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 |
|---|---|---|---|---|---|---|---|---|
| RPV | INVESCO S&P 500 PURE VALUE ETF | $3.13万 | 0.01% | 275 | 0 | 0.0% | — | 不变 |
| CHWY | CHEWY INCORPORATED CLASS A | $3.09万 | 0.01% | 1,575 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES INCORPORATED CORE MSCI EMKT | $3.09万 | 0.01% | 373 | 89 | 31.3% | $7,373 | 加仓 |
| BBW | BUILD-A-BEAR WORKSHOP INCORPORATED | $3.06万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INCORPORATED | $3.05万 | 0.01% | 195 | -8 | -3.9% | -$1,253 | 减仓 |
| IAU | ISHARES GOLD TR ISHARES NEW | $3.02万 | 0.01% | 400 | 0 | 0.0% | — | 不变 |
| CAG | CONAGRA BRANDS INCORPORATED | $3.01万 | 0.01% | 2,236 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORPORATION | $2.99万 | 0.01% | 95 | 0 | 0.0% | — | 不变 |
| OCSL | OAKTREE SPECIALTY LENDING | $2.98万 | 0.01% | 2,500 | 0 | 0.0% | — | 不变 |
| CLX | CLOROX COMPANY DEL | $2.98万 | 0.01% | 312 | 0 | 0.0% | — | 不变 |
| ANET | ARISTA NETWORKS INCORPORATED COM SHS | $2.97万 | 0.01% | 175 | 0 | 0.0% | — | 不变 |
| OTIS | OTIS WORLDWIDE CORPORATION | $2.92万 | 0.01% | 408 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE COMPANY | $2.85万 | 0.01% | 311 | 0 | 0.0% | — | 不变 |
| NOK | NOKIA CORPORATION SPONSORED ADR (FINLAND) | $2.79万 | 0.01% | 2,100 | 100 | 5.0% | $1,328 | 加仓 |
| FDD | FIRST TRUST DJ STOXX EUROPEAN DIV INDEX FUND | $2.78万 | 0.01% | 1,500 | 0 | 0.0% | — | 不变 |
| BKR | BAKER HUGHES COMPANY CLASS A | $2.77万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| VGK | VANGUARD FTSE EUROPE ETF | $2.77万 | 0.01% | 312 | 4 | 1.3% | $355 | 加仓 |
| MUSA | MURPHY USA INCORPORATED | $2.75万 | 0.01% | 51 | 0 | 0.0% | — | 不变 |
| HLT | HILTON WORLDWIDE HLDGS INCORPORATED | $2.74万 | 0.01% | 83 | 0 | 0.0% | — | 不变 |
| FTNT | FORTINET INCORPORATED | $2.69万 | 0.01% | 175 | 0 | 0.0% | — | 不变 |
| DG | DOLLAR GENERAL CORPORATION | $2.67万 | 0.01% | 232 | 0 | 0.0% | — | 不变 |
| HBAN | HUNTINGTON BANCSHARES INCORPORATED | $2.66万 | 0.01% | 1,500 | 0 | 0.0% | — | 不变 |
| A | AGILENT TECHNOLOGIES INCORPORATED | $2.66万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| TD | TORONTO DOMINION BK ONT COM NEW (CANADA) | $2.65万 | 0.01% | 218 | 0 | 0.0% | — | 不变 |
| URA | GLOBAL X URANIUM ETF | $2.62万 | 0.01% | 600 | 0 | 0.0% | — | 不变 |
| FLO | FLOWERS FOODS INCORPORATED | $2.62万 | 0.01% | 3,316 | 0 | 0.0% | — | 不变 |
| SHW | SHERWIN WILLIAMS COMPANY | $2.58万 | 0.01% | 75 | 0 | 0.0% | — | 不变 |
| MTD | METTLER TOLEDO INTERNATIONAL | $2.56万 | 0.01% | 20 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INCORPORATED | $2.55万 | 0.01% | 100 | 100 | — | $2.55万 | 新建仓 |
| SWK | STANLEY BLACK & DECKER INCORPORATED | $2.50万 | 0.01% | 266 | 3 | 1.1% | $282 | 加仓 |
| HOG | HARLEY DAVIDSON INCORPORATED | $2.45万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| CROX | CROCS INCORPORATED | $2.41万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING INCORPORATED | $2.40万 | 0.01% | 107 | 0 | 0.0% | — | 不变 |
| LYB | LYONDELLBASELL INDUSTRIES NV SHS - A - (NETHERLANDS) | $2.37万 | 0.01% | 450 | 0 | 0.0% | — | 不变 |
| FBNC | FIRST BANCORP N C | $2.33万 | 0.01% | 364 | 0 | 0.0% | — | 不变 |
| MDY | STATE STREET SPDR S&P MIDCAP 400 ETF TRUST | $2.32万 | 0.01% | 33 | 33 | — | $2.32万 | 新建仓 |
| SMH | VANECK SEMICONDUCTOR ETF | $2.23万 | 0.01% | 34 | 10 | 41.7% | $6,559 | 加仓 |
| — | SKINHEALTH SYSTEMS INCORPORATED COM CLASS A | $2.22万 | 0.01% | 32,000 | -1,468 | -4.4% | -$1,017 | 减仓 |
| JKS | JINKOSOLAR HLDG COMPANY LIMITED SPONSORED ADR | $2.18万 | 0.01% | 1,300 | 0 | 0.0% | — | 不变 |
| — | GENASYS INCORPORATED | $2.17万 | 0.01% | 12,737 | 5,000 | 64.6% | $8,500 | 加仓 |
| NRG | NRG ENERGY INCORPORATED COM NEW | $2.16万 | 0.01% | 148 | 0 | 0.0% | — | 不变 |
| PAYX | PAYCHEX INCORPORATED | $2.15万 | 0.01% | 219 | -385 | -63.7% | -$3.79万 | 减仓 |
| MKL | MARKEL GROUP INCORPORATED | $2.15万 | 0.01% | 11 | 0 | 0.0% | — | 不变 |
| CWI | STATE STREET SPDR MSCI ACWI EX-US ETF | $2.15万 | 0.01% | 528 | 0 | 0.0% | — | 不变 |
| VOE | VANGUARD MID-CAP VALUE ETF | $2.11万 | 0.01% | 107 | 0 | 0.0% | — | 不变 |
| — | ELECTRONIC ARTS INCORPORATED | $2.11万 | 0.01% | 103 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES TR MSCI EMG MKT ETF | $2.09万 | 0.01% | 305 | 1 | 0.3% | $68 | 加仓 |
| MBC | MASTERBRAND INCORPORATED COMMON STOCK | $2.06万 | 0.01% | 2,000 | 0 | 0.0% | — | 不变 |
| IONS | IONIS PHARMACEUTICALS INCORPORATED | $2.05万 | 0.01% | 258 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORPORATION | $2.04万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| EW | EDWARDS LIFESCIENCES CORPORATION | $2.02万 | 0.01% | 223 | 0 | 0.0% | — | 不变 |
| MKC | MCCORMICK & COMPANY INCORPORATED COM NON VTG | $2.02万 | 0.01% | 400 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | $2.01万 | 0.01% | 168 | 0 | 0.0% | — | 不变 |
| CNR | CORE NATURAL RESOURCES INCORPORATED COM SHS | $2.00万 | 0.01% | 250 | 0 | 0.0% | — | 不变 |
| GMED | GLOBUS MED INCORPORATED CLASS A | $1.98万 | 0.01% | 250 | 0 | 0.0% | — | 不变 |
| EL | LAUDER ESTEE COMPANIES INCORPORATED CLASS A | $1.97万 | 0.01% | 250 | 0 | 0.0% | — | 不变 |
| SSB | SOUTHSTATE BK CORPORATION | $1.97万 | 0.01% | 197 | 0 | 0.0% | — | 不变 |
| KDP | KEURIG DR PEPPER INCORPORATED | $1.96万 | 0.01% | 600 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD REAL ESTATE ETF | $1.96万 | 0.01% | 203 | 1 | 0.5% | $97 | 加仓 |
| VLUE | ISHARES TR MSCI USA VALUE | $1.96万 | 0.01% | 98 | 0 | 0.0% | — | 不变 |
| SCI | SERVICE CORPORATION INTERNATIONAL | $1.90万 | 0.01% | 250 | 0 | 0.0% | — | 不变 |
| SNA | SNAP ON INCORPORATED | $1.89万 | 0.01% | 47 | 0 | 0.0% | — | 不变 |
| LPX | LOUISIANA PAC CORPORATION | $1.89万 | 0.01% | 240 | 0 | 0.0% | — | 不变 |
| QXO | QXO INCORPORATED COM NEW | $1.88万 | 0.01% | 1,090 | 0 | 0.0% | — | 不变 |
| PAA | PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN | $1.87万 | 0.01% | 841 | 0 | 0.0% | — | 不变 |
| BWIN | THE BALDWIN INSURANCE GRP INCORPORATED COM CLASS A | $1.86万 | 0.01% | 700 | 0 | 0.0% | — | 不变 |
| XLU | STATE STREET UTILITIES SELECT SECTOR SPDR ETF | $1.81万 | 0.01% | 400 | 0 | 0.0% | — | 不变 |
| MSCI | MSCI INCORPORATED | $1.79万 | 0.01% | 32 | 0 | 0.0% | — | 不变 |
| BN | BROOKFIELD CORPORATION CLASS A LTD VT SH (CANADA) | $1.77万 | 0.01% | 415 | 0 | 0.0% | — | 不变 |
| XLRE | STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF | $1.74万 | 0.00% | 396 | -60 | -13.2% | -$2,641 | 减仓 |
| FID | FIRST TRUST S&P INTERNATIONAL DIVIDEND ARISTOCRATS ETF | $1.74万 | 0.00% | 810 | 0 | 0.0% | — | 不变 |
| GM | GENERAL MTRS COMPANY | $1.73万 | 0.00% | 225 | 0 | 0.0% | — | 不变 |
| FEM | FIRST TRUST EMERGING MARKETS ALPHADEX FUND | $1.73万 | 0.00% | 540 | 0 | 0.0% | — | 不变 |
| UL | UNILEVER PLC SPON ADR NEW (UNITED KINGDOM) | $1.71万 | 0.00% | 284 | 0 | 0.0% | — | 不变 |
| WY | WEYERHAEUSER COMPANY COM NEW REIT | $1.68万 | 0.00% | 700 | 0 | 0.0% | — | 不变 |
| EFV | ISHARES TR EAFE VALUE ETF | $1.65万 | 0.00% | 216 | 5 | 2.4% | $383 | 加仓 |
| YUMC | YUM CHINA HLDGS INCORPORATED | $1.65万 | 0.00% | 404 | 1 | 0.2% | $41 | 加仓 |
| QUAL | ISHARES TR MSCI USA QLT FCT | $1.65万 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| CXT | CRANE NXT COMPANY | $1.59万 | 0.00% | 310 | 0 | 0.0% | — | 不变 |
| IGSB | ISHARES TR ISHS 1-5YR INVS | $1.57万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| O | REALTY INCOME CORPORATION REIT | $1.56万 | 0.00% | 252 | 0 | 0.0% | — | 不变 |
| IYM | ISHARES TR U.S. BAS MTL ETF | $1.53万 | 0.00% | 85 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORPORATION DEL | $1.52万 | 0.00% | 80 | 20 | 33.3% | $3,810 | 加仓 |
| BAX | BAXTER INTERNATIONAL INCORPORATED | $1.49万 | 0.00% | 700 | 0 | 0.0% | — | 不变 |
| VTRS | VIATRIS INCORPORATED | $1.49万 | 0.00% | 937 | 0 | 0.0% | — | 不变 |
| TDG | TRANSDIGM GROUP INCORPORATED | $1.47万 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| GNRC | GENERAC HLDGS INCORPORATED | $1.46万 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| NVRI | ENVIRI CORPORATION | $1.46万 | 0.00% | 666 | 666 | — | $1.46万 | 新建仓 |
| FAST | FASTENAL COMPANY | $1.45万 | 0.00% | 302 | 0 | 0.0% | — | 不变 |
| XLB | STATE STREET MATERIALS SELECT SECTOR SPDR ETF | $1.44万 | 0.00% | 284 | 0 | 0.0% | — | 不变 |
| NVO | NOVO-NORDISK A S ADR (DENMARK) | $1.44万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| EWL | ISHARES INCORPORATED MSCI SWITZERLAND | $1.41万 | 0.00% | 225 | 0 | 0.0% | — | 不变 |
| FTXR | FIRST TRUST NASDAQ TRANSPORTATION ETF | $1.39万 | 0.00% | 305 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF SHS BEN INT | $1.37万 | 0.00% | 411 | 64 | 18.4% | $2,131 | 加仓 |
| DY | DYCOM INDUSTRIES INCORPORATED | $1.37万 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| PULS | PGIM ULTRA SHORT BOND ETF | $1.36万 | 0.00% | 275 | 0 | 0.0% | — | 不变 |
| AMH | AMERICAN HOMES 4 RENT CLASS A REIT | $1.34万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| EGP | EASTGROUP PPTYS INCORPORATED REIT | $1.32万 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INCORPORATED | $1.30万 | 0.00% | 32 | -20 | -38.5% | -$8,145 | 减仓 |
| ELV | ELEVANCE HEALTH INCORPORATED FORMERLY A | $1.24万 | 0.00% | 32 | 0 | 0.0% | — | 不变 |