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 |
|---|---|---|---|---|---|---|---|---|
| DG | DOLLAR GENERAL CORPORATION | $2.76万 | 0.01% | 232 | 0 | 0.0% | — | 不变 |
| HWM | HOWMET AEROSPACE INCORPORATED | $2.72万 | 0.01% | 118 | 0 | 0.0% | — | 不变 |
| FLO | FLOWERS FOODS INCORPORATED | $2.70万 | 0.01% | 3,316 | 0 | 0.0% | — | 不变 |
| NSIT | INSIGHT ENTERPRISES INCORPORATED | $2.68万 | 0.01% | 400 | 0 | 0.0% | — | 不变 |
| FDD | FIRST TRUST DJ STOXX EUROPEAN DIV INDEX FUND | $2.67万 | 0.01% | 1,500 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE COMPANY | $2.65万 | 0.01% | 311 | 0 | 0.0% | — | 不变 |
| CNR | CORE NATURAL RESOURCES INCORPORATED COM SHS | $2.62万 | 0.01% | 250 | 0 | 0.0% | — | 不变 |
| MHK | MOHAWK INDUSTRIES INCORPORATED | $2.60万 | 0.01% | 264 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | $2.60万 | 0.01% | 81 | -7 | -8.0% | -$2,246 | 减仓 |
| TKR | TIMKEN COMPANY | $2.57万 | 0.01% | 256 | 0 | 0.0% | — | 不变 |
| VGK | VANGUARD FTSE EUROPE ETF | $2.54万 | 0.01% | 308 | 51 | 19.8% | $4,207 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INCORPORATED | $2.52万 | 0.01% | 83 | 0 | 0.0% | — | 不变 |
| MTD | METTLER TOLEDO INTERNATIONAL | $2.52万 | 0.01% | 20 | 0 | 0.0% | — | 不变 |
| MUSA | MURPHY USA INCORPORATED | $2.52万 | 0.01% | 51 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY-CLARK CORPORATION | $2.43万 | 0.01% | 252 | -479 | -65.5% | -$4.61万 | 减仓 |
| PANW | PALO ALTO NETWORKS INCORPORATED | $2.40万 | 0.01% | 150 | 0 | 0.0% | — | 不变 |
| SHW | SHERWIN WILLIAMS COMPANY | $2.40万 | 0.01% | 75 | 0 | 0.0% | — | 不变 |
| HBAN | HUNTINGTON BANCSHARES INCORPORATED | $2.35万 | 0.01% | 1,500 | 0 | 0.0% | — | 不变 |
| A | AGILENT TECHNOLOGIES INCORPORATED | $2.28万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| VTR | VENTAS INCORPORATED REIT | $2.27万 | 0.01% | 278 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INCORPORATED | $2.21万 | 0.01% | 52 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING INCORPORATED | $2.17万 | 0.01% | 107 | 0 | 0.0% | — | 不变 |
| NRG | NRG ENERGY INCORPORATED COM NEW | $2.16万 | 0.01% | 148 | 0 | 0.0% | — | 不变 |
| — | BLACKROCK TCP CAPITAL CORPORATION | $2.16万 | 0.01% | 5,976 | 0 | 0.0% | — | 不变 |
| GMED | GLOBUS MED INCORPORATED CLASS A | $2.15万 | 0.01% | 250 | 0 | 0.0% | — | 不变 |
| ANET | ARISTA NETWORKS INCORPORATED COM SHS | $2.15万 | 0.01% | 175 | 0 | 0.0% | — | 不变 |
| QXO | QXO INCORPORATED COM NEW | $2.12万 | 0.01% | 1,090 | 540 | 98.2% | $1.05万 | 加仓 |
| MKL | MARKEL GROUP INCORPORATED | $2.11万 | 0.01% | 11 | 0 | 0.0% | — | 不变 |
| — | ELECTRONIC ARTS INCORPORATED | $2.10万 | 0.01% | 103 | 0 | 0.0% | — | 不变 |
| SCI | SERVICE CORPORATION INTERNATIONAL | $2.06万 | 0.01% | 250 | 0 | 0.0% | — | 不变 |
| FBNC | FIRST BANCORP N C | $2.05万 | 0.01% | 364 | 0 | 0.0% | — | 不变 |
| TD | TORONTO DOMINION BK ONT COM NEW (CANADA) | $2.03万 | 0.01% | 218 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT | $2.03万 | 0.01% | 47 | 0 | 0.0% | — | 不变 |
| HOG | HARLEY DAVIDSON INCORPORATED | $2.02万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| MKC | MCCORMICK & COMPANY INCORPORATED COM NON VTG | $2.02万 | 0.01% | 400 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES INCORPORATED CORE MSCI EMKT | $1.98万 | 0.01% | 284 | 0 | 0.0% | — | 不变 |
| VOE | VANGUARD MID-CAP VALUE ETF | $1.97万 | 0.01% | 107 | 0 | 0.0% | — | 不变 |
| YUMC | YUM CHINA HLDGS INCORPORATED | $1.97万 | 0.01% | 403 | 0 | 0.0% | — | 不变 |
| IONS | IONIS PHARMACEUTICALS INCORPORATED | $1.94万 | 0.01% | 258 | 0 | 0.0% | — | 不变 |
| CWI | STATE STREET SPDR MSCI ACWI EX-US ETF | $1.93万 | 0.01% | 528 | 0 | 0.0% | — | 不变 |
| PAA | PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN | $1.88万 | 0.01% | 841 | 0 | 0.0% | — | 不变 |
| SWK | STANLEY BLACK & DECKER INCORPORATED | $1.87万 | 0.01% | 263 | 3 | 1.2% | $213 | 加仓 |
| XLRE | STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF | $1.86万 | 0.01% | 456 | 0 | 0.0% | — | 不变 |
| SLYV | STATE STREET SPDR S&P 600 SMALL CAP VALUE ETF | $1.84万 | 0.01% | 195 | 0 | 0.0% | — | 不变 |
| XLU | STATE STREET UTILITIES SELECT SECTOR SPDR ETF | $1.84万 | 0.01% | 400 | 0 | 0.0% | — | 不变 |
| SSB | SOUTHSTATE BK CORPORATION | $1.82万 | 0.01% | 197 | 0 | 0.0% | — | 不变 |
| EL | LAUDER ESTEE COMPANIES INCORPORATED CLASS A | $1.79万 | 0.01% | 250 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORPORATION | $1.79万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD REAL ESTATE ETF | $1.79万 | 0.01% | 202 | 0 | 0.0% | — | 不变 |
| EW | EDWARDS LIFESCIENCES CORPORATION | $1.79万 | 0.01% | 223 | 0 | 0.0% | — | 不变 |
| GRNY | FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF | $1.75万 | 0.01% | 734 | 0 | 0.0% | — | 不变 |
| LPX | LOUISIANA PAC CORPORATION | $1.75万 | 0.01% | 240 | 0 | 0.0% | — | 不变 |
| MSCI | MSCI INCORPORATED | $1.72万 | 0.01% | 32 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES TR MSCI EMG MKT ETF | $1.72万 | 0.01% | 304 | 150 | 97.4% | $8,508 | 加仓 |
| WY | WEYERHAEUSER COMPANY COM NEW REIT | $1.71万 | 0.01% | 700 | 0 | 0.0% | — | 不变 |
| SNA | SNAP ON INCORPORATED | $1.71万 | 0.01% | 47 | 0 | 0.0% | — | 不变 |
| FID | FIRST TRUST S&P INTERNATIONAL DIVIDEND ARISTOCRATS ETF | $1.70万 | 0.01% | 810 | 0 | 0.0% | — | 不变 |
| BN | BROOKFIELD CORPORATION CLASS A LTD VT SH (CANADA) | $1.68万 | 0.01% | 415 | 0 | 0.0% | — | 不变 |
| GM | GENERAL MTRS COMPANY | $1.68万 | 0.01% | 225 | 0 | 0.0% | — | 不变 |
| MBC | MASTERBRAND INCORPORATED COMMON STOCK | $1.66万 | 0.01% | 2,000 | 0 | 0.0% | — | 不变 |
| CROX | CROCS INCORPORATED | $1.66万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| UL | UNILEVER PLC SPON ADR NEW (UNITED KINGDOM) | $1.62万 | 0.01% | 284 | 0 | 0.0% | — | 不变 |
| FEM | FIRST TRUST EMERGING MARKETS ALPHADEX FUND | $1.62万 | 0.01% | 540 | 0 | 0.0% | — | 不变 |
| NOK | NOKIA CORPORATION SPONSORED ADR (FINLAND) | $1.61万 | 0.01% | 2,000 | 0 | 0.0% | — | 不变 |
| KDP | KEURIG DR PEPPER INCORPORATED | $1.58万 | 0.01% | 600 | 0 | 0.0% | — | 不变 |
| IGSB | ISHARES TR ISHS 1-5YR INVS | $1.58万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| EFV | ISHARES TR EAFE VALUE ETF | $1.57万 | 0.00% | 211 | 0 | 0.0% | — | 不变 |
| O | REALTY INCOME CORPORATION REIT | $1.54万 | 0.00% | 252 | 0 | 0.0% | — | 不变 |
| BWIN | THE BALDWIN INSURANCE GRP INCORPORATED COM CLASS A | $1.54万 | 0.00% | 700 | 0 | 0.0% | — | 不变 |
| IYM | ISHARES TR U.S. BAS MTL ETF | $1.50万 | 0.00% | 85 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | $1.47万 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| QUAL | ISHARES TR MSCI USA QLT FCT | $1.44万 | 0.00% | 75 | -25 | -25.0% | -$4,795 | 减仓 |
| FTNT | FORTINET INCORPORATED | $1.43万 | 0.00% | 175 | 0 | 0.0% | — | 不变 |
| PHG | KONINKLIJKE PHILIPS N V NY REGIS SHS NEW | $1.42万 | 0.00% | 519 | 0 | 0.0% | — | 不变 |
| XLB | STATE STREET MATERIALS SELECT SECTOR SPDR ETF | $1.42万 | 0.00% | 284 | 0 | 0.0% | — | 不变 |
| SLQD | ISHARES TR 0-5YR INVT GR CP | $1.41万 | 0.00% | 279 | 279 | — | $1.41万 | 新建仓 |
| — | GENASYS INCORPORATED | $1.41万 | 0.00% | 7,737 | 0 | 0.0% | — | 不变 |
| CBOE | CBOE GLOBAL MKTS INCORPORATED | $1.41万 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| FAST | FASTENAL COMPANY | $1.40万 | 0.00% | 302 | 0 | 0.0% | — | 不变 |
| VLUE | ISHARES TR MSCI USA VALUE | $1.39万 | 0.00% | 98 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES TR CORE US AGGBD ET | $1.39万 | 0.00% | 140 | 140 | — | $1.39万 | 新建仓 |
| PULS | PGIM ULTRA SHORT BOND ETF | $1.36万 | 0.00% | 275 | 275 | — | $1.36万 | 新建仓 |
| TMUS | T-MOBILE US INCORPORATED | $1.34万 | 0.00% | 64 | 0 | 0.0% | — | 不变 |
| ZBH | ZIMMER BIOMET HOLDINGS INCORPORATED | $1.34万 | 0.00% | 148 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF SHS BEN INT | $1.33万 | 0.00% | 347 | 0 | 0.0% | — | 不变 |
| DEO | DIAGEO PLC SPON ADR NEW (UNITED KINGDOM) | $1.33万 | 0.00% | 179 | 0 | 0.0% | — | 不变 |
| EWL | ISHARES INCORPORATED MSCI SWITZERLAND | $1.32万 | 0.00% | 225 | 0 | 0.0% | — | 不变 |
| BABA | ALIBABA GROUP HLDG LIMITED SPONSORED ADS | $1.28万 | 0.00% | 102 | 0 | 0.0% | — | 不变 |
| TDG | TRANSDIGM GROUP INCORPORATED | $1.27万 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| VTRS | VIATRIS INCORPORATED | $1.27万 | 0.00% | 937 | 0 | 0.0% | — | 不变 |
| CXT | CRANE NXT COMPANY | $1.26万 | 0.00% | 310 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND SHS CLASS A (IRELAND) | $1.21万 | 0.00% | 61 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INCORPORATED CLASS B | $1.20万 | 0.00% | 228 | 0 | 0.0% | — | 不变 |
| EGP | EASTGROUP PPTYS INCORPORATED REIT | $1.20万 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| MUB | ISHARES TR NATIONAL MUN ETF | $1.20万 | 0.00% | 113 | -53 | -31.9% | -$5,636 | 减仓 |
| GOVT | ISHARES TR US TREAS BD ETF | $1.20万 | 0.00% | 522 | -151 | -22.4% | -$3,462 | 减仓 |
| — | FORTRESS BIOTECH INCORPORATED COM NEW | $1.19万 | 0.00% | 4,249 | 0 | 0.0% | — | 不变 |
| BAX | BAXTER INTERNATIONAL INCORPORATED | $1.18万 | 0.00% | 700 | 0 | 0.0% | — | 不变 |
| OKE | ONEOK INCORPORATED NEW | $1.18万 | 0.00% | 130 | 130 | — | $1.18万 | 新建仓 |
| FTXR | FIRST TRUST NASDAQ TRANSPORTATION ETF | $1.16万 | 0.00% | 305 | 0 | 0.0% | — | 不变 |