MTM Investment Management, LLC
SPARTANBURG SC · SEC CIK 0001831416
$3.50亿2026Q2 申报市值
708持仓数
26.4%前十大占比 · 第一大 3.8%
33 / 34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
IBDT 加仓+$209.74万
VTI 加仓+$97.10万
HONA 新建仓+$94.88万
BND 新建仓+$88.03万
VXUS 新建仓+$68.77万
2026Q2 卖出最多 按季末市值估算
HON 减仓-$95.91万
ABNB 减仓-$48.83万
DD 减仓-$12.89万
COTERRA ENERGY I 清仓-$12.83万
FBTC 减仓-$10.17万
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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INCORPORATED | $1,333.54万 | 3.81% | 46,086 | 60 | 0.1% | $1.74万 | 加仓 |
| TCAF | T ROWE PRICE ETF INC CAPITAL APPRECIATION EQUITY | $1,193.57万 | 3.41% | 290,407 | 5,177 | 1.8% | $21.28万 | 加仓 |
| LLY | ELI LILLY & COMPANY | $1,083.57万 | 3.09% | 9,034 | -5 | -0.1% | -$5,997 | 减仓 |
| LOW | LOWES COMPANIES INCORPORATED | $1,000.87万 | 2.86% | 45,393 | -37 | -0.1% | -$8,158 | 减仓 |
| JPM | JPMORGAN CHASE & COMPANY | $941.84万 | 2.69% | 28,774 | 86 | 0.3% | $2.81万 | 加仓 |
| DIVO | AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF | $887.70万 | 2.53% | 194,245 | 6,530 | 3.5% | $29.84万 | 加仓 |
| KMI | KINDER MORGAN INCORPORATED DEL | $742.58万 | 2.12% | 232,274 | 284 | 0.1% | $9,079 | 加仓 |
| MCK | MCKESSON CORPORATION | $714.50万 | 2.04% | 9,456 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INCORPORATED | $687.54万 | 1.96% | 18,201 | 15 | 0.1% | $5,666 | 加仓 |
| MSFT | MICROSOFT CORPORATION | $680.48万 | 1.94% | 18,242 | 90 | 0.5% | $3.36万 | 加仓 |
| IWF | ISHARES TR RUS 1000 GRW ETF | $628.93万 | 1.79% | 50,651 | 427 | 0.9% | $5.30万 | 加仓 |
| SPY | STATE STREET SPDR S&P 500 ETF TRUST | $593.57万 | 1.69% | 7,948 | 39 | 0.5% | $2.91万 | 加仓 |
| FYX | FIRST TRUST SMALL CAP CORE ALPHADEX FUND | $530.51万 | 1.51% | 36,765 | 504 | 1.4% | $7.27万 | 加仓 |
| CBSH | COMMERCE BANCSHARES INCORPORATED | $513.86万 | 1.47% | 88,979 | 737 | 0.8% | $4.26万 | 加仓 |
| CVX | CHEVRON CORPORATION | $504.66万 | 1.44% | 30,445 | -57 | -0.2% | -$9,448 | 减仓 |
| QTEC | FIRST TRUST NASDAQ-100 TECHNOLOGY INDEX FUND | $478.77万 | 1.37% | 14,305 | -100 | -0.7% | -$3.35万 | 减仓 |
| PDP | INVESCO DWA MOMENTUM ETF | $435.25万 | 1.24% | 28,686 | -292 | -1.0% | -$4.43万 | 减仓 |
| SO | SOUTHERN COMPANY | $417.95万 | 1.19% | 43,669 | 22 | 0.1% | $2,106 | 加仓 |
| KO | COCA COLA COMPANY | $403.49万 | 1.15% | 49,648 | -48 | -0.1% | -$3,901 | 减仓 |
| XLV | STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | $365.01万 | 1.04% | 23,006 | 261 | 1.1% | $4.14万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $362.40万 | 1.03% | 3,874 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORPORATION | $359.10万 | 1.02% | 26,265 | -25 | -0.1% | -$3,418 | 减仓 |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $355.55万 | 1.01% | 18,662 | 116 | 0.6% | $2.21万 | 加仓 |
| IBDT | ISHARES IBONDS DEC 2028 TERM CORPORATE ETF | $340.91万 | 0.97% | 135,015 | 83,066 | 159.9% | $209.74万 | 加仓 |
| WMT | WALMART INC | $333.35万 | 0.95% | 29,432 | -21 | -0.1% | -$2,378 | 减仓 |
| VOO | VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW | $332.27万 | 0.95% | 4,838 | 284 | 6.2% | $19.50万 | 加仓 |
| FXL | FIRST TRUST TECHNOLOGY ALPHADEX FUND | $315.23万 | 0.90% | 14,512 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORPORATION | $305.91万 | 0.87% | 64,362 | 0 | 0.0% | — | 不变 |
| TJX | TJX COMPANIES INCORPORATED NEW | $291.57万 | 0.83% | 19,245 | 21 | 0.1% | $3,182 | 加仓 |
| BAC | BANK OF AMER CORPORATION | $282.27万 | 0.81% | 49,538 | 1 | 0.0% | $57 | 加仓 |
| NSC | NORFOLK SOUTHN CORPORATION | $270.16万 | 0.77% | 8,588 | 1 | 0.0% | $315 | 加仓 |
| IBDS | ISHARES TR IBONDS 27 ETF | $269.77万 | 0.77% | 111,385 | -3,381 | -2.9% | -$8.19万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $263.28万 | 0.75% | 10,367 | 36 | 0.3% | $9,143 | 加仓 |
| RDVY | FIRST TRUST NASDAQ RISING DIVIDEND ACHIEVERS | $261.87万 | 0.75% | 32,305 | 136 | 0.4% | $1.10万 | 加仓 |
| SDVD | FT VEST SMID RISING DIVID ACHIEVERS TARGET | $256.21万 | 0.73% | 110,960 | 2,420 | 2.2% | $5.59万 | 加仓 |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $254.15万 | 0.73% | 11,945 | 62 | 0.5% | $1.32万 | 加仓 |
| AMZN | AMAZON COM INCORPORATED | $247.83万 | 0.71% | 10,398 | 144 | 1.4% | $3.43万 | 加仓 |
| BNY | BANK OF NY MELLON CORPORATION | $246.04万 | 0.70% | 17,014 | 30 | 0.2% | $4,338 | 加仓 |
| TDIV | FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND | $244.42万 | 0.70% | 21,276 | -117 | -0.5% | -$1.34万 | 减仓 |
| GE | GE AEROSPACE COM NEW | $236.05万 | 0.67% | 6,316 | 400 | 6.8% | $14.95万 | 加仓 |
| FXR | FIRST TRUST ETF II INDLS PROD DURABLE | $221.04万 | 0.63% | 24,258 | -120 | -0.5% | -$1.09万 | 减仓 |
| GOOG | ALPHABET INCORPORATED CAP STK CLASS C | $216.98万 | 0.62% | 6,141 | -36 | -0.6% | -$1.27万 | 减仓 |
| ETN | EATON CORPORATION PLC SHS (IRELAND) | $211.92万 | 0.60% | 4,973 | 9 | 0.2% | $3,835 | 加仓 |
| FDN | FIRST TRUST DOW JONES INTERNET INDEX FUND | $209.45万 | 0.60% | 7,912 | 0 | 0.0% | — | 不变 |
| XLF | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | $207.51万 | 0.59% | 38,707 | 418 | 1.1% | $2.24万 | 加仓 |
| INTC | INTEL CORPORATION | $197.67万 | 0.56% | 14,157 | 10 | 0.1% | $1,396 | 加仓 |
| FYC | FIRST TRUST SMALL CAP GROWTH ALPHADEX FUND | $196.14万 | 0.56% | 15,403 | -350 | -2.2% | -$4.46万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $195.93万 | 0.56% | 9,792 | -50 | -0.5% | -$1.00万 | 减仓 |
| FNY | FIRST TRUST MID CAP GROWTH ALPHADEX FUND | $194.95万 | 0.56% | 17,586 | 0 | 0.0% | — | 不变 |
| DECK | DECKERS OUTDOOR CORPORATION | $194.73万 | 0.56% | 19,612 | -960 | -4.7% | -$9.53万 | 减仓 |
| HD | HOME DEPOT INCORPORATED | $194.19万 | 0.55% | 5,506 | -213 | -3.7% | -$7.51万 | 减仓 |
| RDVI | FT VEST RISING DIVIDEND ACHIEVERS TARGET | $193.48万 | 0.55% | 65,810 | 2,733 | 4.3% | $8.04万 | 加仓 |
| EFA | ISHARES TR MSCI EAFE ETF | $183.19万 | 0.52% | 17,635 | 125 | 0.7% | $1.30万 | 加仓 |
| TXN | TEXAS INSTRS INCORPORATED | $183.07万 | 0.52% | 6,142 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INCORPORATED | $179.99万 | 0.51% | 1,532 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & COMPANY INCORPORATED | $173.08万 | 0.49% | 13,469 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYSTEMS INCORPORATED | $170.91万 | 0.49% | 14,551 | 45 | 0.3% | $5,286 | 加仓 |
| UNP | UNION PAC CORPORATION | $170.78万 | 0.49% | 6,279 | 17 | 0.3% | $4,624 | 加仓 |
| VTV | VANGUARD VALUE ETF | $162.21万 | 0.46% | 7,443 | 176 | 2.4% | $3.84万 | 加仓 |
| WMB | WILLIAMS COMPANIES INCORPORATED | $162.07万 | 0.46% | 21,801 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTERNATIONAL INCORPORATED | $160.76万 | 0.46% | 8,886 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & COMPANY | $158.45万 | 0.45% | 19,173 | 31 | 0.2% | $2,562 | 加仓 |
| DUK | DUKE ENERGY CORPORATION NEW COM NEW | $158.43万 | 0.45% | 12,516 | -120 | -0.9% | -$1.52万 | 减仓 |
| LRCX | LAM RESEARCH CORPORATION COM NEW | $149.63万 | 0.43% | 3,453 | 16 | 0.5% | $6,933 | 加仓 |
| ABBV | ABBVIE INCORPORATED | $139.38万 | 0.40% | 5,539 | 2 | 0.0% | $503 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW | $137.36万 | 0.39% | 2,745 | 62 | 2.3% | $3.10万 | 加仓 |
| GRBK | GREEN BRICK PARTNERS INCORPORATED | $136.04万 | 0.39% | 16,997 | 33 | 0.2% | $2,641 | 加仓 |
| ENB | ENBRIDGE INCORPORATED (CANADA) | $132.83万 | 0.38% | 24,502 | -75 | -0.3% | -$4,066 | 减仓 |
| AXP | AMERICAN EXPRESS COMPANY | $131.24万 | 0.37% | 3,880 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB COMPANY | $131.12万 | 0.37% | 22,755 | -73 | -0.3% | -$4,206 | 减仓 |
| IGLD | FT VEST GOLD TARGET INCOME ETF | $130.27万 | 0.37% | 61,855 | -800 | -1.3% | -$1.68万 | 减仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $129.89万 | 0.37% | 18,230 | 1,313 | 7.8% | $9.36万 | 加仓 |
| WM | WASTE MGMT INCORPORATED DEL | $126.89万 | 0.36% | 5,693 | 0 | 0.0% | — | 不变 |
| FAPR | FT VEST U.S. EQUITY BUFFER ETF - APRIL | $123.37万 | 0.35% | 26,395 | 0 | 0.0% | — | 不变 |
| ABNB | AIRBNB INCORPORATED COM CLASS A | $122.09万 | 0.35% | 8,532 | -3,412 | -28.6% | -$48.83万 | 减仓 |
| FTGC | FIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUND | $120.57万 | 0.34% | 44,573 | 8,016 | 21.9% | $21.68万 | 加仓 |
| VONG | VANGUARD RUSSELL 1000 GROWTH ETF | $120.26万 | 0.34% | 9,409 | 3 | 0.0% | $383 | 加仓 |
| V | VISA INCORPORATED COM CLASS A | $118.21万 | 0.34% | 3,445 | -70 | -2.0% | -$2.40万 | 减仓 |
| MO | ALTRIA GROUP INCORPORATED | $115.78万 | 0.33% | 16,091 | 7 | 0.0% | $504 | 加仓 |
| FTSM | FIRST TRUST ETF IV FIRST TRUST ENHANCED SHORT | $106.97万 | 0.31% | 17,910 | 2 | 0.0% | $119 | 加仓 |
| VLO | VALERO ENERGY CORPORATION | $106.78万 | 0.30% | 4,100 | 0 | 0.0% | — | 不变 |
| LAMR | LAMAR ADVERTISING COMPANY CLASS A REIT | $103.88万 | 0.30% | 6,660 | 900 | 15.6% | $14.04万 | 加仓 |
| GOOGL | ALPHABET INCORPORATED CAP STK CLASS A | $103.33万 | 0.29% | 2,891 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHINES | $102.39万 | 0.29% | 3,641 | 3 | 0.1% | $844 | 加仓 |
| PG | PROCTER & GAMBLE COMPANY | $101.25万 | 0.29% | 6,905 | 26 | 0.4% | $3,812 | 加仓 |
| PEP | PEPSICO INC | $100.95万 | 0.29% | 7,456 | 21 | 0.3% | $2,843 | 加仓 |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | $100.10万 | 0.29% | 2,705 | 2,624 | 3,239.5% | $97.10万 | 加仓 |
| AMAT | APPLIED MATLS INCORPORATED | $99.99万 | 0.29% | 1,383 | 0 | 0.0% | — | 不变 |
| FIW | FIRST TRUST WATER ETF | $98.40万 | 0.28% | 8,985 | -200 | -2.2% | -$2.19万 | 减仓 |
| HON | HONEYWELL INTERNATIONAL INC | $96.27万 | 0.27% | 4,300 | -4,284 | -49.9% | -$95.91万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $94.88万 | 0.27% | 4,292 | 4,292 | — | $94.88万 | 新建仓 |
| TSLA | TESLA INCORPORATED | $94.42万 | 0.27% | 2,245 | 0 | 0.0% | — | 不变 |
| SPLV | INVESCO S&P 500 LOW VOLATILITY ETF | $93.54万 | 0.27% | 12,489 | -154 | -1.2% | -$1.15万 | 减仓 |
| QQQ | INVESCO QQQ TRUST | $93.46万 | 0.27% | 1,269 | 25 | 2.0% | $1.84万 | 加仓 |
| CVS | CVS HEALTH CORPORATION | $92.78万 | 0.26% | 8,969 | -516 | -5.4% | -$5.34万 | 减仓 |
| ROK | ROCKWELL AUTOMATION INCORPORATED | $92.53万 | 0.26% | 1,869 | 11 | 0.6% | $5,446 | 加仓 |
| BND | VANGUARD TOTAL BOND MARKET ETF | $88.03万 | 0.25% | 11,991 | 11,991 | — | $88.03万 | 新建仓 |
| ICE | INTERCONTINENTAL EXCHANGE INCORPORATED | $87.91万 | 0.25% | 7,141 | 12 | 0.2% | $1,477 | 加仓 |
| PRK | PARK NATL CORPORATION | $87.76万 | 0.25% | 4,796 | 10 | 0.2% | $1,830 | 加仓 |
| MTUM | ISHARES TR MSCI USA MMENTM | $86.46万 | 0.25% | 2,522 | 0 | 0.0% | — | 不变 |