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 |
|---|---|---|---|---|---|---|---|---|
| CVE | CENOVUS ENERGY INC | $3,460.83万 | 10.44% | 1,304,498 | -17,831 | -1.3% | -$47.31万 | 减仓 |
| AR | ANTERO RESOURCES CORP | $1,555.57万 | 4.69% | 366,535 | 215,440 | 142.6% | $914.33万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,317.78万 | 3.97% | 75,561 | -1,949 | -2.5% | -$33.99万 | 减仓 |
| SU | SUNCOR ENERGY INC NEW | $1,250.07万 | 3.77% | 189,089 | -12,666 | -6.3% | -$83.73万 | 减仓 |
| B | BARRICK MNG CORP | $1,158.17万 | 3.49% | 283,935 | 11,266 | 4.1% | $45.95万 | 加仓 |
| RMD | RESMED INC | $1,102.44万 | 3.33% | 49,111 | 235 | 0.5% | $5.28万 | 加仓 |
| HIMS | HIMS & HERS HEALTH INC | $1,087.92万 | 3.28% | 524,046 | 298,344 | 132.2% | $619.36万 | 加仓 |
| ETN | EATON CORP PLC | $1,009.74万 | 3.05% | 28,231 | -384 | -1.3% | -$13.73万 | 减仓 |
| — | EXXON MOBIL CORP | $748.27万 | 2.26% | 44,104 | -4,318 | -8.9% | -$73.26万 | 减仓 |
| CFR | CULLEN FROST BANKERS INC | $730.79万 | 2.20% | 53,311 | -378 | -0.7% | -$5.18万 | 减仓 |
| RJF | RAYMOND JAMES FINL INC | $722.66万 | 2.18% | 49,911 | 178 | 0.4% | $2.58万 | 加仓 |
| EOG | EOG RES INC | $707.93万 | 2.14% | 48,968 | -1,139 | -2.3% | -$16.47万 | 减仓 |
| URNM | SPROTT FDS TR | $684.74万 | 2.07% | 108,431 | -4,071 | -3.6% | -$25.71万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $638.19万 | 1.92% | 13,844 | 20 | 0.1% | $9,220 | 加仓 |
| PAYX | PAYCHEX INC | $623.06万 | 1.88% | 67,636 | 22,602 | 50.2% | $208.21万 | 加仓 |
| EXPD | EXPEDITORS INTL WASH INC | $621.72万 | 1.88% | 43,407 | -1,472 | -3.3% | -$21.08万 | 减仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $610.16万 | 1.84% | 94,437 | -777 | -0.8% | -$5.02万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $606.84万 | 1.83% | 84,366 | 15,341 | 22.2% | $110.35万 | 加仓 |
| BIL | SPDR SERIES TRUST | $568.04万 | 1.71% | 61,986 | -28,892 | -31.8% | -$264.77万 | 减仓 |
| FAST | FASTENAL CO | $567.10万 | 1.71% | 122,219 | -3,808 | -3.0% | -$17.67万 | 减仓 |
| APA | APA CORPORATION | $566.21万 | 1.71% | 133,414 | -60,090 | -31.1% | -$255.02万 | 减仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $544.86万 | 1.64% | 153,741 | -479 | -0.3% | -$1.70万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $530.82万 | 1.60% | 158,312 | -10,666 | -6.3% | -$35.76万 | 减仓 |
| NVS | NOVARTIS AG | $527.75万 | 1.59% | 34,550 | -325 | -0.9% | -$4.96万 | 减仓 |
| CMI | CUMMINS INC | $523.65万 | 1.58% | 9,733 | -119 | -1.2% | -$6.40万 | 减仓 |
| CSL | CARLISLE COS INC | $488.15万 | 1.47% | 14,632 | -405 | -2.7% | -$13.51万 | 减仓 |
| OKE | ONEOK INC NEW | $473.64万 | 1.43% | 52,400 | -236 | -0.4% | -$2.13万 | 减仓 |
| NVO | NOVO-NORDISK A S | $442.39万 | 1.33% | 120,379 | 20,001 | 19.9% | $73.50万 | 加仓 |
| ADBE | ADOBE INC | $388.42万 | 1.17% | 15,979 | 2,751 | 20.8% | $66.87万 | 加仓 |
| CHD | CHURCH & DWIGHT CO INC | $385.68万 | 1.16% | 41,329 | -430 | -1.0% | -$4.01万 | 减仓 |
| LIN | LINDE PLC | $356.40万 | 1.07% | 7,189 | -439 | -5.8% | -$21.76万 | 减仓 |
| TXN | TEXAS INSTRS INC | $327.15万 | 0.99% | 16,851 | -80 | -0.5% | -$1.55万 | 减仓 |
| NEM | NEWMONT CORP | $307.82万 | 0.93% | 28,436 | -5,373 | -15.9% | -$58.16万 | 减仓 |
| ZTS | ZOETIS INC | $303.26万 | 0.91% | 25,654 | 541 | 2.2% | $6.40万 | 加仓 |
| ASML | ASML HLDG NV | $299.96万 | 0.90% | 2,271 | -49 | -2.1% | -$6.47万 | 减仓 |
| SII | SPROTT INC | $294.80万 | 0.89% | 20,630 | -2,655 | -11.4% | -$37.94万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $281.79万 | 0.85% | 22,951 | -115 | -0.5% | -$1.41万 | 减仓 |
| GOOG | ALPHABET INC | $276.99万 | 0.84% | 9,656 | 470 | 5.1% | $13.48万 | 加仓 |
| ROST | ROSS STORES INC | $276.46万 | 0.83% | 12,762 | 52 | 0.4% | $1.13万 | 加仓 |
| HDB | HDFC BANK LTD | $263.96万 | 0.80% | 106,092 | -1,465 | -1.4% | -$3.64万 | 减仓 |
| IDXX | IDEXX LABS INC | $261.45万 | 0.79% | 4,653 | -113 | -2.4% | -$6.35万 | 减仓 |
| TM | TOYOTA MOTOR CORP | $243.78万 | 0.74% | 11,829 | 96 | 0.8% | $1.98万 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $232.87万 | 0.70% | 3,014 | 51 | 1.7% | $3.94万 | 加仓 |
| ULTA | ULTA BEAUTY INC | $181.59万 | 0.55% | 3,474 | 35 | 1.0% | $1.83万 | 加仓 |
| CGNX | COGNEX CORP | $180.58万 | 0.54% | 36,861 | -4,387 | -10.6% | -$21.49万 | 减仓 |
| SBR | SABINE RTY TR | $174.04万 | 0.52% | 23,100 | 0 | 0.0% | — | 不变 |
| LUV | SOUTHWEST AIRLS CO | $172.70万 | 0.52% | 45,968 | -3,432 | -6.9% | -$12.89万 | 减仓 |
| NDSN | NORDSON CORP | $164.53万 | 0.50% | 6,184 | -150 | -2.4% | -$3.99万 | 减仓 |
| TD | TORONTO DOMINION BK ONT | $147.96万 | 0.45% | 15,857 | -585 | -3.6% | -$5.46万 | 减仓 |
| STAA | STAAR SURGICAL CO | $143.38万 | 0.43% | 76,674 | -211,412 | -73.4% | -$395.34万 | 减仓 |
| OZK | BANK OZK LITTLE ROCK ARK | $143.26万 | 0.43% | 31,219 | 0 | 0.0% | — | 不变 |
| VEEV | VEEVA SYS INC | $138.63万 | 0.42% | 7,892 | 121 | 1.6% | $2.13万 | 加仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $136.30万 | 0.41% | 55,884 | 18,084 | 47.8% | $44.11万 | 加仓 |
| AAPL | APPLE INC | $134.31万 | 0.41% | 5,292 | 0 | 0.0% | — | 不变 |
| FHN | FIRST HORIZON CORPORATION | $134.15万 | 0.40% | 58,941 | 1,000 | 1.7% | $2.28万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $132.07万 | 0.40% | 6,500 | 0 | 0.0% | — | 不变 |
| GNTX | GENTEX CORP | $118.68万 | 0.36% | 54,318 | -5,150 | -8.7% | -$11.25万 | 减仓 |
| TYL | TYLER TECHNOLOGIES INC | $115.18万 | 0.35% | 3,364 | 841 | 33.3% | $28.79万 | 加仓 |
| LULU | LULULEMON ATHLETICA INC | $114.95万 | 0.35% | 7,508 | 1,093 | 17.0% | $16.73万 | 加仓 |
| SNA | SNAP ON INC | $112.49万 | 0.34% | 3,097 | 83 | 2.8% | $3.01万 | 加仓 |
| DXCM | DEXCOM INC | $108.03万 | 0.33% | 17,202 | -6,662 | -27.9% | -$41.84万 | 减仓 |
| SYK | STRYKER CORPORATION | $103.47万 | 0.31% | 3,149 | 183 | 6.2% | $6.01万 | 加仓 |
| COP | CONOCOPHILLIPS | $101.20万 | 0.31% | 7,667 | -428 | -5.3% | -$5.65万 | 减仓 |
| CVX | CHEVRON CORPORATION | $91.24万 | 0.28% | 4,410 | -1,492 | -25.3% | -$30.87万 | 减仓 |
| DIS | DISNEY WALT CO | $86.86万 | 0.26% | 9,012 | -346 | -3.7% | -$3.33万 | 减仓 |
| ABBV | ABBVIE INC | $83.78万 | 0.25% | 3,852 | -36 | -0.9% | -$7,830 | 减仓 |
| ALC | ALCON AG | $82.52万 | 0.25% | 10,952 | -210 | -1.9% | -$1.58万 | 减仓 |
| OVV | OVINTIV INC | $72.41万 | 0.22% | 12,199 | -4,276 | -26.0% | -$25.38万 | 减仓 |
| BRO | BROWN & BROWN INC | $69.12万 | 0.21% | 10,600 | 0 | 0.0% | — | 不变 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $66.06万 | 0.20% | 1,392 | 0 | 0.0% | — | 不变 |
| AFL | AFLAC INC | $65.83万 | 0.20% | 6,000 | 0 | 0.0% | — | 不变 |
| FCX | FREEPORT MCMORAN INC | $65.54万 | 0.20% | 11,150 | 11,150 | — | $65.54万 | 新建仓 |
| JPM | JPMORGAN CHASE & CO | $61.21万 | 0.18% | 2,081 | 0 | 0.0% | — | 不变 |
| ALK | ALASKA AIR GROUP INC | $61.06万 | 0.18% | 16,602 | -2,570 | -13.4% | -$9.45万 | 减仓 |
| WY | WEYERHAEUSER CO | $61.04万 | 0.18% | 24,986 | -1,468 | -5.5% | -$3.59万 | 减仓 |
| RDY | DR REDDYS LABS LTD | $59.90万 | 0.18% | 43,250 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $56.08万 | 0.17% | 1,660 | 13 | 0.8% | $4,392 | 加仓 |
| WMT | WALMART INC | $55.93万 | 0.17% | 4,500 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $53.78万 | 0.16% | 2,200 | -23 | -1.0% | -$5,622 | 减仓 |
| CZR | CAESARS ENTERTAINMENT INC NE | $52.14万 | 0.16% | 19,728 | 19,728 | — | $52.14万 | 新建仓 |
| PEP | PEPSICO INC | $41.66万 | 0.13% | 2,683 | 0 | 0.0% | — | 不变 |
| URI | UNITED RENTALS INC | $41.53万 | 0.13% | 570 | 20 | 3.6% | $1.46万 | 加仓 |
| HD | HOME DEPOT INC | $41.21万 | 0.12% | 1,253 | 0 | 0.0% | — | 不变 |
| SJM | SMUCKER J M CO | $40.42万 | 0.12% | 4,191 | -249 | -5.6% | -$2.40万 | 减仓 |
| SCL | STEPAN CO | $40.07万 | 0.12% | 8,018 | -300 | -3.6% | -$1.50万 | 减仓 |
| VGT | VANGUARD WORLD FD | $39.07万 | 0.12% | 560 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $37.24万 | 0.11% | 2,044 | -350 | -14.6% | -$6.38万 | 减仓 |
| — | ELECTRONIC ARTS INC | $37.10万 | 0.11% | 1,820 | 0 | 0.0% | — | 不变 |
| SLB | SLB LIMITED | $36.02万 | 0.11% | 7,009 | -5,350 | -43.3% | -$27.49万 | 减仓 |
| SNY | SANOFI SA | $34.67万 | 0.10% | 7,195 | -525 | -6.8% | -$2.53万 | 减仓 |
| SN | SHARKNINJA INC | $32.93万 | 0.10% | 3,110 | -545 | -14.9% | -$5.77万 | 减仓 |
| IDA | IDACORP INC | $32.63万 | 0.10% | 2,282 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $30.13万 | 0.09% | 814 | 100 | 14.0% | $3.70万 | 加仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $28.43万 | 0.09% | 2,170 | 2,170 | — | $28.43万 | 新建仓 |
| TSCO | TRACTOR SUPPLY CO | $27.18万 | 0.08% | 6,000 | 0 | 0.0% | — | 不变 |
| KBR | KBR INC | $25.58万 | 0.08% | 6,940 | -2,170 | -23.8% | -$8.00万 | 减仓 |
| — | SAN JUAN BASIN RTY TR | $25.54万 | 0.08% | 53,100 | 0 | 0.0% | — | 不变 |
| EXR | EXTRA SPACE STORAGE INC | $25.47万 | 0.08% | 1,942 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $25.05万 | 0.08% | 2,440 | 0 | 0.0% | — | 不变 |
| SCHP | SCHWAB STRATEGIC TR | $24.95万 | 0.08% | 9,376 | 1,576 | 20.2% | $4.19万 | 重新持有 |