13F 机构持仓

MTM Investment Management, LLC

SPARTANBURG SC · SEC CIK 0001831416

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$3.50亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

AAPL 3.8%
TCAF 3.4%
LLY 3.1%
LOW 2.9%
JPM 2.7%
DIVO 2.5%
KMI 2.1%
MCK 2.0%
AVGO 2.0%
MSFT 1.9%

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
IJS ISHARES TR SP SMCP600VL ETF $1.23万0.00%90 00.0% — 不变
MUB ISHARES TR NATIONAL MUN ETF $1.23万0.00%114 10.9% $108 加仓
CBOE CBOE GLOBAL MKTS INCORPORATED $1.21万0.00%50 00.0% — 不变
LUV SOUTHWEST AIRLS COMPANY $1.21万0.00%235 00.0% — 不变
GOVT ISHARES TR US TREAS BD ETF $1.20万0.00%527 51.0% $114 加仓
SPCX SPACE EXPLORATION TECHN CORPORATION CLASS A COM STK $1.18万0.00%69 69— $1.18万 新建仓
SCHB SCHWAB U.S. BROAD MARKET ETF $1.16万0.00%402 00.0% — 不变
FNB F N B CORPORATION $1.16万0.00%606 00.0% — 不变
IYZ ISHARES TR US TELECOM ETF $1.14万0.00%270 00.0% — 不变
SJM SMUCKER J M COMPANY COM NEW $1.14万0.00%101 00.0% — 不变
OKE ONEOK INCORPORATED NEW $1.13万0.00%130 00.0% — 不变
VSNT VERSANT MEDIA GROUP INCORPORATED COM CLASS A $1.13万0.00%313 00.0% — 不变
ESML ISHARES TR ESG AWARE MSCI $1.12万0.00%200 00.0% — 不变
HMC HONDA MOTOR COMPANY LIMITED ADR ECH CNV IN 3 (JAPAN) $1.10万0.00%406 00.0% — 不变
— INVESCO DWA BASIC MATERIALS MOMENTUM ETF $1.09万0.00%87 00.0% — 不变
TIP ISHARES TR TIPS BD ETF $1.09万0.00%100 00.0% — 不变
IFV FIRST TRUST DORSEY WRIGHT INTERNATIONAL FOCUS 5 ETF $1.09万0.00%406 00.0% — 不变
TMUS T-MOBILE US INCORPORATED $1.07万0.00%64 00.0% — 不变
NXT NEXTPOWER INCORPORATED CLASS A COM $1.07万0.00%90 00.0% — 不变
KKR KKR & COMPANY INCORPORATED $1.04万0.00%113 00.0% — 不变
SLYV STATE STREET SPDR S&P 600 SMALL CAP VALUE ETF $1.04万0.00%95 -100-51.3% -$1.09万 减仓
AJG GALLAGHER ARTHUR J & COMPANY $1.03万0.00%45 00.0% — 不变
VOD VODAFONE GROUP PLC SPONSORED ADR $1.02万0.00%768 00.0% — 不变
LW LAMB WESTON HLDGS INCORPORATED $1.01万0.00%233 00.0% — 不变
CCL CARNIVAL CORPORATION LIMITED COMMON SHARES (PANAMA) $1.00万0.00%350 350— $1.00万 新建仓
AGG ISHARES TR CORE US AGGBD ET $9,8980.00%100 -40-28.6% -$3,959 减仓
BABA ALIBABA GROUP HLDG LIMITED SPONSORED ADS $9,7900.00%102 00.0% — 不变
ECL ECOLAB INCORPORATED $9,7510.00%35 00.0% — 不变
SDVY FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF $9,7500.00%226 00.0% — 不变
WAB WABTEC $9,7440.00%36 00.0% — 不变
PENG PENGUIN SOLUTIONS INCORPORATED $9,7290.00%128 128— $9,729 新建仓
VB VANGUARD SMALL-CAP ETF $9,7000.00%32 00.0% — 不变
NDAQ NASDAQ INCORPORATED $9,6160.00%122 00.0% — 不变
NKE NIKE INCORPORATED CLASS B $9,3590.00%228 00.0% — 不变
CPS COOPER-STANDARD HOLDINGS INCORPORATED $9,3050.00%344 00.0% — 不变
SRE SEMPRA $9,2710.00%100 00.0% — 不变
SONY SONY GROUP CORPORATION SPONSORED ADR (JAPAN) $9,2280.00%460 460— $9,228 新建仓
HLN HALEON PLC SPON ADS (UNITED KINGDOM) $9,2270.00%989 00.0% — 不变
DPZ DOMINO'S PIZZA INC $9,1770.00%31 00.0% — 不变
ES EVERSOURCE ENERGY $9,1060.00%126 00.0% — 不变
QS QUANTUMSCAPE CORPORATION COM CLASS A $9,0720.00%1,200 00.0% — 不变
BR BROADRIDGE FINL SOLUTIONS INCORPORATED $9,0390.00%66 00.0% — 不变
IEX IDEX CORPORATION $8,8510.00%39 00.0% — 不变
VMC VULCAN MATLS COMPANY $8,8500.00%30 00.0% — 不变
IBB ISHARES TR ISHARES BIOTECH $8,7830.00%46 00.0% — 不变
IBRX IMMUNITYBIO INCORPORATED $8,7550.00%1,000 00.0% — 不变
DX DYNEX CAP INCORPORATED REIT $8,7310.00%666 00.0% — 不变
— INVESCO DWA CONSUMER CYCLICALSMOMENTUM ETF $8,4820.00%82 00.0% — 不变
ZBH ZIMMER BIOMET HOLDINGS INCORPORATED $8,4370.00%98 -50-33.8% -$4,305 减仓
BDX BECTON DICKINSON & COMPANY $8,3230.00%55 00.0% — 不变
BUD ANHEUSER BUSCH INBEV SA NV SPONSORED ADR (BELGIUM) $8,2400.00%100 00.0% — 不变
QQQM INVESCO NASDAQ 100 ETF $8,1800.00%27 00.0% — 不变
HYLS FIRST TRUST TACTICAL HIGH YIELD ETF $8,1300.00%200 00.0% — 不变
HST HOST HOTELS & RESORTS INC $8,1090.00%342 00.0% — 不变
IDXX IDEXX LABS INCORPORATED $7,8970.00%15 00.0% — 不变
OMFL INVESCO RUSSELL 1000 DYNAMIC MULTIFACTOR ETF $7,8140.00%114 00.0% — 不变
ROKU ROKU INCORPORATED COM CLASS A $7,5980.00%55 00.0% — 不变
ACN ACCENTURE PLC IRELAND SHS CLASS A (IRELAND) $7,5910.00%61 00.0% — 不变
THO THOR INDUSTRIES INCORPORATED $7,3660.00%98 00.0% — 不变
EMBJ EMBRAER S.A. SPONSORED ADS (BRAZIL) $7,2090.00%113 113— $7,209 新建仓
QCOM QUALCOMM INCORPORATED $7,2070.00%39 00.0% — 不变
QBTS D-WAVE QUANTUM INCORPORATED $7,1970.00%300 00.0% — 不变
NFLX NETFLIX INCORPORATED. $7,1400.00%100 00.0% — 不变
FERG FERGUSON ENTERPRISES INCORPORATED COMMON STOCK NEW $7,1200.00%30 00.0% — 不变
RSPT INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF $7,0950.00%110 00.0% — 不变
SCHX SCHWAB U.S. LARGE-CAP ETF $7,0630.00%240 00.0% — 不变
SLQD ISHARES TR 0-5YR INVT GR CP $7,0520.00%140 -139-49.8% -$7,002 减仓
INTU INTUIT $7,0470.00%27 -20-42.6% -$5,220 减仓
ARKK ARK ETF TRUST INNOVATION ETF $7,0310.00%87 00.0% — 不变
PII POLARIS INCORPORATED $6,9810.00%102 00.0% — 不变
MTN VAIL RESORTS INCORPORATED $6,9440.00%51 00.0% — 不变
VTR VENTAS INCORPORATED REIT $6,9260.00%78 -200-71.9% -$1.78万 减仓
ICOW PACER DEVELOPED MARKETS INTL CASH COWS 100 ETF $6,8690.00%165 00.0% — 不变
HUT HUT 8 CORPORATION $6,8110.00%59 59— $6,811 新建仓
TSAT TELESAT CORPORATION CLASS A & CLASS B SHS (CANADA) $6,7320.00%133 133— $6,732 新建仓
GSLC GOLDMAN SACHS ACTIVEBETA U.S. LARGE CAP EQUITY ETF $6,6690.00%47 47— $6,669 新建仓
NOC NORTHROP GRUMMAN CORPORATION $6,6210.00%13 13— $6,621 新建仓
ALC ALCON AG ORD SHS (SWITZERLAND) $6,6090.00%98 00.0% — 不变
— INVESCO EXCHANGE-TRADED FD S&P SMALLCAP ENERGY ETF NEW $6,5960.00%120 00.0% — 不变
COIN COINBASE GLOBAL INCORPORATED COM CLASS A $6,5790.00%45 00.0% — 不变
— WISDOMTREE U.S. AI ENHANCED VALUE FUND $6,5570.00%50 00.0% — 不变
EWA ISHARES INCORPORATED MSCI AUST ETF $6,2520.00%222 00.0% — 不变
PEGA PEGASYSTEMS INCORPORATED $6,1740.00%206 206— $6,174 新建仓
ADBE ADOBE INCORPORATED $6,1510.00%30 -170-85.0% -$3.49万 减仓
— GABELLI UTIL TR $6,0760.00%922 00.0% — 不变
NMZ NUVEEN MUN HIGH INCOME OPPORTU $6,0670.00%574 574— $6,067 新建仓
TRP TC ENERGY CORPORATION (CANADA) $5,9660.00%90 00.0% — 不变
SIRI SIRIUSXM HOLDINGS INCORPORATED COMMON STOCK $5,9080.00%200 00.0% — 不变
BWA BORGWARNER INCORPORATED $5,8430.00%88 00.0% — 不变
HELE HELEN OF TROY LIMITED (BERMUDA) $5,8140.00%200 00.0% — 不变
— TREACE MED CONCEPTS INCORPORATED $5,2930.00%1,330 00.0% — 不变
ISRG INTUITIVE SURGICAL INCORPORATED COM NEW $5,1700.00%13 00.0% — 不变
BTC GRAYSCALE BITCOIN MINI TR ETF SHS NEW $5,0600.00%195 00.0% — 不变
FLY FIREFLY AEROSPACE INCORPORATED $4,8800.00%166 166— $4,880 新建仓
GTX GARRETT MOTION INCORPORATED $4,7100.00%130 00.0% — 不变
NKTR NEKTAR THERAPEUTICS COM NEW $4,6070.00%66 00.0% — 不变
CW CURTISS WRIGHT CORPORATION $4,5470.00%6 00.0% — 不变
EOG EOG RES INCORPORATED $4,4110.00%34 00.0% — 不变
IUSV ISHARES TR CORE S&P US VLU $4,4060.00%40 00.0% — 不变
UBER UBER TECHNOLOGIES INCORPORATED $4,3300.00%60 00.0% — 不变