SJS Investment Consulting Inc.
SYLVANIA OH · SEC CIK 0001894302
$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
26Q126Q2
前十大持仓 占组合比例
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 | 146,060 | 1.6% | $647.92万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $7,710.21万 | 8.39% | 2,069,299 | 112,894 | 5.8% | $420.64万 | 加仓 |
| DUSB | DIMENSIONAL ETF TRUST | $3,747.49万 | 4.08% | 737,985 | 279 | 0.0% | $1.42万 | 加仓 |
| VCRB | VANGUARD MALVERN FDS | $3,741.57万 | 4.07% | 484,453 | 47,244 | 10.8% | $364.88万 | 加仓 |
| LLY | ELI LILLY & CO | $2,297.27万 | 2.50% | 19,153 | 53 | 0.3% | $6.36万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $2,110.63万 | 2.30% | 420,192 | 100,777 | 31.6% | $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 | 4,201 | 3.0% | $53.81万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $1,800.87万 | 1.96% | 186,638 | 10,669 | 6.1% | $102.95万 | 加仓 |
| HRL | HORMEL FOODS CORP | $1,180.14万 | 1.28% | 475,479 | 1,324 | 0.3% | $3.29万 | 加仓 |
| AVTM | AMERICAN CENTY ETF TR | $1,117.40万 | 1.22% | 205,237 | 0 | 0.0% | — | 不变 |
| DFGR | DIMENSIONAL ETF TRUST | $1,097.32万 | 1.19% | 378,778 | 49,229 | 14.9% | $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 | 3,246 | 5.6% | $28.95万 | 加仓 |
| GOOG | ALPHABET INC | $446.48万 | 0.49% | 12,636 | 231 | 1.9% | $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 | 29 | 0.3% | $9,950 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $359.89万 | 0.39% | 36,649 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $335.28万 | 0.36% | 29,602 | 22 | 0.1% | $2,492 | 加仓 |
| MSFT | MICROSOFT CORP | $317.74万 | 0.35% | 8,518 | 247 | 3.0% | $9.21万 | 加仓 |
| ANDE | ANDERSONS INC | $297.92万 | 0.32% | 43,555 | 3,571 | 8.9% | $24.43万 | 加仓 |
| AMZN | AMAZON COM INC | $279.87万 | 0.30% | 11,743 | 225 | 2.0% | $5.36万 | 加仓 |
| WSBC | WESBANCO INC | $279.33万 | 0.30% | 71,568 | 244 | 0.3% | $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 | 123 | 2.0% | $4.03万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $184.80万 | 0.20% | 35,752 | 34,120 | 2,090.7% | $176.37万 | 加仓 |
| SYY | SYSCO CORP | $181.59万 | 0.20% | 21,726 | 113 | 0.5% | $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 | 116 | 8.4% | $12.35万 | 加仓 |
| VCRM | VANGUARD MUN BD FDS | $155.88万 | 0.17% | 20,403 | 2,500 | 14.0% | $19.10万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $148.41万 | 0.16% | 20,216 | 27 | 0.1% | $1,982 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $143.96万 | 0.16% | 26,169 | 0 | 0.0% | — | 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 | 249 | 2.9% | $3.40万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $120.66万 | 0.13% | 8,229 | 61 | 0.7% | $8,945 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $114.47万 | 0.12% | 4,507 | 98 | 2.2% | $2.49万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $113.79万 | 0.12% | 1,216 | 9 | 0.7% | $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 | 102 | 2.2% | $2.32万 | 加仓 |
| C | CITIGROUP INC | $103.95万 | 0.11% | 7,427 | 281 | 3.9% | $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 | 0 | 0.0% | — | 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 | 95 | 0.9% | $8,766 | 加仓 |
| VTI | VANGUARD INDEX FDS | $96.13万 | 0.10% | 2,598 | 181 | 7.5% | $6.70万 | 加仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $94.08万 | 0.10% | 46,196 | 12,248 | 36.1% | $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 | 13,440 | 36.5% | $24.96万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $91.09万 | 0.10% | 4,180 | 0 | 0.0% | — | 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 | 12,709 | 39.9% | $24.93万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $80.97万 | 0.09% | 9,225 | 375 | 4.2% | $3.29万 | 加仓 |
| AAOI | APPLIED OPTOELECTRONICS INC | $80.61万 | 0.09% | 5,441 | 4,991 | 1,109.1% | $73.95万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $80.36万 | 0.09% | 1,170 | 101 | 9.4% | $6.94万 | 加仓 |
| HD | HOME DEPOT INC | $79.89万 | 0.09% | 2,265 | 108 | 5.0% | $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 | 338 | 7.9% | $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 | 33 | 2.5% | $1.86万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $74.89万 | 0.08% | 1 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $65.99万 | 0.07% | 5,618 | 172 | 3.2% | $2.02万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $64.39万 | 0.07% | 16,013 | 0 | 0.0% | — | 不变 |
| VRT | VERTIV HOLDINGS CO | $64.16万 | 0.07% | 1,916 | 282 | 17.3% | $9.44万 | 加仓 |
| VGT | VANGUARD WORLD FD | $62.76万 | 0.07% | 5,251 | 3 | 0.1% | $359 | 加仓 |
| MPC | MARATHON PETE CORP | $61.95万 | 0.07% | 2,423 | 34 | 1.4% | $8,693 | 加仓 |
| DTE | DTE ENERGY CO | $61.57万 | 0.07% | 4,041 | 301 | 8.0% | $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 | 15,000 | 60.0% | $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 | 107 | 4.8% | $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 | 525 | 6.4% | $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 | 153 | 8.5% | $3.85万 | 加仓 |
| VB | VANGUARD INDEX FDS | $46.65万 | 0.05% | 1,539 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $46.32万 | 0.05% | 1,239 | 29 | 2.4% | $1.08万 | 加仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $45.27万 | 0.05% | 9,946 | 0 | 0.0% | — | 不变 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $44.85万 | 0.05% | 10,000 | 0 | 0.0% | — | 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 | 4,016 | 43.8% | $13.37万 | 加仓 |