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 |
|---|---|---|---|---|---|---|---|---|
| LAMR | LAMAR ADVERTISING COMPANY CLASS A REIT | $72.96万 | 0.23% | 5,760 | 3,160 | 121.5% | $40.02万 | 加仓 |
| QQQ | INVESCO QQQ TRUST | $71.81万 | 0.23% | 1,244 | 80 | 6.9% | $4.62万 | 加仓 |
| CVS | CVS HEALTH CORPORATION | $68.12万 | 0.22% | 9,485 | 0 | 0.0% | — | 不变 |
| FTCS | FIRST TRUST CAPITAL STRENGTH ETF | $67.84万 | 0.21% | 7,314 | 0 | 0.0% | — | 不变 |
| QQQE | DIREXION NASDAQ-100 EQUAL WEIGHTED INDEX SHARES | $66.91万 | 0.21% | 6,791 | 175 | 2.6% | $1.72万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INCORPORATED | $66.68万 | 0.21% | 1,858 | 0 | 0.0% | — | 不变 |
| LNC | LINCOLN NATL CORPORATION IND | $66.07万 | 0.21% | 18,612 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $63.10万 | 0.20% | 6,146 | 1 | 0.0% | $103 | 加仓 |
| CR | CRANE COMPANY COMMON STOCK | $63.01万 | 0.20% | 3,685 | 0 | 0.0% | — | 不变 |
| IWV | ISHARES TR RUSSELL 3000 ETF | $62.83万 | 0.20% | 1,695 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORPORATION | $62.43万 | 0.20% | 14,147 | -156 | -1.1% | -$6,884 | 减仓 |
| KRP | KIMBELL RTY PARTNERS LP UNIT | $61.94万 | 0.20% | 42,803 | 104 | 0.2% | $1,505 | 加仓 |
| MTUM | ISHARES TR MSCI USA MMENTM | $60.53万 | 0.19% | 2,522 | 0 | 0.0% | — | 不变 |
| VRSK | VERISK ANALYTICS INCORPORATED | $59.37万 | 0.19% | 3,129 | 1 | 0.0% | $190 | 加仓 |
| GDDY | GODADDY INCORPORATED CLASS A | $58.55万 | 0.19% | 7,082 | 7,082 | — | $58.55万 | 新建仓 |
| TT | TRANE TECHNOLOGIES PLC SHS (IRELAND) | $56.34万 | 0.18% | 1,352 | 0 | 0.0% | — | 不变 |
| MMM | 3M COMPANY | $54.90万 | 0.17% | 3,780 | -50 | -1.3% | -$7,261 | 减仓 |
| PSX | PHILLIPS 66 | $54.87万 | 0.17% | 3,012 | 0 | 0.0% | — | 不变 |
| AYI | ACUITY INCORPORATED | $54.69万 | 0.17% | 1,952 | 2 | 0.1% | $560 | 加仓 |
| FXD | FIRST TRUST CONSUMER DISCRETIONARY ALPHADEX FUND | $53.92万 | 0.17% | 8,422 | -101 | -1.2% | -$6,466 | 减仓 |
| FVD | FIRST TRUST VALUE LINE DIVIDEND INDEX FUND | $53.59万 | 0.17% | 11,394 | -253 | -2.2% | -$1.19万 | 减仓 |
| HIG | HARTFORD INSURANCE GROUP INCORPORATED | $53.48万 | 0.17% | 3,955 | 0 | 0.0% | — | 不变 |
| DNOV | FT VEST U.S. EQUITY DEEP BUFFER ETF - NOVEMBER | $52.19万 | 0.17% | 10,895 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORPORATION | $51.11万 | 0.16% | 1,435 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORPORATION | $49.65万 | 0.16% | 1,778 | 0 | 0.0% | — | 不变 |
| AFL | AFLAC INCORPORATED | $49.61万 | 0.16% | 4,522 | 0 | 0.0% | — | 不变 |
| FDL | FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND | $48.84万 | 0.15% | 9,615 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INCORPORATED | $47.27万 | 0.15% | 1,383 | 0 | 0.0% | — | 不变 |
| DDEC | FT VEST U.S. EQUITY DEEP BUFFER ETF - DECEMBER | $46.80万 | 0.15% | 10,570 | 0 | 0.0% | — | 不变 |
| EMLP | FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND | $45.74万 | 0.14% | 10,477 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC COMPANY | $45.53万 | 0.14% | 3,475 | 1 | 0.0% | $131 | 加仓 |
| MDLZ | MONDELEZ INTERNATIONAL INCORPORATED CLASS A | $45.51万 | 0.14% | 7,896 | -96 | -1.2% | -$5,533 | 减仓 |
| WELL | WELLTOWER INCORPORATED REIT | $45.47万 | 0.14% | 2,300 | 0 | 0.0% | — | 不变 |
| ZTS | ZOETIS INCORPORATED CLASS A | $45.41万 | 0.14% | 3,841 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INCORPORATED CLASS A | $45.26万 | 0.14% | 791 | 16 | 2.1% | $9,154 | 加仓 |
| DE | DEERE & COMPANY | $44.81万 | 0.14% | 795 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $44.62万 | 0.14% | 2,313 | 0 | 0.0% | — | 不变 |
| WPM | WHEATON PRECIOUS METALS CORPORATION (CANADA) | $44.15万 | 0.14% | 3,370 | 0 | 0.0% | — | 不变 |
| HSY | HERSHEY COMPANY | $43.93万 | 0.14% | 2,113 | 13 | 0.6% | $2,703 | 加仓 |
| — | DIMENSIONAL U.S. CORE EQUITY 2 ETF | $43.89万 | 0.14% | 11,294 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD MID-CAP ETF | $42.88万 | 0.14% | 1,493 | 191 | 14.7% | $5.49万 | 加仓 |
| FLRN | STATE STREET SPDR BLOOMBERG INVESTMENT GRADE FLOATING | $42.63万 | 0.14% | 13,849 | 233 | 1.7% | $7,172 | 加仓 |
| SON | SONOCO PRODUCTS COMPANY | $42.55万 | 0.13% | 7,866 | 0 | 0.0% | — | 不变 |
| TFC | TRUIST FINL CORPORATION | $42.36万 | 0.13% | 9,215 | 13 | 0.1% | $598 | 加仓 |
| IWR | ISHARES TR RUS MID CAP ETF | $41.12万 | 0.13% | 4,230 | 1 | 0.0% | $97 | 加仓 |
| RJF | RAYMOND JAMES FINL INCORPORATED | $39.85万 | 0.13% | 2,752 | 0 | 0.0% | — | 不变 |
| IHDG | WISDOMTREE INTERNATIONAL HEDGED QUALITY DIVIDEND GROWTH | $38.54万 | 0.12% | 8,005 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INCORPORATED | $38.46万 | 0.12% | 4,594 | -127 | -2.7% | -$1.06万 | 减仓 |
| LULU | LULULEMON ATHLETICA INCORPORATED | $37.05万 | 0.12% | 2,420 | 50 | 2.1% | $7,655 | 加仓 |
| STE | STERIS PLC SHS USD (IRELAND) | $37.02万 | 0.12% | 1,674 | 0 | 0.0% | — | 不变 |
| COR | CENCORA INCORPORATED | $36.66万 | 0.12% | 1,167 | 0 | 0.0% | — | 不变 |
| — | FIRST TRUST DORSEY WRIGHT MOMENTUM & LOW VOLATILITY ETF | $36.40万 | 0.12% | 10,530 | 0 | 0.0% | — | 不变 |
| ELAN | ELANCO ANIMAL HEALTH INCORPORATED | $36.30万 | 0.11% | 15,168 | -100 | -0.7% | -$2,393 | 减仓 |
| PFE | PFIZER INCORPORATED | $35.98万 | 0.11% | 12,813 | -4 | -0.0% | -$112 | 减仓 |
| — | MARKETWISE INCORPORATED COM NEW CLASS A | $35.95万 | 0.11% | 19,204 | 352 | 1.9% | $6,590 | 加仓 |
| PYPL | PAYPAL HLDGS INCORPORATED | $35.79万 | 0.11% | 7,914 | 153 | 2.0% | $6,920 | 加仓 |
| LIN | LINDE PLC SHS (IRELAND) | $35.79万 | 0.11% | 722 | -6 | -0.8% | -$2,975 | 减仓 |
| USFR | THE WISDOMTREE TRUST FLTG RATE TREASURY FUND | $35.39万 | 0.11% | 7,030 | -432 | -5.8% | -$2.17万 | 减仓 |
| MCD | MCDONALDS CORPORATION | $35.30万 | 0.11% | 1,136 | 1 | 0.1% | $311 | 加仓 |
| PTF | INVESCO DWA TECHNOLOGY MOMENTUM ETF | $34.24万 | 0.11% | 3,966 | 0 | 0.0% | — | 不变 |
| PH | PARKER-HANNIFIN CORPORATION | $33.84万 | 0.11% | 378 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $32.14万 | 0.10% | 2,435 | 0 | 0.0% | — | 不变 |
| BSX | BOSTON SCIENTIFIC CORPORATION | $31.98万 | 0.10% | 5,097 | 0 | 0.0% | — | 不变 |
| PRN | INVESCO DWA INDUSTRIALS MOMENTUM ETF | $31.14万 | 0.10% | 1,601 | 0 | 0.0% | — | 不变 |
| SLV | ISHARES SILVER TRUST | $30.73万 | 0.10% | 4,510 | 0 | 0.0% | — | 不变 |
| WEC | WEC ENERGY GROUP INCORPORATED | $30.22万 | 0.10% | 2,610 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR CORE S&P500 ETF | $29.11万 | 0.09% | 446 | -14 | -3.0% | -$9,137 | 减仓 |
| TROW | PRICE T ROWE GROUP INCORPORATED | $28.95万 | 0.09% | 3,211 | 44 | 1.4% | $3,966 | 加仓 |
| CIBR | FIRST TRUST NASDAQ CEA CYBERSECURITY ETF | $28.83万 | 0.09% | 4,600 | 0 | 0.0% | — | 不变 |
| DJUL | FT VEST U.S. EQUITY DEEP BUFFER ETF - JULY | $28.04万 | 0.09% | 6,000 | 0 | 0.0% | — | 不变 |
| DLN | WISDOMTREE U.S. LARGECAP DIVIDEND FUND | $27.89万 | 0.09% | 3,122 | 0 | 0.0% | — | 不变 |
| AMP | AMERIPRISE FINL INCORPORATED | $27.82万 | 0.09% | 626 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT COMPANY | $27.55万 | 0.09% | 2,859 | 1 | 0.0% | $96 | 加仓 |
| IWD | ISHARES TR RUS 1000 VAL ETF | $27.37万 | 0.09% | 1,281 | 0 | 0.0% | — | 不变 |
| PAYC | PAYCOM SOFTWARE INCORPORATED | $26.90万 | 0.09% | 2,213 | 10 | 0.5% | $1,215 | 加仓 |
| DHI | D R HORTON INCORPORATED | $26.66万 | 0.08% | 1,943 | 0 | 0.0% | — | 不变 |
| CNP | CENTERPOINT ENERGY INCORPORATED | $26.62万 | 0.08% | 6,167 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES RUSSELL 1000 ETF | $25.93万 | 0.08% | 727 | 1 | 0.1% | $357 | 加仓 |
| DGRO | ISHARES TR CORE DIV GRWTH | $25.47万 | 0.08% | 3,629 | 0 | 0.0% | — | 不变 |
| EXC | EXELON CORPORATION | $25.24万 | 0.08% | 5,148 | 0 | 0.0% | — | 不变 |
| FTA | FIRST TRUST LARGE CAP VALUE ALPHADEX FUND | $24.98万 | 0.08% | 2,705 | 0 | 0.0% | — | 不变 |
| DRI | DARDEN RESTAURANTS INCORPORATED | $24.16万 | 0.08% | 1,233 | 4 | 0.3% | $784 | 加仓 |
| BUFR | FT VEST LADDERED BUFFER ETF | $24.15万 | 0.08% | 7,150 | 4,150 | 138.3% | $14.01万 | 加仓 |
| CEF | SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD AN (CANADA) | $23.86万 | 0.08% | 5,000 | 0 | 0.0% | — | 不变 |
| IUSG | ISHARES TR CORE S&P US GWT | $23.73万 | 0.08% | 1,530 | 0 | 0.0% | — | 不变 |
| TOWN | TOWNEBANK PORTSMOUTH VA | $23.46万 | 0.07% | 6,969 | 3,468 | 99.1% | $11.68万 | 加仓 |
| BKNG | BOOKING HOLDINGS INCORPORATED | $22.31万 | 0.07% | 53 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INCORPORATED | $21.92万 | 0.07% | 810 | 0 | 0.0% | — | 不变 |
| D | DOMINION ENERGY INCORPORATED | $21.88万 | 0.07% | 3,540 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELEC PWR COMPANY INCORPORATED | $21.53万 | 0.07% | 1,642 | -392 | -19.3% | -$5.14万 | 减仓 |
| FXO | FIRST TRUST FINANCIALS ALPHADEX FUND | $21.41万 | 0.07% | 3,811 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COMPANIES INCORPORATED | $21.35万 | 0.07% | 732 | 0 | 0.0% | — | 不变 |
| DWAS | INVESCO DWA SMALLCAP MOMENTUM ETF | $21.31万 | 0.07% | 2,164 | 0 | 0.0% | — | 不变 |
| DLR | DIGITAL RLTY TR INCORPORATED REIT | $21.23万 | 0.07% | 1,178 | 0 | 0.0% | — | 不变 |
| FXH | FIRST TRUST HEALTH CARE ALPHADEX FUND | $21.10万 | 0.07% | 1,922 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INCORPORATED | $20.82万 | 0.07% | 2,242 | 0 | 0.0% | — | 不变 |
| BA | BOEING COMPANY | $20.82万 | 0.07% | 1,046 | 0 | 0.0% | — | 不变 |
| SDY | STATE STREET SPDR S&P DIVIDEND ETF | $20.65万 | 0.07% | 1,415 | 0 | 0.0% | — | 不变 |
| GDX | VANECK GOLD MINERS ETF | $20.33万 | 0.06% | 2,216 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC SPON ADS (UNITED KINGDOM) | $20.08万 | 0.06% | 2,159 | 4 | 0.2% | $372 | 加仓 |