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
— DIMENSIONAL ETF TRUST $4.16亿45.28%9,377,832 146,0601.6% $647.92万 加仓
DFIC DIMENSIONAL ETF TRUST $7,710.21万8.39%2,069,299 112,8945.8% $420.64万 加仓
DUSB DIMENSIONAL ETF TRUST $3,747.49万4.08%737,985 2790.0% $1.42万 加仓
VCRB VANGUARD MALVERN FDS $3,741.57万4.07%484,453 47,24410.8% $364.88万 加仓
LLY ELI LILLY & CO $2,297.27万2.50%19,153 530.3% $6.36万 加仓
VTIP VANGUARD MALVERN FDS $2,110.63万2.30%420,192 100,77731.6% $506.20万 加仓
AAPL APPLE INC $1,895.36万2.06%65,502 -899-1.4% -$26.01万 减仓
AVUS AMERICAN CENTY ETF TR $1,852.90万2.02%144,667 4,2013.0% $53.81万 加仓
AVEM AMERICAN CENTY ETF TR $1,800.87万1.96%186,638 10,6696.1% $102.95万 加仓
HRL HORMEL FOODS CORP $1,180.14万1.28%475,479 1,3240.3% $3.29万 加仓
AVTM AMERICAN CENTY ETF TR $1,117.40万1.22%205,237 00.0% — 不变
DFGR DIMENSIONAL ETF TRUST $1,097.32万1.19%378,778 49,22914.9% $142.62万 加仓
NVDA NVIDIA CORPORATION $983.82万1.07%49,169 -8,854-15.3% -$177.16万 减仓
DFAX DIMENSIONAL ETF TRUST $958.97万1.04%260,306 -10,528-3.9% -$38.79万 减仓
DFSU DIMENSIONAL ETF TRUST $908.24万0.99%194,776 -15,568-7.4% -$72.59万 减仓
VBIL VANGUARD INSTL INDEX FD $762.54万0.83%100,758 -14,612-12.7% -$110.58万 减仓
DFCF DIMENSIONAL ETF TRUST $617.10万0.67%146,198 -46,005-23.9% -$194.19万 减仓
GOOGL ALPHABET INC $549.00万0.60%15,362 -245-1.6% -$8.76万 减仓
AVDE AMERICAN CENTY ETF TR $545.04万0.59%61,103 3,2465.6% $28.95万 加仓
GOOG ALPHABET INC $446.48万0.49%12,636 2311.9% $8.16万 加仓
DFEM DIMENSIONAL ETF TRUST $443.76万0.48%109,192 -2,110-1.9% -$8.58万 减仓
DFSD DIMENSIONAL ETF TRUST $415.71万0.45%87,060 -368,248-80.9% -$1,758.38万 减仓
V VISA INC $378.99万0.41%11,046 290.3% $9,950 加仓
VYMI VANGUARD WHITEHALL FDS $359.89万0.39%36,649 00.0% — 不变
WMT WALMART INC $335.28万0.36%29,602 220.1% $2,492 加仓
MSFT MICROSOFT CORP $317.74万0.35%8,518 2473.0% $9.21万 加仓
ANDE ANDERSONS INC $297.92万0.32%43,555 3,5718.9% $24.43万 加仓
AMZN AMAZON COM INC $279.87万0.30%11,743 2252.0% $5.36万 加仓
WSBC WESBANCO INC $279.33万0.30%71,568 2440.3% $9,523 加仓
MCD MCDONALDS CORP $252.22万0.27%9,331 -1,210-11.5% -$32.71万 减仓
DFUS DIMENSIONAL ETF TRUST $225.54万0.25%27,525 -3,250-10.6% -$26.63万 减仓
JPM JPMORGAN CHASE & CO $206.35万0.22%6,304 1232.0% $4.03万 加仓
DFAU DIMENSIONAL ETF TRUST $184.80万0.20%35,752 34,1202,090.7% $176.37万 加仓
SYY SYSCO CORP $181.59万0.20%21,726 1130.5% $9,445 加仓
SPY STATE STR SPDR S&P 500 ETF T $170.85万0.19%2,288 -4-0.2% -$2,987 减仓
CAT CATERPILLAR INC $160.16万0.17%1,504 1168.4% $12.35万 加仓
VCRM VANGUARD MUN BD FDS $155.88万0.17%20,403 2,50014.0% $19.10万 加仓
BND VANGUARD BD INDEX FDS $148.41万0.16%20,216 270.1% $1,982 加仓
DFUV DIMENSIONAL ETF TRUST $143.96万0.16%26,169 00.0% — 不变
UMBF UMB FINL CORP $143.66万0.16%10,063 -936-8.5% -$13.36万 减仓
MU MICRON TECHNOLOGY INC $132.05万0.14%1,144 -461-28.7% -$53.21万 减仓
GEV GE VERNOVA INC $123.87万0.13%1,054 -98-8.5% -$11.52万 减仓
— EXXON MOBIL CORP $122.26万0.13%8,942 2492.9% $3.40万 加仓
PG PROCTER & GAMBLE CO $120.66万0.13%8,229 610.7% $8,945 加仓
JNJ JOHNSON & JOHNSON $114.47万0.12%4,507 982.2% $2.49万 加仓
COST COSTCO WHOLESALE CORPORATION $113.79万0.12%1,216 90.7% $8,422 加仓
DFIV DIMENSIONAL ETF TRUST $112.28万0.12%20,785 -420-2.0% -$2.27万 减仓
WELL WELLTOWER INC $106.82万0.12%4,706 1022.2% $2.32万 加仓
C CITIGROUP INC $103.95万0.11%7,427 2813.9% $3.93万 加仓
IVV ISHARES TR $100.88万0.11%1,347 -227-14.4% -$17.00万 减仓
VXUS VANGUARD STAR FDS $98.31万0.11%11,500 00.0% — 不变
TSM TAIWAN SEMICONDUCTOR MANUFAC $97.90万0.11%2,050 -301-12.8% -$14.37万 减仓
SCHW SCHWAB CHARLES CORP $96.86万0.11%10,497 950.9% $8,766 加仓
VTI VANGUARD INDEX FDS $96.13万0.10%2,598 1817.5% $6.70万 加仓
BSCS INVESCO EXCH TRD SLF IDX FD $94.08万0.10%46,196 12,24836.1% $24.94万 加仓
TSLA TESLA INC $93.70万0.10%2,228 -76-3.3% -$3.20万 减仓
BSCT INVESCO EXCH TRD SLF IDX FD $93.33万0.10%50,247 13,44036.5% $24.96万 加仓
VTV VANGUARD INDEX FDS $91.09万0.10%4,180 00.0% — 不变
AVGO BROADCOM INC $90.47万0.10%2,395 -47-1.9% -$1.78万 减仓
QQQ INVESCO QQQ TR $88.82万0.10%1,206 -29-2.3% -$2.14万 减仓
BSCR INVESCO EXCH TRD SLF IDX FD $87.45万0.10%44,583 12,70939.9% $24.93万 加仓
NEE NEXTERA ENERGY INC $80.97万0.09%9,225 3754.2% $3.29万 加仓
AAOI APPLIED OPTOELECTRONICS INC $80.61万0.09%5,441 4,9911,109.1% $73.95万 加仓
VOO VANGUARD INDEX FDS $80.36万0.09%1,170 1019.4% $6.94万 加仓
HD HOME DEPOT INC $79.89万0.09%2,265 1085.0% $3.81万 加仓
— DIMENSIONAL ETF TRUST $77.02万0.08%9,354 -471-4.8% -$3.88万 减仓
CVX CHEVRON CORPORATION $76.49万0.08%4,615 3387.9% $5.60万 加仓
AMD ADVANCED MICRO DEVICES INC $76.27万0.08%1,313 -232-15.0% -$13.48万 减仓
LRCX LAM RESEARCH CORP $75.99万0.08%1,754 -41-2.3% -$1.78万 减仓
META META PLATFORMS INC $75.94万0.08%1,348 332.5% $1.86万 加仓
BRK/A BERKSHIRE HATHAWAY INC DEL $74.89万0.08%1 00.0% — 不变
DELL DELL TECHNOLOGIES INC $74.73万0.08%1,732 -516-23.0% -$22.26万 减仓
GWW WW GRAINGER INC $72.24万0.08%531 -6-1.1% -$8,162 减仓
LIN LINDE PLC $67.51万0.07%1,301 -21-1.6% -$1.09万 减仓
MDYV SPDR SERIES TRUST $66.39万0.07%7,000 00.0% — 不变
CSCO CISCO SYS INC $65.99万0.07%5,618 1723.2% $2.02万 加仓
DFAE DIMENSIONAL ETF TRUST $64.39万0.07%16,013 00.0% — 不变
VRT VERTIV HOLDINGS CO $64.16万0.07%1,916 28217.3% $9.44万 加仓
VGT VANGUARD WORLD FD $62.76万0.07%5,251 30.1% $359 加仓
MPC MARATHON PETE CORP $61.95万0.07%2,423 341.4% $8,693 加仓
DTE DTE ENERGY CO $61.57万0.07%4,041 3018.0% $4.59万 加仓
VZ VERIZON COMMUNICATIONS INC $59.64万0.06%14,085 -658-4.5% -$2.79万 减仓
SLS SELLAS LIFE SCIENCES GROUP I $59.04万0.06%40,000 15,00060.0% $22.14万 加仓
EMR EMERSON ELEC CO $55.83万0.06%3,900 -98-2.5% -$1.40万 减仓
XLK SELECT SECTOR SPDR TR $54.64万0.06%2,868 -28-1.0% -$5,334 减仓
ICF ISHARES TR $54.10万0.06%8,000 -653-7.5% -$4.42万 减仓
EMXC ISHARES INC $51.79万0.06%5,063 -762-13.1% -$7.80万 减仓
BA BOEING CO $51.07万0.06%2,359 1074.8% $2.32万 加仓
KMTS KESTRA MED TECHNOLOGIES LTD $51.03万0.06%20,060 20,060— $51.03万 新建仓
WDC WESTERN DIGITAL CORP $49.50万0.05%775 -849-52.3% -$54.23万 减仓
BAC BANK OF AMER CORP $49.37万0.05%8,665 5256.4% $2.99万 加仓
FSLR FIRST SOLAR INC $49.06万0.05%2,079 -1-0.0% -$236 减仓
IBM INTERNATIONAL BUSINESS MACHS $48.95万0.05%1,741 -1-0.1% -$281 减仓
ABBV ABBVIE INC $48.89万0.05%1,943 1538.5% $3.85万 加仓
VB VANGUARD INDEX FDS $46.65万0.05%1,539 00.0% — 不变
GE GE AEROSPACE $46.32万0.05%1,239 292.4% $1.08万 加仓
GBTC GRAYSCALE BITCOIN TRUST ETF $45.27万0.05%9,946 00.0% — 不变
VNQI VANGUARD INTL EQUITY INDEX F $44.85万0.05%10,000 00.0% — 不变
SNDK SANDISK CORP $44.11万0.05%194 -16-7.6% -$3.64万 减仓
IBIT ISHARES BITCOIN TRUST ETF $43.87万0.05%13,177 4,01643.8% $13.37万 加仓