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 |
|---|---|---|---|---|---|---|---|---|
| FBTC | FIDELITY WISE ORIGIN BITCOIN FUND | $85.46万 | 0.24% | 16,741 | -1,993 | -10.6% | -$10.17万 | 减仓 |
| EQT | EQT CORPORATION | $83.94万 | 0.24% | 15,787 | 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 |
| QQQE | DIREXION NASDAQ-100 EQUAL WEIGHTED INDEX SHARES | $82.86万 | 0.24% | 6,791 | 0 | 0.0% | — | 不变 |
| CR | CRANE COMPANY COMMON STOCK | $82.20万 | 0.23% | 3,685 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD SHARES | $80.60万 | 0.23% | 2,188 | 32 | 1.5% | $1.18万 | 加仓 |
| EPD | ENTERPRISE PRODUCTS PARTNERS L P | $78.88万 | 0.23% | 21,459 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INCORPORATED | $78.86万 | 0.23% | 820 | 0 | 0.0% | — | 不变 |
| AMT | AMERICAN TOWER CORPORATION REIT | $73.95万 | 0.21% | 4,521 | -40 | -0.9% | -$6,543 | 减仓 |
| 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 |
| AYI | ACUITY INCORPORATED | $73.56万 | 0.21% | 1,953 | 1 | 0.1% | $377 | 加仓 |
| IWV | ISHARES TR RUSSELL 3000 ETF | $73.34万 | 0.21% | 1,720 | 25 | 1.5% | $1.07万 | 加仓 |
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | $68.77万 | 0.20% | 8,044 | 8,044 | — | $68.77万 | 新建仓 |
| FTCS | FIRST TRUST CAPITAL STRENGTH ETF | $68.69万 | 0.20% | 7,314 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC SHS (IRELAND) | $66.40万 | 0.19% | 1,352 | 0 | 0.0% | — | 不变 |
| LNC | LINCOLN NATL CORPORATION IND | $65.79万 | 0.19% | 18,612 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INCORPORATED | $63.70万 | 0.18% | 15,045 | -198 | -1.3% | -$8,384 | 减仓 |
| GDDY | GODADDY INCORPORATED CLASS A | $63.47万 | 0.18% | 7,478 | 396 | 5.6% | $3.36万 | 加仓 |
| RGLD | ROYAL GOLD INCORPORATED | $63.39万 | 0.18% | 3,176 | 2 | 0.1% | $399 | 加仓 |
| KRP | KIMBELL RTY PARTNERS LP UNIT | $62.38万 | 0.18% | 42,929 | 126 | 0.3% | $1,831 | 加仓 |
| MMM | 3M COMPANY | $61.22万 | 0.17% | 3,781 | 1 | 0.0% | $162 | 加仓 |
| FXD | FIRST TRUST CONSUMER DISCRETIONARY ALPHADEX FUND | $58.25万 | 0.17% | 8,422 | 0 | 0.0% | — | 不变 |
| VRSK | VERISK ANALYTICS INCORPORATED | $56.19万 | 0.16% | 3,130 | 1 | 0.0% | $180 | 加仓 |
| DNOV | FT VEST U.S. EQUITY DEEP BUFFER ETF - NOVEMBER | $55.95万 | 0.16% | 10,895 | 0 | 0.0% | — | 不变 |
| FVD | FIRST TRUST VALUE LINE DIVIDEND INDEX FUND | $54.90万 | 0.16% | 11,394 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $54.42万 | 0.16% | 5,998 | -148 | -2.4% | -$1.34万 | 减仓 |
| PTF | INVESCO DWA TECHNOLOGY MOMENTUM ETF | $54.06万 | 0.15% | 3,966 | 0 | 0.0% | — | 不变 |
| AFL | AFLAC INCORPORATED | $53.02万 | 0.15% | 4,522 | 0 | 0.0% | — | 不变 |
| HIG | HARTFORD INSURANCE GROUP INCORPORATED | $52.41万 | 0.15% | 3,955 | 0 | 0.0% | — | 不变 |
| WELL | WELLTOWER INCORPORATED REIT | $52.20万 | 0.15% | 2,300 | 0 | 0.0% | — | 不变 |
| DE | DEERE & COMPANY | $50.51万 | 0.14% | 796 | 1 | 0.1% | $635 | 加仓 |
| — | DIMENSIONAL U.S. CORE EQUITY 2 ETF | $50.10万 | 0.14% | 11,294 | 0 | 0.0% | — | 不变 |
| DDEC | FT VEST U.S. EQUITY DEEP BUFFER ETF - DECEMBER | $50.08万 | 0.14% | 10,570 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC COMPANY | $49.75万 | 0.14% | 3,476 | 1 | 0.0% | $143 | 加仓 |
| PSX | PHILLIPS 66 | $49.23万 | 0.14% | 2,912 | -100 | -3.3% | -$1.69万 | 减仓 |
| VO | VANGUARD MID-CAP ETF | $48.92万 | 0.14% | 6,072 | 100 | 1.7% | $8,057 | 加仓 |
| LULU | LULULEMON ATHLETICA INCORPORATED | $48.30万 | 0.14% | 4,230 | 1,810 | 74.8% | $20.67万 | 加仓 |
| FDL | FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND | $46.79万 | 0.13% | 9,615 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES TR RUS MID CAP ETF | $46.66万 | 0.13% | 4,230 | 0 | 0.0% | — | 不变 |
| TFC | TRUIST FINL CORPORATION | $45.98万 | 0.13% | 9,229 | 14 | 0.2% | $698 | 加仓 |
| MDLZ | MONDELEZ INTERNATIONAL INCORPORATED CLASS A | $45.70万 | 0.13% | 7,901 | 5 | 0.1% | $289 | 加仓 |
| EMLP | FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND | $45.58万 | 0.13% | 10,477 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORPORATION | $44.93万 | 0.13% | 1,435 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INCORPORATED CLASS A | $44.56万 | 0.13% | 791 | 0 | 0.0% | — | 不变 |
| SON | SONOCO PRODUCTS COMPANY | $44.32万 | 0.13% | 7,866 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORPORATION | $44.16万 | 0.13% | 1,778 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $43.88万 | 0.13% | 2,313 | 0 | 0.0% | — | 不变 |
| FLRN | STATE STREET SPDR BLOOMBERG INVESTMENT GRADE FLOATING | $42.74万 | 0.12% | 13,853 | 4 | 0.0% | $123 | 加仓 |
| — | MARKETWISE INCORPORATED COM NEW CLASS A | $42.34万 | 0.12% | 23,735 | 4,531 | 23.6% | $8.08万 | 加仓 |
| IHDG | WISDOMTREE INTERNATIONAL HEDGED QUALITY DIVIDEND GROWTH | $41.93万 | 0.12% | 8,005 | 0 | 0.0% | — | 不变 |
| RJF | RAYMOND JAMES FINL INCORPORATED | $41.84万 | 0.12% | 2,752 | 0 | 0.0% | — | 不变 |
| PRN | INVESCO DWA INDUSTRIALS MOMENTUM ETF | $41.74万 | 0.12% | 1,601 | 0 | 0.0% | — | 不变 |
| CIBR | FIRST TRUST NASDAQ CEA CYBERSECURITY ETF | $41.33万 | 0.12% | 4,600 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INCORPORATED | $38.92万 | 0.11% | 4,596 | 2 | 0.0% | $169 | 加仓 |
| PH | PARKER-HANNIFIN CORPORATION | $37.95万 | 0.11% | 388 | 10 | 2.6% | $9,781 | 加仓 |
| WPM | WHEATON PRECIOUS METALS CORPORATION (CANADA) | $37.85万 | 0.11% | 3,370 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC (IRELAND) | $37.47万 | 0.11% | 722 | 0 | 0.0% | — | 不变 |
| HSY | HERSHEY COMPANY | $37.36万 | 0.11% | 2,129 | 16 | 0.8% | $2,808 | 加仓 |
| BNDX | VANGUARD TOTAL INTERNATIONAL BOND ETF | $37.33万 | 0.11% | 7,707 | 7,707 | — | $37.33万 | 新建仓 |
| ELAN | ELANCO ANIMAL HEALTH INCORPORATED | $36.59万 | 0.10% | 14,868 | -300 | -2.0% | -$7,383 | 减仓 |
| TROW | PRICE T ROWE GROUP INCORPORATED | $36.09万 | 0.10% | 3,175 | -36 | -1.1% | -$4,092 | 减仓 |
| — | FIRST TRUST DORSEY WRIGHT MOMENTUM & LOW VOLATILITY ETF | $35.89万 | 0.10% | 9,820 | -710 | -6.7% | -$2.59万 | 减仓 |
| STE | STERIS PLC SHS USD (IRELAND) | $35.25万 | 0.10% | 1,674 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INCORPORATED | $33.67万 | 0.10% | 810 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR CORE S&P500 ETF | $33.38万 | 0.10% | 446 | 0 | 0.0% | — | 不变 |
| COR | CENCORA INCORPORATED | $33.02万 | 0.09% | 1,167 | 0 | 0.0% | — | 不变 |
| USFR | THE WISDOMTREE TRUST FLTG RATE TREASURY FUND | $32.39万 | 0.09% | 6,433 | -597 | -8.5% | -$3.01万 | 减仓 |
| DHI | D R HORTON INCORPORATED | $31.65万 | 0.09% | 1,943 | 0 | 0.0% | — | 不变 |
| IBDU | ISHARES TR IBONDS DEC 29 | $31.41万 | 0.09% | 13,563 | 12,000 | 767.8% | $27.79万 | 加仓 |
| BUFR | FT VEST LADDERED BUFFER ETF | $31.14万 | 0.09% | 8,525 | 1,375 | 19.2% | $5.02万 | 加仓 |
| IWD | ISHARES TR RUS 1000 VAL ETF | $31.06万 | 0.09% | 1,281 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INCORPORATED | $30.87万 | 0.09% | 12,819 | 6 | 0.0% | $144 | 加仓 |
| MCD | MCDONALDS CORPORATION | $30.72万 | 0.09% | 1,136 | 0 | 0.0% | — | 不变 |
| WEC | WEC ENERGY GROUP INCORPORATED | $30.48万 | 0.09% | 2,610 | 0 | 0.0% | — | 不变 |
| DJUL | FT VEST U.S. EQUITY DEEP BUFFER ETF - JULY | $30.09万 | 0.09% | 6,000 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES RUSSELL 1000 ETF | $29.83万 | 0.09% | 729 | 2 | 0.3% | $819 | 加仓 |
| IUSG | ISHARES TR CORE S&P US GWT | $28.78万 | 0.08% | 1,530 | 0 | 0.0% | — | 不变 |
| AMP | AMERIPRISE FINL INCORPORATED | $28.72万 | 0.08% | 626 | 0 | 0.0% | — | 不变 |
| DLN | WISDOMTREE U.S. LARGECAP DIVIDEND FUND | $27.70万 | 0.08% | 2,876 | -246 | -7.9% | -$2.37万 | 减仓 |
| PYPL | PAYPAL HLDGS INCORPORATED | $27.61万 | 0.08% | 6,395 | -1,519 | -19.2% | -$6.56万 | 减仓 |
| DWAS | INVESCO DWA SMALLCAP MOMENTUM ETF | $27.55万 | 0.08% | 2,164 | 0 | 0.0% | — | 不变 |
| DGRO | ISHARES TR CORE DIV GRWTH | $27.50万 | 0.08% | 3,629 | 0 | 0.0% | — | 不变 |
| ZTS | ZOETIS INCORPORATED CLASS A | $27.32万 | 0.08% | 3,801 | -40 | -1.0% | -$2,875 | 减仓 |
| CNP | CENTERPOINT ENERGY INCORPORATED | $27.16万 | 0.08% | 6,167 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INCORPORATED | $26.73万 | 0.08% | 251 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT COMPANY | $26.72万 | 0.08% | 2,777 | -82 | -2.9% | -$7,891 | 减仓 |
| SDY | STATE STREET SPDR S&P DIVIDEND ETF | $26.52万 | 0.08% | 1,743 | 328 | 23.2% | $4.99万 | 加仓 |
| FTA | FIRST TRUST LARGE CAP VALUE ALPHADEX FUND | $26.18万 | 0.07% | 2,705 | 0 | 0.0% | — | 不变 |
| DAL | DELTA AIR LINES INCORPORATED COM NEW | $25.91万 | 0.07% | 2,766 | 0 | 0.0% | — | 不变 |
| DVN | DEVON ENERGY CORPORATION NEW | $25.79万 | 0.07% | 6,241 | 2,555 | 69.3% | $10.56万 | 加仓 |
| DRI | DARDEN RESTAURANTS INCORPORATED | $25.47万 | 0.07% | 1,236 | 3 | 0.2% | $618 | 加仓 |
| COP | CONOCOPHILLIPS | $25.31万 | 0.07% | 2,435 | 0 | 0.0% | — | 不变 |
| TOWN | TOWNEBANK PORTSMOUTH VA | $25.26万 | 0.07% | 6,969 | 0 | 0.0% | — | 不变 |
| D | DOMINION ENERGY INCORPORATED | $24.17万 | 0.07% | 3,540 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COMPANIES INCORPORATED | $24.16万 | 0.07% | 732 | 0 | 0.0% | — | 不变 |
| SLV | ISHARES SILVER TRUST | $24.11万 | 0.07% | 4,510 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INCORPORATED | $24.08万 | 0.07% | 606 | 0 | 0.0% | — | 不变 |
| EXC | EXELON CORPORATION | $24.00万 | 0.07% | 5,148 | 0 | 0.0% | — | 不变 |
| FXO | FIRST TRUST FINANCIALS ALPHADEX FUND | $23.80万 | 0.07% | 3,811 | 0 | 0.0% | — | 不变 |
| BKNG | BOOKING HOLDINGS INCORPORATED | $23.62万 | 0.07% | 1,325 | 0 | 0.0% | — | 不变 |