11 110.0% $38 加仓
WRBY WARBY PARKER INC $4220.00%20 20— $422 新建仓
LBTYK LIBERTY GLOBAL LTD $4230.00%36 18100.0% $212 加仓
SVV SAVERS VALUE VLG INC $4250.00%57 37185.0% $276 加仓
NGVT INGEVITY CORP $4280.00%6 3100.0% $214 加仓
AUR AURORA INNOVATION INC $4290.00%104 00.0% — 不变
TRS TRIMAS CORP $4320.00%12 00.0% — 不变
EBS EMERGENT BIOSOLUTIONS INC $4320.00%52 36225.0% $299 加仓
NATR NATURES SUNSHINE PRODS INC $4320.00%18 18— $432 新建仓
TR TOOTSIE ROLL INDS INC $4350.00%10 6150.0% $261 加仓
GFF GRIFFON CORP $4370.00%6 3100.0% $218 加仓
BWFG BANKWELL FINL GROUP INC $4370.00%9 5125.0% $243 加仓
PAYO PAYONEER GLOBAL INC $4400.00%91 72378.9% $348 重新持有
MGRC MCGRATH RENTCORP $4420.00%4 133.3% $110 加仓
PL PLANET LABS PBC $4480.00%16 00.0% — 不变
— HIREQUEST INC $4520.00%45 -6-11.8% -$60 减仓
ZIP ZIPRECRUITER INC $4530.00%246 2331,792.3% $429 加仓
— FITLIFE BRANDS INC $4550.00%32 833.3% $114 加仓
WS WORTHINGTON STL INC $4560.00%15 787.5% $213 加仓
BCC BOISE CASCADE CO DEL $4560.00%6 4200.0% $304 加仓
SCHV SCHWAB STRATEGIC TR $4580.00%15 15— $458 新建仓
WLDN WILLDAN GROUP INC $4600.00%6 -1-14.3% -$77 减仓
CCS CENTURY COMMUNITIES INC $4600.00%8 360.0% $172 加仓
HWKN HAWKINS INC $4610.00%3 2200.0% $307 加仓
SLVM SYLVAMO CORP $4660.00%11 00.0% — 不变
NGVC NATURAL GROCERS BY VITAMIN $4660.00%18 18— $466 新建仓
CSTL CASTLE BIOSCIENCES INC $4670.00%19 19— $467 新建仓
FBIN FORTUNE BRANDS INNOVATIONS I $4680.00%12 -1,015-98.8% -$3.96万 减仓
FBK FB FINL CORP $4680.00%9 350.0% $156 加仓
CNXN PC CONNECTION INC $4680.00%8 8— $468 新建仓
CBU COMMUNITY FINANCIAL SYSTEM I $4700.00%8 360.0% $176 加仓
RNST RENASANT CORP $4700.00%13 562.5% $181 加仓
HUT HUT 8 CORP $4700.00%10 10— $470 新建仓
SWBI SMITH & WESSON BRANDS INC $4730.00%33 33— $473 新建仓
TMP TOMPKINS FINL CORP $4740.00%6 -15-71.4% -$1,185 减仓
— TERNS PHARMACEUTICALS INC $4750.00%9 9— $475 新建仓
KRNY KEARNY FINL CORP MD $4760.00%63 00.0% — 不变
COMP COMPASS INC $4760.00%65 45225.0% $330 加仓
LFCR LIFECORE BIOMEDICAL INC $4770.00%128 -46-26.4% -$171 减仓
CWST CASELLA WASTE SYS INC $4770.00%6 120.0% $80 加仓
LNN LINDSAY CORP $4780.00%4 00.0% — 不变
CRCL CIRCLE INTERNET GROUP INC $4780.00%5 5— $478 新建仓
ASAN ASANA INC $4800.00%75 53240.9% $339 加仓
BGC BGC GROUP INC $4800.00%49 1648.5% $157 加仓
— ALDEYRA THERAPEUTICS INC $4800.00%284 2701,928.6% $456 加仓
SKWD SKYWARD SPECIALTY INS GROUP $4810.00%11 222.2% $87 加仓
CAAP CORPORACION AMER ARPTS S A $4810.00%19 211.8% $51 加仓
HXL HEXCEL CORP NEW $4860.00%6 00.0% — 不变
LXFR LUXFER HLDGS PLC $4880.00%40 26185.7% $317 加仓
DAKT DAKTRONICS INC $4890.00%25 00.0% — 不变
HNST HONEST CO INC $4890.00%166 166— $489 新建仓
CRAI CRA INTL INC $4900.00%3 150.0% $163 加仓
KNF KNIFE RIVER CORP $4900.00%6 5500.0% $408 加仓
SYNA SYNAPTICS INC $4910.00%7 375.0% $210 加仓
MSA MSA SAFETY INC $4920.00%3 00.0% — 不变
KTB KONTOOR BRANDS INC $4930.00%7 240.0% $141 加仓
ARDT ARDENT HEALTH INC $4970.00%58 41241.2% $351 加仓
BXMT BLACKSTONE MORTGAGE TRUST IN $4980.00%26 20333.3% $383 加仓
— HERITAGE COMM CORP $5000.00%40 00.0% — 不变
FTRE FORTREA HLDGS INC $5000.00%53 44488.9% $415 加仓
TRIP TRIPADVISOR INC $5020.00%47 38422.2% $406 加仓
BIRK BIRKENSTOCK HOLDING PLC $5020.00%14 10250.0% $359 重新持有
HUBG HUB GROUP INC $5050.00%14 675.0% $216 加仓
CVBF CVB FINL CORP $5050.00%26 1062.5% $194 加仓
THFF FIRST FINANCIAL CORPORATION $5060.00%8 00.0% — 不变
CPK CHESAPEAKE UTILS CORP $5060.00%4 2100.0% $253 加仓
VSXY VICTORIAS SECRET AND CO $5100.00%11 337.5% $139 加仓
HURN HURON CONSULTING GROUP INC $5110.00%4 00.0% — 不变
SMBC SOUTHERN MO BANCORP INC $5120.00%8 114.3% $64 加仓
MTRX MATRIX SVC CO $5170.00%45 33275.0% $379 加仓
DORM DORMAN PRODS INC $5220.00%5 266.7% $209 加仓
DBX DROPBOX INC $5230.00%23 -1,029-97.8% -$2.34万 减仓
TLS TELOS CORP MD $5240.00%125 74145.1% $310 加仓
FLYW FLYWIRE CORPORATION $5240.00%45 421,400.0% $489 加仓
STEP STEPSTONE GROUP INC $5250.00%11 9450.0% $430 加仓
CMPS COMPASS PATHWAYS PLC $5260.00%95 00.0% — 不变
KVYO KLAVIYO INC $5260.00%27 27— $526 新建仓
INDB INDEPENDENT BK CORP MASS $5270.00%7 375.0% $226 加仓
HAFC HANMI FINL CORP $5280.00%20 00.0% — 不变
FTDR FRONTDOOR INC $5290.00%10 466.7% $212 加仓
TGTX TG THERAPEUTICS INC $5320.00%16 433.3% $133 加仓
NUS NU SKIN ENTERPRISES INC $5320.00%73 52247.6% $379 加仓
PBH PRESTIGE CONSMR HEALTHCARE I $5340.00%9 350.0% $178 加仓
MQ MARQETA INC $5350.00%131 91227.5% $372 加仓
DOCS DOXIMITY INC $5360.00%23 -12-34.3% -$280 减仓
AUB ATLANTIC UN BANKSHARES CORP $5370.00%15 666.7% $215 加仓
TBBK BANCORP INC DEL $5380.00%10 6150.0% $323 加仓
ITRN ITURAN LOCATION AND CONTROL $5400.00%11 00.0% — 不变
NMRK NEWMARK GROUP INC $5400.00%36 1789.5% $255 加仓
HZO MARINEMAX INC $5420.00%20 20— $542 新建仓
SLGN SILGAN HLDGS INC $5440.00%14 11366.7% $427 加仓
CARG CARGURUS INC $5450.00%16 660.0% $204 加仓
ALAB ASTERA LABS INC $5480.00%5 4400.0% $438 加仓
AIR AAR CORP $5480.00%5 3150.0% $329 加仓
AHCO ADAPTHEALTH CORP $5480.00%46 46— $548 新建仓