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 |
|---|---|---|---|---|---|---|---|---|
| IYW | ISHARES TR U.S. TECH ETF | $15.13万 | 0.04% | 600 | 0 | 0.0% | — | 不变 |
| TRGP | TARGA RES CORPORATION | $15.15万 | 0.04% | 565 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORPORATION | $15.20万 | 0.04% | 1,037 | 0 | 0.0% | — | 不变 |
| GEHC | GE HEALTHCARE TECHNOLOGIES INCORPORATED COMMON STOCK | $15.29万 | 0.04% | 2,389 | 0 | 0.0% | — | 不变 |
| — | FIRST TRUST SWITZERLAND ALPHADEX FUND | $15.31万 | 0.04% | 1,866 | 0 | 0.0% | — | 不变 |
| RSG | REPUBLIC SVCS INCORPORATED | $15.41万 | 0.04% | 723 | 0 | 0.0% | — | 不变 |
| SGU | STAR GROUP LP UNIT LTD PARTNR | $15.58万 | 0.04% | 12,137 | 2 | 0.0% | $26 | 加仓 |
| LIT | GLOBAL X LITHIUM & BATTERY TECH ETF | $15.66万 | 0.04% | 2,000 | 0 | 0.0% | — | 不变 |
| PHYS | SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR (CANADA) | $15.69万 | 0.04% | 5,200 | 4,000 | 333.3% | $12.07万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INCORPORATED | $16.49万 | 0.05% | 163 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD HIGH DIVIDEND YIELD ETF | $16.51万 | 0.05% | 1,045 | 0 | 0.0% | — | 不变 |
| GDX | VANECK GOLD MINERS ETF | $16.72万 | 0.05% | 2,216 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC SPON ADS (UNITED KINGDOM) | $16.78万 | 0.05% | 2,164 | 5 | 0.2% | $388 | 加仓 |
| VIS | VANGUARD INDUSTRIALS ETF | $17.12万 | 0.05% | 475 | 0 | 0.0% | — | 不变 |
| CSL | CARLISLE COMPANIES INCORPORATED | $18.14万 | 0.05% | 500 | 0 | 0.0% | — | 不变 |
| — | FT VEST U.S. SMALL CAP MODERATE BUFFER ETF - AUGUST | $18.22万 | 0.05% | 6,560 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | $18.27万 | 0.05% | 772 | 65 | 9.2% | $1.54万 | 加仓 |
| EBAY | EBAY INCORPORATED. | $18.36万 | 0.05% | 1,643 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORPORATION | $18.39万 | 0.05% | 519 | 0 | 0.0% | — | 不变 |
| SOLS | SOLSTICE ADVANCED MATLS INCORPORATED COM SHS | $18.51万 | 0.05% | 2,089 | 0 | 0.0% | — | 不变 |
| DON | WISDOMTREE U.S. MIDCAP DIVIDEND FUND | $19.05万 | 0.05% | 3,371 | -225 | -6.3% | -$1.27万 | 减仓 |
| JBL | JABIL INCORPORATED | $19.27万 | 0.05% | 500 | 0 | 0.0% | — | 不变 |
| STX | SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS (IRELAND) | $19.30万 | 0.06% | 200 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORPORATION | $19.51万 | 0.06% | 1,494 | 0 | 0.0% | — | 不变 |
| FCFS | FIRSTCASH HOLDINGS INCORPORATED | $19.66万 | 0.06% | 909 | 2 | 0.2% | $433 | 加仓 |
| NEE | NEXTERA ENERGY INCORPORATED | $19.68万 | 0.06% | 2,242 | 0 | 0.0% | — | 不变 |
| PLD | PROLOGIS INCORPORATED. REIT | $19.70万 | 0.06% | 1,454 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTERNATIONAL INCORPORATED NEW CLASS A | $19.94万 | 0.06% | 538 | 0 | 0.0% | — | 不变 |
| NUE | NUCOR CORPORATION | $19.97万 | 0.06% | 896 | 0 | 0.0% | — | 不变 |
| CEF | SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD AN (CANADA) | $20.11万 | 0.06% | 5,000 | 0 | 0.0% | — | 不变 |
| MPC | MARATHON PETE CORPORATION | $20.27万 | 0.06% | 793 | 3 | 0.4% | $767 | 加仓 |
| PAYC | PAYCOM SOFTWARE INCORPORATED | $20.77万 | 0.06% | 1,652 | -561 | -25.4% | -$7.05万 | 减仓 |
| HUBB | HUBBELL INCORPORATED | $20.93万 | 0.06% | 400 | 0 | 0.0% | — | 不变 |
| GPC | GENUINE PARTS COMPANY | $21.02万 | 0.06% | 1,782 | 0 | 0.0% | — | 不变 |
| DIA | STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF | $21.10万 | 0.06% | 404 | 0 | 0.0% | — | 不变 |
| DLR | DIGITAL RLTY TR INCORPORATED REIT | $21.15万 | 0.06% | 1,178 | 0 | 0.0% | — | 不变 |
| ENVA | ENOVA INTERNATIONAL INCORPORATED | $22.03万 | 0.06% | 915 | 0 | 0.0% | — | 不变 |
| BSX | BOSTON SCIENTIFIC CORPORATION | $22.18万 | 0.06% | 5,197 | 100 | 2.0% | $4,268 | 加仓 |
| AEP | AMERICAN ELEC PWR COMPANY INCORPORATED | $22.48万 | 0.06% | 1,643 | 1 | 0.1% | $137 | 加仓 |
| BA | BOEING COMPANY | $22.64万 | 0.06% | 1,046 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HLDGS INCORPORATED CLASS A | $22.67万 | 0.06% | 297 | 0 | 0.0% | — | 不变 |
| FXH | FIRST TRUST HEALTH CARE ALPHADEX FUND | $23.53万 | 0.07% | 1,922 | 0 | 0.0% | — | 不变 |
| BKNG | BOOKING HOLDINGS INCORPORATED | $23.62万 | 0.07% | 1,325 | 0 | 0.0% | — | 不变 |
| FXO | FIRST TRUST FINANCIALS ALPHADEX FUND | $23.80万 | 0.07% | 3,811 | 0 | 0.0% | — | 不变 |
| EXC | EXELON CORPORATION | $24.00万 | 0.07% | 5,148 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INCORPORATED | $24.08万 | 0.07% | 606 | 0 | 0.0% | — | 不变 |
| SLV | ISHARES SILVER TRUST | $24.11万 | 0.07% | 4,510 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COMPANIES INCORPORATED | $24.16万 | 0.07% | 732 | 0 | 0.0% | — | 不变 |
| D | DOMINION ENERGY INCORPORATED | $24.17万 | 0.07% | 3,540 | 0 | 0.0% | — | 不变 |
| TOWN | TOWNEBANK PORTSMOUTH VA | $25.26万 | 0.07% | 6,969 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $25.31万 | 0.07% | 2,435 | 0 | 0.0% | — | 不变 |
| DRI | DARDEN RESTAURANTS INCORPORATED | $25.47万 | 0.07% | 1,236 | 3 | 0.2% | $618 | 加仓 |
| DVN | DEVON ENERGY CORPORATION NEW | $25.79万 | 0.07% | 6,241 | 2,555 | 69.3% | $10.56万 | 加仓 |
| DAL | DELTA AIR LINES INCORPORATED COM NEW | $25.91万 | 0.07% | 2,766 | 0 | 0.0% | — | 不变 |
| FTA | FIRST TRUST LARGE CAP VALUE ALPHADEX FUND | $26.18万 | 0.07% | 2,705 | 0 | 0.0% | — | 不变 |
| SDY | STATE STREET SPDR S&P DIVIDEND ETF | $26.52万 | 0.08% | 1,743 | 328 | 23.2% | $4.99万 | 加仓 |
| DIS | DISNEY WALT COMPANY | $26.72万 | 0.08% | 2,777 | -82 | -2.9% | -$7,891 | 减仓 |
| CAT | CATERPILLAR INCORPORATED | $26.73万 | 0.08% | 251 | 0 | 0.0% | — | 不变 |
| CNP | CENTERPOINT ENERGY INCORPORATED | $27.16万 | 0.08% | 6,167 | 0 | 0.0% | — | 不变 |
| ZTS | ZOETIS INCORPORATED CLASS A | $27.32万 | 0.08% | 3,801 | -40 | -1.0% | -$2,875 | 减仓 |
| DGRO | ISHARES TR CORE DIV GRWTH | $27.50万 | 0.08% | 3,629 | 0 | 0.0% | — | 不变 |
| DWAS | INVESCO DWA SMALLCAP MOMENTUM ETF | $27.55万 | 0.08% | 2,164 | 0 | 0.0% | — | 不变 |
| PYPL | PAYPAL HLDGS INCORPORATED | $27.61万 | 0.08% | 6,395 | -1,519 | -19.2% | -$6.56万 | 减仓 |
| DLN | WISDOMTREE U.S. LARGECAP DIVIDEND FUND | $27.70万 | 0.08% | 2,876 | -246 | -7.9% | -$2.37万 | 减仓 |
| AMP | AMERIPRISE FINL INCORPORATED | $28.72万 | 0.08% | 626 | 0 | 0.0% | — | 不变 |
| IUSG | ISHARES TR CORE S&P US GWT | $28.78万 | 0.08% | 1,530 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES RUSSELL 1000 ETF | $29.83万 | 0.09% | 729 | 2 | 0.3% | $819 | 加仓 |
| DJUL | FT VEST U.S. EQUITY DEEP BUFFER ETF - JULY | $30.09万 | 0.09% | 6,000 | 0 | 0.0% | — | 不变 |
| WEC | WEC ENERGY GROUP INCORPORATED | $30.48万 | 0.09% | 2,610 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORPORATION | $30.72万 | 0.09% | 1,136 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INCORPORATED | $30.87万 | 0.09% | 12,819 | 6 | 0.0% | $144 | 加仓 |
| IWD | ISHARES TR RUS 1000 VAL ETF | $31.06万 | 0.09% | 1,281 | 0 | 0.0% | — | 不变 |
| BUFR | FT VEST LADDERED BUFFER ETF | $31.14万 | 0.09% | 8,525 | 1,375 | 19.2% | $5.02万 | 加仓 |
| IBDU | ISHARES TR IBONDS DEC 29 | $31.41万 | 0.09% | 13,563 | 12,000 | 767.8% | $27.79万 | 加仓 |
| DHI | D R HORTON INCORPORATED | $31.65万 | 0.09% | 1,943 | 0 | 0.0% | — | 不变 |
| USFR | THE WISDOMTREE TRUST FLTG RATE TREASURY FUND | $32.39万 | 0.09% | 6,433 | -597 | -8.5% | -$3.01万 | 减仓 |
| COR | CENCORA INCORPORATED | $33.02万 | 0.09% | 1,167 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR CORE S&P500 ETF | $33.38万 | 0.10% | 446 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INCORPORATED | $33.67万 | 0.10% | 810 | 0 | 0.0% | — | 不变 |
| STE | STERIS PLC SHS USD (IRELAND) | $35.25万 | 0.10% | 1,674 | 0 | 0.0% | — | 不变 |
| — | FIRST TRUST DORSEY WRIGHT MOMENTUM & LOW VOLATILITY ETF | $35.89万 | 0.10% | 9,820 | -710 | -6.7% | -$2.59万 | 减仓 |
| TROW | PRICE T ROWE GROUP INCORPORATED | $36.09万 | 0.10% | 3,175 | -36 | -1.1% | -$4,092 | 减仓 |
| ELAN | ELANCO ANIMAL HEALTH INCORPORATED | $36.59万 | 0.10% | 14,868 | -300 | -2.0% | -$7,383 | 减仓 |
| BNDX | VANGUARD TOTAL INTERNATIONAL BOND ETF | $37.33万 | 0.11% | 7,707 | 7,707 | — | $37.33万 | 新建仓 |
| HSY | HERSHEY COMPANY | $37.36万 | 0.11% | 2,129 | 16 | 0.8% | $2,808 | 加仓 |
| LIN | LINDE PLC (IRELAND) | $37.47万 | 0.11% | 722 | 0 | 0.0% | — | 不变 |
| WPM | WHEATON PRECIOUS METALS CORPORATION (CANADA) | $37.85万 | 0.11% | 3,370 | 0 | 0.0% | — | 不变 |
| PH | PARKER-HANNIFIN CORPORATION | $37.95万 | 0.11% | 388 | 10 | 2.6% | $9,781 | 加仓 |
| CTVA | CORTEVA INCORPORATED | $38.92万 | 0.11% | 4,596 | 2 | 0.0% | $169 | 加仓 |
| CIBR | FIRST TRUST NASDAQ CEA CYBERSECURITY ETF | $41.33万 | 0.12% | 4,600 | 0 | 0.0% | — | 不变 |
| PRN | INVESCO DWA INDUSTRIALS MOMENTUM ETF | $41.74万 | 0.12% | 1,601 | 0 | 0.0% | — | 不变 |
| RJF | RAYMOND JAMES FINL INCORPORATED | $41.84万 | 0.12% | 2,752 | 0 | 0.0% | — | 不变 |
| IHDG | WISDOMTREE INTERNATIONAL HEDGED QUALITY DIVIDEND GROWTH | $41.93万 | 0.12% | 8,005 | 0 | 0.0% | — | 不变 |
| — | MARKETWISE INCORPORATED COM NEW CLASS A | $42.34万 | 0.12% | 23,735 | 4,531 | 23.6% | $8.08万 | 加仓 |
| FLRN | STATE STREET SPDR BLOOMBERG INVESTMENT GRADE FLOATING | $42.74万 | 0.12% | 13,853 | 4 | 0.0% | $123 | 加仓 |
| RTX | RTX CORPORATION | $43.88万 | 0.13% | 2,313 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORPORATION | $44.16万 | 0.13% | 1,778 | 0 | 0.0% | — | 不变 |
| SON | SONOCO PRODUCTS COMPANY | $44.32万 | 0.13% | 7,866 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INCORPORATED CLASS A | $44.56万 | 0.13% | 791 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORPORATION | $44.93万 | 0.13% | 1,435 | 0 | 0.0% | — | 不变 |