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 |
|---|---|---|---|---|---|---|---|---|
| EMLP | FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND | $45.58万 | 0.13% | 10,477 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTERNATIONAL INCORPORATED CLASS A | $45.70万 | 0.13% | 7,901 | 5 | 0.1% | $289 | 加仓 |
| TFC | TRUIST FINL CORPORATION | $45.98万 | 0.13% | 9,229 | 14 | 0.2% | $698 | 加仓 |
| IWR | ISHARES TR RUS MID CAP ETF | $46.66万 | 0.13% | 4,230 | 0 | 0.0% | — | 不变 |
| FDL | FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND | $46.79万 | 0.13% | 9,615 | 0 | 0.0% | — | 不变 |
| LULU | LULULEMON ATHLETICA INCORPORATED | $48.30万 | 0.14% | 4,230 | 1,810 | 74.8% | $20.67万 | 加仓 |
| VO | VANGUARD MID-CAP ETF | $48.92万 | 0.14% | 6,072 | 100 | 1.7% | $8,057 | 加仓 |
| PSX | PHILLIPS 66 | $49.23万 | 0.14% | 2,912 | -100 | -3.3% | -$1.69万 | 减仓 |
| EMR | EMERSON ELEC COMPANY | $49.75万 | 0.14% | 3,476 | 1 | 0.0% | $143 | 加仓 |
| DDEC | FT VEST U.S. EQUITY DEEP BUFFER ETF - DECEMBER | $50.08万 | 0.14% | 10,570 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL U.S. CORE EQUITY 2 ETF | $50.10万 | 0.14% | 11,294 | 0 | 0.0% | — | 不变 |
| DE | DEERE & COMPANY | $50.51万 | 0.14% | 796 | 1 | 0.1% | $635 | 加仓 |
| WELL | WELLTOWER INCORPORATED REIT | $52.20万 | 0.15% | 2,300 | 0 | 0.0% | — | 不变 |
| HIG | HARTFORD INSURANCE GROUP INCORPORATED | $52.41万 | 0.15% | 3,955 | 0 | 0.0% | — | 不变 |
| AFL | AFLAC INCORPORATED | $53.02万 | 0.15% | 4,522 | 0 | 0.0% | — | 不变 |
| PTF | INVESCO DWA TECHNOLOGY MOMENTUM ETF | $54.06万 | 0.15% | 3,966 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $54.42万 | 0.16% | 5,998 | -148 | -2.4% | -$1.34万 | 减仓 |
| FVD | FIRST TRUST VALUE LINE DIVIDEND INDEX FUND | $54.90万 | 0.16% | 11,394 | 0 | 0.0% | — | 不变 |
| DNOV | FT VEST U.S. EQUITY DEEP BUFFER ETF - NOVEMBER | $55.95万 | 0.16% | 10,895 | 0 | 0.0% | — | 不变 |
| VRSK | VERISK ANALYTICS INCORPORATED | $56.19万 | 0.16% | 3,130 | 1 | 0.0% | $180 | 加仓 |
| FXD | FIRST TRUST CONSUMER DISCRETIONARY ALPHADEX FUND | $58.25万 | 0.17% | 8,422 | 0 | 0.0% | — | 不变 |
| MMM | 3M COMPANY | $61.22万 | 0.17% | 3,781 | 1 | 0.0% | $162 | 加仓 |
| KRP | KIMBELL RTY PARTNERS LP UNIT | $62.38万 | 0.18% | 42,929 | 126 | 0.3% | $1,831 | 加仓 |
| RGLD | ROYAL GOLD INCORPORATED | $63.39万 | 0.18% | 3,176 | 2 | 0.1% | $399 | 加仓 |
| GDDY | GODADDY INCORPORATED CLASS A | $63.47万 | 0.18% | 7,478 | 396 | 5.6% | $3.36万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INCORPORATED | $63.70万 | 0.18% | 15,045 | -198 | -1.3% | -$8,384 | 减仓 |
| LNC | LINCOLN NATL CORPORATION IND | $65.79万 | 0.19% | 18,612 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC SHS (IRELAND) | $66.40万 | 0.19% | 1,352 | 0 | 0.0% | — | 不变 |
| FTCS | FIRST TRUST CAPITAL STRENGTH ETF | $68.69万 | 0.20% | 7,314 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | $68.77万 | 0.20% | 8,044 | 8,044 | — | $68.77万 | 新建仓 |
| IWV | ISHARES TR RUSSELL 3000 ETF | $73.34万 | 0.21% | 1,720 | 25 | 1.5% | $1.07万 | 加仓 |
| AYI | ACUITY INCORPORATED | $73.56万 | 0.21% | 1,953 | 1 | 0.1% | $377 | 加仓 |
| KNG | FT VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF | $73.78万 | 0.21% | 14,610 | -1,100 | -7.0% | -$5.55万 | 减仓 |
| AMT | AMERICAN TOWER CORPORATION REIT | $73.95万 | 0.21% | 4,521 | -40 | -0.9% | -$6,543 | 减仓 |
| BLK | BLACKROCK INCORPORATED | $78.86万 | 0.23% | 820 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODUCTS PARTNERS L P | $78.88万 | 0.23% | 21,459 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD SHARES | $80.60万 | 0.23% | 2,188 | 32 | 1.5% | $1.18万 | 加仓 |
| CR | CRANE COMPANY COMMON STOCK | $82.20万 | 0.23% | 3,685 | 0 | 0.0% | — | 不变 |
| QQQE | DIREXION NASDAQ-100 EQUAL WEIGHTED INDEX SHARES | $82.86万 | 0.24% | 6,791 | 0 | 0.0% | — | 不变 |
| XLP | STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF | $83.36万 | 0.24% | 10,035 | -448 | -4.3% | -$3.72万 | 减仓 |
| EQT | EQT CORPORATION | $83.94万 | 0.24% | 15,787 | 0 | 0.0% | — | 不变 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN FUND | $85.46万 | 0.24% | 16,741 | -1,993 | -10.6% | -$10.17万 | 减仓 |
| MTUM | ISHARES TR MSCI USA MMENTM | $86.46万 | 0.25% | 2,522 | 0 | 0.0% | — | 不变 |
| PRK | PARK NATL CORPORATION | $87.76万 | 0.25% | 4,796 | 10 | 0.2% | $1,830 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE INCORPORATED | $87.91万 | 0.25% | 7,141 | 12 | 0.2% | $1,477 | 加仓 |
| BND | VANGUARD TOTAL BOND MARKET ETF | $88.03万 | 0.25% | 11,991 | 11,991 | — | $88.03万 | 新建仓 |
| ROK | ROCKWELL AUTOMATION INCORPORATED | $92.53万 | 0.26% | 1,869 | 11 | 0.6% | $5,446 | 加仓 |
| CVS | CVS HEALTH CORPORATION | $92.78万 | 0.26% | 8,969 | -516 | -5.4% | -$5.34万 | 减仓 |
| QQQ | INVESCO QQQ TRUST | $93.46万 | 0.27% | 1,269 | 25 | 2.0% | $1.84万 | 加仓 |
| SPLV | INVESCO S&P 500 LOW VOLATILITY ETF | $93.54万 | 0.27% | 12,489 | -154 | -1.2% | -$1.15万 | 减仓 |
| TSLA | TESLA INCORPORATED | $94.42万 | 0.27% | 2,245 | 0 | 0.0% | — | 不变 |
| HONA | HONEYWELL AEROSPACE INC | $94.88万 | 0.27% | 4,292 | 4,292 | — | $94.88万 | 新建仓 |
| HON | HONEYWELL INTERNATIONAL INC | $96.27万 | 0.27% | 4,300 | -4,284 | -49.9% | -$95.91万 | 减仓 |
| FIW | FIRST TRUST WATER ETF | $98.40万 | 0.28% | 8,985 | -200 | -2.2% | -$2.19万 | 减仓 |
| AMAT | APPLIED MATLS INCORPORATED | $99.99万 | 0.29% | 1,383 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | $100.10万 | 0.29% | 2,705 | 2,624 | 3,239.5% | $97.10万 | 加仓 |
| PEP | PEPSICO INC | $100.95万 | 0.29% | 7,456 | 21 | 0.3% | $2,843 | 加仓 |
| PG | PROCTER & GAMBLE COMPANY | $101.25万 | 0.29% | 6,905 | 26 | 0.4% | $3,812 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHINES | $102.39万 | 0.29% | 3,641 | 3 | 0.1% | $844 | 加仓 |
| GOOGL | ALPHABET INCORPORATED CAP STK CLASS A | $103.33万 | 0.29% | 2,891 | 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 |
| VLO | VALERO ENERGY CORPORATION | $106.78万 | 0.30% | 4,100 | 0 | 0.0% | — | 不变 |
| FTSM | FIRST TRUST ETF IV FIRST TRUST ENHANCED SHORT | $106.97万 | 0.31% | 17,910 | 2 | 0.0% | $119 | 加仓 |
| MO | ALTRIA GROUP INCORPORATED | $115.78万 | 0.33% | 16,091 | 7 | 0.0% | $504 | 加仓 |
| V | VISA INCORPORATED COM CLASS A | $118.21万 | 0.34% | 3,445 | -70 | -2.0% | -$2.40万 | 减仓 |
| VONG | VANGUARD RUSSELL 1000 GROWTH ETF | $120.26万 | 0.34% | 9,409 | 3 | 0.0% | $383 | 加仓 |
| FTGC | FIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUND | $120.57万 | 0.34% | 44,573 | 8,016 | 21.9% | $21.68万 | 加仓 |
| ABNB | AIRBNB INCORPORATED COM CLASS A | $122.09万 | 0.35% | 8,532 | -3,412 | -28.6% | -$48.83万 | 减仓 |
| FAPR | FT VEST U.S. EQUITY BUFFER ETF - APRIL | $123.37万 | 0.35% | 26,395 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INCORPORATED DEL | $126.89万 | 0.36% | 5,693 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $129.89万 | 0.37% | 18,230 | 1,313 | 7.8% | $9.36万 | 加仓 |
| IGLD | FT VEST GOLD TARGET INCOME ETF | $130.27万 | 0.37% | 61,855 | -800 | -1.3% | -$1.68万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB COMPANY | $131.12万 | 0.37% | 22,755 | -73 | -0.3% | -$4,206 | 减仓 |
| AXP | AMERICAN EXPRESS COMPANY | $131.24万 | 0.37% | 3,880 | 0 | 0.0% | — | 不变 |
| ENB | ENBRIDGE INCORPORATED (CANADA) | $132.83万 | 0.38% | 24,502 | -75 | -0.3% | -$4,066 | 减仓 |
| GRBK | GREEN BRICK PARTNERS INCORPORATED | $136.04万 | 0.39% | 16,997 | 33 | 0.2% | $2,641 | 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 |
| ABBV | ABBVIE INCORPORATED | $139.38万 | 0.40% | 5,539 | 2 | 0.0% | $503 | 加仓 |
| LRCX | LAM RESEARCH CORPORATION COM NEW | $149.63万 | 0.43% | 3,453 | 16 | 0.5% | $6,933 | 加仓 |
| DUK | DUKE ENERGY CORPORATION NEW COM NEW | $158.43万 | 0.45% | 12,516 | -120 | -0.9% | -$1.52万 | 减仓 |
| WFC | WELLS FARGO & COMPANY | $158.45万 | 0.45% | 19,173 | 31 | 0.2% | $2,562 | 加仓 |
| PM | PHILIP MORRIS INTERNATIONAL INCORPORATED | $160.76万 | 0.46% | 8,886 | 0 | 0.0% | — | 不变 |
| WMB | WILLIAMS COMPANIES INCORPORATED | $162.07万 | 0.46% | 21,801 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD VALUE ETF | $162.21万 | 0.46% | 7,443 | 176 | 2.4% | $3.84万 | 加仓 |
| UNP | UNION PAC CORPORATION | $170.78万 | 0.49% | 6,279 | 17 | 0.3% | $4,624 | 加仓 |
| CSCO | CISCO SYSTEMS INCORPORATED | $170.91万 | 0.49% | 14,551 | 45 | 0.3% | $5,286 | 加仓 |
| MRK | MERCK & COMPANY INCORPORATED | $173.08万 | 0.49% | 13,469 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INCORPORATED | $179.99万 | 0.51% | 1,532 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INCORPORATED | $183.07万 | 0.52% | 6,142 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR MSCI EAFE ETF | $183.19万 | 0.52% | 17,635 | 125 | 0.7% | $1.30万 | 加仓 |
| RDVI | FT VEST RISING DIVIDEND ACHIEVERS TARGET | $193.48万 | 0.55% | 65,810 | 2,733 | 4.3% | $8.04万 | 加仓 |
| HD | HOME DEPOT INCORPORATED | $194.19万 | 0.55% | 5,506 | -213 | -3.7% | -$7.51万 | 减仓 |
| DECK | DECKERS OUTDOOR CORPORATION | $194.73万 | 0.56% | 19,612 | -960 | -4.7% | -$9.53万 | 减仓 |
| FNY | FIRST TRUST MID CAP GROWTH ALPHADEX FUND | $194.95万 | 0.56% | 17,586 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $195.93万 | 0.56% | 9,792 | -50 | -0.5% | -$1.00万 | 减仓 |
| FYC | FIRST TRUST SMALL CAP GROWTH ALPHADEX FUND | $196.14万 | 0.56% | 15,403 | -350 | -2.2% | -$4.46万 | 减仓 |
| INTC | INTEL CORPORATION | $197.67万 | 0.56% | 14,157 | 10 | 0.1% | $1,396 | 加仓 |
| XLF | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | $207.51万 | 0.59% | 38,707 | 418 | 1.1% | $2.24万 | 加仓 |
| FDN | FIRST TRUST DOW JONES INTERNET INDEX FUND | $209.45万 | 0.60% | 7,912 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORPORATION PLC SHS (IRELAND) | $211.92万 | 0.60% | 4,973 | 9 | 0.2% | $3,835 | 加仓 |