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 |
|---|---|---|---|---|---|---|---|---|
| AMD | ADVANCED MICRO DEVICES INCORPORATED | $7.61万 | 0.02% | 131 | -40 | -23.4% | -$2.32万 | 减仓 |
| VUG | VANGUARD GROWTH ETF | $7.60万 | 0.02% | 882 | 54 | 6.5% | $4,654 | 加仓 |
| IEFA | ISHARES TR CORE MSCI EAFE | $7.26万 | 0.02% | 752 | 72 | 10.6% | $6,954 | 加仓 |
| RIO | RIO TINTO PLC SPONSORED ADR (UNITED KINGDOM) | $7.16万 | 0.02% | 754 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORPORATION NEW CLASS A | $7.11万 | 0.02% | 2,895 | 1 | 0.0% | $25 | 加仓 |
| GIS | GENERAL MILLS INCORPORATED | $6.96万 | 0.02% | 2,000 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | $6.91万 | 0.02% | 1,158 | 0 | 0.0% | — | 不变 |
| CNX | CNX RES CORPORATION | $6.79万 | 0.02% | 2,000 | 0 | 0.0% | — | 不变 |
| HR | HEALTHCARE RLTY TR CLASS A COM REIT | $6.74万 | 0.02% | 3,344 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC SHS (IRELAND) | $6.50万 | 0.02% | 831 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR SELECT DIVID ETF | $6.49万 | 0.02% | 415 | 0 | 0.0% | — | 不变 |
| T | AT&T INCORPORATED | $6.47万 | 0.02% | 3,125 | 0 | 0.0% | — | 不变 |
| DSU | BLACKROCK DEBT STRATEGIES FD I COM NEW | $6.45万 | 0.02% | 6,654 | 197 | 3.1% | $1,911 | 加仓 |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | $6.41万 | 0.02% | 1,895 | 0 | 0.0% | — | 不变 |
| DD | DUPONT DE NEMOURS INCORPORATED COMMON STOCK | $6.40万 | 0.02% | 472 | -950 | -66.8% | -$12.89万 | 减仓 |
| SU | SUNCOR ENERGY INCORPORATED NEW (CANADA) | $6.32万 | 0.02% | 1,178 | 0 | 0.0% | — | 不变 |
| FDLO | FIDELITY LOW VOLATILITY FACTOR ETF | $6.28万 | 0.02% | 919 | 0 | 0.0% | — | 不变 |
| FCX | FREEPORT MCMORAN INCORPORATED CLASS B | $6.19万 | 0.02% | 984 | 0 | 0.0% | — | 不变 |
| LNG | CHENIERE ENERGY INCORPORATED COM NEW | $6.12万 | 0.02% | 256 | 0 | 0.0% | — | 不变 |
| CRWV | COREWEAVE INCORPORATED COM CLASS A | $6.08万 | 0.02% | 611 | 0 | 0.0% | — | 不变 |
| CXW | CORECIVIC INCORPORATED | $6.08万 | 0.02% | 2,000 | 2,000 | — | $6.08万 | 新建仓 |
| PYLD | PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | $6.01万 | 0.02% | 2,265 | 0 | 0.0% | — | 不变 |
| VRTX | VERTEX PHARMACEUTICALS INCORPORATED | $5.81万 | 0.02% | 117 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INCORPORATED COM NEW | $5.64万 | 0.02% | 403 | 0 | 0.0% | — | 不变 |
| SCHV | SCHWAB U.S. LARGE-CAP VALUE ETF | $5.64万 | 0.02% | 1,619 | 0 | 0.0% | — | 不变 |
| OGE | OGE ENERGY CORPORATION | $5.63万 | 0.02% | 1,157 | 0 | 0.0% | — | 不变 |
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | $5.56万 | 0.02% | 2,007 | 0 | 0.0% | — | 不变 |
| ADSK | AUTODESK INCORPORATED | $5.54万 | 0.02% | 285 | 0 | 0.0% | — | 不变 |
| TSCO | TRACTOR SUPPLY COMPANY | $5.53万 | 0.02% | 1,750 | 0 | 0.0% | — | 不变 |
| APD | AIR PRODUCTS AND CHEMICALS INCORPORATED | $5.42万 | 0.02% | 185 | 0 | 0.0% | — | 不变 |
| LHX | L3HARRIS TECHNOLOGIES INCORPORATED | $5.41万 | 0.02% | 186 | 0 | 0.0% | — | 不变 |
| F | FORD MTR COMPANY | $5.37万 | 0.02% | 3,863 | 32 | 0.8% | $445 | 加仓 |
| — | FIRST TRUST S&P REIT INDEX FUND | $5.34万 | 0.02% | 1,685 | 0 | 0.0% | — | 不变 |
| MGK | VANGUARD MEGA CAP GROWTH ETF | $5.27万 | 0.02% | 600 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $5.12万 | 0.01% | 150 | 0 | 0.0% | — | 不变 |
| KHC | KRAFT HEINZ COMPANY | $5.10万 | 0.01% | 2,160 | 0 | 0.0% | — | 不变 |
| DLTR | DOLLAR TREE INCORPORATED | $5.09万 | 0.01% | 421 | 0 | 0.0% | — | 不变 |
| GSK | GSK PLC SPONSORED ADR (UNITED KINGDOM) | $5.09万 | 0.01% | 971 | 0 | 0.0% | — | 不变 |
| QDVO | AMPLIFY CWP GROWTH & INCOME ETF | $5.07万 | 0.01% | 1,700 | 0 | 0.0% | — | 不变 |
| DGX | QUEST DIAGNOSTICS INCORPORATED | $5.07万 | 0.01% | 239 | 0 | 0.0% | — | 不变 |
| L | LOEWS CORPORATION | $5.03万 | 0.01% | 444 | 0 | 0.0% | — | 不变 |
| B | BARRICK MINING CORPORATION COM SHS (CANADA) | $4.96万 | 0.01% | 1,350 | 350 | 35.0% | $1.29万 | 加仓 |
| CLF | CLEVELAND-CLIFFS INCORPORATED NEW | $4.93万 | 0.01% | 5,250 | 0 | 0.0% | — | 不变 |
| IYY | ISHARES TR DOW JONES US ETF | $4.92万 | 0.01% | 270 | 0 | 0.0% | — | 不变 |
| ITT | ITT INCORPORATED | $4.90万 | 0.01% | 248 | 0 | 0.0% | — | 不变 |
| PNFP | PINNACLE FINL PARTNERS INCORPORATED | $4.87万 | 0.01% | 483 | 483 | — | $4.87万 | 新建仓 |
| NSIT | INSIGHT ENTERPRISES INCORPORATED | $4.87万 | 0.01% | 400 | 0 | 0.0% | — | 不变 |
| IBDR | ISHARES TR IBONDS DEC2026 | $4.85万 | 0.01% | 2,000 | 0 | 0.0% | — | 不变 |
| PPL | PPL CORPORATION | $4.83万 | 0.01% | 1,328 | 10 | 0.8% | $363 | 加仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $4.78万 | 0.01% | 1,049 | 0 | 0.0% | — | 不变 |
| — | WARNER BROS DISCOVERY INCORPORATED COM SER A | $4.76万 | 0.01% | 1,784 | 0 | 0.0% | — | 不变 |
| ARCC | ARES CAPITAL CORPORATION | $4.67万 | 0.01% | 2,520 | 0 | 0.0% | — | 不变 |
| ECPG | ENCORE CAP GROUP INCORPORATED | $4.66万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INCORPORATED | $4.61万 | 0.01% | 92 | 0 | 0.0% | — | 不变 |
| MGV | VANGUARD MEGA CAP VALUE ETF | $4.59万 | 0.01% | 281 | 0 | 0.0% | — | 不变 |
| HTGC | HERCULES CAPITAL INCORPORATED | $4.57万 | 0.01% | 2,900 | 0 | 0.0% | — | 不变 |
| ULTA | ULTA BEAUTY INCORPORATED | $4.51万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | $4.51万 | 0.01% | 1,422 | 0 | 0.0% | — | 不变 |
| GPN | GLOBAL PMTS INCORPORATED | $4.51万 | 0.01% | 621 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INCORPORATED | $4.49万 | 0.01% | 124 | 0 | 0.0% | — | 不变 |
| XLI | STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | $4.46万 | 0.01% | 241 | 1 | 0.4% | $185 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION SHS (IRELAND) | $4.44万 | 0.01% | 304 | 0 | 0.0% | — | 不变 |
| OIH | VANECK OIL SERVICES ETF | $4.43万 | 0.01% | 119 | 0 | 0.0% | — | 不变 |
| WES | WESTERN MIDSTREAM PARTNERS LP COM UNIT LP INT | $4.38万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| NATR | NATURES SUNSHINE PRODUCTS INCORPORATED | $4.36万 | 0.01% | 2,000 | 0 | 0.0% | — | 不变 |
| KBWB | INVESCO KBW BANK ETF | $4.32万 | 0.01% | 464 | 464 | — | $4.32万 | 新建仓 |
| — | FIRST TRUST SMALL CAP VALUE ALPHADEX FUND | $4.22万 | 0.01% | 605 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY COM NEW | $4.18万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| SCHP | SCHWAB U.S. TIPS ETF | $4.16万 | 0.01% | 1,569 | 1,569 | — | $4.16万 | 新建仓 |
| OGC | OCEANAGOLD CORPORATION COM NEW (CANADA) | $4.11万 | 0.01% | 1,639 | 1,639 | — | $4.11万 | 新建仓 |
| CARR | CARRIER GLOBAL CORPORATION | $4.07万 | 0.01% | 555 | 0 | 0.0% | — | 不变 |
| — | FIRST TRUST DORSEY WRIGHT MOMENTUM & DIVIDEND ETF | $4.06万 | 0.01% | 901 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORPORATION | $4.05万 | 0.01% | 80 | 1 | 1.3% | $507 | 加仓 |
| FNV | FRANCO NEV CORPORATION (CANADA) | $4.04万 | 0.01% | 194 | 0 | 0.0% | — | 不变 |
| SOLV | SOLVENTUM CORPORATION COM SHS | $4.04万 | 0.01% | 523 | 0 | 0.0% | — | 不变 |
| OKLO | OKLO INCORPORATED COM CLASS A | $4.00万 | 0.01% | 765 | 765 | — | $4.00万 | 新建仓 |
| ITOT | ISHARES TR CORE S&P TTL STK | $3.93万 | 0.01% | 239 | 239 | — | $3.93万 | 新建仓 |
| MET | METLIFE INCORPORATED | $3.93万 | 0.01% | 464 | 0 | 0.0% | — | 不变 |
| WTS | WATTS WATER TECHNOLOGIES INCORPORATED CLASS A | $3.91万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| RIVN | RIVIAN AUTOMOTIVE INCORPORATED COM CLASS A | $3.90万 | 0.01% | 2,250 | 100 | 4.7% | $1,735 | 加仓 |
| FLNC | FLUENCE ENERGY INCORPORATED COM CLASS A | $3.88万 | 0.01% | 1,950 | 1,950 | — | $3.88万 | 新建仓 |
| KMB | KIMBERLY-CLARK CORP | $3.85万 | 0.01% | 350 | 98 | 38.9% | $1.08万 | 加仓 |
| IYF | ISHARES TR U.S. FINLS ETF | $3.83万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| MSTR | STRATEGY INCORPORATED CLASS A NEW | $3.82万 | 0.01% | 440 | 0 | 0.0% | — | 不变 |
| EXR | EXTRA SPACE STORAGE INCORPORATED REIT | $3.78万 | 0.01% | 260 | 0 | 0.0% | — | 不变 |
| TSN | TYSON FOODS INCORPORATED CLASS A | $3.72万 | 0.01% | 650 | 0 | 0.0% | — | 不变 |
| TKR | TIMKEN COMPANY | $3.72万 | 0.01% | 256 | 0 | 0.0% | — | 不变 |
| CC | CHEMOURS COMPANY | $3.68万 | 0.01% | 1,793 | 1 | 0.1% | $21 | 加仓 |
| GBDC | GOLUB CAP BDC INCORPORATED | $3.61万 | 0.01% | 2,800 | 0 | 0.0% | — | 不变 |
| QQEW | FIRST TRUST NASDAQ-100 SELECT EQUAL WEIGHT ETF | $3.59万 | 0.01% | 225 | 0 | 0.0% | — | 不变 |
| FNX | FIRST TRUST MID CAP CORE ALPHADEX FUND | $3.56万 | 0.01% | 243 | 0 | 0.0% | — | 不变 |
| TSLX | SIXTH STREET SPECIALTY LENDING INC | $3.50万 | 0.01% | 2,040 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INCORPORATED | $3.49万 | 0.01% | 276 | 0 | 0.0% | — | 不变 |
| WPC | WP CAREY INCORPORATED REIT | $3.41万 | 0.01% | 476 | 5 | 1.1% | $358 | 加仓 |
| OXY | OCCIDENTAL PETE CORPORATION | $3.36万 | 0.01% | 691 | 3 | 0.4% | $146 | 加仓 |
| CTRE | CARETRUST REIT INCORPORATED REIT | $3.23万 | 0.01% | 800 | 0 | 0.0% | — | 不变 |
| MHK | MOHAWK INDUSTRIES INCORPORATED | $3.20万 | 0.01% | 264 | 0 | 0.0% | — | 不变 |
| HFXI | NYLI FTSE INTERNATIONAL EQUITY CURRENCY NEUTRAL ETF | $3.18万 | 0.01% | 835 | 0 | 0.0% | — | 不变 |
| HWM | HOWMET AEROSPACE INCORPORATED | $3.17万 | 0.01% | 118 | 0 | 0.0% | — | 不变 |
| SNY | SANOFI SA SPONSORED ADR (FRANCE) | $3.16万 | 0.01% | 740 | 0 | 0.0% | — | 不变 |