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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 8
增持 85
减持 49
清仓 8
方向
标的
Δ市值
现股数(环比)
增持
MSFT
MICROSOFT CORPORATION
-$1.9M
18,152
+2%
增持
CVX
CHEVRON CORPORATION
+$1.7M
30,502
+0%
减持
LLY
ELI LILLY & COMPANY
-$1.4M
9,039
-0%
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。
减持
KMI
KINDER MORGAN INCORPORATED DEL
+$1.3M
231,990
-1%
减持
—
EXXON MOBIL CORPORATION
+$1.3M
26,290
-1%
增持
JPM
JPMORGAN CHASE & COMPANY
-$753.4K
28,688
+1%
增持
AVGO
BROADCOM INCORPORATED
-$721.9K
18,186
+0%
增持
TCAF
T ROWE PRICE ETF INC CAPITAL APPRECIATION EQUITY
-$660.1K
285,230
+1%
建仓
GDDY
GODADDY INCORPORATED CLASS A
+$585.5K
7,082
增持
AAPL
APPLE INCORPORATED
-$573.3K
46,026
+2%
增持
IWF
ISHARES TR RUS 1000 GRW ETF
-$562.6K
12,556
+0%
增持
DIVO
AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF
+$560.4K
187,715
+6%
增持
IBDT
ISHARES IBONDS DEC 2028 TERM CORPORATE ETF
+$540.4K
51,949
+71%
减持
COST
COSTCO WHOLESALE CORPORATION
+$497.1K
3,874
-1%
增持
SO
SOUTHERN COMPANY
+$408.6K
43,647
+0%
增持
LAMR
LAMAR ADVERTISING COMPANY CLASS A REIT
+$400.5K
5,760
+122%
减持
JNJ
JOHNSON & JOHNSON
+$384.1K
10,331
-0%
减持
FDN
FIRST TRUST DOW JONES INTERNET INDEX FUND
-$358.9K
7,912
-4%
减持
MCK
MCKESSON CORPORATION
+$349.9K
9,456
-1%
减持
PAYX
PAYCHEX INCORPORATED
-$346.4K
604
-83%
减持
WMT
WALMART INCORPORATED
+$345.3K
29,453
-1%
减持
GEV
GE VERNOVA INCORPORATED
+$326.2K
1,532
-1%
清仓
CCI
CROWN CASTLE INCORPORATED REIT
-$322.2K
0
-100%
减持
MSTR
STRATEGY INCORPORATED CLASS A NEW
-$317.1K
440
-82%
增持
BAC
BANK AMERICA CORPORATION
-$309.6K
49,537
+0%
减持
KO
COCA COLA COMPANY
+$301.6K
49,696
-0%
增持
FYX
FIRST TRUST SMALL CAP CORE ALPHADEX FUND
+$295.5K
36,261
+2%
减持
CSX
CSX CORPORATION
+$294.4K
64,362
-1%
增持
HON
HONEYWELL INTERNATIONAL INCORPORATED
+$291.9K
8,584
+2%
增持
CBSH
COMMERCE BANCSHARES INCORPORATED
-$262.4K
88,242
+0%
减持
WMB
WILLIAMS COMPANIES INCORPORATED
+$260.9K
21,801
-1%
增持
FTGC
FIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUND
+$260.0K
36,557
+8%
增持
SDVD
FT VEST SMID RISING DIVID ACHIEVERS TARGET
+$258.6K
108,540
+11%
减持
SPY
STATE STREET SPDR S&P 500 ETF TRUST
-$250.3K
7,909
-0%
增持
IBDS
ISHARES TR IBONDS 27 ETF
+$247.4K
114,766
+10%
增持
—
EATON CORPORATION PLC SHS (IRELAND)
+$220.8K
4,964
+2%
增持
WFC
WELLS FARGO & COMPANY
+$209.3K
19,142
+36%
增持
XLF
STATE STREET FINANCIAL SELECT SECTOR SPDR ETF
-$204.0K
38,289
+0%
增持
XLK
STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF
-$203.6K
18,546
+0%
增持
AMZN
AMAZON COM INCORPORATED
-$198.5K
10,254
+1%
增持
IBM
INTERNATIONAL BUSINESS MACHINES
-$194.8K
3,638
+0%
增持
LOW
LOWES COMPANIES INCORPORATED
-$192.0K
45,430
+0%
减持
GOOG
ALPHABET INCORPORATED CAP STK CLASS C
-$183.9K
6,177
-1%
增持
KNG
FT VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF
+$183.3K
15,710
+33%
增持
DUK
DUKE ENERGY CORPORATION NEW COM NEW
+$174.7K
12,636
+0%
增持
LRCX
LAM RESEARCH CORPORATION COM NEW
+$168.6K
3,437
+4%
增持
ENB
ENBRIDGE INCORPORATED (CANADA)
+$161.1K
24,577
+1%
增持
XLV
STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF
-$156.2K
22,745
+1%
增持
AYI
ACUITY INCORPORATED
-$155.3K
1,952
+0%
减持
FXL
FIRST TRUST TECHNOLOGY ALPHADEX FUND
-$153.4K
14,512
-1%
增持
BMY
BRISTOL-MYERS SQUIBB COMPANY
+$153.3K
22,828
+0%
增持
VZ
VERIZON COMMUNICATIONS INCORPORATED
+$144.4K
15,243
+0%
增持
ABT
ABBOTT LABORATORIES
-$138.9K
6,146
+0%
增持
BUFR
FT VEST LADDERED BUFFER ETF
+$138.7K
7,150
+138%
增持
TJX
TJX COMPANIES INCORPORATED NEW
+$136.6K
19,224
+1%
增持
V
VISA INCORPORATED COM CLASS A
-$136.3K
3,515
+3%
增持
MO
ALTRIA GROUP INCORPORATED
+$134.5K
16,084
+0%
增持
LULU
LULULEMON ATHLETICA INCORPORATED
-$122.0K
2,420
+2%
减持
NVDA
NVIDIA CORPORATION
-$121.9K
9,842
-0%
增持
TSLA
TESLA INCORPORATED
-$118.8K
2,245
+6%
增持
TOWN
TOWNEBANK PORTSMOUTH VA
+$117.8K
6,969
+99%
增持
KRP
KIMBELL RTY PARTNERS LP UNIT
+$117.2K
42,803
+0%
增持
VONG
VANGUARD RUSSELL 1000 GROWTH ETF
-$113.0K
9,406
+0%
减持
B
BARRICK MINING CORPORATION COM SHS (CANADA)
-$111.9K
1,000
-71%
增持
VRSK
VERISK ANALYTICS INCORPORATED
-$106.0K
3,129
+0%
增持
EFA
ISHARES TR MSCI EAFE ETF
+$105.8K
17,510
+5%
增持
RDVI
FT VEST RISING DIVIDEND ACHIEVERS TARGET
+$103.8K
63,077
+10%
增持
RGLD
ROYAL GOLD INCORPORATED
+$102.7K
3,174
+0%
减持
INTC
INTEL CORPORATION
+$96.5K
14,147
-1%
增持
PYPL
PAYPAL HLDGS INCORPORATED
-$95.1K
7,914
+2%
减持
HD
HOME DEPOT INCORPORATED
-$93.5K
5,719
-0%
增持
ABNB
AIRBNB INCORPORATED COM CLASS A
-$93.1K
11,944
+1%
增持
PEP
PEPSICO INCORPORATED
+$92.8K
7,435
+1%
减持
USMV
ISHARES TR MSCI USA MIN VOL
-$90.3K
1,373
-41%
增持
PAYC
PAYCOM SOFTWARE INCORPORATED
-$82.1K
2,213
+0%
增持
PLTR
PALANTIR TECHNOLOGIES INCORPORATED CLASS A
+$80.6K
827
+264%
清仓
XLG
INVESCO S&P 500 TOP 50 ETF
-$79.8K
0
-100%
减持
RDVY
FIRST TRUST NASDAQ RISING DIVIDEND ACHIEVERS
-$78.7K
32,169
-2%
清仓
—
ASTRAZENECA PLC SPONSORED ADR
-$78.0K
0
-100%
增持
UNP
UNION PAC CORPORATION
+$76.6K
6,262
+0%
增持
MKTW
MARKETWISE INCORPORATED COM NEW CLASS A
+$76.3K
19,204
+2%
增持
BNY
BANK NEW YORK MELLON CORPORATION
+$74.9K
16,984
+2%
减持
PDP
INVESCO DWA MOMENTUM ETF
+$74.0K
28,978
-2%
增持
GOOGL
ALPHABET INCORPORATED CAP STK CLASS A
-$73.4K
2,891
+0%
减持
CTVA
CORTEVA INCORPORATED
+$68.1K
4,594
-3%
减持
UPS
UNITED PARCEL SVCS INCORPORATED CLASS B
-$66.9K
811
-45%
减持
ABBV
ABBVIE INCORPORATED
-$66.0K
5,537
-0%
增持
MPC
MARATHON PETE CORPORATION
+$64.9K
790
+0%
减持
MMM
3M COMPANY
-$64.3K
3,780
-1%
增持
FBTC
FIDELITY WISE ORIGIN BITCOIN FUND
-$63.5K
18,734
+22%
增持
GRBK
GREEN BRICK PARTNERS INCORPORATED
+$62.7K
16,964
+3%
增持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$60.1K
16,917
+3%
增持
META
META PLATFORMS INCORPORATED CLASS A
-$59.0K
791
+2%
增持
HSY
HERSHEY COMPANY
+$57.2K
2,113
+1%
增持
PRK
PARK NATL CORPORATION
+$55.6K
4,786
+0%
减持
DON
WISDOMTREE U.S. MIDCAP DIVIDEND FUND
-$52.3K
3,596
-23%
增持
VO
VANGUARD MID-CAP ETF
+$50.9K
1,493
+15%
增持
DIS
DISNEY WALT COMPANY
-$49.6K
2,859
+0%
减持
KMB
KIMBERLY-CLARK CORPORATION
-$49.5K
252
-66%
减持
—
LINDE PLC SHS (IRELAND)
+$47.5K
722
-1%
清仓
—
SYNOVUS FINL CORPORATION COM NEW
-$46.3K
0
-100%
建仓
QDVO
AMPLIFY CWP GROWTH & INCOME ETF
+$45.3K
1,700
增持
XLP
STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF
+$45.3K
10,483
+0%
减持
FXD
FIRST TRUST CONSUMER DISCRETIONARY ALPHADEX FUND
-$43.5K
8,422
-1%
增持
VTV
VANGUARD VALUE ETF
+$43.1K
7,267
+0%
增持
SHEL
SHELL PLC SPON ADS (UNITED KINGDOM)
+$42.4K
2,159
+0%
减持
ETHA
ISHARES ETHEREUM TR SHS
-$42.4K
6,377
-0%
减持
PFE
PFIZER INCORPORATED
+$40.7K
12,813
-0%
清仓
WSO
WATSCO INCORPORATED
-$39.4K
0
-100%
增持
DECK
DECKERS OUTDOOR CORPORATION
-$38.4K
20,572
+2%
建仓
IBDU
ISHARES TR IBONDS DEC 29
+$36.4K
1,563
增持
TROW
PRICE T ROWE GROUP INCORPORATED
-$34.8K
3,211
+1%
增持
XLE
STATE STREET ENERGY SELECT SECTOR SPDR ETF
+$34.2K
2,048
+0%
减持
PG
PROCTER & GAMBLE COMPANY
-$34.1K
6,879
-4%
增持
DIA
STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF
+$31.4K
404
+25%
增持
TFC
TRUIST FINL CORPORATION
-$29.2K
9,215
+0%
减持
PROF
PROFOUND MED CORPORATION COM NEW (CANADA)
-$27.3K
16,275
-4%
增持
SPHQ
INVESCO S&P 500 QUALITY ETF
+$26.4K
700
+100%
增持
FCFS
FIRSTCASH HOLDINGS INCORPORATED
+$26.3K
907
+0%
减持
MDLZ
MONDELEZ INTERNATIONAL INCORPORATED CLASS A
+$24.9K
7,896
-1%
减持
IVV
ISHARES TR CORE S&P500 ETF
-$23.7K
446
-3%
减持
VUG
VANGUARD GROWTH ETF
-$23.1K
138
-19%
减持
IGLD
FT VEST GOLD TARGET INCOME ETF
+$22.6K
62,655
-1%
减持
USFR
THE WISDOMTREE TRUST FLTG RATE TREASURY FUND
-$21.6K
7,030
-6%
减持
FNY
FIRST TRUST MID CAP GROWTH ALPHADEX FUND
-$21.1K
17,586
-1%
增持
XLI
STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF
+$21.0K
240
+109%
清仓
FLR
FLUOR CORPORATION NEW
-$19.8K
0
-100%
减持
AEP
AMERICAN ELEC PWR COMPANY INCORPORATED
-$19.2K
1,642
-19%
减持
FXR
FIRST TRUST ETF II INDLS PROD DURABLE
+$18.9K
24,378
-1%
减持
CARR
CARRIER GLOBAL CORPORATION
-$18.6K
555
-41%
增持
CC
CHEMOURS COMPANY
+$18.4K
1,792
+0%
增持
T
AT&T INCORPORATED
+$17.9K
3,125
+7%
减持
ELAN
ELANCO ANIMAL HEALTH INCORPORATED
+$17.5K
15,168
-1%
增持
OXY
OCCIDENTAL PETE CORPORATION
+$16.6K
688
+0%
增持
TDIV
FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND
+$16.2K
21,393
+4%
增持
DRI
DARDEN RESTAURANTS INCORPORATED
+$15.5K
1,233
+0%
建仓
SLQD
ISHARES TR 0-5YR INVT GR CP
+$14.1K
279
建仓
AGG
ISHARES TR CORE US AGGBD ET
+$13.9K
140
清仓
SLB
SLB LIMITED COM STK (CURACAO)
-$13.9K
0
-100%
建仓
PULS
PGIM ULTRA SHORT BOND ETF
+$13.6K
275
减持
SCHV
SCHWAB U.S. LARGE-CAP VALUE ETF
-$12.4K
1,619
-22%
建仓
OKE
ONEOK INCORPORATED NEW
+$11.8K
130
增持
IWB
ISHARES RUSSELL 1000 ETF
-$11.7K
727
+0%
增持
BRK/B
BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW
-$11.6K
2,683
+4%
建仓
VSNT
VERSANT MEDIA GROUP INCORPORATED COM CLASS A
+$11.6K
313
清仓
PSKY
PARAMOUNT SKYDANCE CORPORATION COM CLASS B
-$11.5K
0
-100%
减持
SYY
SYSCO CORPORATION
-$11.1K
1,517
-6%
减持
IYC
ISHARES TR US CONSUM DISCRE
-$10.8K
829
-6%
增持
NVS
NOVARTIS AG SPONSORED ADR (SWITZERLAND)
+$10.6K
662
+1%
增持
CRWD
CROWDSTRIKE HLDGS INCORPORATED CLASS A
-$10.6K
297
+10%
