Piedmont Capital Management, LLC
WHITEFISH MT · SEC CIK 0001656150
$1.98亿2026Q2 申报市值
58持仓数
74.7%前十大占比 · 第一大 15.0%
7 / 2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
MGC 新建仓+$2,967.50万
SMH 新建仓+$1,086.69万
VOO 重新持有+$225.61万
IWC 加仓+$138.77万
FLOT 加仓+$41.70万
2026Q2 卖出最多 按季末市值估算
PVAL 清仓-$2,279.32万
GLDM 减仓-$1,660.31万
GDX 减仓-$1,004.37万
FEZ 减仓-$888.55万
RWR 减仓-$449.44万
2026Q2 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| MGC | VANGUARD WORLD FUND | $2,967.50万 | 14.99% | 108,485 | 108,485 | — | $2,967.50万 | 新建仓 |
| VYM | VANGUARD WHITEHALL FDS | $2,607.37万 | 13.17% | 164,700 | 877 | 0.5% | $13.88万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $1,751.03万 | 8.84% | 25,511 | 3,287 | 14.8% | $225.61万 | 重新持有 |
| FEZ | SPDR INDEX SHS FDS | $1,705.99万 | 8.62% | 251,454 | -130,968 | -34.2% | -$888.55万 | 减仓 |
| IEFA | ISHARES TR | $1,441.74万 | 7.28% | 150,002 | -30,250 | -16.8% | -$290.75万 | 减仓 |
| SMH | VANECK ETF TRUST | $1,086.69万 | 5.49% | 17,512 | 17,512 | — | $1,086.69万 | 新建仓 |
| RWR | SPDR SERIES TRUST | $1,054.87万 | 5.33% | 92,691 | -39,492 | -29.9% | -$449.44万 | 减仓 |
| FLOT | ISHARES TR | $1,042.22万 | 5.26% | 204,778 | 8,194 | 4.2% | $41.70万 | 加仓 |
| IWC | ISHARES TR | $618.29万 | 3.12% | 30,801 | 6,913 | 28.9% | $138.77万 | 加仓 |
| FRDM | EA SERIES TRUST | $525.52万 | 2.65% | 75,263 | 3,065 | 4.2% | $21.40万 | 加仓 |
| BKLN | INVESCO EXCH TRADED FD TR II | $499.61万 | 2.52% | 245,326 | 13,092 | 5.6% | $26.66万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $392.71万 | 1.98% | 10,618 | 348 | 3.4% | $12.87万 | 加仓 |
| ANGL | VANECK ETF TRUST | $330.97万 | 1.67% | 113,754 | 230 | 0.2% | $6,692 | 加仓 |
| — | ISHARES TR | $307.90万 | 1.55% | 46,086 | -274 | -0.6% | -$1.83万 | 减仓 |
| CLOI | VANECK ETF TRUST | $290.73万 | 1.47% | 55,100 | -866 | -1.5% | -$4.57万 | 减仓 |
| CSCO | CISCO SYS INC | $236.95万 | 1.20% | 20,334 | -717 | -3.4% | -$8.36万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $179.72万 | 0.91% | 7,600 | 19 | 0.3% | $4,493 | 加仓 |
| KO | COCA COLA CO | $142.17万 | 0.72% | 17,484 | -269 | -1.5% | -$2.19万 | 减仓 |
| AOR | ISHARES TR | $141.01万 | 0.71% | 20,351 | 73 | 0.4% | $5,058 | 加仓 |
| — | INVSC QQQ TR | $136.21万 | 0.69% | 1,875 | 35 | 1.9% | $2.54万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $135.83万 | 0.69% | 5,358 | -221 | -4.0% | -$5.60万 | 减仓 |
| IBM | IBM CORP | $132.42万 | 0.67% | 4,601 | -118 | -2.5% | -$3.40万 | 减仓 |
| GLDM | WORLD GOLD TR | $126.00万 | 0.64% | 15,681 | -206,622 | -92.9% | -$1,660.31万 | 减仓 |
| MRK | MERCK & CO INC | $123.86万 | 0.63% | 9,878 | -286 | -2.8% | -$3.59万 | 减仓 |
| GDX | VANECK ETF TRUST | $118.55万 | 0.60% | 15,624 | -132,372 | -89.4% | -$1,004.37万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $114.82万 | 0.58% | 27,505 | -258 | -0.9% | -$1.08万 | 减仓 |
| IVV | ISHARES TR | $113.21万 | 0.57% | 1,509 | 278 | 22.6% | $20.86万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $110.71万 | 0.56% | 15,154 | 485 | 3.3% | $3.54万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $96.55万 | 0.49% | 9,934 | -310 | -3.0% | -$3.01万 | 减仓 |
| AMGN | AMGEN INC | $96.52万 | 0.49% | 2,678 | -9 | -0.3% | -$3,244 | 减仓 |
| CVX | CHEVRON CORP NEW | $94.70万 | 0.48% | 5,700 | -25 | -0.4% | -$4,153 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $78.90万 | 0.40% | 1,846 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $78.66万 | 0.40% | 2,357 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $78.62万 | 0.40% | 5,765 | -222 | -3.7% | -$3.03万 | 减仓 |
| AAPL | APPLE INC | $72.90万 | 0.37% | 2,473 | 200 | 8.8% | $5.90万 | 加仓 |
| CAT | CATERPILLAR INC | $72.42万 | 0.37% | 732 | 0 | 0.0% | — | 不变 |
| STN | STANTEC INC | $70.39万 | 0.36% | 10,458 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $69.89万 | 0.35% | 1,806 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $44.34万 | 0.22% | 2,754 | -260 | -8.6% | -$4.19万 | 减仓 |
| SPG | SIMON PPTY GROUP INC NEW | $39.99万 | 0.20% | 1,802 | 3 | 0.2% | $666 | 加仓 |
| MGK | VANGUARD WORLD FD | $34.87万 | 0.18% | 3,960 | 0 | 0.0% | — | 不变 |
| SPY | SPDR S&P 500 ETF TR | $33.31万 | 0.17% | 446 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $32.75万 | 0.17% | 2,575 | 2,575 | — | $32.75万 | 新建仓 |
| HD | HOME DEPOT INC | $31.72万 | 0.16% | 900 | 2 | 0.2% | $705 | 加仓 |
| NKE | NIKE INC | $31.21万 | 0.16% | 7,363 | 561 | 8.2% | $2.38万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $30.05万 | 0.15% | 294 | 0 | 0.0% | — | 不变 |
| MOAT | VANECK ETF TRUST | $29.70万 | 0.15% | 2,820 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $27.32万 | 0.14% | 1,865 | 82 | 4.6% | $1.20万 | 加仓 |
| WMT | WALMART INC | $25.40万 | 0.13% | 2,340 | 0 | 0.0% | — | 不变 |
| GBCI | GLACIER BANCORP INC NEW | $24.22万 | 0.12% | 4,601 | 11 | 0.2% | $579 | 加仓 |
| GE | GE AEROSPACE | $23.73万 | 0.12% | 635 | 635 | — | $23.73万 | 新建仓 |
| ECG | EVERUS CONSTR GROUP | $23.69万 | 0.12% | 1,553 | 1,553 | — | $23.69万 | 新建仓 |
| ORCL | ORACLE CORP | $22.88万 | 0.12% | 1,599 | 2 | 0.1% | $286 | 加仓 |
| AMZN | AMAZON COM INC | $22.66万 | 0.11% | 929 | 929 | — | $22.66万 | 新建仓 |
| ABBV | ABBVIE INC | $22.10万 | 0.11% | 879 | -10 | -1.1% | -$2,514 | 重新持有 |
| XLRE | SELECT SECTOR SPDR TR | $20.93万 | 0.11% | 4,720 | -8,637 | -64.7% | -$38.30万 | 重新持有 |
| LLY | LILLY ELI & CO | $20.62万 | 0.10% | 174 | 174 | — | $20.62万 | 新建仓 |
| — | GABELLI UTIL TR | $16.45万 | 0.08% | 24,977 | 0 | 0.0% | — | 不变 |
| PVAL | PUTNAM ETF TRUST | $0 | 0.00% | 0 | -486,775 | -100.0% | -$2,279.32万 | 清仓 |
| IWP | ISHARES TR | $0 | 0.00% | 0 | -2,229 | -100.0% | -$28.91万 | 清仓 |