CIK: 0001894302
申报总市值
US$8.2亿
申报季度: 2026-03-31 · 持股只数: 2895
SJS Investment Consulting Inc.在最新一期 13F 报告中披露了 2895 项持股，申报期为 2026-03-31，总持股市值约为 US$8.2亿，季度换手率为 10.0%。
减仓 DFAC
+1.3% -US$198.8万
加仓 DUSB
+14.7% US$484.4万
减仓 LLY
+0.2% -US$292.4万
减仓 AAPL
-7.1% -US$257.6万
加仓 AVUS
+28.2% US$336.6万
加仓 VCRB
+13.5% US$382.8万
仅显示前 2473 大持股（共 2895 只）
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 43.82% | -1.82% | +1.32% | |
| 2 | DFIC | Dimensional International Co | ETF-其他 | 8.49% | +0.25% | +3.47% | |
| 3 | DUSB | Dimension Ultrashort Fi ETF | ETF-其他 | 4.57% | +0.45% | +14.74% | |
| 4 | VCRB | Vanguard Core Bond ETF | ETF-其他 | 4.13% | +0.33% | +13.51% | |
| 5 | DFSD | Dimensional Short Duration | ETF-其他 | 2.66% | -0.02% | +3.08% | |
| 6 | LLY | Eli Lilly & Co | 股票-医疗保健 | 2.15% | -0.44% | +0.17% | |
| 7 | AAPL | Apple INC | 股票-科技 | 2.06% | -0.40% | -7.08% | |
| 8 | VTIP | Vanguard Short-term Tips | ETF-其他 | 1.95% | +0.18% | +12.77% | |
| 9 | AVUS | Avantis U.s. Equity ETF | ETF-其他 | 1.91% | +0.36% | +28.17% | |
| 10 | AVEM | Avantis Emerging Markets Eq | ETF-新兴市场 | 1.73% | +0.15% | +8.57% | |
| 11 | HRL | Hormel Foods CORP | 股票-非周期性消费 | 1.31% | -0.11% | +0.09% | |
| 12 | NVDA | Nvidia CORP | 股票-科技 | 1.24% | +0.10% | +19.89% | |
| 13 | AVTM | Avantis Total Equity ETF | ETF-其他 | 1.18% | +1.18% | NEW | |
| 14 | DFAX | Dimensional World Ex US Core | ETF-其他 | 1.12% | — | -2.03% | |
| 15 | DFGR | Dim Global Real Estate ETF | ETF-其他 | 1.07% | +0.07% | +10.66% | |
| 16 | VBIL | Vanguard 0-3m T-bill ETF | ETF-其他 | 1.07% | -0.08% | -4.08% | |
| 17 | DFSU | Dimensional US Sus Core1 ETF | ETF-其他 | 1.06% | -0.10% | -0.21% | |
| 18 | DFCF | Dimensional Core Fixed INC | ETF-其他 | 0.99% | — | +0.16% | |
| 19 | AVDE | Avantis International Equity | ETF-其他 | 0.60% | +0.21% | +53.90% | |
| 20 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.55% | — | +8.30% | |
| 21 | DFEM | Dimensional Emrg Mrkt Core | ETF-其他 | 0.47% | — | -1.33% | |
| 22 | WMT | Walmart INC | 股票-非周期性消费 | 0.45% | +0.04% | +2.60% | |
| 23 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.43% | -0.06% | -0.47% | |
| 24 | VYMI | Vanguard Int High Dvd Yld In | ETF-其他 | 0.42% | +0.06% | +15.80% | |
| 25 | V | Visa Inc-class A Shares | 股票-金融 | 0.41% | -0.09% | -1.28% | |
| 26 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.40% | -0.05% | -8.75% | |
| 27 | MSFT | Microsoft CORP | 股票-科技 | 0.37% | -0.21% | -12.49% | |
| 28 | ANDE | Andersons Inc/the | 股票-其他 | 0.35% | +0.08% | — | |
| 29 | WSBC | Wesbanco INC | 股票-其他 | 0.30% | — | -3.92% | |
| 30 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.29% | +0.02% | +22.44% | |
| 31 | DFUS | Dimensional US Eq Mkt ETF | ETF-其他 | 0.27% | — | — | |
| 32 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.22% | -0.08% | -15.49% | |
| 33 | SYY | Sysco CORP | 股票-非周期性消费 | 0.19% | — | +0.48% | |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.18% | — | +9.09% | |
| 35 | BND | Vanguard Total Bond Market | ETF-其他 | 0.18% | — | +0.06% | |
| 36 | XOM | Exxon Mobil CORP | 股票-能源 | 0.18% | +0.03% | -9.73% | |
| 37 | VCRM | Vanguard Core Tax-ex Bond | ETF-其他 | 0.16% | — | +1.02% | |
| 38 | DFUV | Dimensional US Marketwide Va | ETF-其他 | 0.15% | — | — | |
| 39 | UMBF | Umb Financial CORP | 股票-金融 | 0.15% | — | +0.04% | |
| 40 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.15% | +0.04% | +18.22% | |
| 41 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.14% | — | +6.66% | |
| 42 | DFIV | Dimensional International Va | ETF-其他 | 0.14% | — | +0.11% | |
| 43 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.13% | — | -2.00% | |
| 44 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.13% | — | — | |
| 45 | GEV | GE Vernova INC | 股票-工业 | 0.12% | +0.04% | +18.28% | |
| 46 | CAT | Caterpillar INC | 股票-工业 | 0.12% | -0.05% | -41.53% | |
| 47 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.12% | — | +0.05% | |
| 48 | WELL | Welltower INC | 股票-房地产 | 0.11% | — | -9.23% | |
| 49 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.11% | — | -4.17% | |
| 50 | CVX | Chevron CORP | 股票-能源 | 0.11% | +0.03% | +8.75% |
Q3 2026表现
—
近4个季度表现
—
基于可用的0个月历史数据
基于可获取价格的持仓（占申报价值的37%）计算
| 季度 | 持股只数 | 总市值 | 稳定性 | 主要持股 |
|---|---|---|---|---|
| 2026-03-31 | 2895 | US$8.2亿 | 10 | |
| 2025-12-31 | 2890 | US$7.9亿 | 10 | |
| 2025-09-30 | 2101 | US$7.3亿 | 26 | |
| 2025-06-30 | 1801 | US$6.3亿 | 0 | |
| 2025-03-31 | 1893 | US$5.9亿 | 0 | |
| 2024-12-31 | 1875 | US$5.8亿 | 0 | |
| 2024-09-30 | 2104 | US$5.7亿 | 0 | |
| 2024-06-30 | 2105 | US$5.2亿 | 0 | |
| 2024-03-31 | 2108 | US$5.0亿 | 0 | |
| 2023-12-31 | 2042 | US$4.4亿 | 0 | |
| 2023-09-30 | 2069 | US$4.0亿 | 0 | |
| 2023-06-30 | 2076 | US$4.0亿 | 0 | |
| 2023-03-31 | 2069 | US$3.7亿 | 0 | |
| 2022-12-31 | 1803 | US$3.4亿 | 0 | |
| 2022-09-30 | 2329 | US$3.0亿 | 0 | |
| 2022-03-31 | 1755 | US$3.3亿 | 0 | |
| 2021-12-31 | 550 | US$3.3亿 | 0 |
SJS Investment Consulting Inc. 在 2026-03-31 最显著的持仓异动： 新建仓: Avantis Total Equity ETF (AVTM); 清仓: Genedx Holdings CORP (WGS); 新建仓: Vanguard Short Dur Bond ETF (VSDB); 新建仓: Invesco Bulletshares 2026 Cb (BSCQ); 加仓: Dimensional US Core Equity 2 (DFAC) — 股数 +1.32%.
资产规模相近的机构
CIK 0001961738
申报总市值
US$8.2亿
50 stks
2026-03-31
资产规模与本机构相差仅 0.1%
CIK 0001512611
申报总市值
US$8.2亿
108 stks
2026-03-31
资产规模与本机构相差仅 0.1%
CIK 0001747799
申报总市值
US$8.2亿
152 stks
2026-03-31
资产规模与本机构相差仅 0.1%
持仓风格相似的机构
CIK 0002008792
申报总市值
US$1.9亿
464 stks
2026-03-31
前五大持仓重叠 4/5 档，同样重仓 Dimensional Short Duration
CIK 0001536230
申报总市值
US$1.1亿
24 stks
2026-03-31
前五大持仓重叠 3/5 档，同样重仓 Dimensional US Core Equity 2
CIK 0001582112
申报总市值
US$6.5亿
113 stks
2026-03-31
前五大持仓重叠 3/5 档，同样重仓 Dimensional International Co