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 |
|---|---|---|---|---|---|---|---|---|
| BR | BROADRIDGE FINL SOLUTIONS INCORPORATED | $9,039 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| QS | QUANTUMSCAPE CORPORATION COM CLASS A | $9,072 | 0.00% | 1,200 | 0 | 0.0% | — | 不变 |
| ES | EVERSOURCE ENERGY | $9,106 | 0.00% | 126 | 0 | 0.0% | — | 不变 |
| DPZ | DOMINO'S PIZZA INC | $9,177 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| HLN | HALEON PLC SPON ADS (UNITED KINGDOM) | $9,227 | 0.00% | 989 | 0 | 0.0% | — | 不变 |
| SONY | SONY GROUP CORPORATION SPONSORED ADR (JAPAN) | $9,228 | 0.00% | 460 | 460 | — | $9,228 | 新建仓 |
| SRE | SEMPRA | $9,271 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| CPS | COOPER-STANDARD HOLDINGS INCORPORATED | $9,305 | 0.00% | 344 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INCORPORATED CLASS B | $9,359 | 0.00% | 228 | 0 | 0.0% | — | 不变 |
| NDAQ | NASDAQ INCORPORATED | $9,616 | 0.00% | 122 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD SMALL-CAP ETF | $9,700 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| PENG | PENGUIN SOLUTIONS INCORPORATED | $9,729 | 0.00% | 128 | 128 | — | $9,729 | 新建仓 |
| WAB | WABTEC | $9,744 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| SDVY | FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF | $9,750 | 0.00% | 226 | 0 | 0.0% | — | 不变 |
| ECL | ECOLAB INCORPORATED | $9,751 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| BABA | ALIBABA GROUP HLDG LIMITED SPONSORED ADS | $9,790 | 0.00% | 102 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES TR CORE US AGGBD ET | $9,898 | 0.00% | 100 | -40 | -28.6% | -$3,959 | 减仓 |
| CCL | CARNIVAL CORPORATION LIMITED COMMON SHARES (PANAMA) | $1.00万 | 0.00% | 350 | 350 | — | $1.00万 | 新建仓 |
| LW | LAMB WESTON HLDGS INCORPORATED | $1.01万 | 0.00% | 233 | 0 | 0.0% | — | 不变 |
| VOD | VODAFONE GROUP PLC SPONSORED ADR | $1.02万 | 0.00% | 768 | 0 | 0.0% | — | 不变 |
| AJG | GALLAGHER ARTHUR J & COMPANY | $1.03万 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| SLYV | STATE STREET SPDR S&P 600 SMALL CAP VALUE ETF | $1.04万 | 0.00% | 95 | -100 | -51.3% | -$1.09万 | 减仓 |
| KKR | KKR & COMPANY INCORPORATED | $1.04万 | 0.00% | 113 | 0 | 0.0% | — | 不变 |
| NXT | NEXTPOWER INCORPORATED CLASS A COM | $1.07万 | 0.00% | 90 | 0 | 0.0% | — | 不变 |
| TMUS | T-MOBILE US INCORPORATED | $1.07万 | 0.00% | 64 | 0 | 0.0% | — | 不变 |
| IFV | FIRST TRUST DORSEY WRIGHT INTERNATIONAL FOCUS 5 ETF | $1.09万 | 0.00% | 406 | 0 | 0.0% | — | 不变 |
| TIP | ISHARES TR TIPS BD ETF | $1.09万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| — | INVESCO DWA BASIC MATERIALS MOMENTUM ETF | $1.09万 | 0.00% | 87 | 0 | 0.0% | — | 不变 |
| HMC | HONDA MOTOR COMPANY LIMITED ADR ECH CNV IN 3 (JAPAN) | $1.10万 | 0.00% | 406 | 0 | 0.0% | — | 不变 |
| ESML | ISHARES TR ESG AWARE MSCI | $1.12万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| VSNT | VERSANT MEDIA GROUP INCORPORATED COM CLASS A | $1.13万 | 0.00% | 313 | 0 | 0.0% | — | 不变 |
| OKE | ONEOK INCORPORATED NEW | $1.13万 | 0.00% | 130 | 0 | 0.0% | — | 不变 |
| SJM | SMUCKER J M COMPANY COM NEW | $1.14万 | 0.00% | 101 | 0 | 0.0% | — | 不变 |
| IYZ | ISHARES TR US TELECOM ETF | $1.14万 | 0.00% | 270 | 0 | 0.0% | — | 不变 |
| FNB | F N B CORPORATION | $1.16万 | 0.00% | 606 | 0 | 0.0% | — | 不变 |
| SCHB | SCHWAB U.S. BROAD MARKET ETF | $1.16万 | 0.00% | 402 | 0 | 0.0% | — | 不变 |
| SPCX | SPACE EXPLORATION TECHN CORPORATION CLASS A COM STK | $1.18万 | 0.00% | 69 | 69 | — | $1.18万 | 新建仓 |
| GOVT | ISHARES TR US TREAS BD ETF | $1.20万 | 0.00% | 527 | 5 | 1.0% | $114 | 加仓 |
| LUV | SOUTHWEST AIRLS COMPANY | $1.21万 | 0.00% | 235 | 0 | 0.0% | — | 不变 |
| CBOE | CBOE GLOBAL MKTS INCORPORATED | $1.21万 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| MUB | ISHARES TR NATIONAL MUN ETF | $1.23万 | 0.00% | 114 | 1 | 0.9% | $108 | 加仓 |
| IJS | ISHARES TR SP SMCP600VL ETF | $1.23万 | 0.00% | 90 | 0 | 0.0% | — | 不变 |
| ELV | ELEVANCE HEALTH INCORPORATED FORMERLY A | $1.24万 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INCORPORATED | $1.30万 | 0.00% | 32 | -20 | -38.5% | -$8,145 | 减仓 |
| EGP | EASTGROUP PPTYS INCORPORATED REIT | $1.32万 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| AMH | AMERICAN HOMES 4 RENT CLASS A REIT | $1.34万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| PULS | PGIM ULTRA SHORT BOND ETF | $1.36万 | 0.00% | 275 | 0 | 0.0% | — | 不变 |
| DY | DYCOM INDUSTRIES INCORPORATED | $1.37万 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF SHS BEN INT | $1.37万 | 0.00% | 411 | 64 | 18.4% | $2,131 | 加仓 |
| FTXR | FIRST TRUST NASDAQ TRANSPORTATION ETF | $1.39万 | 0.00% | 305 | 0 | 0.0% | — | 不变 |
| EWL | ISHARES INCORPORATED MSCI SWITZERLAND | $1.41万 | 0.00% | 225 | 0 | 0.0% | — | 不变 |
| NVO | NOVO-NORDISK A S ADR (DENMARK) | $1.44万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| XLB | STATE STREET MATERIALS SELECT SECTOR SPDR ETF | $1.44万 | 0.00% | 284 | 0 | 0.0% | — | 不变 |
| FAST | FASTENAL COMPANY | $1.45万 | 0.00% | 302 | 0 | 0.0% | — | 不变 |
| NVRI | ENVIRI CORPORATION | $1.46万 | 0.00% | 666 | 666 | — | $1.46万 | 新建仓 |
| GNRC | GENERAC HLDGS INCORPORATED | $1.46万 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| TDG | TRANSDIGM GROUP INCORPORATED | $1.47万 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| VTRS | VIATRIS INCORPORATED | $1.49万 | 0.00% | 937 | 0 | 0.0% | — | 不变 |
| BAX | BAXTER INTERNATIONAL INCORPORATED | $1.49万 | 0.00% | 700 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORPORATION DEL | $1.52万 | 0.00% | 80 | 20 | 33.3% | $3,810 | 加仓 |
| IYM | ISHARES TR U.S. BAS MTL ETF | $1.53万 | 0.00% | 85 | 0 | 0.0% | — | 不变 |
| O | REALTY INCOME CORPORATION REIT | $1.56万 | 0.00% | 252 | 0 | 0.0% | — | 不变 |
| IGSB | ISHARES TR ISHS 1-5YR INVS | $1.57万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| CXT | CRANE NXT COMPANY | $1.59万 | 0.00% | 310 | 0 | 0.0% | — | 不变 |
| QUAL | ISHARES TR MSCI USA QLT FCT | $1.65万 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| YUMC | YUM CHINA HLDGS INCORPORATED | $1.65万 | 0.00% | 404 | 1 | 0.2% | $41 | 加仓 |
| EFV | ISHARES TR EAFE VALUE ETF | $1.65万 | 0.00% | 216 | 5 | 2.4% | $383 | 加仓 |
| WY | WEYERHAEUSER COMPANY COM NEW REIT | $1.68万 | 0.00% | 700 | 0 | 0.0% | — | 不变 |
| UL | UNILEVER PLC SPON ADR NEW (UNITED KINGDOM) | $1.71万 | 0.00% | 284 | 0 | 0.0% | — | 不变 |
| FEM | FIRST TRUST EMERGING MARKETS ALPHADEX FUND | $1.73万 | 0.00% | 540 | 0 | 0.0% | — | 不变 |
| GM | GENERAL MTRS COMPANY | $1.73万 | 0.00% | 225 | 0 | 0.0% | — | 不变 |
| FID | FIRST TRUST S&P INTERNATIONAL DIVIDEND ARISTOCRATS ETF | $1.74万 | 0.00% | 810 | 0 | 0.0% | — | 不变 |
| XLRE | STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF | $1.74万 | 0.00% | 396 | -60 | -13.2% | -$2,641 | 减仓 |
| BN | BROOKFIELD CORPORATION CLASS A LTD VT SH (CANADA) | $1.77万 | 0.01% | 415 | 0 | 0.0% | — | 不变 |
| MSCI | MSCI INCORPORATED | $1.79万 | 0.01% | 32 | 0 | 0.0% | — | 不变 |
| XLU | STATE STREET UTILITIES SELECT SECTOR SPDR ETF | $1.81万 | 0.01% | 400 | 0 | 0.0% | — | 不变 |
| BWIN | THE BALDWIN INSURANCE GRP INCORPORATED COM CLASS A | $1.86万 | 0.01% | 700 | 0 | 0.0% | — | 不变 |
| PAA | PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN | $1.87万 | 0.01% | 841 | 0 | 0.0% | — | 不变 |
| QXO | QXO INCORPORATED COM NEW | $1.88万 | 0.01% | 1,090 | 0 | 0.0% | — | 不变 |
| LPX | LOUISIANA PAC CORPORATION | $1.89万 | 0.01% | 240 | 0 | 0.0% | — | 不变 |
| SNA | SNAP ON INCORPORATED | $1.89万 | 0.01% | 47 | 0 | 0.0% | — | 不变 |
| SCI | SERVICE CORPORATION INTERNATIONAL | $1.90万 | 0.01% | 250 | 0 | 0.0% | — | 不变 |
| VLUE | ISHARES TR MSCI USA VALUE | $1.96万 | 0.01% | 98 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD REAL ESTATE ETF | $1.96万 | 0.01% | 203 | 1 | 0.5% | $97 | 加仓 |
| KDP | KEURIG DR PEPPER INCORPORATED | $1.96万 | 0.01% | 600 | 0 | 0.0% | — | 不变 |
| SSB | SOUTHSTATE BK CORPORATION | $1.97万 | 0.01% | 197 | 0 | 0.0% | — | 不变 |
| EL | LAUDER ESTEE COMPANIES INCORPORATED CLASS A | $1.97万 | 0.01% | 250 | 0 | 0.0% | — | 不变 |
| GMED | GLOBUS MED INCORPORATED CLASS A | $1.98万 | 0.01% | 250 | 0 | 0.0% | — | 不变 |
| CNR | CORE NATURAL RESOURCES INCORPORATED COM SHS | $2.00万 | 0.01% | 250 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | $2.01万 | 0.01% | 168 | 0 | 0.0% | — | 不变 |
| MKC | MCCORMICK & COMPANY INCORPORATED COM NON VTG | $2.02万 | 0.01% | 400 | 0 | 0.0% | — | 不变 |
| EW | EDWARDS LIFESCIENCES CORPORATION | $2.02万 | 0.01% | 223 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORPORATION | $2.04万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| IONS | IONIS PHARMACEUTICALS INCORPORATED | $2.05万 | 0.01% | 258 | 0 | 0.0% | — | 不变 |
| MBC | MASTERBRAND INCORPORATED COMMON STOCK | $2.06万 | 0.01% | 2,000 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES TR MSCI EMG MKT ETF | $2.09万 | 0.01% | 305 | 1 | 0.3% | $68 | 加仓 |
| — | ELECTRONIC ARTS INCORPORATED | $2.11万 | 0.01% | 103 | 0 | 0.0% | — | 不变 |
| VOE | VANGUARD MID-CAP VALUE ETF | $2.11万 | 0.01% | 107 | 0 | 0.0% | — | 不变 |
| CWI | STATE STREET SPDR MSCI ACWI EX-US ETF | $2.15万 | 0.01% | 528 | 0 | 0.0% | — | 不变 |
| MKL | MARKEL GROUP INCORPORATED | $2.15万 | 0.01% | 11 | 0 | 0.0% | — | 不变 |