SJS Investment Consulting Inc.
SYLVANIA OH · SEC CIK 0001894302
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| — | DIMENSIONAL ETF TRUST | $3.59亿 | 43.82% | 9,231,772 | 120,004 | 1.3% | $466.34万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $6,951.11万 | 8.49% | 1,956,405 | 65,693 | 3.5% | $233.41万 | 加仓 |
| DUSB | DIMENSIONAL ETF TRUST | $3,740.91万 | 4.57% | 737,706 | 94,772 | 14.7% | $480.59万 | 加仓 |
| VCRB | VANGUARD MALVERN FDS | $3,383.12万 | 4.13% | 437,209 | 52,033 | 13.5% | $402.63万 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $2,180.01万 | 2.66% | 455,308 | 13,618 | 3.1% | $65.20万 | 加仓 |
| LLY | ELI LILLY & CO | $1,756.76万 | 2.15% | 19,100 | 32 | 0.2% | $2.94万 | 加仓 |
| AAPL | APPLE INC | $1,685.18万 | 2.06% | 66,401 | -5,061 | -7.1% | -$128.44万 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $1,595.48万 | 1.95% | 319,415 | 36,177 | 12.8% | $180.70万 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $1,561.70万 | 1.91% | 140,466 | 30,870 | 28.2% | $343.21万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $1,417.95万 | 1.73% | 175,969 | 13,893 | 8.6% | $111.95万 | 加仓 |
| HRL | HORMEL FOODS CORP | $1,073.96万 | 1.31% | 474,155 | 424 | 0.1% | $9,604 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,011.92万 | 1.24% | 58,023 | 9,626 | 19.9% | $167.88万 | 加仓 |
| AVTM | AMERICAN CENTY ETF TR | $964.87万 | 1.18% | 205,237 | 205,237 | — | $964.87万 | 新建仓 |
| DFAX | DIMENSIONAL ETF TRUST | $920.02万 | 1.12% | 270,834 | -5,600 | -2.0% | -$19.02万 | 减仓 |
| DFGR | DIMENSIONAL ETF TRUST | $875.94万 | 1.07% | 329,549 | 31,753 | 10.7% | $84.40万 | 加仓 |
| VBIL | VANGUARD INSTL INDEX FD | $872.77万 | 1.07% | 115,370 | -4,902 | -4.1% | -$37.08万 | 减仓 |
| DFSU | DIMENSIONAL ETF TRUST | $864.30万 | 1.06% | 210,344 | -435 | -0.2% | -$1.79万 | 减仓 |
| DFCF | DIMENSIONAL ETF TRUST | $811.48万 | 0.99% | 192,203 | 307 | 0.2% | $1.30万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $490.86万 | 0.60% | 57,857 | 20,264 | 53.9% | $171.92万 | 加仓 |
| GOOGL | ALPHABET INC | $448.80万 | 0.55% | 15,607 | 1,196 | 8.3% | $34.39万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $384.55万 | 0.47% | 111,302 | -1,499 | -1.3% | -$5.18万 | 减仓 |
| WMT | WALMART INC | $367.62万 | 0.45% | 29,580 | 749 | 2.6% | $9.31万 | 加仓 |
| GOOG | ALPHABET INC | $355.84万 | 0.43% | 12,405 | -58 | -0.5% | -$1.66万 | 减仓 |
| VYMI | VANGUARD WHITEHALL FDS | $345.38万 | 0.42% | 36,649 | 5,000 | 15.8% | $47.12万 | 加仓 |
| V | VISA INC | $332.98万 | 0.41% | 11,017 | -143 | -1.3% | -$4.32万 | 减仓 |
| MCD | MCDONALDS CORP | $327.61万 | 0.40% | 10,541 | -1,011 | -8.8% | -$31.42万 | 减仓 |
| MSFT | MICROSOFT CORP | $306.16万 | 0.37% | 8,271 | -1,181 | -12.5% | -$43.72万 | 减仓 |
| ANDE | ANDERSONS INC | $287.01万 | 0.35% | 39,984 | 0 | 0.0% | — | 不变 |
| WSBC | WESBANCO INC | $246.00万 | 0.30% | 71,324 | -2,912 | -3.9% | -$10.04万 | 减仓 |
| AMZN | AMAZON COM INC | $239.88万 | 0.29% | 11,518 | 2,111 | 22.4% | $43.96万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $218.23万 | 0.27% | 30,775 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $181.83万 | 0.22% | 6,181 | -1,133 | -15.5% | -$33.33万 | 减仓 |
| SYY | SYSCO CORP | $154.17万 | 0.19% | 21,613 | 103 | 0.5% | $7,347 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $149.04万 | 0.18% | 2,292 | 191 | 9.1% | $12.42万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $148.67万 | 0.18% | 20,189 | 12 | 0.1% | $884 | 加仓 |
| — | EXXON MOBIL CORP | $147.49万 | 0.18% | 8,693 | -937 | -9.7% | -$15.90万 | 减仓 |
| VCRM | VANGUARD MUN BD FDS | $134.54万 | 0.16% | 17,903 | 180 | 1.0% | $1.35万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $126.81万 | 0.15% | 26,169 | 0 | 0.0% | — | 不变 |
| UMBF | UMB FINL CORP | $124.06万 | 0.15% | 10,999 | 4 | 0.0% | $451 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $120.30万 | 0.15% | 1,207 | 186 | 18.2% | $18.54万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $117.99万 | 0.14% | 8,168 | 510 | 6.7% | $7.37万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $111.92万 | 0.14% | 21,205 | 23 | 0.1% | $1,214 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $107.78万 | 0.13% | 4,409 | -90 | -2.0% | -$2.20万 | 减仓 |
| IVV | ISHARES TR | $102.82万 | 0.13% | 1,574 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $100.58万 | 0.12% | 1,152 | 178 | 18.3% | $15.54万 | 加仓 |
| CAT | CATERPILLAR INC | $98.33万 | 0.12% | 1,388 | -986 | -41.5% | -$69.85万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $97.76万 | 0.12% | 10,402 | 5 | 0.0% | $470 | 加仓 |
| WELL | WELLTOWER INC | $91.02万 | 0.11% | 4,604 | -468 | -9.2% | -$9.25万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $88.68万 | 0.11% | 11,500 | -500 | -4.2% | -$3.86万 | 减仓 |
| CVX | CHEVRON CORPORATION | $88.50万 | 0.11% | 4,277 | 344 | 8.7% | $7.12万 | 加仓 |
| TSLA | TESLA INC | $85.64万 | 0.10% | 2,304 | 253 | 12.3% | $9.40万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $82.20万 | 0.10% | 8,850 | -3,267 | -27.0% | -$30.34万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $82.01万 | 0.10% | 4,180 | -94 | -2.2% | -$1.84万 | 减仓 |
| C | CITIGROUP INC | $81.04万 | 0.10% | 7,146 | 251 | 3.6% | $2.85万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $79.45万 | 0.10% | 2,351 | 1,742 | 286.0% | $58.87万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $77.53万 | 0.09% | 2,417 | 17 | 0.7% | $5,453 | 加仓 |
| AVGO | BROADCOM INC | $75.58万 | 0.09% | 2,442 | -1,024 | -29.5% | -$31.69万 | 减仓 |
| META | META PLATFORMS INC | $75.22万 | 0.09% | 1,315 | -85 | -6.1% | -$4.86万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $74.01万 | 0.09% | 14,743 | -450 | -3.0% | -$2.26万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $71.81万 | 0.09% | 1 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $71.29万 | 0.09% | 1,235 | 218 | 21.4% | $12.58万 | 加仓 |
| HD | HOME DEPOT INC | $70.95万 | 0.09% | 2,157 | 532 | 32.7% | $17.50万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $69.89万 | 0.09% | 9,825 | 0 | 0.0% | — | 不变 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $69.33万 | 0.08% | 33,948 | 13,310 | 64.5% | $27.18万 | 加仓 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $68.68万 | 0.08% | 36,807 | 14,519 | 65.1% | $27.09万 | 加仓 |
| LIN | LINDE PLC | $65.53万 | 0.08% | 1,322 | 129 | 10.8% | $6.39万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $63.88万 | 0.08% | 1,069 | 200 | 23.0% | $11.95万 | 加仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $62.55万 | 0.08% | 31,874 | 10,582 | 49.7% | $20.77万 | 加仓 |
| MDYV | SPDR SERIES TRUST | $59.60万 | 0.07% | 7,000 | 0 | 0.0% | — | 不变 |
| GWW | WW GRAINGER INC | $58.58万 | 0.07% | 537 | 92 | 20.7% | $10.04万 | 加仓 |
| MPC | MARATHON PETE CORP | $58.33万 | 0.07% | 2,389 | 15 | 0.6% | $3,663 | 加仓 |
| DTE | DTE ENERGY CO | $54.69万 | 0.07% | 3,740 | 2 | 0.1% | $292 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $54.22万 | 0.07% | 1,605 | 409 | 34.2% | $13.82万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $54.22万 | 0.07% | 16,013 | 1 | 0.0% | $34 | 加仓 |
| ICF | ISHARES TR | $53.55万 | 0.07% | 8,653 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $52.57万 | 0.06% | 3,594 | -2,128 | -37.2% | -$31.13万 | 减仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $52.48万 | 0.06% | 9,946 | -17,632 | -63.9% | -$93.03万 | 减仓 |
| EMR | EMERSON ELEC CO | $52.38万 | 0.06% | 3,998 | 316 | 8.6% | $4.14万 | 加仓 |
| GLD | SPDR GOLD TR | $47.07万 | 0.06% | 1,094 | -1 | -0.1% | -$430 | 减仓 |
| ETH | GRAYSCALE ETHEREUM STAKING | $46.41万 | 0.06% | 23,370 | 23,320 | 46,640.0% | $46.31万 | 加仓 |
| EMXC | ISHARES INC | $45.82万 | 0.06% | 5,825 | -202 | -3.4% | -$1.59万 | 减仓 |
| VGT | VANGUARD WORLD FD | $45.80万 | 0.06% | 656 | -20 | -3.0% | -$1.40万 | 减仓 |
| BA | BOEING CO | $44.82万 | 0.05% | 2,252 | 519 | 29.9% | $10.33万 | 加仓 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $44.45万 | 0.05% | 10,000 | 0 | 0.0% | — | 不变 |
| WDC | WESTERN DIGITAL CORP | $43.93万 | 0.05% | 1,624 | 733 | 82.3% | $19.83万 | 加仓 |
| FDX | FEDEX CORP | $43.77万 | 0.05% | 1,229 | 332 | 37.0% | $11.83万 | 加仓 |
| IAUM | ISHARES GOLD TR | $43.66万 | 0.05% | 9,348 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $42.26万 | 0.05% | 5,446 | -2,534 | -31.8% | -$19.66万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $42.22万 | 0.05% | 1,742 | 196 | 12.7% | $4.75万 | 加仓 |
| FSLR | FIRST SOLAR INC | $41.03万 | 0.05% | 2,080 | -95 | -4.4% | -$1.87万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $40.95万 | 0.05% | 1,634 | 812 | 98.8% | $20.35万 | 加仓 |
| VB | VANGUARD INDEX FDS | $40.31万 | 0.05% | 1,539 | 31 | 2.1% | $8,120 | 加仓 |
| BAC | BANK AMERICA CORP | $39.68万 | 0.05% | 8,140 | 487 | 6.4% | $2.37万 | 加仓 |
| ABBV | ABBVIE INC | $38.93万 | 0.05% | 1,790 | -384 | -17.7% | -$8.35万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $38.48万 | 0.05% | 2,896 | 5 | 0.2% | $664 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $38.40万 | 0.05% | 1,174 | 1,100 | 1,486.5% | $35.98万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $38.35万 | 0.05% | 1,795 | 579 | 47.6% | $12.37万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $38.03万 | 0.05% | 1,461 | -310 | -17.5% | -$8.07万 | 减仓 |
| KR | KROGER CO | $37.86万 | 0.05% | 5,232 | -1,424 | -21.4% | -$10.30万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $36.90万 | 0.05% | 2,248 | 1,204 | 115.3% | $19.76万 | 加仓 |