Piedmont Capital Management, LLC/NC
GREENSBORO NC · SEC CIK 0002108281
$1.50亿2026Q1 申报市值
119持仓数
57.3%前十大占比 · 第一大 14.2%
9 / 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
DGRO 新建仓+$55.17万
VEA 加仓+$44.75万
IWR 加仓+$41.21万
LVHI 加仓+$35.47万
TTE 新建仓+$30.76万
2026Q1 卖出最多 按季末市值估算
NSC 清仓-$52.78万
EAGL 减仓-$26.16万
SPGI 清仓-$23.41万
CRM 清仓-$22.68万
ISRG 清仓-$20.50万
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 |
|---|---|---|---|---|---|---|---|---|
| AVGO | BROADCOM INC | $97.62万 | 0.65% | 3,154 | 6 | 0.2% | $1,857 | 加仓 |
| VB | VANGUARD INDEX FDS | $102.15万 | 0.68% | 3,900 | 0 | 0.0% | — | 不变 |
| SPOT | SPOTIFY TECHNOLOGY S A | $110.80万 | 0.74% | 2,285 | 0 | 0.0% | — | 不变 |
| — | FIRST NATL CORP VA | $115.63万 | 0.77% | 42,955 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $120.78万 | 0.81% | 2,111 | 244 | 13.1% | $13.96万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $137.25万 | 0.92% | 4,278 | -203 | -4.5% | -$6.51万 | 减仓 |
| AMZN | AMAZON COM INC | $147.46万 | 0.98% | 7,080 | 107 | 1.5% | $2.23万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $179.32万 | 1.20% | 3,742 | -1 | -0.0% | -$479 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $211.98万 | 1.41% | 7,008 | -4 | -0.1% | -$1,210 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $269.92万 | 1.80% | 87,980 | -200 | -0.2% | -$6,136 | 减仓 |
| GOOGL | ALPHABET INC | $270.94万 | 1.81% | 9,422 | 294 | 3.2% | $8.45万 | 加仓 |
| MSFT | MICROSOFT CORP | $287.27万 | 1.92% | 7,760 | 166 | 2.2% | $6.15万 | 加仓 |
| EAGL | 2023 ETF SERIES TRUST | $356.11万 | 2.38% | 117,065 | -8,600 | -6.8% | -$26.16万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $365.35万 | 2.44% | 125,422 | 5,900 | 4.9% | $17.19万 | 加仓 |
| AAPL | APPLE INC | $390.10万 | 2.60% | 15,371 | -625 | -3.9% | -$15.86万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $393.86万 | 2.63% | 22,583 | -46 | -0.2% | -$8,023 | 减仓 |
| IVV | ISHARES TR | $478.48万 | 3.19% | 7,325 | 4 | 0.1% | $2,613 | 加仓 |
| IWD | ISHARES TR | $587.59万 | 3.92% | 27,500 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $681.07万 | 4.54% | 10,473 | 0 | 0.0% | — | 不变 |
| LVHI | LEGG MASON ETF INVT | $692.06万 | 4.62% | 170,711 | 8,750 | 5.4% | $35.47万 | 加仓 |
| FLQM | FRANKLIN TEMPLETON ETF TR | $976.19万 | 6.51% | 177,715 | 1,143 | 0.6% | $6.28万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,035.68万 | 6.91% | 161,623 | 6,984 | 4.5% | $44.75万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $1,220.84万 | 8.15% | 17 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $2,128.94万 | 14.21% | 35,628 | -184 | -0.5% | -$10.99万 | 减仓 |