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 |
|---|---|---|---|---|---|---|---|---|
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $23.86万 | 0.07% | 498 | 0 | 0.0% | — | 不变 |
| SWKS | SKYWORKS SOLUTIONS INC | $23.16万 | 0.07% | 4,324 | 1,013 | 30.6% | $5.42万 | 重新持有 |
| SO | SOUTHERN CO | $21.91万 | 0.07% | 2,270 | 0 | 0.0% | — | 重新持有 |
| WM | WASTE MGMT INC DEL | $21.69万 | 0.07% | 944 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $21.24万 | 0.06% | 377 | -100 | -21.0% | -$5.63万 | 重新持有 |
| AMAT | APPLIED MATLS INC | $20.51万 | 0.06% | 600 | 600 | — | $20.51万 | 新建仓 |
| OXY | OCCIDENTAL PETE CORP | $20.15万 | 0.06% | 3,100 | 3,100 | — | $20.15万 | 新建仓 |
| SLI | STANDARD LITHIUM LTD | $19.68万 | 0.06% | 57,700 | -1,000 | -1.7% | -$3,410 | 减仓 |
| MBLY | MOBILEYE GLOBAL INC | $18.04万 | 0.05% | 26,254 | -685 | -2.5% | -$4,706 | 减仓 |
| NXE | NEXGEN ENERGY LTD | $14.33万 | 0.04% | 12,350 | -2,500 | -16.8% | -$2.90万 | 减仓 |
| RIG | TRANSOCEAN LTD | $11.78万 | 0.04% | 17,775 | -2,120 | -10.7% | -$1.41万 | 减仓 |
| BAX | BAXTER INTL INC | $0 | 0.00% | 0 | -12,996 | -100.0% | -$24.84万 | 清仓 |
| PYPL | PAYPAL HLDGS INC | $0 | 0.00% | 0 | -3,680 | -100.0% | -$21.48万 | 清仓 |
| DAL | DELTA AIR LINES INC DEL | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TMO | THERMO FISHER SCIENTIFIC | $0 | 0.00% | 0 | -350 | -100.0% | -$20.28万 | 清仓 |
| WOOF | PETCO HEALTH & WELLNESS CO | $0 | 0.00% | 0 | -28,000 | -100.0% | -$7.87万 | 清仓 |
| WIT | WIPRO LTD | $0 | 0.00% | 0 | -10,472 | -100.0% | -$2.97万 | 清仓 |