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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 4
增持 65
减持 75
清仓 6
方向
标的
Δ市值
现股数(环比)
减持
MSTR
STRATEGY INCORPORATED CLASS A NEW
-$2.4M
4,847
-51%
减持
AAPL
APPLE INCORPORATED
+$2.3M
48,329
-1%
增持
DECK
DECKERS OUTDOOR CORPORATION
+$1.4M
20,399
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。
+228%
增持
FBTC
FIDELITY WISE ORIGIN BITCOIN FUND
+$1.4M
15,971
+524%
减持
LOW
LOWES COMPANIES INCORPORATED
+$1.1M
43,737
-2%
增持
AVGO
BROADCOM INCORPORATED
+$1.0M
18,105
+0%
增持
SDVD
FT VEST SMID RISING DIVID ACHIEVERS TARGET
+$705.0K
94,705
+45%
减持
JPM
JPMORGAN CHASE & COMPANY.
+$673.7K
28,511
-1%
减持
FISV
FISERV INCORPORATED
-$645.6K
13,068
-3%
增持
IBDT
ISHARES TR IBDS DEC28 ETF
+$628.4K
29,568
+496%
减持
TCAF
T ROWE PRICE ETF INC CAPITAL APPRECIATION EQUITY
+$587.1K
285,990
-1%
减持
IWF
ISHARES TR RUS 1000 GRW ETF
+$538.8K
12,433
-0%
增持
IBDS
ISHARES TR IBONDS 27 ETF
+$484.6K
67,371
+42%
增持
SPY
SPDR S&P 500 ETF
+$440.6K
8,631
+0%
增持
LULU
LULULEMON ATHLETICA INCORPORATED
+$398.8K
2,535
+1052%
减持
GOOG
ALPHABET INCORPORATED CAP STK CLASS C
+$393.3K
6,188
-1%
增持
TSLA
TESLA INCORPORATED
+$390.8K
2,478
+11%
减持
FYX
FIRST TRUST SMALL CAP CORE ALPHADEX FUND
+$386.9K
34,991
-1%
增持
NSC
NORFOLK SOUTHN CORPORATION
+$381.7K
8,586
+0%
减持
TJX
TJX COMPANIES INCORPORATED NEW
+$377.0K
18,907
-1%
增持
DIVO
AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF
+$369.4K
171,468
+0%
建仓
MKTW
MARKETWISE INCORPORATED COM NEW CLASS A
+$358.9K
21,713
减持
MCK
MCKESSON CORPORATION
+$341.8K
9,980
-1%
减持
JNJ
JOHNSON & JOHNSON
+$289.9K
10,334
-3%
减持
CVX
CHEVRON CORPORATION NEW
+$288.8K
30,183
-2%
增持
NVDA
NVIDIA CORPORATION
+$285.8K
9,305
+1%
增持
GE
GE AEROSPACE COM NEW
+$280.3K
6,140
+1%
减持
BNY
BANK NEW YORK MELLON CORPORATION
+$277.8K
16,452
-1%
增持
ICE
INTERCONTINENTAL EXCHANGE INCORPORATED
+$276.6K
6,747
+44%
减持
XLK
SPDR TECHNOLOGY SELECT SECTOR FUND
+$269.9K
9,459
-0%
增持
KMI
KINDER MORGAN INCORPORATED DEL
-$267.7K
260,855
+0%
增持
BAC
BANK AMERICA CORPORATION
+$242.7K
50,535
+1%
清仓
IQV
IQVIA HLDGS INCORPORATED
-$242.4K
0
-100%
增持
VOO
VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW
+$232.3K
4,525
+1%
增持
GOOGL
ALPHABET INCORPORATED CAP STK CLASS A
+$223.3K
2,945
+5%
增持
KO
COCA COLA COMPANY
-$222.0K
50,143
+0%
减持
AMT
AMERICAN TOWER CORPORATION NEW REIT
-$197.1K
4,606
-6%
减持
MSFT
MICROSOFT CORPORATION
+$193.9K
17,871
-2%
减持
VRSK
VERISK ANALYTICS INCORPORATED
-$193.0K
3,157
-0%
增持
GRBK
GREEN BRICK PARTNERS INCORPORATED
+$192.6K
16,603
+1%
减持
PG
PROCTER AND GAMBLE COMPANY
-$184.8K
7,257
-11%
增持
PM
PHILIP MORRIS INTERNATIONAL INCORPORATED
-$175.6K
8,886
+0%
减持
TXN
TEXAS INSTRS INCORPORATED
-$174.9K
6,192
-2%
减持
ABBV
ABBVIE INCORPORATED
+$173.9K
5,558
-7%
减持
QTEC
FIRST TRUST NASDAQ-100 TECHNOLOGY INDEX FUND
+$171.5K
14,405
-2%
增持
WMT
WALMART INCORPORATED
+$161.8K
30,501
+0%
增持
LLY
ELI LILLY & COMPANY
-$159.2K
9,656
+0%
增持
HON
HONEYWELL INTERNATIONAL INCORPORATED
-$157.6K
8,468
+2%
建仓
ETHA
ISHARES ETHEREUM TR SHS
+$155.9K
4,949
减持
PDP
INVESCO DWA MOMENTUM ETF
+$151.2K
29,742
-4%
减持
ABNB
AIRBNB INCORPORATED COM CLASS A
-$150.1K
12,594
-1%
减持
FNY
FIRST TRUST MID CAP GROWTH ALPHADEX FUND
+$143.9K
17,768
-1%
增持
CBSH
COMMERCE BANCSHARES INCORPORATED
-$137.8K
69,631
+1%
增持
GEV
GE VERNOVA INCORPORATED
+$132.8K
1,530
+0%
增持
ENB
ENBRIDGE INCORPORATED (CANADA)
+$132.6K
24,610
+1%
增持
VONG
VANGUARD RUSSELL 1000 GROWTH ETF
+$131.5K
9,400
+3%
增持
SO
SOUTHERN COMPANY
+$131.0K
43,627
+0%
增持
LRCX
LAM RESEARCH CORPORATION COM NEW
+$124.6K
3,119
+4%
减持
VLO
VALERO ENERGY CORPORATION
+$122.7K
4,175
-5%
减持
BSX
BOSTON SCIENTIFIC CORPORATION
-$122.4K
5,097
-12%
增持
EFA
ISHARES TR MSCI EAFE ETF
+$122.3K
15,165
+5%
增持
MO
ALTRIA GROUP INCORPORATED
+$121.5K
16,293
+0%
增持
BLK
BLACKROCK INCORPORATED
+$119.8K
827
+3%
减持
UNP
UNION PAC CORPORATION
-$118.0K
6,323
-10%
增持
VTV
VANGUARD VALUE ETF
+$117.6K
7,311
+4%
建仓
B
BARRICK MINING CORPORATION COM SHS (CANADA)
+$114.9K
3,506
增持
BRK/B
BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW
+$112.1K
3,746
+3%
减持
TDIV
FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND
+$110.9K
19,967
-3%
减持
CCI
CROWN CASTLE INCORPORATED REIT
-$109.9K
4,106
-17%
减持
FXL
FIRST TRUST TECHNOLOGY ALPHADEX FUND
+$107.5K
14,612
-2%
增持
QQQ
INVESCO QQQ TR
+$105.0K
1,371
+5%
减持
—
ACCENTURE PLC IRELAND SHS CLASS A (IRELAND)
-$104.7K
76
-82%
减持
USFR
THE WISDOMTREE TRUST FLTG RATE TREASURY FUND
-$100.9K
7,932
-20%
增持
—
EATON CORPORATION PLC SHS (IRELAND)
+$93.2K
4,802
+1%
增持
AYI
ACUITY INCORPORATED
+$90.1K
1,950
+0%
减持
BMY
BRISTOL-MYERS SQUIBB COMPANY
-$89.4K
22,898
-6%
减持
PYPL
PAYPAL HLDGS INCORPORATED
-$86.5K
8,328
-4%
减持
DLR
DIGITAL RLTY TR INCORPORATED REIT
-$84.7K
1,303
-27%
减持
ORCL
ORACLE CORPORATION
-$78.5K
1,037
-39%
增持
DUK
DUKE ENERGY CORPORATION NEW COM NEW
+$76.3K
12,892
+0%
减持
XLV
SPDR HEALTH CARE SELECT
+$75.9K
22,130
-1%
增持
WPM
WHEATON PRECIOUS METALS CORPORATION (CANADA)
+$74.6K
3,366
+0%
减持
RDVY
FIRST TRUST NASDAQ RISING DIVIDEND ACHIEVERS
+$73.0K
32,847
-4%
增持
RGLD
ROYAL GOLD INCORPORATED
+$72.7K
3,169
+0%
增持
AXP
AMERICAN EXPRESS COMPANY
+$69.6K
3,880
+2%
减持
CSX
CSX CORPORATION
+$68.9K
65,428
-5%
增持
PAYC
PAYCOM SOFTWARE INCORPORATED
-$67.9K
2,961
+0%
减持
RSP
INVESCO S&P 500 EQUAL WEIGHT ETF
+$66.5K
12,015
-1%
减持
FXR
FIRST TRUST ETF II INDLS PROD DURABLE
+$64.0K
24,678
-2%
增持
HSY
HERSHEY COMPANY
+$63.6K
2,853
+1%
减持
LZB
LA Z BOY INCORPORATED
-$61.7K
2,077
-42%
减持
HD
HOME DEPOT INCORPORATED
+$59.5K
5,997
-7%
增持
EQT
EQT CORPORATION
-$58.5K
15,744
+0%
减持
ZTS
ZOETIS INCORPORATED CLASS A
-$57.1K
3,951
-3%
增持
PAYX
PAYCHEX INCORPORATED
-$56.7K
3,547
+2%
建仓
CRWV
COREWEAVE INCORPORATED COM CLASS A
+$56.5K
413
增持
FTGC
FIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUND
+$54.8K
31,304
+2%
减持
XLF
SPDR FINANCIAL SELECT SECTOR FUND
+$54.7K
38,204
-0%
减持
PEP
PEPSICO INCORPORATED
+$54.7K
7,397
-1%
减持
WFC
WELLS FARGO COMPANY NEW
+$54.3K
14,776
-0%
减持
FTA
FIRST TRUST LARGE CAP VALUE ALPHADEX FUND
-$50.9K
2,705
-23%
增持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$50.3K
16,394
+0%
减持
PSL
INVESCO DWA CONSUMER STAPLES MOMENTUM ETF
-$48.3K
899
-32%
减持
INTC
INTEL CORPORATION
+$46.3K
14,405
-26%
减持
MDLZ
MONDELEZ INTERNATIONAL INCORPORATED CLASS A
-$44.6K
7,987
-1%
清仓
OKE
ONEOK INCORPORATED NEW
-$43.9K
0
-100%
减持
DDIV
FIRST TRUST DORSEY WRIGHT MOMENTUM & DIVIDEND ETF
-$43.3K
901
-57%
增持
GPC
GENUINE PARTS COMPANY
+$42.0K
1,782
+5%
增持
DE
DEERE & COMPANY
-$40.2K
794
+0%
减持
FDN
FIRST TRUST DOW JONES INTERNET INDEX FUND
+$38.9K
8,312
-2%
减持
ABT
ABBOTT LABS
-$38.5K
6,145
-3%
减持
CSCO
CISCO SYSTEMS INCORPORATED
-$37.5K
14,629
-2%
增持
GD
GENERAL DYNAMICS CORPORATION
+$36.9K
606
+4%
增持
KNG
FT VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF
+$36.9K
11,840
+6%
减持
DIS
DISNEY WALT COMPANY
-$36.4K
2,858
-3%
增持
DAL
DELTA AIR LINES INCORPORATED DEL COM NEW
+$35.7K
2,766
+12%
增持
V
VISA INCORPORATED COM CLASS A
-$35.0K
3,344
+1%
增持
—
SYNOVUS FINL CORPORATION COM NEW
+$33.8K
926
+310%
增持
DRI
DARDEN RESTAURANTS INCORPORATED
-$33.1K
1,225
+0%
减持
WMB
WILLIAMS COMPANIES INCORPORATED
-$32.1K
22,056
-3%
增持
IBM
INTERNATIONAL BUSINESS MACHINES
-$31.8K
3,691
+1%
减持
XLP
SPDR CONSUMER STAPLES SELECT SECTOR FUND
-$31.3K
10,552
-0%
清仓
WYNN
WYNN RESORTS LIMITED
-$31.1K
0
-100%
减持
UPS
UNITED PARCEL SERVICE INCORPORATED CLASS B
-$30.8K
1,479
-3%
减持
FXD
FIRST TRUST CONSUMER DISCRETIONARY ALPHADEX FUND
+$30.6K
8,523
-2%
增持
VO
VANGUARD MID-CAP ETF
+$30.1K
1,239
+4%
减持
PTF
INVESCO DWA TECHNOLOGY MOMENTUM ETF
-$29.5K
4,809
-16%
增持
BX
BLACKSTONE INCORPORATED
+$29.5K
1,367
+0%
增持
WM
WASTE MGMT INCORPORATED DEL
-$28.8K
5,693
+1%
清仓
—
PARAMOUNT GLOBAL CLASS B COM
-$28.4K
0
-100%
减持
CSL
CARLISLE COMPANIES INCORPORATED
-$27.8K
500
-3%
减持
ADP
AUTOMATIC DATA PROCESSING INCORPORATED
-$27.8K
107
-44%
增持
TFC
TRUIST FINL CORPORATION
+$26.9K
9,296
+0%
减持
FVD
FIRST TRUST VALUE LINE DIVIDEND INDEX FUND
-$26.4K
11,697
-8%
减持
IJR
ISHARES TR CORE S&P SCP ETF
-$26.3K
665
-31%
减持
RDVI
FT VEST RISING DIVIDEND ACHIEVERS TARGET
+$25.6K
48,462
-2%
清仓
GSBD
GOLDMAN SACHS BDC INCORPORATED SHS
-$25.5K
0
-100%
增持
BA
BOEING COMPANY
+$25.4K
1,046
+9%
减持
AFL
AFLAC INCORPORATED
+$25.3K
4,522
-1%
减持
USMV
ISHARES TR MSCI USA MIN VOL
-$25.2K
2,311
-11%
减持
UNH
UNITEDHEALTH GROUP INCORPORATED
+$25.1K
810
-1%
减持
—
CHUBB LIMITED (SWITZERLAND)
-$22.1K
8
-90%
减持
MGNI
MAGNITE INCORPORATED
-$21.9K
1,646
-31%
清仓
—
MICROSTRATEGY INCORPORATED SERIES A PERP PF CUMULATIVE 8 CALLABLE 07/15/2025
-$21.4K
0
-100%
增持
MPC
MARATHON PETE CORPORATION
+$21.4K
785
+0%
增持
FCFS
FIRSTCASH HOLDINGS INCORPORATED
+$21.4K
903
+0%
减持
AMGN
AMGEN INCORPORATED
-$21.1K
124
-38%
增持
PRK
PARK NATL CORPORATION
-$20.9K
4,754
+0%
减持
NOW
SERVICENOW INCORPORATED
-$20.9K
3
-87%
减持
FXH
FIRST TRUST HEALTH CARE ALPHADEX FUND
-$20.7K
2,123
-13%
