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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 5
增持 57
减持 67
清仓 21
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$2.1M
52,535
+0%
增持
LOW
LOWES COS INC
-$1.5M
44,327
+0%
减持
LLY
ELI LILLY & CO
+$1.2M
10,794
-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
KMI
KINDER MORGAN INC DEL
+$613.7K
310,040
+3%
减持
MSFT
MICROSOFT CORP
+$501.9K
19,417
-0%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$489.7K
25,305
-11%
减持
AVGO
BROADCOM INC
+$484.4K
1,764
-0%
增持
COST
COSTCO WHSL CORP NEW
+$480.4K
4,073
+0%
减持
FYX
FIRST TR SML CP CORE ALPHA F
-$449.7K
32,164
-11%
增持
SDVD
FIRST TR EXCH TRADED FD III
+$400.8K
55,000
+63%
增持
COWZ
PACER FDS TR
+$398.1K
40,485
+30%
增持
NSC
NORFOLK SOUTHN CORP
-$346.3K
8,623
+0%
增持
IWF
ISHARES TR
+$345.8K
12,198
+0%
减持
INTC
INTEL CORP
-$336.8K
24,838
-1%
增持
SPY
SPDR S&P 500 ETF TR
+$332.6K
9,509
+3%
清仓
LZB
LA Z BOY INC
-$330.3K
0
-100%
建仓
PAYC
PAYCOM SOFTWARE INC
+$322.6K
2,255
减持
HD
HOME DEPOT INC
-$302.9K
6,486
-2%
增持
NVDA
NVIDIA CORPORATION
+$296.0K
8,920
+900%
增持
MSTR
MICROSTRATEGY INC
-$281.1K
1,047
+4%
建仓
GEV
GE VERNOVA INC
+$280.3K
1,634
增持
SO
SOUTHERN CO
+$258.4K
43,922
+0%
增持
WMT
WALMART INC
+$238.6K
31,495
+0%
建仓
EQT
EQT CORP
+$233.4K
6,312
清仓
SLV
ISHARES SILVER TR
-$233.2K
0
-100%
增持
GOOG
ALPHABET INC
+$219.2K
7,035
+0%
减持
CVS
CVS HEALTH CORP
-$217.2K
10,419
-0%
清仓
PH
PARKER-HANNIFIN CORP
-$210.1K
0
-100%
清仓
EXC
EXELON CORP
-$209.2K
0
-100%
清仓
RF
REGIONS FINANCIAL CORP NEW
-$206.1K
0
-100%
建仓
CNP
CENTERPOINT ENERGY INC
+$203.6K
6,571
建仓
CSL
CARLISLE COS INC
+$202.6K
500
增持
TCAF
T ROWE PRICE ETF INC
+$201.2K
143,952
+1%
增持
XLK
SELECT SECTOR SPDR TR
+$197.9K
9,675
+1%
减持
VUG
VANGUARD INDEX FDS
-$180.2K
120
-82%
减持
RDVY
FIRST TR EXCHANGE-TRADED FD
-$169.4K
34,628
-6%
减持
FISV
FISERV INC
-$164.8K
13,312
-1%
减持
XLP
SELECT SECTOR SPDR TR
-$159.9K
11,582
-16%
增持
TJX
TJX COS INC NEW
+$153.6K
17,210
+0%
减持
JNJ
JOHNSON & JOHNSON
-$152.8K
12,028
-0%
减持
DIS
DISNEY WALT CO
-$148.1K
3,525
-13%
增持
CALF
PACER FDS TR
-$145.9K
80,948
+8%
增持
TDIV
FIRST TR EXCHANGE-TRADED FD
+$141.1K
20,070
+2%
减持
VTV
VANGUARD INDEX FDS
-$138.9K
790
-52%
减持
UNP
UNION PAC CORP
-$135.3K
6,413
-1%
减持
CBSH
COMMERCE BANCSHARES INC
+$127.5K
59,634
-1%
减持
CSCO
CISCO SYS INC
-$126.9K
37,285
-2%
增持
VOO
VANGUARD INDEX FDS
+$118.8K
550
+69%
清仓
VIS
VANGUARD WORLD FD
-$116.0K
0
-100%
增持
—
MARKETWISE INC
+$105.9K
128,570
+414%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$104.4K
13,833
-1%
减持
KO
COCA COLA CO
-$104.0K
56,670
-7%
增持
BAC
BANK AMERICA CORP
+$95.3K
51,476
+0%
减持
—
EATON CORP PLC
-$93.6K
4,561
-6%
减持
—
EXXON MOBIL CORP
-$92.7K
27,865
-2%
减持
AMZN
AMAZON COM INC
+$92.5K
9,638
-2%
增持
GOOGL
ALPHABET INC
+$92.2K
2,951
+0%
减持
FAST
FASTENAL CO
-$89.1K
5,693
-2%
增持
VO
VANGUARD INDEX FDS
+$88.4K
585
+175%
减持
QTEC
FIRST TR NASDAQ 100 TECH IND
+$85.8K
15,469
-1%
减持
UNH
UNITEDHEALTH GROUP INC
-$84.4K
996
-17%
减持
WMB
WILLIAMS COS INC
+$82.3K
24,983
-1%
减持
VRSK
VERISK ANALYTICS INC
+$79.5K
3,167
-4%
减持
DIVO
AMPLIFY ETF TR
-$74.8K
136,005
-1%
增持
PEP
PEPSICO INC
-$73.8K
7,584
+0%
清仓
VDC
VANGUARD WORLD FD
-$73.7K
0
-100%
减持
CVX
CHEVRON CORP NEW
-$70.5K
27,964
-1%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$69.9K
14,030
-8%
减持
CCI
CROWN CASTLE INC
-$68.6K
5,831
-3%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$67.0K
3,789
+0%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$61.3K
3,103
+9%
增持
ABT
ABBOTT LABS
-$60.1K
6,174
+0%
增持
IQV
IQVIA HLDGS INC
-$59.6K
1,566
+1%
增持
PYPL
PAYPAL HLDGS INC
-$57.9K
7,596
+2%
清仓
SCHV
SCHWAB STRATEGIC TR
-$56.6K
0
-100%
减持
AMT
AMERICAN TOWER CORP NEW
-$54.8K
5,698
-3%
增持
HON
HONEYWELL INTL INC
+$54.0K
5,943
+0%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$53.9K
4,268
+11%
减持
ABBV
ABBVIE INC
-$53.7K
4,735
-0%
减持
VB
VANGUARD INDEX FDS
-$53.4K
32
-88%
增持
AYI
ACUITY BRANDS INC
-$52.7K
1,944
+0%
减持
MDLZ
MONDELEZ INTL INC
-$49.9K
8,210
-2%
增持
V
VISA INC
-$49.7K
3,278
+1%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
-$48.9K
7,759
-5%
减持
—
BLACKROCK INC
-$48.9K
784
-2%
减持
EPD
ENTERPRISE PRODS PARTNERS L
-$47.8K
20,197
-7%
增持
TGT
TARGET CORP
-$47.6K
1,639
+0%
减持
DUK
DUKE ENERGY CORP NEW
-$47.6K
13,362
-7%
清仓
SCHF
SCHWAB STRATEGIC TR
-$43.9K
0
-100%
减持
MCD
MCDONALDS CORP
-$40.2K
1,142
-3%
减持
JPM
JPMORGAN CHASE & CO.
-$38.3K
28,898
-2%
清仓
SCHD
SCHWAB STRATEGIC TR
-$38.2K
0
-100%
减持
FVD
FIRST TR VALUE LINE DIVID IN
-$37.9K
13,832
-3%
减持
ROK
ROCKWELL AUTOMATION INC
-$36.6K
2,043
-1%
清仓
VGT
VANGUARD WORLD FD
-$34.6K
0
-100%
增持
DE
DEERE & CO
-$33.8K
924
+0%
清仓
SCHG
SCHWAB STRATEGIC TR
-$31.8K
0
-100%
增持
MO
ALTRIA GROUP INC
+$31.7K
16,199
+0%
减持
ZTS
ZOETIS INC
-$31.5K
4,647
-6%
减持
DVN
DEVON ENERGY CORP NEW
-$30.7K
5,773
-5%
减持
UPS
UNITED PARCEL SERVICE INC
-$30.4K
2,301
-1%
减持
VZ
VERIZON COMMUNICATIONS INC
-$28.8K
18,396
-2%
减持
XLRE
SELECT SECTOR SPDR TR
-$27.8K
505
-58%
增持
IHDG
WISDOMTREE TR
+$27.7K
12,823
+6%
增持
PG
PROCTER AND GAMBLE CO
+$26.8K
8,590
+0%
减持
ELAN
ELANCO ANIMAL HEALTH INC
-$26.2K
12,868
-1%
减持
IEFA
ISHARES TR
-$26.1K
680
-33%
减持
CEG
CONSTELLATION ENERGY CORP
+$24.6K
1,778
-1%
增持
DRI
DARDEN RESTAURANTS INC
-$23.1K
1,531
+0%
增持
GIS
GENERAL MLS INC
-$22.6K
3,466
+0%
减持
FXL
FIRST TR EXCHANGE TRADED FD
+$22.2K
16,332
-0%
增持
XLV
SELECT SECTOR SPDR TR
-$21.6K
21,308
+1%
增持
WFC
WELLS FARGO CO NEW
+$21.5K
14,818
+0%
减持
PRK
PARK NATL CORP
+$20.7K
5,003
-2%
增持
AFL
AFLAC INC
+$20.1K
5,695
+0%
减持
ORCL
ORACLE CORP
+$20.1K
1,693
-3%
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$19.5K
20,187
-2%
增持
T
AT&T INC
+$18.9K
12,451
+0%
减持
FDN
FIRST TR EXCHANGE-TRADED FD
-$18.1K
8,660
-1%
减持
SGU
STAR GROUP L P
-$18.1K
14,422
-16%
增持
CTVA
CORTEVA INC
-$17.9K
4,837
+0%
增持
IVV
ISHARES TR
+$17.1K
308
+7%
减持
GLD
SPDR GOLD TR
+$16.4K
2,875
-2%
减持
BKNG
BOOKING HOLDINGS INC
+$16.1K
59
-2%
增持
RDVI
FIRST TR EXCHANGE-TRADED FD
+$16.0K
45,512
+6%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$15.6K
52
-80%
增持
DKS
DICKS SPORTING GOODS INC
-$14.8K
1,917
+1%
增持
MMM
3M CO
-$14.7K
3,834
+0%
清仓
TLT
ISHARES TR
-$14.6K
0
-100%
减持
HZO
MARINEMAX INC
-$14.1K
7,119
-3%
清仓
VCIT
VANGUARD SCOTTSDALE FDS
-$14.0K
0
-100%
减持
AXP
AMERICAN EXPRESS CO
+$13.4K
3,822
-0%
清仓
VFH
VANGUARD WORLD FD
-$12.4K
0
-100%
增持
HSY
HERSHEY CO
-$12.2K
1,308
+1%
清仓
VGIT
VANGUARD SCOTTSDALE FDS
-$11.7K
0
-100%
增持
RGLD
ROYAL GOLD INC
+$11.0K
3,153
+0%
清仓
SCHO
SCHWAB STRATEGIC TR
-$11.0K
0
-100%
增持
EMR
EMERSON ELEC CO
-$11.0K
3,399
+0%
增持
XLF
SELECT SECTOR SPDR TR
-$10.5K
38,251
+2%
减持
XLY
SELECT SECTOR SPDR TR
-$10.0K
25
-68%
减持
PROF
PROFOUND MED CORP
-$9.0K
18,875
-4%
清仓
XLC
SELECT SECTOR SPDR TR
-$8.8K
0
-100%
减持
FTGC
FIRST TR EXCHANGE TRAD FD VI
+$8.3K
58,151
-0%
增持
ENB
ENBRIDGE INC
-$8.2K
24,381
+1%
清仓
SCHB
SCHWAB STRATEGIC TR
-$8.2K
0
-100%
增持
PFE
PFIZER INC
+$8.2K
18,547
+1%
清仓
EFAV
ISHARES TR
-$8.2K
0
-100%
减持
XLE
SELECT SECTOR SPDR TR
-$8.1K
1,004
-5%
增持
PAYX
PAYCHEX INC
-$7.2K
2,838
+1%
清仓
SCHE
SCHWAB STRATEGIC TR
-$7.1K
0
-100%
