MTM Investment Management, LLC
SPARTANBURG SC · SEC CIK 0001831416
$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
26Q126Q2
前十大持仓 占组合比例
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 | 194 | 0.9% | $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 | 21 | 0.0% | $2,027 | 加仓 |
| FYX | FIRST TRUST SMALL CAP CORE ALPHADEX FUND | $432.79万 | 1.37% | 36,261 | 621 | 1.7% | $7.41万 | 加仓 |
| CBSH | COMMERCE BANCSHARES INCORPORATED | $434.15万 | 1.38% | 88,242 | 281 | 0.3% | $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 | 55 | 0.4% | $2.35万 | 加仓 |
| AVGO | BROADCOM INCORPORATED | $562.89万 | 1.78% | 18,186 | 84 | 0.5% | $2.60万 | 加仓 |
| CVX | CHEVRON CORPORATION | $631.08万 | 2.00% | 30,502 | 140 | 0.5% | $2.90万 | 加仓 |
| MSFT | MICROSOFT CORPORATION | $671.94万 | 2.13% | 18,152 | 362 | 2.0% | $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 | 11,116 | 6.3% | $49.86万 | 加仓 |
| JPM | JPMORGAN CHASE & COMPANY | $843.87万 | 2.67% | 28,688 | 161 | 0.6% | $4.74万 | 加仓 |
| TCAF | T ROWE PRICE ETF INC CAPITAL APPRECIATION EQUITY | $1,015.14万 | 3.22% | 285,230 | 2,357 | 0.8% | $8.39万 | 加仓 |
| LOW | LOWES COMPANIES INCORPORATED | $1,073.41万 | 3.40% | 45,430 | 123 | 0.3% | $2.91万 | 加仓 |
| AAPL | APPLE INCORPORATED | $1,168.10万 | 3.70% | 46,026 | 950 | 2.1% | $24.11万 | 加仓 |