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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INCORPORATED | $1,168.10万 | 3.70% | 46,026 | 950 | 2.1% | $24.11万 | 加仓 |
| LOW | LOWES COMPANIES INCORPORATED | $1,073.41万 | 3.40% | 45,430 | 123 | 0.3% | $2.91万 | 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 |
| JPM | JPMORGAN CHASE & COMPANY | $843.87万 | 2.67% | 28,688 | 161 | 0.6% | $4.74万 | 加仓 |
| DIVO | AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF | $841.90万 | 2.67% | 187,715 | 11,116 | 6.3% | $49.86万 | 加仓 |
| LLY | ELI LILLY & COMPANY | $831.36万 | 2.63% | 9,039 | -15 | -0.2% | -$1.38万 | 减仓 |
| MCK | MCKESSON CORPORATION | $818.28万 | 2.59% | 9,456 | -93 | -1.0% | -$8.05万 | 减仓 |
| KMI | KINDER MORGAN INCORPORATED DEL | $777.86万 | 2.46% | 231,990 | -2,131 | -0.9% | -$7.15万 | 减仓 |
| MSFT | MICROSOFT CORPORATION | $671.94万 | 2.13% | 18,152 | 362 | 2.0% | $13.40万 | 加仓 |
| CVX | CHEVRON CORPORATION | $631.08万 | 2.00% | 30,502 | 140 | 0.5% | $2.90万 | 加仓 |
| AVGO | BROADCOM INCORPORATED | $562.89万 | 1.78% | 18,186 | 84 | 0.5% | $2.60万 | 加仓 |
| IWF | ISHARES TR RUS 1000 GRW ETF | $535.40万 | 1.70% | 12,556 | 55 | 0.4% | $2.35万 | 加仓 |
| SPY | STATE STREET SPDR S&P 500 ETF TRUST | $514.37万 | 1.63% | 7,909 | -1 | -0.0% | -$650 | 减仓 |
| — | EXXON MOBIL CORPORATION | $446.04万 | 1.41% | 26,290 | -250 | -0.9% | -$4.24万 | 减仓 |
| CBSH | COMMERCE BANCSHARES INCORPORATED | $434.15万 | 1.38% | 88,242 | 281 | 0.3% | $1.38万 | 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 |
| SO | SOUTHERN COMPANY | $421.28万 | 1.33% | 43,647 | 21 | 0.0% | $2,027 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $386.00万 | 1.22% | 3,874 | -26 | -0.7% | -$2.59万 | 减仓 |
| KO | COCA COLA COMPANY | $377.94万 | 1.20% | 49,696 | -50 | -0.1% | -$3,803 | 减仓 |
| WMT | WALMART INCORPORATED | $366.04万 | 1.16% | 29,453 | -304 | -1.0% | -$3.78万 | 减仓 |
| PDP | INVESCO DWA MOMENTUM ETF | $349.89万 | 1.11% | 28,978 | -445 | -1.5% | -$5.37万 | 减仓 |
| XLV | STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | $333.46万 | 1.06% | 22,745 | 194 | 0.9% | $2.84万 | 加仓 |
| QTEC | FIRST TRUST NASDAQ-100 TECHNOLOGY INDEX FUND | $311.12万 | 0.99% | 14,405 | 0 | 0.0% | — | 不变 |
| TJX | TJX COMPANIES INCORPORATED NEW | $307.01万 | 0.97% | 19,224 | 127 | 0.7% | $2.03万 | 加仓 |
| IBDS | ISHARES TR IBONDS 27 ETF | $278.19万 | 0.88% | 114,766 | 10,378 | 9.9% | $25.16万 | 加仓 |
| VOO | VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW | $272.11万 | 0.86% | 4,554 | 213 | 4.9% | $12.73万 | 加仓 |
| CSX | CSX CORPORATION | $264.21万 | 0.84% | 64,362 | -400 | -0.6% | -$1.64万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $252.52万 | 0.80% | 10,331 | -15 | -0.1% | -$3,666 | 减仓 |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $246.47万 | 0.78% | 18,546 | 12 | 0.1% | $1,595 | 加仓 |
| NSC | NORFOLK SOUTHN CORPORATION | $246.45万 | 0.78% | 8,587 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA CORPORATION | $241.49万 | 0.77% | 49,537 | 1 | 0.0% | $49 | 加仓 |
| SDVD | FT VEST SMID RISING DIVID ACHIEVERS TARGET | $235.53万 | 0.75% | 108,540 | 10,835 | 11.1% | $23.51万 | 加仓 |
| FXL | FIRST TRUST TECHNOLOGY ALPHADEX FUND | $230.55万 | 0.73% | 14,512 | -100 | -0.7% | -$1.59万 | 减仓 |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $228.07万 | 0.72% | 11,883 | 11 | 0.1% | $2,111 | 加仓 |
| RDVY | FIRST TRUST NASDAQ RISING DIVIDEND ACHIEVERS | $219.65万 | 0.70% | 32,169 | -581 | -1.8% | -$3.97万 | 减仓 |
| AMZN | AMAZON COM INCORPORATED | $213.56万 | 0.68% | 10,254 | 142 | 1.4% | $2.96万 | 加仓 |
| DECK | DECKERS OUTDOOR CORPORATION | $205.91万 | 0.65% | 20,572 | 340 | 1.7% | $3.40万 | 加仓 |
| BNY | BANK NEW YORK MELLON CORPORATION | $201.48万 | 0.64% | 16,984 | 274 | 1.6% | $3.25万 | 加仓 |
| TDIV | FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND | $200.37万 | 0.63% | 21,393 | 870 | 4.2% | $8.15万 | 加仓 |
| FXR | FIRST TRUST ETF II INDLS PROD DURABLE | $199.00万 | 0.63% | 24,378 | -300 | -1.2% | -$2.45万 | 减仓 |
| — | HONEYWELL INTERNATIONAL INCORPORATED | $194.02万 | 0.61% | 8,584 | 135 | 1.6% | $3.05万 | 加仓 |
| XLF | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | $189.03万 | 0.60% | 38,289 | 51 | 0.1% | $2,518 | 加仓 |
| HD | HOME DEPOT INCORPORATED | $188.10万 | 0.60% | 5,719 | -19 | -0.3% | -$6,249 | 减仓 |
| FDN | FIRST TRUST DOW JONES INTERNET INDEX FUND | $185.16万 | 0.59% | 7,912 | -300 | -3.7% | -$7.02万 | 减仓 |
| ETN | EATON CORPORATION PLC SHS (IRELAND) | $177.55万 | 0.56% | 4,964 | 83 | 1.7% | $2.97万 | 加仓 |
| GOOG | ALPHABET INCORPORATED CAP STK CLASS C | $177.19万 | 0.56% | 6,177 | -56 | -0.9% | -$1.61万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $171.65万 | 0.54% | 9,842 | -15 | -0.2% | -$2,616 | 减仓 |
| EFA | ISHARES TR MSCI EAFE ETF | $170.07万 | 0.54% | 17,510 | 901 | 5.4% | $8.75万 | 加仓 |
| GE | GE AEROSPACE COM NEW | $167.88万 | 0.53% | 5,916 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORPORATION NEW COM NEW | $165.46万 | 0.52% | 12,636 | 11 | 0.1% | $1,440 | 加仓 |
| MRK | MERCK & COMPANY INCORPORATED | $162.02万 | 0.51% | 13,469 | 0 | 0.0% | — | 不变 |
| RDVI | FT VEST RISING DIVIDEND ACHIEVERS TARGET | $161.16万 | 0.51% | 63,077 | 5,615 | 9.8% | $14.35万 | 加仓 |
| IGLD | FT VEST GOLD TARGET INCOME ETF | $159.96万 | 0.51% | 62,655 | -400 | -0.6% | -$1.02万 | 减仓 |
| FNY | FIRST TRUST MID CAP GROWTH ALPHADEX FUND | $159.13万 | 0.50% | 17,586 | -95 | -0.5% | -$8,596 | 减仓 |
| WMB | WILLIAMS COMPANIES INCORPORATED | $158.67万 | 0.50% | 21,801 | -255 | -1.2% | -$1.86万 | 减仓 |
| FYC | FIRST TRUST SMALL CAP GROWTH ALPHADEX FUND | $152.77万 | 0.48% | 15,753 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & COMPANY | $152.39万 | 0.48% | 19,142 | 5,036 | 35.7% | $40.09万 | 加仓 |
| UNP | UNION PAC CORPORATION | $151.93万 | 0.48% | 6,262 | 25 | 0.4% | $6,066 | 加仓 |
| ABNB | AIRBNB INCORPORATED COM CLASS A | $150.83万 | 0.48% | 11,944 | 145 | 1.2% | $1.83万 | 加仓 |
| PM | PHILIP MORRIS INTERNATIONAL INCORPORATED | $146.92万 | 0.47% | 8,886 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD VALUE ETF | $142.58万 | 0.45% | 7,267 | 28 | 0.4% | $5,494 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB COMPANY | $138.45万 | 0.44% | 22,828 | 2 | 0.0% | $121 | 加仓 |
| GEV | GE VERNOVA INCORPORATED | $133.73万 | 0.42% | 1,532 | -15 | -1.0% | -$1.31万 | 减仓 |
| ENB | ENBRIDGE INCORPORATED (CANADA) | $133.06万 | 0.42% | 24,577 | 125 | 0.5% | $6,767 | 加仓 |
| IBDT | ISHARES IBONDS DEC 2028 TERM CORPORATE ETF | $131.59万 | 0.42% | 51,949 | 21,484 | 70.5% | $54.42万 | 加仓 |
| WM | WASTE MGMT INCORPORATED DEL | $130.82万 | 0.41% | 5,693 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW | $128.57万 | 0.41% | 2,683 | 102 | 4.0% | $4.89万 | 加仓 |
| ABBV | ABBVIE INCORPORATED | $120.42万 | 0.38% | 5,537 | -22 | -0.4% | -$4,785 | 减仓 |
| TXN | TEXAS INSTRS INCORPORATED | $119.24万 | 0.38% | 6,142 | 0 | 0.0% | — | 不变 |
| FAPR | FT VEST U.S. EQUITY BUFFER ETF - APRIL | $118.53万 | 0.38% | 26,395 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS COMPANY | $117.36万 | 0.37% | 3,880 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INCORPORATED | $115.45万 | 0.37% | 7,435 | 38 | 0.5% | $5,901 | 加仓 |
| CSCO | CISCO SYSTEMS INCORPORATED | $112.55万 | 0.36% | 14,506 | 3 | 0.0% | $233 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE INCORPORATED | $112.12万 | 0.36% | 7,129 | 194 | 2.8% | $3.05万 | 加仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN FUND | $110.59万 | 0.35% | 18,734 | 3,394 | 22.1% | $20.03万 | 加仓 |
| GRBK | GREEN BRICK PARTNERS INCORPORATED | $109.33万 | 0.35% | 16,964 | 516 | 3.1% | $3.33万 | 加仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $108.40万 | 0.34% | 16,917 | 526 | 3.2% | $3.37万 | 加仓 |
| FTSM | FIRST TRUST ETF IV FIRST TRUST ENHANCED SHORT | $107.05万 | 0.34% | 17,908 | 1 | 0.0% | $60 | 加仓 |
| V | VISA INCORPORATED COM CLASS A | $106.25万 | 0.34% | 3,515 | 97 | 2.8% | $2.93万 | 加仓 |
| MO | ALTRIA GROUP INCORPORATED | $106.14万 | 0.34% | 16,084 | 8 | 0.0% | $528 | 加仓 |
| FTGC | FIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUND | $104.96万 | 0.33% | 36,557 | 2,569 | 7.6% | $7.38万 | 加仓 |
| VONG | VANGUARD RUSSELL 1000 GROWTH ETF | $103.17万 | 0.33% | 9,406 | 3 | 0.0% | $329 | 加仓 |
| VLO | VALERO ENERGY CORPORATION | $101.30万 | 0.32% | 4,100 | 0 | 0.0% | — | 不变 |
| EQT | EQT CORPORATION | $100.47万 | 0.32% | 15,787 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE COMPANY | $99.35万 | 0.31% | 6,879 | -292 | -4.1% | -$4.22万 | 减仓 |
| FIW | FIRST TRUST WATER ETF | $94.72万 | 0.30% | 9,185 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD SHARES | $92.77万 | 0.29% | 2,156 | 0 | 0.0% | — | 不变 |
| SPLV | INVESCO S&P 500 LOW VOLATILITY ETF | $92.47万 | 0.29% | 12,643 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHINES | $88.18万 | 0.28% | 3,638 | 4 | 0.1% | $970 | 加仓 |
| XLP | STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF | $85.94万 | 0.27% | 10,483 | 3 | 0.0% | $246 | 加仓 |
| TSLA | TESLA INCORPORATED | $83.46万 | 0.26% | 2,245 | 125 | 5.9% | $4.65万 | 加仓 |
| GOOGL | ALPHABET INCORPORATED CAP STK CLASS A | $83.13万 | 0.26% | 2,891 | 1 | 0.0% | $288 | 加仓 |
| EPD | ENTERPRISE PRODUCTS PARTNERS L P | $81.20万 | 0.26% | 21,459 | 0 | 0.0% | — | 不变 |
| RGLD | ROYAL GOLD INCORPORATED | $80.77万 | 0.26% | 3,174 | 2 | 0.1% | $509 | 加仓 |
| BLK | BLACKROCK INCORPORATED | $78.85万 | 0.25% | 820 | 0 | 0.0% | — | 不变 |
| AMT | AMERICAN TOWER CORPORATION REIT | $78.71万 | 0.25% | 4,561 | 0 | 0.0% | — | 不变 |
| PRK | PARK NATL CORPORATION | $78.23万 | 0.25% | 4,786 | 11 | 0.2% | $1,798 | 加仓 |
| KNG | FT VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF | $76.52万 | 0.24% | 15,710 | 3,870 | 32.7% | $18.85万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INCORPORATED | $76.52万 | 0.24% | 15,243 | 2 | 0.0% | $100 | 加仓 |
| LRCX | LAM RESEARCH CORPORATION COM NEW | $73.43万 | 0.23% | 3,437 | 132 | 4.0% | $2.82万 | 加仓 |