Greenfield Seitz Capital Management, LLC
DALLAS TX · SEC CIK 0002097528
$3.36亿2026Q2 申报市值
107持仓数
39.7%前十大占比 · 第一大 10.2%
4 / 9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
CVE 加仓+$182.46万
BIL 加仓+$153.96万
ASML 加仓+$109.62万
UNITED STS 12 MO 新建仓+$79.62万
APA 加仓+$61.93万
2026Q2 卖出最多 按季末市值估算
HIMS 减仓-$539.84万
STAA 清仓-$143.38万
SN 清仓-$32.93万
GOOG 减仓-$32.65万
EXPD 减仓-$31.21万
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 |
|---|---|---|---|---|---|---|---|---|
| EOG | EOG RES INC | $643.27万 | 1.92% | 49,585 | 617 | 1.3% | $8.00万 | 加仓 |
| PAYX | PAYCHEX INC | $645.10万 | 1.92% | 65,606 | -2,030 | -3.0% | -$19.96万 | 减仓 |
| EXPD | EXPEDITORS INTL WASH INC | $676.24万 | 2.01% | 41,492 | -1,915 | -4.4% | -$31.21万 | 减仓 |
| CMI | CUMMINS INC | $690.10万 | 2.06% | 9,676 | -57 | -0.6% | -$4.07万 | 减仓 |
| BIL | SPDR SERIES TRUST | $722.00万 | 2.15% | 78,787 | 16,801 | 27.1% | $153.96万 | 加仓 |
| RJF | RAYMOND JAMES FINL INC | $748.14万 | 2.23% | 49,210 | -701 | -1.4% | -$10.66万 | 减仓 |
| CFR | CULLEN FROST BANKERS INC | $826.54万 | 2.46% | 53,491 | 180 | 0.3% | $2.78万 | 加仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $831.17万 | 2.48% | 91,137 | -3,300 | -3.5% | -$30.10万 | 减仓 |
| RMD | RESMED INC | $953.20万 | 2.84% | 48,912 | -199 | -0.4% | -$3.88万 | 减仓 |
| SU | SUNCOR ENERGY INC NEW | $1,018.14万 | 3.03% | 189,668 | 579 | 0.3% | $3.11万 | 加仓 |
| B | BARRICK MNG CORP | $1,024.34万 | 3.05% | 278,884 | -5,051 | -1.8% | -$18.55万 | 减仓 |
| ETN | EATON CORP PLC | $1,186.87万 | 3.53% | 27,853 | -378 | -1.3% | -$16.11万 | 减仓 |
| HIMS | HIMS & HERS HEALTH INC | $1,277.03万 | 3.80% | 368,339 | -155,707 | -29.7% | -$539.84万 | 减仓 |
| AR | ANTERO RESOURCES CORP | $1,284.70万 | 3.83% | 365,594 | -941 | -0.3% | -$3.31万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1,498.39万 | 4.46% | 74,886 | -675 | -0.9% | -$13.51万 | 减仓 |
| CVE | CENOVUS ENERGY INC | $3,418.92万 | 10.18% | 1,378,040 | 73,542 | 5.6% | $182.46万 | 加仓 |