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 |
|---|---|---|---|---|---|---|---|---|
| B | BARRICK MINING CORPORATION COM SHS (CANADA) | $4.96万 | 0.01% | 1,350 | 350 | 35.0% | $1.29万 | 加仓 |
| L | LOEWS CORPORATION | $5.03万 | 0.01% | 444 | 0 | 0.0% | — | 不变 |
| DGX | QUEST DIAGNOSTICS INCORPORATED | $5.07万 | 0.01% | 239 | 0 | 0.0% | — | 不变 |
| QDVO | AMPLIFY CWP GROWTH & INCOME ETF | $5.07万 | 0.01% | 1,700 | 0 | 0.0% | — | 不变 |
| GSK | GSK PLC SPONSORED ADR (UNITED KINGDOM) | $5.09万 | 0.01% | 971 | 0 | 0.0% | — | 不变 |
| DLTR | DOLLAR TREE INCORPORATED | $5.09万 | 0.01% | 421 | 0 | 0.0% | — | 不变 |
| KHC | KRAFT HEINZ COMPANY | $5.10万 | 0.01% | 2,160 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $5.12万 | 0.01% | 150 | 0 | 0.0% | — | 不变 |
| MGK | VANGUARD MEGA CAP GROWTH ETF | $5.27万 | 0.02% | 600 | 0 | 0.0% | — | 不变 |
| — | FIRST TRUST S&P REIT INDEX FUND | $5.34万 | 0.02% | 1,685 | 0 | 0.0% | — | 不变 |
| F | FORD MTR COMPANY | $5.37万 | 0.02% | 3,863 | 32 | 0.8% | $445 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INCORPORATED | $5.41万 | 0.02% | 186 | 0 | 0.0% | — | 不变 |
| APD | AIR PRODUCTS AND CHEMICALS INCORPORATED | $5.42万 | 0.02% | 185 | 0 | 0.0% | — | 不变 |
| TSCO | TRACTOR SUPPLY COMPANY | $5.53万 | 0.02% | 1,750 | 0 | 0.0% | — | 不变 |
| ADSK | AUTODESK INCORPORATED | $5.54万 | 0.02% | 285 | 0 | 0.0% | — | 不变 |
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | $5.56万 | 0.02% | 2,007 | 0 | 0.0% | — | 不变 |
| OGE | OGE ENERGY CORPORATION | $5.63万 | 0.02% | 1,157 | 0 | 0.0% | — | 不变 |
| SCHV | SCHWAB U.S. LARGE-CAP VALUE ETF | $5.64万 | 0.02% | 1,619 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INCORPORATED COM NEW | $5.64万 | 0.02% | 403 | 0 | 0.0% | — | 不变 |
| VRTX | VERTEX PHARMACEUTICALS INCORPORATED | $5.81万 | 0.02% | 117 | 0 | 0.0% | — | 不变 |
| PYLD | PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | $6.01万 | 0.02% | 2,265 | 0 | 0.0% | — | 不变 |
| CXW | CORECIVIC INCORPORATED | $6.08万 | 0.02% | 2,000 | 2,000 | — | $6.08万 | 新建仓 |
| CRWV | COREWEAVE INCORPORATED COM CLASS A | $6.08万 | 0.02% | 611 | 0 | 0.0% | — | 不变 |
| LNG | CHENIERE ENERGY INCORPORATED COM NEW | $6.12万 | 0.02% | 256 | 0 | 0.0% | — | 不变 |
| FCX | FREEPORT MCMORAN INCORPORATED CLASS B | $6.19万 | 0.02% | 984 | 0 | 0.0% | — | 不变 |
| FDLO | FIDELITY LOW VOLATILITY FACTOR ETF | $6.28万 | 0.02% | 919 | 0 | 0.0% | — | 不变 |
| SU | SUNCOR ENERGY INCORPORATED NEW (CANADA) | $6.32万 | 0.02% | 1,178 | 0 | 0.0% | — | 不变 |
| DD | DUPONT DE NEMOURS INCORPORATED COMMON STOCK | $6.40万 | 0.02% | 472 | -950 | -66.8% | -$12.89万 | 减仓 |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | $6.41万 | 0.02% | 1,895 | 0 | 0.0% | — | 不变 |
| DSU | BLACKROCK DEBT STRATEGIES FD I COM NEW | $6.45万 | 0.02% | 6,654 | 197 | 3.1% | $1,911 | 加仓 |
| T | AT&T INCORPORATED | $6.47万 | 0.02% | 3,125 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR SELECT DIVID ETF | $6.49万 | 0.02% | 415 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC SHS (IRELAND) | $6.50万 | 0.02% | 831 | 0 | 0.0% | — | 不变 |
| HR | HEALTHCARE RLTY TR CLASS A COM REIT | $6.74万 | 0.02% | 3,344 | 0 | 0.0% | — | 不变 |
| CNX | CNX RES CORPORATION | $6.79万 | 0.02% | 2,000 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | $6.91万 | 0.02% | 1,158 | 0 | 0.0% | — | 不变 |
| GIS | GENERAL MILLS INCORPORATED | $6.96万 | 0.02% | 2,000 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORPORATION NEW CLASS A | $7.11万 | 0.02% | 2,895 | 1 | 0.0% | $25 | 加仓 |
| RIO | RIO TINTO PLC SPONSORED ADR (UNITED KINGDOM) | $7.16万 | 0.02% | 754 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TR CORE MSCI EAFE | $7.26万 | 0.02% | 752 | 72 | 10.6% | $6,954 | 加仓 |
| VUG | VANGUARD GROWTH ETF | $7.60万 | 0.02% | 882 | 54 | 6.5% | $4,654 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INCORPORATED | $7.61万 | 0.02% | 131 | -40 | -23.4% | -$2.32万 | 减仓 |
| GAB | GABELLI EQUITY TR INCORPORATED | $7.66万 | 0.02% | 13,530 | 0 | 0.0% | — | 不变 |
| YUM | YUM BRANDS INCORPORATED | $7.82万 | 0.02% | 489 | 0 | 0.0% | — | 不变 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $7.82万 | 0.02% | 964 | 8 | 0.8% | $649 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INCORPORATED COM NEW | $7.89万 | 0.02% | 190 | 0 | 0.0% | — | 不变 |
| DOCT | FT VEST US EQUITY DEEP BFFR ETF OCT | $7.96万 | 0.02% | 1,705 | -415 | -19.6% | -$1.94万 | 减仓 |
| NGG | NATIONAL GRID PLC SPONSORED ADR NE | $7.99万 | 0.02% | 964 | 0 | 0.0% | — | 不变 |
| AZN | ASTRAZENECA PLC ORD (UNITED KINGDOM) | $8.04万 | 0.02% | 424 | 424 | — | $8.04万 | 新建仓 |
| LZB | LA Z BOY INCORPORATED | $8.33万 | 0.02% | 2,077 | 0 | 0.0% | — | 不变 |
| IYC | ISHARES TR US CONSUM DISCRE | $8.38万 | 0.02% | 829 | 0 | 0.0% | — | 不变 |
| FLEX | FLEX LIMITED ORD (SINGAPORE) | $8.46万 | 0.02% | 522 | 0 | 0.0% | — | 不变 |
| — | FIRST TRUST DORSEY WRIGHT DYNAMIC FOCUS 5 ETF | $8.62万 | 0.02% | 1,968 | -420 | -17.6% | -$1.84万 | 减仓 |
| UPS | UNITED PARCEL SVCS INCORPORATED CLASS B | $8.72万 | 0.02% | 811 | 0 | 0.0% | — | 不变 |
| GL | GLOBE LIFE INCORPORATED | $8.76万 | 0.02% | 490 | 0 | 0.0% | — | 不变 |
| ASTS | AST SPACEMOBILE INCORPORATED COM CLASS A | $8.80万 | 0.03% | 990 | 990 | — | $8.80万 | 新建仓 |
| ORLY | OREILLY AUTOMOTIVE INCORPORATED | $8.82万 | 0.03% | 958 | 0 | 0.0% | — | 不变 |
| MFC | MANULIFE FINL CORPORATION (CANADA) | $8.98万 | 0.03% | 2,218 | 3 | 0.1% | $122 | 加仓 |
| BHP | BHP BILLITON LIMITED SPONSORED ADS (AUSTRALIA) | $9.17万 | 0.03% | 1,100 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR CORE S&P SCP ETF | $9.45万 | 0.03% | 637 | 0 | 0.0% | — | 不变 |
| IR | INGERSOLL RAND INCORPORATED | $9.48万 | 0.03% | 1,156 | 0 | 0.0% | — | 不变 |
| JBHT | HUNT J B TRANS SVCS INCORPORATED | $9.49万 | 0.03% | 328 | 1 | 0.3% | $289 | 加仓 |
| FV | FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF | $9.56万 | 0.03% | 1,260 | -145 | -10.3% | -$1.10万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $9.65万 | 0.03% | 827 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED CLASS A | $9.76万 | 0.03% | 190 | 23 | 13.8% | $1.18万 | 加仓 |
| SPHQ | INVESCO S&P 500 QUALITY ETF | $9.91万 | 0.03% | 1,100 | 400 | 57.1% | $3.60万 | 加仓 |
| TEL | TE CONNECTIVITY PLC ORD SHS (IRELAND) | $10.08万 | 0.03% | 500 | 0 | 0.0% | — | 不变 |
| CME | CME GROUP INCORPORATED | $10.20万 | 0.03% | 462 | 0 | 0.0% | — | 不变 |
| CQP | CHENIERE ENERGY PARTNERS L P COM UNIT | $10.36万 | 0.03% | 1,700 | 0 | 0.0% | — | 不变 |
| NVS | NOVARTIS AG SPONSORED ADR (SWITZERLAND) | $10.38万 | 0.03% | 662 | 0 | 0.0% | — | 不变 |
| RWR | STATE STREET SPDR DOW JONES REIT ETF | $10.39万 | 0.03% | 920 | -50 | -5.2% | -$5,648 | 减仓 |
| DFEM | DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF | $10.47万 | 0.03% | 2,577 | 0 | 0.0% | — | 不变 |
| — | PROFOUND MED CORPORATION COM NEW (CANADA) | $10.49万 | 0.03% | 15,775 | -500 | -3.1% | -$3,325 | 减仓 |
| USMV | ISHARES TR MSCI USA MIN ETF | $10.49万 | 0.03% | 1,088 | -285 | -20.8% | -$2.75万 | 减仓 |
| ACWI | ISHARES TR MSCI ACWI ETF | $10.60万 | 0.03% | 675 | 0 | 0.0% | — | 不变 |
| CAH | CARDINAL HEALTH INCORPORATED | $10.69万 | 0.03% | 450 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INCORPORATED | $10.70万 | 0.03% | 909 | 0 | 0.0% | — | 不变 |
| SHOP | SHOPIFY INC (CANADA) | $10.79万 | 0.03% | 945 | 0 | 0.0% | — | 不变 |
| FDXF | FEDEX FGHT HLDG COMPANY INCORPORATED COMMON STOCK | $10.81万 | 0.03% | 716 | 716 | — | $10.81万 | 新建仓 |
| LMBS | FIRST TRUST LOW DURATION OPPORTUNITIES ETF | $10.82万 | 0.03% | 2,173 | 0 | 0.0% | — | 不变 |
| MCHP | MICROCHIP TECHNOLOGY INCORPORATED. | $10.86万 | 0.03% | 1,191 | 0 | 0.0% | — | 不变 |
| IYH | ISHARES TR US HLTHCARE ETF | $10.89万 | 0.03% | 1,625 | 0 | 0.0% | — | 不变 |
| XLE | STATE STREET ENERGY SELECT SECTOR SPDR ETF | $10.92万 | 0.03% | 2,056 | 8 | 0.4% | $425 | 加仓 |
| FBIN | FORTUNE BRANDS INNOVATIONS INCORPORATED | $10.98万 | 0.03% | 2,000 | 0 | 0.0% | — | 不变 |
| BCI | ABRDN BLOOMBERG ALL COMMODITY STRATEGY | $11.13万 | 0.03% | 4,980 | 0 | 0.0% | — | 不变 |
| GRMN | GARMIN LIMITED SHS (SWITZERLAND) | $11.40万 | 0.03% | 480 | 0 | 0.0% | — | 不变 |
| Q | QNITY ELECTRONICS INCORPORATED COMMON STOCK | $11.57万 | 0.03% | 708 | 0 | 0.0% | — | 不变 |
| TTC | TORO COMPANY | $11.69万 | 0.03% | 1,200 | 0 | 0.0% | — | 不变 |
| FAUG | FT VEST U.S. EQUITY BUFFER ETF - AUGUST | $12.15万 | 0.03% | 2,150 | -300 | -12.2% | -$1.70万 | 减仓 |
| IWM | ISHARES TR RUSSELL 2000 ETF | $12.29万 | 0.04% | 409 | 0 | 0.0% | — | 不变 |
| DJAN | FT VEST U.S. EQUITY DEEP BUFFER ETF - JANUARY | $12.68万 | 0.04% | 2,785 | -415 | -13.0% | -$1.89万 | 减仓 |
| SYY | SYSCO CORPORATION | $12.68万 | 0.04% | 1,517 | 0 | 0.0% | — | 不变 |
| XEL | XCEL ENERGY INC | $12.72万 | 0.04% | 1,584 | 0 | 0.0% | — | 不变 |
| DTE | DTE ENERGY COMPANY | $13.71万 | 0.04% | 900 | 0 | 0.0% | — | 不变 |
| UCB | UNITED CMNTY BKS BLAIRSVLE GA | $14.19万 | 0.04% | 4,045 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORPORATION | $14.26万 | 0.04% | 1,545 | 0 | 0.0% | — | 不变 |
| CMI | CUMMINS INCORPORATED | $14.26万 | 0.04% | 200 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR CORE S&P MCP ETF | $14.57万 | 0.04% | 1,890 | 0 | 0.0% | — | 不变 |
| DAUG | FT VEST U.S. EQUITY DEEP BUFFER ETF - AUGUST | $14.78万 | 0.04% | 3,155 | -515 | -14.0% | -$2.41万 | 减仓 |
| KR | KROGER COMPANY | $15.08万 | 0.04% | 2,715 | 0 | 0.0% | — | 不变 |