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
MAR MARRIOTT INTL INC NEW $43.47万0.05%1,173 -1-0.1% -$371 减仓
ITW ILLINOIS TOOL WKS INC $41.90万0.05%1,549 886.0% $2.38万 加仓
NHC NATIONAL HEALTHCARE CORP $41.34万0.04%1,956 462.4% $9,723 加仓
MAS MASCO CORP $41.22万0.04%5,066 -21-0.4% -$1,709 减仓
XLI SELECT SECTOR SPDR TR $41.10万0.04%2,219 00.0% — 不变
GLD SPDR GOLD TR $40.34万0.04%1,095 10.1% $368 加仓
FDX FEDEX CORP $38.52万0.04%1,230 10.1% $313 加仓
SHW SHERWIN WILLIAMS CO $38.42万0.04%1,116 -4-0.4% -$1,377 减仓
INTC INTEL CORP $38.29万0.04%2,742 -1,493-35.3% -$20.85万 减仓
IJH ISHARES TR $38.07万0.04%4,937 -161-3.2% -$1.24万 减仓
ADI ANALOG DEVICES INC $36.22万0.04%912 -50-5.2% -$1.99万 减仓
ADP AUTOMATIC DATA PROCESSING IN $36.17万0.04%1,615 32625.3% $7.30万 加仓
IWF ISHARES TR $36.16万0.04%2,912 00.0% — 不变
WFC WELLS FARGO & CO $35.60万0.04%4,308 3498.8% $2.88万 加仓
HWM HOWMET AEROSPACE INC $34.07万0.04%1,267 756.3% $2.02万 加仓
APH AMPHENOL CORP $32.80万0.04%1,860 1639.6% $2.87万 加仓
PSX PHILLIPS 66 $32.74万0.04%1,937 382.0% $6,424 加仓
ELV ELEVANCE HEALTH INC FORMERLY $32.52万0.04%841 -27-3.1% -$1.04万 减仓
VUG VANGUARD INDEX FDS $32.10万0.03%3,726 -846-18.5% -$7.29万 减仓
COR CENCORA INC $31.25万0.03%1,104 343.2% $9,623 加仓
GS GOLDMAN SACHS GROUP INC $30.35万0.03%300 5522.4% $5.56万 加仓
DTM DT MIDSTREAM INC $29.88万0.03%2,036 19010.3% $2.79万 加仓
IWM ISHARES TR $29.11万0.03%969 -45-4.4% -$1.35万 减仓
NVS NOVARTIS AG $28.82万0.03%1,839 1478.7% $2.30万 加仓
SPCX SPACE EXPLORATION TECHN CORP $28.62万0.03%1,675 1,675— $28.62万 新建仓
IRM IRON MTN INC DEL $28.52万0.03%2,258 401.8% $5,052 加仓
KR KROGER CO $28.22万0.03%5,082 -150-2.9% -$8,330 减仓
TXN TEXAS INSTRS INC $28.08万0.03%942 273.0% $8,048 加仓
MA MASTERCARD INCORPORATED $27.94万0.03%544 183.4% $9,245 加仓
RTX RTX CORPORATION $27.72万0.03%1,461 231.6% $4,364 加仓
ABT ABBOTT LABORATORIES $27.50万0.03%3,030 702.4% $6,352 加仓
PEP PEPSICO INC $27.28万0.03%2,015 100.5% $1,354 加仓
XLY SELECT SECTOR SPDR TR $26.88万0.03%2,292 00.0% — 不变
DIS DISNEY WALT CO $26.88万0.03%2,793 -238-7.9% -$2.29万 减仓
HROW HARROW INC $25.79万0.03%6,073 00.0% — 不变
VEEV VEEVA SYS INC $25.75万0.03%1,451 634.5% $1.12万 加仓
STX SEAGATE TECHNOLOGY HLDNGS PL $25.67万0.03%266 11070.5% $10.62万 加仓
AFL AFLAC INC $25.64万0.03%2,187 -56-2.5% -$6,566 减仓
MRK MERCK & CO INC $25.60万0.03%1,992 34921.2% $4.48万 加仓
SCHB SCHWAB STRATEGIC TR $25.39万0.03%8,766 00.0% — 不变
VEA VANGUARD TAX-MANAGED FDS $25.08万0.03%3,520 -172-4.7% -$1.23万 减仓
PANW PALO ALTO NETWORKS INC $25.03万0.03%734 -61-7.7% -$2.08万 减仓
IAUM ISHARES GOLD TRUST MICRO $24.95万0.03%6,236 -3,112-33.3% -$12.45万 减仓
BSCQ INVESCO EXCH TRD SLF IDX FD $24.94万0.03%12,775 00.0% — 不变
— ISHARES ETHEREUM TR $24.11万0.03%20,276 18,160858.2% $21.59万 加仓
GLW CORNING INC $23.90万0.03%935 30949.4% $7.90万 加仓
VSS VANGUARD INTL EQUITY INDEX F $23.88万0.03%1,548 -14-0.9% -$2,160 减仓
AMGN AMGEN INC $23.79万0.03%657 -2-0.3% -$724 减仓
FITB FIFTH THIRD BANCORP $23.57万0.03%4,181 -4-0.1% -$226 减仓
VUSB VANGUARD BD INDEX FDS $23.46万0.03%4,713 360.8% $1,792 加仓
— DIMENSIONAL ETF TRUST $23.32万0.03%3,336 00.0% — 不变
IAU ISHARES GOLD TR $23.08万0.03%3,057 00.0% — 不变
IJR ISHARES TR $22.78万0.02%1,536 -71-4.4% -$1.05万 减仓
SYK STRYKER CORPORATION $22.70万0.02%721 -41-5.4% -$1.29万 减仓
JEPI J P MORGAN EXCHANGE TRADED F $22.67万0.02%4,013 4,013— $22.67万 新建仓
KO COCA COLA CO $22.01万0.02%2,708 -808-23.0% -$6.57万 减仓
UNH UNITEDHEALTH GROUP INC $21.77万0.02%524 24386.5% $10.10万 加仓
SCZ ISHARES TR $21.70万0.02%2,638 -144-5.2% -$1.18万 减仓
KEY KEYCORP $21.47万0.02%9,314 00.0% — 不变
ORCL ORACLE CORP $21.18万0.02%1,445 60.4% $880 加仓
FIX COMFORT SYS USA INC $21.01万0.02%106 66.0% $1.19万 加仓
LOW LOWES COS INC $20.97万0.02%951 -2-0.2% -$441 减仓
GD GENERAL DYNAMICS CORP $20.84万0.02%588 -72-10.9% -$2.55万 减仓
T AT&T INC $20.73万0.02%10,015 80.1% $166 加仓
JAZZ JAZZ PHARMACEUTICALS PLC $20.24万0.02%840 455.7% $1.08万 加仓
CNC CENTENE CORP DEL $19.96万0.02%3,110 -114-3.5% -$7,318 减仓
PLTR PALANTIR TECHNOLOGIES INC $19.89万0.02%1,705 -1,889-52.6% -$22.04万 减仓
PRF INVESCO EXCHANGE TRADED FD T $19.10万0.02%3,535 -75-2.1% -$4,052 减仓
ASML ASML HLDG NV $18.50万0.02%93 4075.5% $7.96万 加仓
DY DYCOM INDS INC $18.25万0.02%361 10.3% $506 加仓
ED CONSOLIDATED EDISON INC $18.02万0.02%1,629 44137.1% $4.88万 加仓
DE DEERE & CO $17.84万0.02%281 41.4% $2,539 加仓
TGT TARGET CORP $17.62万0.02%1,349 262.0% $3,395 加仓
JBHT HUNT J B TRANS SVCS INC $17.45万0.02%603 335.8% $9,551 加仓
XLV SELECT SECTOR SPDR TR $17.39万0.02%1,096 00.0% — 不变
EME EMCOR GROUP INC $17.34万0.02%209 10.5% $830 加仓
BMY BRISTOL-MYERS SQUIBB CO $17.07万0.02%2,963 1184.1% $6,799 加仓
IWR ISHARES TR $17.04万0.02%1,545 -118-7.1% -$1.30万 减仓
ABNB AIRBNB INC $16.36万0.02%1,143 827.7% $1.17万 加仓
NHI NATIONAL HEALTH INVS INC $16.35万0.02%2,144 432.0% $3,279 加仓
OKE ONEOK INC NEW $16.22万0.02%1,866 39526.9% $3.43万 加仓
BLK BLACKROCK INC $15.87万0.02%165 1711.5% $1.63万 加仓
XLF SELECT SECTOR SPDR TR $15.74万0.02%2,936 00.0% — 不变
IEFA ISHARES TR $15.48万0.02%1,603 00.0% — 不变
WEC WEC ENERGY GROUP INC $15.33万0.02%1,313 34735.9% $4.05万 加仓
UNP UNION PAC CORP $15.31万0.02%563 8517.8% $2.31万 加仓
NOBL PROSHARES TR $15.28万0.02%2,720 -180-6.2% -$1.01万 减仓
IWB ISHARES TR $15.03万0.02%367 00.0% — 不变
MTCH MATCH GROUP INC NEW $14.89万0.02%3,914 -139-3.4% -$5,289 减仓
ES EVERSOURCE ENERGY $14.27万0.02%1,974 76563.3% $5.53万 加仓
ETN EATON CORP PLC $14.15万0.02%332 216.8% $8,949 加仓
PCG PG&E CORP $13.72万0.01%8,155 -56-0.7% -$942 减仓
MCK MCKESSON CORP $13.60万0.01%180 84.7% $6,045 加仓
FTNT FORTINET INC $13.44万0.01%875 -277-24.0% -$4.26万 减仓
EPS WISDOMTREE TR $13.43万0.01%1,726 00.0% — 不变
APLD APPLIED DIGITAL CORP $13.42万0.01%3,598 -884-19.7% -$3.30万 减仓
ET ENERGY TRANSFER L P $13.35万0.01%6,983 00.0% — 不变
MET METLIFE INC $13.25万0.01%1,566 -123-7.3% -$1.04万 减仓
— DIMENSIONAL ETF TRUST $13.22万0.01%3,167 00.0% — 不变
PFE PFIZER INC $13.20万0.01%5,482 4208.3% $1.01万 加仓