13F 机构持仓

MTM Investment Management, LLC

SPARTANBURG SC · SEC CIK 0001831416

2026Q22026Q1 更早 9 个季度 🔒
$3.16亿2026Q1 申报市值
709持仓数
27.5%前十大占比 · 第一大 3.7%
12 / 13新建仓 / 清仓
申报市值走势$3.50亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

AAPL 3.7%
LOW 3.4%
TCAF 3.2%
JPM 2.7%
DIVO 2.7%
LLY 2.6%
MCK 2.6%
KMI 2.5%
MSFT 2.1%
CVX 2.0%

2026Q1 买入最多 按季末市值估算

GDDY 新建仓+$58.55万
IBDT 加仓+$54.42万
DIVO 加仓+$49.86万
WFC 加仓+$40.09万
LAMR 加仓+$40.02万

2026Q1 卖出最多 按季末市值估算

CCI 清仓-$32.22万
PAYX 减仓-$27.45万
MSTR 减仓-$25.06万
B 减仓-$10.22万
USMV 减仓-$8.70万

2026Q1 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
XLV STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF $333.46万1.06%22,745 1940.9% $2.84万 加仓
PDP INVESCO DWA MOMENTUM ETF $349.89万1.11%28,978 -445-1.5% -$5.37万 减仓
WMT WALMART INCORPORATED $366.04万1.16%29,453 -304-1.0% -$3.78万 减仓
KO COCA COLA COMPANY $377.94万1.20%49,696 -50-0.1% -$3,803 减仓
COST COSTCO WHOLESALE CORPORATION $386.00万1.22%3,874 -26-0.7% -$2.59万 减仓
SO SOUTHERN COMPANY $421.28万1.33%43,647 210.0% $2,027 加仓
FYX FIRST TRUST SMALL CAP CORE ALPHADEX FUND $432.79万1.37%36,261 6211.7% $7.41万 加仓
CBSH COMMERCE BANCSHARES INCORPORATED $434.15万1.38%88,242 2810.3% $1.38万 加仓
— EXXON MOBIL CORPORATION $446.04万1.41%26,290 -250-0.9% -$4.24万 减仓
SPY STATE STREET SPDR S&P 500 ETF TRUST $514.37万1.63%7,909 -1-0.0% -$650 减仓
IWF ISHARES TR RUS 1000 GRW ETF $535.40万1.70%12,556 550.4% $2.35万 加仓
AVGO BROADCOM INCORPORATED $562.89万1.78%18,186 840.5% $2.60万 加仓
CVX CHEVRON CORPORATION $631.08万2.00%30,502 1400.5% $2.90万 加仓
MSFT MICROSOFT CORPORATION $671.94万2.13%18,152 3622.0% $13.40万 加仓
KMI KINDER MORGAN INCORPORATED DEL $777.86万2.46%231,990 -2,131-0.9% -$7.15万 减仓
MCK MCKESSON CORPORATION $818.28万2.59%9,456 -93-1.0% -$8.05万 减仓
LLY ELI LILLY & COMPANY $831.36万2.63%9,039 -15-0.2% -$1.38万 减仓
DIVO AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF $841.90万2.67%187,715 11,1166.3% $49.86万 加仓
JPM JPMORGAN CHASE & COMPANY $843.87万2.67%28,688 1610.6% $4.74万 加仓
TCAF T ROWE PRICE ETF INC CAPITAL APPRECIATION EQUITY $1,015.14万3.22%285,230 2,3570.8% $8.39万 加仓
LOW LOWES COMPANIES INCORPORATED $1,073.41万3.40%45,430 1230.3% $2.91万 加仓
AAPL APPLE INCORPORATED $1,168.10万3.70%46,026 9502.1% $24.11万 加仓