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MTM Investment Management, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
MTM Investment Management, LLC
报告期 2026-03-31 · CIK 0001831416
持仓数
709
前50大市值合计
$199.7M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 27
增持 65
减持 45
清仓 13
方向
标的
Δ市值
现股数(环比)
增持
LLY
ELI LILLY & CO
+$2.2M
11,043
+0%
减持
LOW
LOWES COS INC
+$1.4M
44,302
-0%
减持
AAPL
APPLE INC
-$1.3M
52,306
-2%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
CALF
PACER FDS TR
+$1.1M
74,695
+41%
减持
MSTR
MICROSTRATEGY INC
+$1.1M
1,011
-2%
增持
MSFT
MICROSOFT CORP
+$977.2K
19,434
+2%
减持
MCK
MCKESSON CORP
+$879.7K
11,997
-0%
建仓
VEA
VANGUARD TAX-MANAGED FDS
+$763.2K
15,213
建仓
SDVD
FIRST TR EXCH TRADED FD III
+$743.5K
33,780
减持
JPM
JPMORGAN CHASE & CO
+$681.5K
29,373
-4%
增持
DIVO
AMPLIFY ETF TR
+$641.1K
137,300
+7%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$592.5K
2,856
+67%
增持
SPY
SPDR S&P 500 ETF TR
+$525.5K
9,258
+2%
清仓
RPG
INVESCO EXCHANGE TRADED FD T
-$481.4K
0
-100%
建仓
MTUM
ISHARES TR
+$472.7K
2,523
增持
—
EXXON MOBIL CORP
+$461.8K
28,394
+0%
增持
AVGO
BROADCOM INC
+$437.5K
1,771
+4%
清仓
JAAA
JANUS DETROIT STR TR
-$422.3K
0
-100%
增持
TCAF
T ROWE PRICE ETF INC
+$393.7K
142,916
+1%
增持
—
EATON CORP PLC
+$384.1K
4,873
+3%
减持
FISV
FISERV INC
+$361.7K
13,445
-0%
减持
NVDA
NVIDIA CORPORATION
+$361.3K
892
-1%
减持
IWF
ISHARES TR
+$361.0K
12,166
-1%
增持
MRK
MERCK & CO INC
+$338.4K
13,848
+1%
增持
KMI
KINDER MORGAN INC DEL
+$337.0K
302,441
+2%
建仓
LZB
LA Z BOY INC
+$330.3K
8,781
增持
CVX
CHEVRON CORP NEW
+$310.4K
28,177
+2%
减持
AMZN
AMAZON COM INC
+$270.3K
9,813
-1%
减持
ZTS
ZOETIS INC
-$267.6K
4,947
-12%
增持
XLV
SELECT SECTOR SPDR TR
+$257.3K
21,168
+1%
减持
UPS
UNITED PARCEL SERVICE INC
-$254.5K
2,323
-39%
建仓
HSY
HERSHEY CO
+$252.7K
1,299
增持
WMT
WALMART INC
+$250.0K
31,477
+202%
增持
HD
HOME DEPOT INC
+$248.3K
6,610
+0%
增持
COWZ
PACER FDS TR
+$242.5K
31,112
+3%
减持
GE
GENERAL ELECTRIC CO
+$233.2K
6,600
-9%
清仓
SHOE
SHOE CARNIVAL INC
-$231.2K
0
-100%
建仓
RTX
RTX CORPORATION
+$226.1K
2,318
减持
AMT
AMERICAN TOWER CORP NEW
-$225.4K
5,883
-8%
增持
BAC
BANK AMERICA CORP
+$223.6K
51,475
+0%
增持
WM
WASTE MGMT INC DEL
+$221.7K
5,723
+3%
建仓
ORCL
ORACLE CORP
+$218.9K
1,743
建仓
BKNG
BOOKING HOLDINGS INC
+$217.7K
60
清仓
ONEW
ONEWATER MARINE INC
-$217.1K
0
-100%
清仓
BA
BOEING CO
-$216.6K
0
-100%
减持
QTEC
FIRST TR NASDAQ 100 TECH IND
+$211.9K
15,569
-1%
建仓
DGRO
ISHARES TR
+$210.7K
3,629
建仓
PH
PARKER-HANNIFIN CORP
+$210.1K
378
建仓
EXC
EXELON CORP
+$209.2K
5,568
清仓
WSO
WATSCO INC
-$207.3K
0
-100%
建仓
D
DOMINION ENERGY INC
+$206.6K
4,200
建仓
DIA
SPDR DOW JONES INDL AVERAGE
+$206.4K
519
建仓
RF
REGIONS FINANCIAL CORP NEW
+$206.1K
9,795
清仓
EQT
EQT CORP
-$203.6K
0
-100%
清仓
—
DUPONT DE NEMOURS INC
-$200.2K
0
-100%
增持
VUG
VANGUARD INDEX FDS
+$187.8K
654
+445%
增持
XLF
SELECT SECTOR SPDR TR
+$182.4K
37,583
+1%
减持
COST
COSTCO WHSL CORP NEW
+$172.9K
4,069
-4%
增持
RDVI
FIRST TR EXCHANGE-TRADED FD
+$168.1K
42,812
+12%
清仓
SHM
SPDR SER TR
-$165.3K
0
-100%
增持
GOOG
ALPHABET INC
+$161.6K
7,034
+9%
减持
CSX
CSX CORP
+$160.6K
69,790
-0%
增持
NSC
NORFOLK SOUTHN CORP
+$159.6K
8,622
+0%
增持
KNG
FIRST TR EXCHANGE-TRADED FD
+$156.5K
8,820
+44%
增持
XLK
SELECT SECTOR SPDR TR
+$153.8K
9,559
+0%
增持
INTC
INTEL CORP
-$152.2K
25,041
+0%
增持
META
META PLATFORMS INC
+$150.6K
867
+13%
增持
VTV
VANGUARD INDEX FDS
+$147.9K
1,631
+107%
减持
FDN
FIRST TR EXCHANGE-TRADED FD
+$143.4K
8,742
-1%
增持
KO
COCA COLA CO
+$140.2K
60,657
+0%
减持
DKS
DICKS SPORTING GOODS INC
+$138.3K
1,898
-3%
增持
PG
PROCTER AND GAMBLE CO
+$138.1K
8,566
+0%
增持
TJX
TJX COS INC NEW
+$136.3K
17,168
+0%
增持
ABBV
ABBVIE INC
+$132.7K
4,754
+1%
增持
DIS
DISNEY WALT CO
+$130.6K
4,071
+0%
增持
WFC
WELLS FARGO CO NEW
+$129.8K
14,812
+0%
增持
AYI
ACUITY BRANDS INC
+$124.4K
1,943
+0%
减持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$122.6K
36,769
-2%
清仓
FSZ
FIRST TR EXCH TRD ALPHDX FD
-$121.4K
0
-100%
减持
FYX
FIRST TR SML CP CORE ALPHA F
-$116.0K
36,029
-5%
建仓
VIS
VANGUARD WORLD FD
+$116.0K
475
增持
VOO
VANGUARD INDEX FDS
+$114.7K
325
+242%
增持
PSX
PHILLIPS 66
+$109.7K
3,549
+1%
减持
FNY
FIRST TR EXCHANGE-TRADED ALP
+$105.1K
18,130
-2%
减持
WMB
WILLIAMS COS INC
+$99.7K
25,133
-0%
减持
FXL
FIRST TR EXCHANGE TRADED FD
+$99.4K
16,342
-1%
增持
V
VISA INC
+$87.1K
3,261
+3%
减持
TFC
TRUIST FINL CORP
-$81.8K
9,182
-23%
增持
PYPL
PAYPAL HLDGS INC
+$81.5K
7,444
+10%
增持
VONG
VANGUARD SCOTTSDALE FDS
+$79.5K
9,152
+0%
减持
HON
HONEYWELL INTL INC
-$78.6K
5,920
-4%
建仓
IEFA
ISHARES TR
+$75.5K
1,017
减持
BMY
BRISTOL-MYERS SQUIBB CO
+$75.3K
28,410
-1%
增持
SO
SOUTHERN CO
+$73.7K
43,889
+0%
建仓
VDC
VANGUARD WORLD FD
+$73.7K
361
增持
TGT
TARGET CORP
+$69.5K
1,638
+6%
减持
FAST
FASTENAL CO
+$68.5K
5,792
-1%
增持
BSX
BOSTON SCIENTIFIC CORP
+$63.9K
5,622
+1%
增持
XLP
SELECT SECTOR SPDR TR
+$63.4K
13,709
+0%
增持
IWD
ISHARES TR
+$62.3K
1,201
+30%
清仓
—
BLACKROCK CAP INVT CORP
-$60.3K
0
-100%
增持
EMR
EMERSON ELEC CO
+$56.9K
3,398
+1%
建仓
SCHV
SCHWAB STRATEGIC TR
+$56.6K
745
减持
FXH
FIRST TR EXCHANGE TRADED FD
-$56.4K
2,809
-20%
增持
VB
VANGUARD INDEX FDS
+$53.5K
264
+725%
增持
MO
ALTRIA GROUP INC
+$53.5K
16,190
+0%
建仓
IPAY
AMPLIFY ETF TR
+$53.1K
1,008
减持
QQQ
INVESCO QQQ TR
-$52.6K
1,075
-17%
减持
VZ
VERIZON COMMUNICATIONS INC
+$48.3K
18,766
-4%
清仓
FDT
FIRST TR EXCH TRD ALPHDX FD
-$48.0K
0
-100%
增持
PEP
PEPSICO INC
+$45.9K
7,569
+1%
减持
CTVA
CORTEVA INC
+$45.2K
4,835
-1%
建仓
SCHF
SCHWAB STRATEGIC TR
+$43.9K
1,126
建仓
—
MARKETWISE INC
+$43.3K
25,000
增持
DVN
DEVON ENERGY CORP NEW
+$41.1K
6,066
+4%
增持
HZO
MARINEMAX INC
-$39.5K
7,351
+1%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$39.1K
3,782
-9%
建仓
SCHD
SCHWAB STRATEGIC TR
+$38.2K
474
减持
PFE
PFIZER INC
-$37.1K
18,407
-3%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$36.9K
3,859
+0%
减持
ELAN
ELANCO ANIMAL HEALTH INC
-$35.7K
13,018
-22%
增持
ROK
ROCKWELL AUTOMATION INC
-$35.3K
2,056
+1%
减持
EPD
ENTERPRISE PRODS PARTNERS L
+$35.1K
21,697
-4%
减持
CSCO
CISCO SYS INC
-$34.9K
38,034
-1%
建仓
VGT
VANGUARD WORLD FD
+$34.6K
66
减持
FTGC
FIRST TR EXCHANGE TRAD FD VI
+$34.1K
58,267
-3%
减持
COR
CENCORA INC
+$32.3K
1,192
-5%
建仓
SCHG
SCHWAB STRATEGIC TR
+$31.8K
343
减持
GLD
SPDR GOLD TR
+$31.1K
2,925
-2%
增持
SGU
STAR GROUP L P
-$25.8K
17,120
+0%
增持
JNJ
JOHNSON & JOHNSON
+$24.2K
12,079
+0%
增持
AFL
AFLAC INC
+$21.9K
5,690
+1%
增持
UNP
UNION PAC CORP
+$21.4K
6,450
+1%
减持
SPLV
INVESCO EXCH TRADED FD TR II
+$20.6K
14,471
-3%
清仓
FGM
FIRST TR EXCH TRD ALPHDX FD
-$19.8K
0
-100%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
-$19.7K
8,184
-9%
增持
XLE
SELECT SECTOR SPDR TR
+$18.2K
1,055
+9%
减持
TROW
PRICE T ROWE GROUP INC
+$17.7K
2,377
-6%
增持
GIS
GENERAL MLS INC
+$17.4K
3,456
+0%
减持
FVD
FIRST TR VALUE LINE DIVID IN
+$16.9K
14,244
-1%
增持
PRK
PARK NATL CORP
+$16.9K
5,089
+0%
减持
DON
WISDOMTREE TR
+$16.5K
5,921
-1%
建仓
QUAL
ISHARES TR
+$16.4K
100
增持
IJH
ISHARES TR
-$16.4K
2,135
+305%
减持
ABT
ABBOTT LABS
+$16.1K
6,173
-1%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$15.6K
254
+388%
增持
VO
VANGUARD INDEX FDS
+$14.8K
213
+29%
建仓
TLT
ISHARES TR
+$14.6K
154
增持
F
FORD MTR CO DEL
+$14.6K
10,813
+2%
建仓
VCIT
VANGUARD SCOTTSDALE FDS
+$14.0K
174
