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 |
|---|---|---|---|---|---|---|---|---|
| — | DUPONT DE NEMOURS INCORPORATED | $6.51万 | 0.02% | 1,422 | 2 | 0.1% | $92 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INCORPORATED | $6.42万 | 0.02% | 186 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR SELECT DIVID ETF | $6.28万 | 0.02% | 415 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | $6.26万 | 0.02% | 1,158 | 0 | 0.0% | — | 不变 |
| DSU | BLACKROCK DEBT STRATEGIES FD I COM NEW | $6.19万 | 0.02% | 6,457 | 191 | 3.0% | $1,832 | 加仓 |
| IEFA | ISHARES TR CORE MSCI EAFE | $6.16万 | 0.02% | 680 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD GROWTH ETF | $6.04万 | 0.02% | 138 | -33 | -19.3% | -$1.44万 | 减仓 |
| FDLO | FIDELITY LOW VOLATILITY FACTOR ETF | $5.94万 | 0.02% | 919 | 0 | 0.0% | — | 不变 |
| PYLD | PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | $5.93万 | 0.02% | 2,265 | 0 | 0.0% | — | 不变 |
| FCX | FREEPORT MCMORAN INCORPORATED CLASS B | $5.78万 | 0.02% | 984 | 0 | 0.0% | — | 不变 |
| HR | HEALTHCARE RLTY TR CLASS A COM REIT | $5.68万 | 0.02% | 3,344 | 0 | 0.0% | — | 不变 |
| PAYX | PAYCHEX INCORPORATED | $5.56万 | 0.02% | 604 | -2,980 | -83.1% | -$27.45万 | 减仓 |
| OGE | OGE ENERGY CORPORATION | $5.55万 | 0.02% | 1,157 | 0 | 0.0% | — | 不变 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $5.53万 | 0.02% | 1,049 | 0 | 0.0% | — | 不变 |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | $5.52万 | 0.02% | 1,895 | 0 | 0.0% | — | 不变 |
| MSTR | STRATEGY INCORPORATED CLASS A NEW | $5.49万 | 0.02% | 440 | -2,008 | -82.0% | -$25.06万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS INCORPORATED | $5.37万 | 0.02% | 185 | -5 | -2.6% | -$1,452 | 减仓 |
| GSK | GSK PLC SPONSORED ADR (UNITED KINGDOM) | $5.36万 | 0.02% | 971 | 0 | 0.0% | — | 不变 |
| SPHQ | INVESCO S&P 500 QUALITY ETF | $5.26万 | 0.02% | 700 | 350 | 100.0% | $2.63万 | 加仓 |
| ULTA | ULTA BEAUTY INCORPORATED | $5.23万 | 0.02% | 100 | 0 | 0.0% | — | 不变 |
| VRTX | VERTEX PHARMACEUTICALS INCORPORATED | $5.22万 | 0.02% | 117 | 0 | 0.0% | — | 不变 |
| PPL | PPL CORPORATION | $5.03万 | 0.02% | 1,318 | 10 | 0.8% | $382 | 加仓 |
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | $4.97万 | 0.02% | 2,007 | -185 | -8.4% | -$4,579 | 减仓 |
| SCHV | SCHWAB U.S. LARGE-CAP VALUE ETF | $4.94万 | 0.02% | 1,619 | -466 | -22.4% | -$1.42万 | 减仓 |
| — | WARNER BROS DISCOVERY INCORPORATED COM SER A | $4.90万 | 0.02% | 1,784 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INCORPORATED | $4.86万 | 0.02% | 200 | 0 | 0.0% | — | 不变 |
| KHC | KRAFT HEINZ COMPANY | $4.86万 | 0.02% | 2,160 | 0 | 0.0% | — | 不变 |
| IBDR | ISHARES TR IBONDS DEC2026 | $4.85万 | 0.02% | 2,000 | 0 | 0.0% | — | 不变 |
| OIH | VANECK OIL SERVICES ETF | $4.82万 | 0.02% | 119 | 0 | 0.0% | — | 不变 |
| NATR | NATURES SUNSHINE PRODUCTS INCORPORATED | $4.80万 | 0.02% | 2,000 | 0 | 0.0% | — | 不变 |
| — | FIRST TRUST S&P REIT INDEX FUND | $4.80万 | 0.02% | 1,685 | 0 | 0.0% | — | 不变 |
| FNV | FRANCO NEV CORPORATION (CANADA) | $4.79万 | 0.02% | 194 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORPORATION | $4.78万 | 0.02% | 79 | 0 | 0.0% | — | 不变 |
| L | LOEWS CORPORATION | $4.74万 | 0.02% | 444 | 0 | 0.0% | — | 不变 |
| CRWV | COREWEAVE INCORPORATED COM CLASS A | $4.73万 | 0.01% | 611 | -42 | -6.4% | -$3,254 | 减仓 |
| ITT | ITT INCORPORATED | $4.73万 | 0.01% | 248 | 0 | 0.0% | — | 不变 |
| DGX | QUEST DIAGNOSTICS INCORPORATED | $4.68万 | 0.01% | 239 | 0 | 0.0% | — | 不变 |
| DLTR | DOLLAR TREE INCORPORATED | $4.61万 | 0.01% | 421 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INCORPORATED COM NEW | $4.57万 | 0.01% | 403 | 0 | 0.0% | — | 不变 |
| ARCC | ARES CAPITAL CORPORATION | $4.54万 | 0.01% | 2,520 | 0 | 0.0% | — | 不变 |
| QDVO | AMPLIFY CWP GROWTH & INCOME ETF | $4.53万 | 0.01% | 1,700 | 1,700 | — | $4.53万 | 新建仓 |
| TMO | THERMO FISHER SCIENTIFIC INCORPORATED | $4.52万 | 0.01% | 92 | 0 | 0.0% | — | 不变 |
| OXY | OCCIDENTAL PETE CORPORATION | $4.47万 | 0.01% | 688 | 3 | 0.4% | $195 | 加仓 |
| CLF | CLEVELAND-CLIFFS INCORPORATED NEW | $4.44万 | 0.01% | 5,250 | 0 | 0.0% | — | 不变 |
| F | FORD MTR COMPANY | $4.42万 | 0.01% | 3,831 | 38 | 1.0% | $439 | 加仓 |
| MGK | VANGUARD MEGA CAP GROWTH ETF | $4.41万 | 0.01% | 120 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INCORPORATED | $4.36万 | 0.01% | 124 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | $4.36万 | 0.01% | 1,422 | 0 | 0.0% | — | 不变 |
| HTGC | HERCULES CAPITAL INCORPORATED | $4.28万 | 0.01% | 2,900 | 0 | 0.0% | — | 不变 |
| IYY | ISHARES TR DOW JONES US ETF | $4.28万 | 0.01% | 270 | 0 | 0.0% | — | 不变 |
| PHYS | SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR (CANADA) | $4.25万 | 0.01% | 1,200 | 0 | 0.0% | — | 不变 |
| CHWY | CHEWY INCORPORATED CLASS A | $4.25万 | 0.01% | 1,575 | 0 | 0.0% | — | 不变 |
| GPN | GLOBAL PMTS INCORPORATED | $4.18万 | 0.01% | 621 | 0 | 0.0% | — | 不变 |
| TSN | TYSON FOODS INCORPORATED CLASS A | $4.16万 | 0.01% | 650 | 0 | 0.0% | — | 不变 |
| WES | WESTERN MIDSTREAM PARTNERS LP COM UNIT LP INT | $4.12万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| B | BARRICK MINING CORPORATION COM SHS (CANADA) | $4.08万 | 0.01% | 1,000 | -2,506 | -71.5% | -$10.22万 | 减仓 |
| MGV | VANGUARD MEGA CAP VALUE ETF | $4.07万 | 0.01% | 281 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WKS INCORPORATED | $3.98万 | 0.01% | 153 | -9 | -5.6% | -$2,343 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION SHS (IRELAND) | $3.98万 | 0.01% | 304 | 0 | 0.0% | — | 不变 |
| CC | CHEMOURS COMPANY | $3.95万 | 0.01% | 1,792 | 2 | 0.1% | $44 | 加仓 |
| — | ENVIRI CORPORATION | $3.92万 | 0.01% | 2,000 | 0 | 0.0% | — | 不变 |
| XLI | STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | $3.89万 | 0.01% | 240 | 125 | 108.7% | $2.02万 | 加仓 |
| GILD | GILEAD SCIENCES INCORPORATED | $3.85万 | 0.01% | 276 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INCORPORATED | $3.79万 | 0.01% | 203 | 0 | 0.0% | — | 不变 |
| TSLX | SIXTH STREET SPECIALTY LENDING INC | $3.75万 | 0.01% | 2,040 | 0 | 0.0% | — | 不变 |
| BBW | BUILD-A-BEAR WORKSHOP INCORPORATED | $3.75万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| — | FIRST TRUST SMALL CAP VALUE ALPHADEX FUND | $3.74万 | 0.01% | 605 | 0 | 0.0% | — | 不变 |
| — | FIRST TRUST DORSEY WRIGHT MOMENTUM & DIVIDEND ETF | $3.64万 | 0.01% | 901 | 0 | 0.0% | — | 不变 |
| IBDU | ISHARES TR IBONDS DEC 29 | $3.64万 | 0.01% | 1,563 | 1,563 | — | $3.64万 | 新建仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV SHS - A - (NETHERLANDS) | $3.63万 | 0.01% | 450 | 0 | 0.0% | — | 不变 |
| SNY | SANOFI SA SPONSORED ADR (FRANCE) | $3.57万 | 0.01% | 740 | 0 | 0.0% | — | 不变 |
| GBDC | GOLUB CAP BDC INCORPORATED | $3.54万 | 0.01% | 2,800 | 0 | 0.0% | — | 不变 |
| IYF | ISHARES TR U.S. FINLS ETF | $3.53万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TR ISHARES NEW | $3.53万 | 0.01% | 400 | 0 | 0.0% | — | 不变 |
| CAG | CONAGRA BRANDS INCORPORATED | $3.52万 | 0.01% | 2,236 | 0 | 0.0% | — | 不变 |
| ECPG | ENCORE CAP GROUP INCORPORATED | $3.51万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INCORPORATED | $3.48万 | 0.01% | 171 | -33 | -16.2% | -$6,713 | 减仓 |
| FLEX | FLEXTRONICS INTERNATIONAL LIMITED ORD (SINGAPORE) | $3.42万 | 0.01% | 522 | 0 | 0.0% | — | 不变 |
| SOLV | SOLVENTUM CORPORATION COM SHS | $3.42万 | 0.01% | 523 | 0 | 0.0% | — | 不变 |
| EXR | EXTRA SPACE STORAGE INCORPORATED REIT | $3.41万 | 0.01% | 260 | 0 | 0.0% | — | 不变 |
| JKS | JINKOSOLAR HLDG COMPANY LIMITED SPONSORED ADR | $3.30万 | 0.01% | 1,300 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY COM NEW | $3.29万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| MET | METLIFE INCORPORATED | $3.28万 | 0.01% | 464 | 0 | 0.0% | — | 不变 |
| RIVN | RIVIAN AUTOMOTIVE INCORPORATED COM CLASS A | $3.24万 | 0.01% | 2,150 | 0 | 0.0% | — | 不变 |
| CLX | CLOROX COMPANY DEL | $3.23万 | 0.01% | 312 | 0 | 0.0% | — | 不变 |
| WPC | WP CAREY INCORPORATED REIT | $3.20万 | 0.01% | 471 | 5 | 1.1% | $340 | 加仓 |
| OTIS | OTIS WORLDWIDE CORPORATION | $3.14万 | 0.01% | 408 | 0 | 0.0% | — | 不变 |
| CARR | CARRIER GLOBAL CORPORATION | $3.13万 | 0.01% | 555 | -389 | -41.2% | -$2.19万 | 减仓 |
| SYK | STRYKER CORPORATION | $3.12万 | 0.01% | 95 | 0 | 0.0% | — | 不变 |
| FNX | FIRST TRUST MID CAP CORE ALPHADEX FUND | $3.12万 | 0.01% | 243 | 0 | 0.0% | — | 不变 |
| BKR | BAKER HUGHES COMPANY CLASS A | $3.05万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| — | THE BEAUTY HEALTH COMPANY COM CLASS A | $2.98万 | 0.01% | 33,468 | 7,250 | 27.7% | $6,453 | 加仓 |
| RPV | INVESCO S&P 500 PURE VALUE ETF | $2.95万 | 0.01% | 275 | 0 | 0.0% | — | 不变 |
| CTRE | CARETRUST REIT INCORPORATED REIT | $2.93万 | 0.01% | 800 | 0 | 0.0% | — | 不变 |
| URA | GLOBAL X URANIUM ETF | $2.91万 | 0.01% | 600 | 0 | 0.0% | — | 不变 |
| WTS | WATTS WATER TECHNOLOGIES INCORPORATED CLASS A | $2.90万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| QQEW | FIRST TRUST NASDAQ-100 SELECT EQUAL WEIGHT ETF | $2.86万 | 0.01% | 225 | 0 | 0.0% | — | 不变 |
| OCSL | OAKTREE SPECIALTY LENDING | $2.83万 | 0.01% | 2,500 | 0 | 0.0% | — | 不变 |
| HFXI | NYLI FTSE INTERNATIONAL EQUITY CURRENCY NEUTRAL ETF | $2.80万 | 0.01% | 835 | 0 | 0.0% | — | 不变 |
| NMFC | NEW MTN FIN CORPORATION | $2.79万 | 0.01% | 3,600 | 0 | 0.0% | — | 不变 |