Piedmont Capital Management, LLC/NC
GREENSBORO NC · SEC CIK 0002108281
$1.64亿2026Q2 申报市值
123持仓数
55.3%前十大占比 · 第一大 15.5%
14 / 11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
VOO 加仓+$89.01万
LVHI 加仓+$83.79万
INTC 新建仓+$36.79万
FRDM 新建仓+$34.49万
VEA 加仓+$33.56万
2026Q2 卖出最多 按季末市值估算
BRK/A 减仓-$599.08万
EXXON MOBIL CORP 清仓-$76.38万
BAC 减仓-$33.04万
DUK 清仓-$31.69万
LMT 清仓-$30.16万
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 |
|---|---|---|---|---|---|---|---|---|
| PM | PHILIP MORRIS INTL INC | $85.43万 | 0.52% | 4,722 | -145 | -3.0% | -$2.62万 | 减仓 |
| MS | MORGAN STANLEY | $87.48万 | 0.53% | 4,185 | -20 | -0.5% | -$4,181 | 减仓 |
| HD | HOME DEPOT INC | $91.84万 | 0.56% | 2,604 | -363 | -12.2% | -$12.80万 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $92.42万 | 0.56% | 26,550 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $104.47万 | 0.64% | 871 | -21 | -2.4% | -$2.52万 | 减仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $105.60万 | 0.64% | 2,300 | 15 | 0.7% | $6,887 | 加仓 |
| WEST | WESTROCK COFFEE CO | $111.50万 | 0.68% | 137,488 | -13,866 | -9.2% | -$11.25万 | 减仓 |
| META | META PLATFORMS INC | $111.76万 | 0.68% | 1,984 | -127 | -6.0% | -$7.15万 | 减仓 |
| AMAT | APPLIED MATLS INC | $114.09万 | 0.70% | 1,578 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $118.20万 | 0.72% | 3,129 | -25 | -0.8% | -$9,444 | 减仓 |
| VB | VANGUARD INDEX FDS | $118.22万 | 0.72% | 3,900 | 0 | 0.0% | — | 不变 |
| — | FIRST NATL CORP VA | $128.95万 | 0.79% | 42,955 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $135.28万 | 0.83% | 1,172 | 206 | 21.3% | $23.78万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $142.17万 | 0.87% | 2,977 | 122 | 4.3% | $5.83万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $142.96万 | 0.87% | 2,461 | 2 | 0.1% | $1,162 | 加仓 |
| VTI | VANGUARD INDEX FDS | $162.18万 | 0.99% | 4,383 | 105 | 2.5% | $3.89万 | 加仓 |
| AMZN | AMAZON COM INC | $176.42万 | 1.08% | 7,402 | 322 | 4.5% | $7.67万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $184.59万 | 1.13% | 3,689 | -53 | -1.4% | -$2.65万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $232.78万 | 1.42% | 6,882 | -126 | -1.8% | -$4.26万 | 减仓 |
| MSFT | MICROSOFT CORP | $280.15万 | 1.71% | 7,510 | -250 | -3.2% | -$9.33万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $294.85万 | 1.80% | 92,985 | 5,005 | 5.7% | $15.87万 | 加仓 |
| GOOGL | ALPHABET INC | $333.89万 | 2.04% | 9,343 | -79 | -0.8% | -$2.82万 | 减仓 |
| EAGL | 2023 ETF SERIES TRUST | $390.59万 | 2.38% | 121,415 | 4,350 | 3.7% | $13.99万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $424.43万 | 2.59% | 125,422 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $445.33万 | 2.72% | 22,256 | -327 | -1.4% | -$6.54万 | 减仓 |
| AAPL | APPLE INC | $445.87万 | 2.72% | 15,409 | 38 | 0.2% | $1.10万 | 加仓 |
| IVV | ISHARES TR | $548.56万 | 3.35% | 7,325 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $666.68万 | 4.07% | 27,500 | 0 | 0.0% | — | 不变 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $673.97万 | 4.11% | 9 | -8 | -47.1% | -$599.08万 | 减仓 |
| LVHI | LEGG MASON ETF INVT | $776.62万 | 4.74% | 191,357 | 20,646 | 12.1% | $83.79万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $784.30万 | 4.79% | 10,503 | 30 | 0.3% | $2.24万 | 加仓 |
| FLQM | FRANKLIN TEMPLETON ETF TR | $1,000.93万 | 6.11% | 172,917 | -4,798 | -2.7% | -$27.77万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,185.12万 | 7.23% | 166,333 | 4,710 | 2.9% | $33.56万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $2,535.97万 | 15.48% | 36,924 | 1,296 | 3.6% | $89.01万 | 加仓 |