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 |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | $2,535.97万 | 15.48% | 36,924 | 1,296 | 3.6% | $89.01万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,185.12万 | 7.23% | 166,333 | 4,710 | 2.9% | $33.56万 | 加仓 |
| FLQM | FRANKLIN TEMPLETON ETF TR | $1,000.93万 | 6.11% | 172,917 | -4,798 | -2.7% | -$27.77万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $784.30万 | 4.79% | 10,503 | 30 | 0.3% | $2.24万 | 加仓 |
| LVHI | LEGG MASON ETF INVT | $776.62万 | 4.74% | 191,357 | 20,646 | 12.1% | $83.79万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $673.97万 | 4.11% | 9 | -8 | -47.1% | -$599.08万 | 减仓 |
| IWD | ISHARES TR | $666.68万 | 4.07% | 27,500 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $548.56万 | 3.35% | 7,325 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $445.87万 | 2.72% | 15,409 | 38 | 0.2% | $1.10万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $445.33万 | 2.72% | 22,256 | -327 | -1.4% | -$6.54万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $424.43万 | 2.59% | 125,422 | 0 | 0.0% | — | 不变 |
| EAGL | 2023 ETF SERIES TRUST | $390.59万 | 2.38% | 121,415 | 4,350 | 3.7% | $13.99万 | 加仓 |
| GOOGL | ALPHABET INC | $333.89万 | 2.04% | 9,343 | -79 | -0.8% | -$2.82万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $294.85万 | 1.80% | 92,985 | 5,005 | 5.7% | $15.87万 | 加仓 |
| MSFT | MICROSOFT CORP | $280.15万 | 1.71% | 7,510 | -250 | -3.2% | -$9.33万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $232.78万 | 1.42% | 6,882 | -126 | -1.8% | -$4.26万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $184.59万 | 1.13% | 3,689 | -53 | -1.4% | -$2.65万 | 减仓 |
| AMZN | AMAZON COM INC | $176.42万 | 1.08% | 7,402 | 322 | 4.5% | $7.67万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $162.18万 | 0.99% | 4,383 | 105 | 2.5% | $3.89万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $142.96万 | 0.87% | 2,461 | 2 | 0.1% | $1,162 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $142.17万 | 0.87% | 2,977 | 122 | 4.3% | $5.83万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $135.28万 | 0.83% | 1,172 | 206 | 21.3% | $23.78万 | 加仓 |
| — | FIRST NATL CORP VA | $128.95万 | 0.79% | 42,955 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $118.22万 | 0.72% | 3,900 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $118.20万 | 0.72% | 3,129 | -25 | -0.8% | -$9,444 | 减仓 |
| AMAT | APPLIED MATLS INC | $114.09万 | 0.70% | 1,578 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $111.76万 | 0.68% | 1,984 | -127 | -6.0% | -$7.15万 | 减仓 |
| WEST | WESTROCK COFFEE CO | $111.50万 | 0.68% | 137,488 | -13,866 | -9.2% | -$11.25万 | 减仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $105.60万 | 0.64% | 2,300 | 15 | 0.7% | $6,887 | 加仓 |
| LLY | ELI LILLY & CO | $104.47万 | 0.64% | 871 | -21 | -2.4% | -$2.52万 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $92.42万 | 0.56% | 26,550 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $91.84万 | 0.56% | 2,604 | -363 | -12.2% | -$12.80万 | 减仓 |
| MS | MORGAN STANLEY | $87.48万 | 0.53% | 4,185 | -20 | -0.5% | -$4,181 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $85.43万 | 0.52% | 4,722 | -145 | -3.0% | -$2.62万 | 减仓 |
| BNY | BANK OF NY MELLON CORP | $84.81万 | 0.52% | 5,865 | -17 | -0.3% | -$2,458 | 减仓 |
| TSLA | TESLA INC | $83.57万 | 0.51% | 1,987 | -101 | -4.8% | -$4.25万 | 减仓 |
| GOOG | ALPHABET INC | $77.80万 | 0.47% | 2,202 | 455 | 26.0% | $16.08万 | 加仓 |
| V | VISA INC | $75.51万 | 0.46% | 2,201 | 218 | 11.0% | $7.48万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $74.24万 | 0.45% | 2,268 | -147 | -6.1% | -$4.81万 | 减仓 |
| IWR | ISHARES TR | $73.34万 | 0.45% | 6,648 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC | $68.43万 | 0.42% | 1,723 | -7 | -0.4% | -$2,780 | 减仓 |
| VGT | VANGUARD WORLD FD | $68.11万 | 0.42% | 5,698 | 2 | 0.0% | $239 | 加仓 |
| CSCO | CISCO SYS INC | $66.59万 | 0.41% | 5,669 | -70 | -1.2% | -$8,222 | 减仓 |
| BAC | BANK OF AMER CORP | $65.08万 | 0.40% | 11,421 | -5,798 | -33.7% | -$33.04万 | 减仓 |
| CAT | CATERPILLAR INC | $64.75万 | 0.40% | 608 | 155 | 34.2% | $16.51万 | 加仓 |
| DASH | DOORDASH INC | $63.98万 | 0.39% | 3,467 | -6 | -0.2% | -$1,107 | 减仓 |
| TXN | TEXAS INSTRS INC | $62.98万 | 0.38% | 2,113 | -233 | -9.9% | -$6.95万 | 减仓 |
| AMP | AMERIPRISE FINL INC | $61.84万 | 0.38% | 1,348 | 28 | 2.1% | $1.28万 | 加仓 |
| MRK | MERCK & CO INC | $61.26万 | 0.37% | 4,767 | 496 | 11.6% | $6.37万 | 加仓 |
| ORCL | ORACLE CORP | $61.04万 | 0.37% | 4,165 | -187 | -4.3% | -$2.74万 | 减仓 |
| ASML | ASML HLDG NV | $59.88万 | 0.37% | 301 | 8 | 2.7% | $1.59万 | 加仓 |
| IJH | ISHARES TR | $59.76万 | 0.36% | 7,750 | 0 | 0.0% | — | 不变 |
| DGRO | ISHARES TR | $59.58万 | 0.36% | 7,861 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES TR | $58.99万 | 0.36% | 3,591 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $55.84万 | 0.34% | 4,930 | -897 | -15.4% | -$10.16万 | 减仓 |
| ABBV | ABBVIE INC | $54.63万 | 0.33% | 2,171 | -55 | -2.5% | -$1.38万 | 减仓 |
| EFA | ISHARES TR | $52.33万 | 0.32% | 5,038 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $51.98万 | 0.32% | 1,012 | 41 | 4.2% | $2.11万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $51.82万 | 0.32% | 3,534 | -468 | -11.7% | -$6.86万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $46.93万 | 0.29% | 1,848 | -416 | -18.4% | -$10.57万 | 减仓 |
| TFC | TRUIST FINL CORP | $41.45万 | 0.25% | 8,319 | -4,382 | -34.5% | -$21.83万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $40.41万 | 0.25% | 432 | -19 | -4.2% | -$1.78万 | 减仓 |
| CB | CHUBB LIMITED | $39.19万 | 0.24% | 1,150 | -307 | -21.1% | -$10.46万 | 减仓 |
| C | CITIGROUP INC | $38.50万 | 0.24% | 2,751 | -56 | -2.0% | -$7,838 | 减仓 |
| INTC | INTEL CORP | $36.79万 | 0.22% | 2,635 | 2,635 | — | $36.79万 | 新建仓 |
| EOG | EOG RES INC | $36.70万 | 0.22% | 2,829 | -27 | -0.9% | -$3,503 | 减仓 |
| MO | ALTRIA GROUP INC | $35.55万 | 0.22% | 4,941 | -156 | -3.1% | -$1.12万 | 减仓 |
| QQQ | INVESCO QQQ TR | $35.49万 | 0.22% | 482 | 0 | 0.0% | — | 不变 |
| FRDM | EA SERIES TRUST | $34.49万 | 0.21% | 4,731 | 4,731 | — | $34.49万 | 新建仓 |
| WFC | WELLS FARGO & CO | $34.46万 | 0.21% | 4,170 | 30 | 0.7% | $2,479 | 加仓 |
| NEE | NEXTERA ENERGY INC | $33.84万 | 0.21% | 3,856 | -45 | -1.2% | -$3,950 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $33.20万 | 0.20% | 344 | 344 | — | $33.20万 | 新建仓 |
| DE | DEERE & CO | $32.35万 | 0.20% | 510 | -5 | -1.0% | -$3,172 | 减仓 |
| COP | CONOCOPHILLIPS | $32.25万 | 0.20% | 3,102 | -68 | -2.1% | -$7,069 | 减仓 |
| ASX | ASE TECHNOLOGY HLDG CO LTD | $31.66万 | 0.19% | 7,016 | 7,016 | — | $31.66万 | 新建仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $31.55万 | 0.19% | 1,122 | 44 | 4.1% | $1.24万 | 加仓 |
| RSG | REPUBLIC SVCS INC | $31.00万 | 0.19% | 1,455 | -32 | -2.2% | -$6,819 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $30.68万 | 0.19% | 5,305 | -49 | -0.9% | -$2,834 | 减仓 |
| GLW | CORNING INC | $30.19万 | 0.18% | 1,182 | 1,182 | — | $30.19万 | 新建仓 |
| RTX | RTX CORPORATION | $29.75万 | 0.18% | 1,568 | -184 | -10.5% | -$3.49万 | 减仓 |
| WM | WASTE MGMT INC DEL | $28.64万 | 0.17% | 1,285 | -10 | -0.8% | -$2,229 | 减仓 |
| ETN | EATON CORP PLC | $28.25万 | 0.17% | 663 | -7 | -1.0% | -$2,983 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $28.18万 | 0.17% | 562 | 2 | 0.4% | $1,003 | 加仓 |
| NFLX | NETFLIX INC. | $27.57万 | 0.17% | 3,861 | -566 | -12.8% | -$4.04万 | 减仓 |
| TJX | TJX COS INC NEW | $27.30万 | 0.17% | 1,802 | 153 | 9.3% | $2.32万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $26.81万 | 0.16% | 645 | -37 | -5.4% | -$1.54万 | 重新持有 |
| TTE | TOTALENERGIES SE | $26.29万 | 0.16% | 3,381 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $25.79万 | 0.16% | 1,556 | -1,049 | -40.3% | -$17.39万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $25.68万 | 0.16% | 862 | 862 | — | $25.68万 | 新建仓 |
| BA | BOEING CO | $25.48万 | 0.16% | 1,177 | -129 | -9.9% | -$2.79万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $25.32万 | 0.15% | 1,070 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $25.27万 | 0.15% | 2,934 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $25.15万 | 0.15% | 710 | -11 | -1.5% | -$3,897 | 减仓 |
| LRCX | LAM RESEARCH CORP | $25.09万 | 0.15% | 579 | 579 | — | $25.09万 | 新建仓 |
| XETYX | EATON VANCE TAX-MANAGED DIVE | $24.89万 | 0.15% | 17,120 | 0 | 0.0% | — | 不变 |
| KLAC | KLA CORP | $24.74万 | 0.15% | 820 | 820 | — | $24.74万 | 新建仓 |
| UMC | UNITED MICROELECTRONICS CORP | $24.15万 | 0.15% | 8,876 | 8,876 | — | $24.15万 | 新建仓 |
| TMUS | T-MOBILE US INC | $23.80万 | 0.15% | 1,419 | 6 | 0.4% | $1,006 | 加仓 |
| MCD | MCDONALDS CORP | $22.87万 | 0.14% | 846 | -98 | -10.4% | -$2.65万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $22.06万 | 0.13% | 896 | 896 | — | $22.06万 | 新建仓 |