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 |
|---|---|---|---|---|---|---|---|---|
| CVE | CENOVUS ENERGY INC | $3,418.92万 | 10.18% | 1,378,040 | 73,542 | 5.6% | $182.46万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,498.39万 | 4.46% | 74,886 | -675 | -0.9% | -$13.51万 | 减仓 |
| AR | ANTERO RESOURCES CORP | $1,284.70万 | 3.83% | 365,594 | -941 | -0.3% | -$3.31万 | 减仓 |
| HIMS | HIMS & HERS HEALTH INC | $1,277.03万 | 3.80% | 368,339 | -155,707 | -29.7% | -$539.84万 | 减仓 |
| ETN | EATON CORP PLC | $1,186.87万 | 3.53% | 27,853 | -378 | -1.3% | -$16.11万 | 减仓 |
| B | BARRICK MNG CORP | $1,024.34万 | 3.05% | 278,884 | -5,051 | -1.8% | -$18.55万 | 减仓 |
| SU | SUNCOR ENERGY INC NEW | $1,018.14万 | 3.03% | 189,668 | 579 | 0.3% | $3.11万 | 加仓 |
| RMD | RESMED INC | $953.20万 | 2.84% | 48,912 | -199 | -0.4% | -$3.88万 | 减仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $831.17万 | 2.48% | 91,137 | -3,300 | -3.5% | -$30.10万 | 减仓 |
| CFR | CULLEN FROST BANKERS INC | $826.54万 | 2.46% | 53,491 | 180 | 0.3% | $2.78万 | 加仓 |
| RJF | RAYMOND JAMES FINL INC | $748.14万 | 2.23% | 49,210 | -701 | -1.4% | -$10.66万 | 减仓 |
| BIL | SPDR SERIES TRUST | $722.00万 | 2.15% | 78,787 | 16,801 | 27.1% | $153.96万 | 加仓 |
| CMI | CUMMINS INC | $690.10万 | 2.06% | 9,676 | -57 | -0.6% | -$4.07万 | 减仓 |
| EXPD | EXPEDITORS INTL WASH INC | $676.24万 | 2.01% | 41,492 | -1,915 | -4.4% | -$31.21万 | 减仓 |
| PAYX | PAYCHEX INC | $645.10万 | 1.92% | 65,606 | -2,030 | -3.0% | -$19.96万 | 减仓 |
| EOG | EOG RES INC | $643.27万 | 1.92% | 49,585 | 617 | 1.3% | $8.00万 | 加仓 |
| — | EXXON MOBIL CORP | $616.16万 | 1.84% | 45,067 | 963 | 2.2% | $13.17万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $611.74万 | 1.82% | 84,776 | 410 | 0.5% | $2.96万 | 加仓 |
| NVO | NOVO-NORDISK A S | $588.66万 | 1.75% | 122,792 | 2,413 | 2.0% | $11.57万 | 加仓 |
| FAST | FASTENAL CO | $581.81万 | 1.73% | 121,134 | -1,085 | -0.9% | -$5.21万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $562.76万 | 1.68% | 14,151 | 307 | 2.2% | $12.21万 | 加仓 |
| ASML | ASML HLDG NV | $561.42万 | 1.67% | 2,822 | 551 | 24.3% | $109.62万 | 加仓 |
| URNM | SPROTT FDS TR | $556.82万 | 1.66% | 105,880 | -2,551 | -2.4% | -$13.42万 | 减仓 |
| CSL | CARLISLE COS INC | $535.67万 | 1.60% | 14,767 | 135 | 0.9% | $4.90万 | 加仓 |
| NVS | NOVARTIS AG | $526.96万 | 1.57% | 33,624 | -926 | -2.7% | -$14.51万 | 减仓 |
| APA | APA CORPORATION | $496.46万 | 1.48% | 152,428 | 19,014 | 14.3% | $61.93万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $495.22万 | 1.47% | 154,900 | -3,412 | -2.2% | -$10.91万 | 减仓 |
| TXN | TEXAS INSTRS INC | $492.26万 | 1.47% | 16,515 | -336 | -2.0% | -$10.02万 | 减仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $454.58万 | 1.35% | 150,673 | -3,068 | -2.0% | -$9.26万 | 减仓 |
| OKE | ONEOK INC NEW | $444.92万 | 1.33% | 51,175 | -1,225 | -2.3% | -$10.65万 | 减仓 |
| CHD | CHURCH & DWIGHT CO INC | $396.67万 | 1.18% | 40,944 | -385 | -0.9% | -$3.73万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $390.59万 | 1.16% | 22,992 | 41 | 0.2% | $6,965 | 加仓 |
| LIN | LINDE PLC | $362.58万 | 1.08% | 6,987 | -202 | -2.8% | -$10.48万 | 减仓 |
| ADBE | ADOBE INC | $331.99万 | 0.99% | 16,193 | 214 | 1.3% | $4.39万 | 加仓 |
| GOOG | ALPHABET INC | $308.53万 | 0.92% | 8,732 | -924 | -9.6% | -$32.65万 | 减仓 |
| HDB | HDFC BANK LTD | $271.42万 | 0.81% | 105,081 | -1,011 | -1.0% | -$2.61万 | 减仓 |
| ROST | ROSS STORES INC | $267.70万 | 0.80% | 12,577 | -185 | -1.4% | -$3.94万 | 减仓 |
| NEM | NEWMONT CORP | $261.52万 | 0.78% | 28,000 | -436 | -1.5% | -$4.07万 | 减仓 |
| IDXX | IDEXX LABS INC | $256.17万 | 0.76% | 4,866 | 213 | 4.6% | $11.21万 | 加仓 |
| CGNX | COGNEX CORP | $254.05万 | 0.76% | 35,080 | -1,781 | -4.8% | -$12.90万 | 减仓 |
| SII | SPROTT INC | $232.29万 | 0.69% | 20,676 | 46 | 0.2% | $5,168 | 加仓 |
| LUV | SOUTHWEST AIRLS CO | $207.06万 | 0.62% | 40,268 | -5,700 | -12.4% | -$29.31万 | 减仓 |
| ZTS | ZOETIS INC | $199.87万 | 0.60% | 27,814 | 2,160 | 8.4% | $15.52万 | 加仓 |
| TD | TORONTO DOMINION BK ONT | $194.73万 | 0.58% | 16,036 | 179 | 1.1% | $2.17万 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $191.68万 | 0.57% | 3,074 | 60 | 2.0% | $3.74万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $191.61万 | 0.57% | 1,660 | 0 | 0.0% | — | 不变 |
| NDSN | NORDSON CORP | $182.79万 | 0.54% | 6,059 | -125 | -2.0% | -$3.77万 | 减仓 |
| SBR | SABINE RTY TR | $169.09万 | 0.50% | 23,100 | 0 | 0.0% | — | 不变 |
| TM | TOYOTA MOTOR CORP | $168.62万 | 0.50% | 10,012 | -1,817 | -15.4% | -$30.60万 | 减仓 |
| ULTA | ULTA BEAUTY INC | $161.32万 | 0.48% | 3,577 | 103 | 3.0% | $4.65万 | 加仓 |
| AAPL | APPLE INC | $155.44万 | 0.46% | 5,372 | 80 | 1.5% | $2.31万 | 加仓 |
| OZK | BANK OZK LITTLE ROCK ARK | $155.37万 | 0.46% | 29,827 | -1,392 | -4.5% | -$7.25万 | 减仓 |
| FHN | FIRST HORIZON CORPORATION | $154.80万 | 0.46% | 60,375 | 1,434 | 2.4% | $3.68万 | 加仓 |
| VEEV | VEEVA SYS INC | $146.27万 | 0.44% | 8,242 | 350 | 4.4% | $6.21万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $145.52万 | 0.43% | 6,498 | -2 | -0.0% | -$448 | 减仓 |
| GNTX | GENTEX CORP | $135.49万 | 0.40% | 53,618 | -700 | -1.3% | -$1.77万 | 减仓 |
| SNA | SNAP ON INC | $123.17万 | 0.37% | 3,061 | -36 | -1.2% | -$1.45万 | 减仓 |
| DXCM | DEXCOM INC | $108.76万 | 0.32% | 16,148 | -1,054 | -6.1% | -$7.10万 | 减仓 |
| SYK | STRYKER CORPORATION | $108.46万 | 0.32% | 3,445 | 296 | 9.4% | $9.32万 | 加仓 |
| TYL | TYLER TECHNOLOGIES INC | $98.47万 | 0.29% | 3,367 | 3 | 0.1% | $877 | 加仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $98.19万 | 0.29% | 52,034 | -3,850 | -6.9% | -$7.26万 | 减仓 |
| LULU | LULULEMON ATHLETICA INC | $97.91万 | 0.29% | 8,575 | 1,067 | 14.2% | $12.18万 | 加仓 |
| DIS | DISNEY WALT CO | $87.69万 | 0.26% | 9,111 | 99 | 1.1% | $9,529 | 加仓 |
| ABBV | ABBVIE INC | $86.11万 | 0.26% | 3,422 | -430 | -11.2% | -$10.82万 | 减仓 |
| ALK | ALASKA AIR GROUP INC | $85.09万 | 0.25% | 16,300 | -302 | -1.8% | -$1.58万 | 减仓 |
| — | UNITED STS 12 MONTH OIL FD L | $79.62万 | 0.24% | 17,550 | 17,550 | — | $79.62万 | 新建仓 |
| COP | CONOCOPHILLIPS | $79.32万 | 0.24% | 7,630 | -37 | -0.5% | -$3,847 | 减仓 |
| CVX | CHEVRON CORPORATION | $73.10万 | 0.22% | 4,410 | 0 | 0.0% | — | 不变 |
| ALC | ALCON AG | $72.88万 | 0.22% | 10,862 | -90 | -0.8% | -$6,039 | 减仓 |
| URI | UNITED RENTALS INC | $70.47万 | 0.21% | 622 | 52 | 9.1% | $5.89万 | 加仓 |
| AFL | AFLAC INC | $70.35万 | 0.21% | 6,000 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $68.12万 | 0.20% | 2,081 | 0 | 0.0% | — | 不变 |
| BRO | BROWN & BROWN INC | $68.00万 | 0.20% | 10,600 | 0 | 0.0% | — | 不变 |
| RDY | DR REDDYS LABS LTD | $62.31万 | 0.19% | 43,000 | -250 | -0.6% | -$3,622 | 减仓 |
| OVV | OVINTIV INC | $62.25万 | 0.19% | 11,823 | -376 | -3.1% | -$1.98万 | 减仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $60.92万 | 0.18% | 1,392 | 0 | 0.0% | — | 不变 |
| CZR | CAESARS ENTERTAINMENT INC NE | $59.54万 | 0.18% | 19,728 | 0 | 0.0% | — | 不变 |
| WY | WEYERHAEUSER CO | $59.34万 | 0.18% | 24,786 | -200 | -0.8% | -$4,788 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $55.87万 | 0.17% | 2,200 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $53.55万 | 0.16% | 4,480 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $50.97万 | 0.15% | 4,500 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $49.52万 | 0.15% | 1,404 | 151 | 12.1% | $5.33万 | 加仓 |
| SJM | SMUCKER J M CO | $45.13万 | 0.13% | 4,012 | -179 | -4.3% | -$2.01万 | 减仓 |
| SCL | STEPAN CO | $44.73万 | 0.13% | 8,028 | 10 | 0.1% | $557 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $43.71万 | 0.13% | 6,950 | -4,200 | -37.7% | -$26.41万 | 减仓 |
| AMAT | APPLIED MATLS INC | $43.38万 | 0.13% | 600 | 0 | 0.0% | — | 不变 |
| — | ELECTRONIC ARTS INC | $37.32万 | 0.11% | 1,820 | 0 | 0.0% | — | 不变 |
| SLB | SLB LIMITED | $37.23万 | 0.11% | 8,009 | 1,000 | 14.3% | $4.65万 | 加仓 |
| PEP | PEPSICO INC | $36.33万 | 0.11% | 2,683 | 0 | 0.0% | — | 不变 |
| IDA | IDACORP INC | $34.53万 | 0.10% | 2,282 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $32.02万 | 0.10% | 1,894 | -150 | -7.3% | -$2.54万 | 减仓 |
| MSFT | MICROSOFT CORP | $31.30万 | 0.09% | 839 | 25 | 3.1% | $9,326 | 加仓 |
| SNY | SANOFI SA | $30.69万 | 0.09% | 7,193 | -2 | -0.0% | -$85 | 减仓 |
| MBLY | MOBILEYE GLOBAL INC | $29.37万 | 0.09% | 30,345 | 4,091 | 15.6% | $3.96万 | 加仓 |
| V | VISA INC | $28.65万 | 0.09% | 835 | 835 | — | $28.65万 | 新建仓 |
| EXR | EXTRA SPACE STORAGE INC | $28.22万 | 0.08% | 1,942 | 0 | 0.0% | — | 不变 |
| DAL | DELTA AIR LINES INC | $28.10万 | 0.08% | 3,000 | 0 | 0.0% | — | 重新持有 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $24.82万 | 0.07% | 496 | -2 | -0.4% | -$1,001 | 减仓 |
| DE | DEERE & CO | $23.91万 | 0.07% | 377 | 0 | 0.0% | — | 不变 |
| UAL | UNITED AIRLS HLDGS INC | $22.42万 | 0.07% | 1,649 | 1,649 | — | $22.42万 | 新建仓 |