Piedmont Capital Management, LLC/NC
CIK 2108281 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $163.8M
- 持仓
- 123
- 截至
- 2026年6月30日
按 13F 价值排名第 7112（共 9443） · 前 75.3%
投资组合价值同比（季度）：+9.3% 13F不披露现金
- 前十大持仓权重
- 55.33%
- 前二十五大持仓权重
- 75.27%
- 持仓高于 1%
- 18
- 有效持仓数量
- 21.0
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q2 2026: 5.22% 估计买入 $8180159 · 卖出 $11583790
- 新仓位
- 15
- 增加
- 31
- 减少
- 47
- 已结清
- 11
本页内容
行业细分
Technology
14.1%
Communication Services
4.1%
Financial Services
3.8%
Financials
2.7%
Retail
2.4%
Healthcare
2.0%
Industrials
1.9%
Consumer Staples
1.7%
Consumer Discretionary
1.1%
Energy
0.7%
Communications
0.4%
Consumer products
0.4%
Utilities
0.2%
Telecommunication
0.1%
Materials
0.1%
其他/未映射
64.1%
完整投资组合 123 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| VOO | $25359724 | 15.48% | 36924 | $4070345 | 上涨 ×1 | ||
| VEA | $11851212 | 7.23% | 166333 | $1494432 | 上涨 ×2 | ||
| FLQM | $10009289 | 6.11% | 172917 | $247395 | 下跌 ×1 | ||
| SPY SPY | $7842991 | 4.79% | 10503 | $1032272 | 上涨 ×1 | ||
| LVHI | $7766209 | 4.74% | 191357 | $845585 | 上涨 ×2 | ||
| BRKA | $6739650 | 4.11% | 9 | $-5468730 | 下跌 ×1 | ||
| IWD | $6666825 | 4.07% | 27500 | $790900 | |||
| IVV | $5485619 | 3.35% | 7325 | $700856 | |||
| AAPL Apple Inc. - Common Stock | $4458673 | 2.72% | 15409 | $557657 | 上涨 ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $4453301 | 2.72% | 22256 | $514740 | 下跌 ×2 | ||
| SCHG | $4244280 | 2.59% | 125422 | $590737 | |||
| EAGL | $3905921 | 2.38% | 121415 | $344804 | 上涨 ×1 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $3338908 | 2.04% | 9343 | $629518 | 下跌 ×1 | ||
| SCHD | $2948545 | 1.80% | 92985 | $249319 | 上涨 ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $2801515 | 1.71% | 7510 | $-71138 | 下跌 ×1 | ||
| AXP American Express Company Common Stock | $2327837 | 1.42% | 6882 | $208057 | 下跌 ×2 | ||
| BRKB | $1845939 | 1.13% | 3689 | $52773 | 下跌 ×2 | ||
| AMZN Amazon.com, Inc. - Common Stock | $1764193 | 1.08% | 7402 | $289641 | 上涨 ×2 | ||
| VTI | $1621792 | 0.99% | 4383 | $249293 | 上涨 ×1 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $1429620 | 0.87% | 2461 | $929386 | 上涨 ×2 | ||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $1421726 | 0.87% | 2977 | $456879 | 上涨 ×2 | ||
| MU Micron Technology, Inc. - Common Stock | $1352828 | 0.83% | 1172 | $1026475 | 上涨 ×1 | ||
| FXNC First National Corporation - Common Stock | $1289509 | 0.79% | 42955 | $133160 | |||
| VB | $1182168 | 0.72% | 3900 | $160680 | |||
| AVGO Broadcom Inc. - Common Stock | $1181980 | 0.72% | 3129 | $205785 | 下跌 ×1 | ||
| AMAT Applied Materials, Inc. - Common Stock | $1140894 | 0.70% | 1578 | $601549 | |||
| META Meta Platforms, Inc. - Class A Common Stock | $1117567 | 0.68% | 1984 | $-90199 | 下跌 ×1 | ||
| WEST Westrock Coffee Company - Common Stock | $1115028 | 0.68% | 137488 | $471773 | 下跌 ×2 | ||
| SPOT Spotify Technology S.A. Ordinary Shares | $1055999 | 0.64% | 2300 | $-52020 | 上涨 ×1 | ||
| LLY Eli Lilly and Company Common Stock | $1044704 | 0.64% | 871 | $224269 | 下跌 ×1 | ||
| SCHV | $924206 | 0.56% | 26550 | $114431 | |||
| HD Home Depot, Inc. (The) Common Stock | $918379 | 0.56% | 2604 | $-57438 | 下跌 ×1 | ||
| MS Morgan Stanley Common Stock | $874832 | 0.53% | 4185 | $182815 | 下跌 ×1 | ||
| PM Philip Morris International Inc Common Stock | $854257 | 0.52% | 4722 | $49547 | 下跌 ×1 | ||
| BK The Bank of New York Mellon Corporation Common Stock | $848138 | 0.52% | 5865 | $150356 | 下跌 ×1 | ||
| TSLA Tesla, Inc. - Common Stock | $835732 | 0.51% | 1987 | $59518 | 下跌 ×1 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $778033 | 0.47% | 2202 | $276889 | 上涨 ×2 | ||
| V Visa Inc. | $755141 | 0.46% | 2201 | $155799 | 上涨 ×2 | ||
| JPM JP Morgan Chase & Co. Common Stock | $742384 | 0.45% | 2268 | $31988 | 下跌 ×1 | ||
| IWR | $733407 | 0.45% | 6648 | $87022 | |||
| ADI Analog Devices, Inc. - Common Stock | $684324 | 0.42% | 1723 | $133942 | 下跌 ×1 | ||
| VGT | $681065 | 0.42% | 5698 | $184085 | 上涨 ×1 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $665881 | 0.41% | 5669 | $220592 | 下跌 ×1 | ||
| BAC Bank of America Corporation Common Stock | $650769 | 0.40% | 11421 | $-188657 | 下跌 ×1 | ||
| CAT Caterpillar, Inc. Common Stock | $647459 | 0.40% | 608 | $326527 | 上涨 ×2 | ||
| DASH DoorDash, Inc. - Common Stock | $639766 | 0.39% | 3467 | $118295 | 下跌 ×2 | ||
| TXN Texas Instruments Incorporated - Common Stock | $629822 | 0.38% | 2113 | $174370 | 下跌 ×1 | ||
| AMP Ameriprise Financial, Inc. Common Stock | $618408 | 0.38% | 1348 | $31800 | 上涨 ×1 | ||
| MRK Merck & Company, Inc. Common Stock (new) | $612560 | 0.37% | 4767 | $98801 | 上涨 ×1 | ||
| ORCL Oracle Corporation Common Stock | $610381 | 0.37% | 4165 | $-29842 | 下跌 ×1 | ||
| ASML ASML Holding N.V. - New York Registry Shares | $598821 | 0.37% | 301 | $211818 | 上涨 ×1 | ||
| IJH | $597603 | 0.36% | 7750 | $74245 | |||
| DGRO | $595785 | 0.36% | 7861 | $44100 | |||
| ITOT | $589894 | 0.36% | 3591 | $78428 | |||
| WMT Walmart Inc. - Common Stock | $558372 | 0.34% | 4930 | $-165808 | 下跌 ×1 | ||
| ABBV AbbVie Inc. Common Stock | $546310 | 0.33% | 2171 | $62177 | 下跌 ×1 | ||
| EFA | $523347 | 0.32% | 5038 | $34006 | |||
| MA Mastercard Incorporated Common Stock | $519763 | 0.32% | 1012 | $34593 | 上涨 ×1 | ||
| PG Procter & Gamble Company (The) Common Stock | $518226 | 0.32% | 3534 | $-59823 | 下跌 ×2 | ||
| JNJ Johnson & Johnson Common Stock | $469337 | 0.29% | 1848 | $-84075 | 下跌 ×1 | ||
| TFC Truist Financial Corporation Common Stock | $414453 | 0.25% | 8319 | $-169412 | 下跌 ×2 | ||
| COST Costco Wholesale Corporation - Common Stock | $404123 | 0.25% | 432 | $-45267 | 下跌 ×2 | ||
| CB Chubb Limited Common Stock | $391851 | 0.24% | 1150 | $-83029 | 下跌 ×1 | ||
| C Citigroup, Inc. Common Stock | $385030 | 0.24% | 2751 | $66688 | 下跌 ×2 | ||
| INTC Intel Corporation - Common Stock | $367925 | 0.22% | 2635 | 上涨 ×1 | |||
| EOG EOG Resources, Inc. Common Stock | $367006 | 0.22% | 2829 | $-45886 | 下跌 ×1 | ||
| MO Altria Group, Inc. | $355505 | 0.22% | 4941 | $19154 | 下跌 ×2 | ||
| QQQ Invesco QQQ Trust, Series 1 | $354945 | 0.22% | 482 | $76744 | |||
| FRDM | $344890 | 0.21% | 4731 | 上涨 ×1 | |||
| WFC Wells Fargo & Company Common Stock | $344609 | 0.21% | 4170 | $15024 | 上涨 ×1 | ||
| NEE NextEra Energy, Inc. Common Stock | $338441 | 0.21% | 3856 | $-23884 | 下跌 ×1 | ||
| STX Seagate Technology Holdings PLC - Ordinary Shares (Ireland) | $331960 | 0.20% | 344 | 上涨 ×1 | |||
| DE Deere & Company Common Stock | $323508 | 0.20% | 510 | $33408 | 下跌 ×1 | ||
| COP ConocoPhillips Common Stock | $322484 | 0.20% | 3102 | $-95956 | 下跌 ×1 | ||
| ASX ASE Technology Holding Co., Ltd. American Depositary Shares (each representing Two Common Shares) | $316562 | 0.19% | 7016 | 上涨 ×1 | |||
| IBM International Business Machines Corporation Common Stock | $315518 | 0.19% | 1122 | $54222 | 上涨 ×1 | ||
| RSG Republic Services, Inc. Common Stock | $310031 | 0.19% | 1455 | $-15652 | 下跌 ×2 | ||
| MDLZ Mondelez International, Inc. - Class A Common Stock | $306841 | 0.19% | 5305 | $-1764 | 下跌 ×2 | ||
| GLW Corning Incorporated Common Stock | $301918 | 0.18% | 1182 | 上涨 ×1 | |||
| RTX RTX Corporation Common Stock | $297497 | 0.18% | 1568 | $-40464 | 下跌 ×1 | ||
| WM Waste Management, Inc. Common Stock | $286401 | 0.17% | 1285 | $-11177 | 下跌 ×1 | ||
| ETN Eaton Corporation, PLC Ordinary Shares | $282518 | 0.17% | 663 | $42879 | 下跌 ×1 | ||
| TMO Thermo Fisher Scientific Inc Common Stock | $281764 | 0.17% | 562 | $6507 | 上涨 ×2 | ||
| NFLX Netflix, Inc. - Common Stock | $275675 | 0.17% | 3861 | $-149981 | 下跌 ×1 | ||
| TJX TJX Companies, Inc. (The) Common Stock | $273003 | 0.17% | 1802 | $9658 | 上涨 ×1 | ||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $268081 | 0.16% | 645 | ||||
| TTE TotalEnergies SE Ordinary Shares | $262907 | 0.16% | 3381 | $-44696 | |||
| CVX Chevron Corporation Common Stock | $257923 | 0.16% | 1556 | $-281052 | 下跌 ×1 | ||
| MRVL Marvell Technology, Inc. - Common Stock | $256781 | 0.16% | 862 | 上涨 ×1 | |||
| BA Boeing Company (The) Common Stock | $254785 | 0.16% | 1177 | $-5148 | 下跌 ×1 | ||
| VIG | $253183 | 0.15% | 1070 | $23069 | |||
| VUG | $252735 | 0.15% | 2934 | $39145 | 上涨 ×1 | ||
| GD General Dynamics Corporation Common Stock | $251510 | 0.15% | 710 | $4048 | 下跌 ×1 | ||
| LRCX Lam Research Corporation - Common Stock | $250898 | 0.15% | 579 | 上涨 ×1 | |||
| ETY Eaton Vance Tax-Managed Diversified Equity Income Fund Common Shares of Beneficial Interest, | $248925 | 0.15% | 17120 | $12840 | |||
| KLAC KLA Corporation - Common Stock | $247402 | 0.15% | 820 | 上涨 ×1 | |||
| UMC United Microelectronics Corporation (NEW) Common Stock | $241516 | 0.15% | 8876 | 上涨 ×1 | |||
| TMUS T-Mobile US, Inc. - Common Stock | $238009 | 0.15% | 1419 | $-58763 | 上涨 ×1 | ||
| MCD McDonald's Corporation Common Stock | $228682 | 0.14% | 846 | $-64704 | 下跌 ×1 | ||
| PNC PNC Financial Services Group, Inc. (The) Common Stock | $220613 | 0.13% | 896 | 上涨 ×1 | |||
| 无匹配项 | |||||||
最大新仓位
本季度新开仓位，按规模从大到小排序。
| 证券 | 价值 | 股份 | % 占投资组合 |
|---|---|---|---|
| INTC | $367925 | 2635 | 0.22% |
| FRDM | $344890 | 4731 | 0.21% |
| STX | $331960 | 344 | 0.20% |
| ASX | $316562 | 7016 | 0.19% |
| GLW | $301918 | 1182 | 0.18% |
| UNH | $268081 | 645 | 0.16% |
| MRVL | $256781 | 862 | 0.16% |
| LRCX | $250898 | 579 | 0.15% |
| KLAC | $247402 | 820 | 0.15% |
| UMC | $241516 | 8876 | 0.15% |
| PNC | $220613 | 896 | 0.13% |
| GS | $214410 | 212 | 0.13% |
| DHI | $210278 | 1291 | 0.13% |
| KO | $205776 | 2532 | 0.13% |
| LPL | $89999 | 23136 | 0.05% |
季度涨幅榜
已退出持仓
包含公司事件（合并、退市）——并非所有退出都是卖出
已关闭的头寸反映了 13F 报告的变更；对于指数管理人来说，这些通常是机械性的（退市、并购、指数再平衡），而不是主动决策。
| 证券 | 季度 | 先前持股数 | 先前价值 | 退出后价格 |
|---|---|---|---|---|
| XOM | 2026年6月30日 | 4502 | $763809 | 21.7% |
| NSC | 2026年3月31日 | 1828 | $527780 | 21.3% |
| DUK | 2026年6月30日 | 2420 | $316875 | -3.5% |
| LMT | 2026年6月30日 | 499 | $301591 | 11.6% |
| PEP | 2026年6月30日 | 1849 | $287131 | 5.3% |
| RY | 2026年6月30日 | 1624 | $262731 | 0.3% |
| HON | 2026年6月30日 | 1127 | $254736 | -1.9% |
| ABT | 2026年6月30日 | 2423 | $248769 | 26.1% |
| PLTR | 2026年6月30日 | 1676 | $245165 | 48.3% |
| SPGI | 2026年3月31日 | 448 | $234120 | 2.0% |
| HCA | 2026年6月30日 | 490 | $231888 | 6.6% |
| CRM | 2026年3月31日 | 856 | $226763 | 10.1% |
| UNH | 2026年3月31日 | 682 | $225135 | 43.1% |
| ISRG | 2026年3月31日 | 362 | $205022 | -19.0% |
| XLY | 2026年6月30日 | 1100 | $119932 | 不再跟踪 |
| VOX | 2026年6月30日 | 636 | $114389 | 不再跟踪 |