Greenfield Seitz Capital Management, LLC
DALLAS TX · SEC CIK 0002097528
$3.32亿2026Q1 申报市值
111持仓数
40.5%前十大占比 · 第一大 10.4%
5 / 5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
AR 加仓+$914.33万
HIMS 加仓+$619.36万
PAYX 加仓+$208.21万
UBER 加仓+$110.35万
NVO 加仓+$73.50万
2026Q1 卖出最多 按季末市值估算
STAA 减仓-$395.34万
BIL 减仓-$264.77万
APA 减仓-$255.02万
SU 减仓-$83.73万
EXXON MOBIL CORP 减仓-$73.26万
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 |
|---|---|---|---|---|---|---|---|---|
| MCHP | MICROCHIP TECHNOLOGY INC. | $610.16万 | 1.84% | 94,437 | -777 | -0.8% | -$5.02万 | 减仓 |
| EXPD | EXPEDITORS INTL WASH INC | $621.72万 | 1.88% | 43,407 | -1,472 | -3.3% | -$21.08万 | 减仓 |
| PAYX | PAYCHEX INC | $623.06万 | 1.88% | 67,636 | 22,602 | 50.2% | $208.21万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $638.19万 | 1.92% | 13,844 | 20 | 0.1% | $9,220 | 加仓 |
| URNM | SPROTT FDS TR | $684.74万 | 2.07% | 108,431 | -4,071 | -3.6% | -$25.71万 | 减仓 |
| EOG | EOG RES INC | $707.93万 | 2.14% | 48,968 | -1,139 | -2.3% | -$16.47万 | 减仓 |
| RJF | RAYMOND JAMES FINL INC | $722.66万 | 2.18% | 49,911 | 178 | 0.4% | $2.58万 | 加仓 |
| CFR | CULLEN FROST BANKERS INC | $730.79万 | 2.20% | 53,311 | -378 | -0.7% | -$5.18万 | 减仓 |
| — | EXXON MOBIL CORP | $748.27万 | 2.26% | 44,104 | -4,318 | -8.9% | -$73.26万 | 减仓 |
| ETN | EATON CORP PLC | $1,009.74万 | 3.05% | 28,231 | -384 | -1.3% | -$13.73万 | 减仓 |
| HIMS | HIMS & HERS HEALTH INC | $1,087.92万 | 3.28% | 524,046 | 298,344 | 132.2% | $619.36万 | 加仓 |
| RMD | RESMED INC | $1,102.44万 | 3.33% | 49,111 | 235 | 0.5% | $5.28万 | 加仓 |
| B | BARRICK MNG CORP | $1,158.17万 | 3.49% | 283,935 | 11,266 | 4.1% | $45.95万 | 加仓 |
| SU | SUNCOR ENERGY INC NEW | $1,250.07万 | 3.77% | 189,089 | -12,666 | -6.3% | -$83.73万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1,317.78万 | 3.97% | 75,561 | -1,949 | -2.5% | -$33.99万 | 减仓 |
| AR | ANTERO RESOURCES CORP | $1,555.57万 | 4.69% | 366,535 | 215,440 | 142.6% | $914.33万 | 加仓 |
| CVE | CENOVUS ENERGY INC | $3,460.83万 | 10.44% | 1,304,498 | -17,831 | -1.3% | -$47.31万 | 减仓 |