Piedmont Capital Management, LLC
WHITEFISH MT · SEC CIK 0001656150
$1.97亿2026Q1 申报市值
50持仓数
78.6%前十大占比 · 第一大 12.4%
5 / 4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
PVAL 新建仓+$2,279.32万
RWR 新建仓+$1,356.79万
FRDM 新建仓+$401.93万
IWC 新建仓+$390.95万
FLOT 加仓+$71.16万
2026Q1 卖出最多 按季末市值估算
VUG 清仓-$2,373.00万
IWP 减仓-$718.59万
SLV 清仓-$129.61万
GLD 清仓-$107.60万
GDX 减仓-$54.87万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| VYM | VANGUARD WHITEHALL FDS | $2,430.23万 | 12.36% | 163,823 | -470 | -0.3% | -$6.97万 | 减仓 |
| FEZ | SPDR INDEX SHS FDS | $2,404.86万 | 12.23% | 382,422 | 9,413 | 2.5% | $59.19万 | 加仓 |
| PVAL | PUTNAM ETF TRUST | $2,279.32万 | 11.59% | 486,775 | 486,775 | — | $2,279.32万 | 新建仓 |
| GLDM | WORLD GOLD TR | $2,053.19万 | 10.44% | 222,303 | -5,861 | -2.6% | -$54.13万 | 减仓 |
| IEFA | ISHARES TR | $1,656.42万 | 8.42% | 180,252 | 724 | 0.4% | $6.65万 | 加仓 |
| GDX | VANECK ETF TRUST | $1,394.12万 | 7.09% | 147,996 | -5,825 | -3.8% | -$54.87万 | 减仓 |
| RWR | SPDR SERIES TRUST | $1,356.79万 | 6.90% | 132,183 | 132,183 | — | $1,356.79万 | 新建仓 |
| FLOT | ISHARES TR | $998.10万 | 5.08% | 196,584 | 14,015 | 7.7% | $71.16万 | 加仓 |
| BKLN | INVESCO EXCH TRADED FD TR II | $475.84万 | 2.42% | 232,234 | 7,726 | 3.4% | $15.83万 | 加仓 |
| FRDM | EA SERIES TRUST | $401.93万 | 2.04% | 72,198 | 72,198 | — | $401.93万 | 新建仓 |
| IWC | ISHARES TR | $390.95万 | 1.99% | 23,888 | 23,888 | — | $390.95万 | 新建仓 |
| VTI | VANGUARD INDEX FDS | $333.53万 | 1.70% | 10,270 | 99 | 1.0% | $3.22万 | 加仓 |
| ANGL | VANECK ETF TRUST | $327.57万 | 1.67% | 113,524 | 4,970 | 4.6% | $14.34万 | 加仓 |
| CLOI | VANECK ETF TRUST | $293.96万 | 1.50% | 55,966 | 2,190 | 4.1% | $11.50万 | 加仓 |
| — | ISHARES TR | $279.23万 | 1.42% | 46,360 | -986 | -2.1% | -$5.94万 | 减仓 |
| CSCO | CISCO SYS INC | $167.61万 | 0.85% | 21,051 | -1,070 | -4.8% | -$8.52万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $164.02万 | 0.83% | 7,581 | 69 | 0.9% | $1.49万 | 加仓 |
| KO | COCA COLA CO | $136.95万 | 0.70% | 17,753 | -178 | -1.0% | -$1.37万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $136.68万 | 0.70% | 27,763 | 549 | 2.0% | $2.70万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $135.07万 | 0.69% | 5,579 | 11 | 0.2% | $2,663 | 加仓 |
| AOR | ISHARES TR | $130.86万 | 0.67% | 20,278 | -3,129 | -13.4% | -$20.19万 | 减仓 |
| MRK | MERCK & CO INC | $122.69万 | 0.62% | 10,164 | 413 | 4.2% | $4.99万 | 加仓 |
| IBM | IBM CORP | $115.95万 | 0.59% | 4,719 | -205 | -4.2% | -$5.04万 | 减仓 |
| CVX | CHEVRON CORP NEW | $113.28万 | 0.58% | 5,725 | 321 | 5.9% | $6.35万 | 加仓 |
| — | INVSC QQQ TR | $108.08万 | 0.55% | 1,840 | 13 | 0.7% | $7,636 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $107.88万 | 0.55% | 14,669 | 70 | 0.5% | $5,148 | 加仓 |
| — | EXXON MOBIL CORP | $96.98万 | 0.49% | 5,987 | -75 | -1.2% | -$1.21万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $92.68万 | 0.47% | 10,244 | -48 | -0.5% | -$4,343 | 减仓 |
| AMGN | AMGEN INC | $92.25万 | 0.47% | 2,687 | -1 | -0.0% | -$343 | 减仓 |
| STN | STANTEC INC | $91.96万 | 0.47% | 10,458 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $81.35万 | 0.41% | 1,231 | 131 | 11.9% | $8.66万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $69.85万 | 0.36% | 2,357 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $67.15万 | 0.34% | 1,806 | 67 | 3.9% | $2.49万 | 加仓 |
| AAPL | APPLE INC | $58.86万 | 0.30% | 2,273 | 1,201 | 112.0% | $31.10万 | 加仓 |
| CAT | CATERPILLAR INC | $52.41万 | 0.27% | 732 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $52.02万 | 0.26% | 1,846 | 42 | 2.3% | $1.18万 | 加仓 |
| MMM | 3M CO | $43.70万 | 0.22% | 3,014 | 0 | 0.0% | — | 不变 |
| SPG | SIMON PPTY GROUP INC NEW | $34.10万 | 0.17% | 1,799 | 3 | 0.2% | $569 | 加仓 |
| NKE | NIKE INC | $29.97万 | 0.15% | 6,802 | 326 | 5.0% | $1.44万 | 加仓 |
| WMT | WALMART INC | $29.56万 | 0.15% | 2,340 | 0 | 0.0% | — | 不变 |
| MGK | VANGUARD WORLD FD | $29.54万 | 0.15% | 792 | 0 | 0.0% | — | 不变 |
| SPY | SPDR S&P 500 ETF TR | $29.34万 | 0.15% | 446 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $29.20万 | 0.15% | 898 | 135 | 17.7% | $4.39万 | 加仓 |
| IWP | ISHARES TR | $28.91万 | 0.15% | 2,229 | -55,400 | -96.1% | -$718.59万 | 减仓 |
| MOAT | VANECK ETF TRUST | $27.27万 | 0.14% | 2,820 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $25.46万 | 0.13% | 294 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $25.38万 | 0.13% | 1,783 | 1,783 | — | $25.38万 | 新建仓 |
| ORCL | ORACLE CORP | $23.11万 | 0.12% | 1,597 | 1 | 0.1% | $145 | 加仓 |
| GBCI | GLACIER BANCORP INC NEW | $21.11万 | 0.11% | 4,590 | 0 | 0.0% | — | 不变 |
| — | GABELLI UTIL TR | $14.99万 | 0.08% | 24,977 | -2,460 | -9.0% | -$1.48万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -48,641 | -100.0% | -$2,373.00万 | 清仓 |
| VOO | VANGUARD INDEX FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SLV | ISHARES SILVER TR | $0 | 0.00% | 0 | -20,120 | -100.0% | -$129.61万 | 清仓 |
| GLD | SPDR GOLD TR | $0 | 0.00% | 0 | -2,715 | -100.0% | -$107.60万 | 清仓 |
| XLRE | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ABBV | ABBVIE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TU | TELUS CORPORATION | $0 | 0.00% | 0 | -11,999 | -100.0% | -$15.80万 | 清仓 |