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MTM FINANCIAL GROUP, LLC · 13F 持仓分析
期权收益计算器 机构排行

MTM FINANCIAL GROUP, LLC

No.6611 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$2.33亿
环比变动 Q1 2026
+$2,032.4万+9.5%
持仓股票数
95
新买入
10
加仓
29
减仓
38
清仓
4
持股不变
18
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
V先锋领航·SPECIALIZED FUNDSVIG
13.74%13.61%$3,206.0万13.5万股$2,900.0万13.5万股+644股+0.48%加仓
IINNOVATOR DEFINED WEALTH SHLD ETFBALT
11.58%12.37%$2,702.6万78.9万股$2,635.7万78.8万股+1,002股+0.13%加仓
V先锋领航指数基金VOO
8.01%6.81%$1,870.0万2.5万股$1,450.0万2.5万股+105股+0.42%加仓
IINNOVATOR ETFSBUFF
5.55%5.57%$1,294.2万24.6万股$1,185.8万24.0万股+5,669股+2.36%加仓
J摩根大通交易所交易基金JEPI
5.54%5.56%$1,292.5万22.9万股$1,183.9万20.9万股+2.0万股+9.55%加仓
J摩根大通交易所交易基金JEPQ
3.64%3.32%$849.8万13.8万股$708.3万12.8万股+1.1万股+8.38%加仓
C资本集团股息价值CCBG
3.4%3.26%$793.3万16.1万股$694.9万16.3万股-2,378股-1.46%减仓
IINNOVATOR ETFS TRUST US EQTY PWR BUFPJUL
2.45%2.56%$571.6万11.7万股$544.6万11.8万股-1,375股-1.16%减仓
AALPS SECTOR DIVIDEND DOGS ETFSDOG
2.05%2.24%$478.4万7.0万股$476.1万7.3万股-3,080股-4.21%减仓
IINNOVATOR ETFS TRUST US EQTY PWR BUFPJUN
2.03%2.15%$473.8万11.0万股$458.3万11.0万股+17股+0.02%加仓
IInnovator ETF信托PAPR
1.84%1.9%$429.8万10.2万股$403.8万10.1万股+378股+0.37%加仓
IINNOVATOR ETFS TRUST US EQTY PWR BUFPJAN
1.68%1.7%$391.9万7.9万股$363.0万7.9万股+506股+0.64%加仓
IInnovator ETF信托PSEP
1.61%1.69%$376.6万8.2万股$360.6万8.4万股-1,959股-2.34%减仓
IInnovator ETF信托PMAR
1.59%1.63%$370.8万7.8万股$347.5万7.8万股-250股-0.32%减仓
IInnovator ETF信托PFEB
1.56%1.6%$363.2万8.4万股$341.5万8.5万股-816股-0.96%减仓
IInnovator ETF信托PMAY
1.54%1.62%$360.5万8.7万股$344.6万8.6万股+1,013股+1.17%加仓
IInnovator ETF信托RBUF
1.43%1.43%$332.8万10.7万股$303.7万10.4万股+3,379股+3.26%加仓
SSPDR道富系列信托MMTM
1.42%1.33%$331.0万1.1万股$283.7万1.0万股+454股+4.48%加仓
S嘉信策略信托SCHD
1.38%1.51%$321.7万10.1万股$321.2万10.5万股-3,890股-3.69%减仓
IINNOVATOR ETFS TRUST US EQTY PWR BUFPOCT
1.33%1.4%$311.0万6.7万股$298.4万6.9万股-2,209股-3.19%减仓
IInnovator·U.S. EQUITY 10 BUFFER ETF - QUARTERLYZALT
1.32%1.38%$307.9万9.1万股$293.8万9.0万股+411股+0.45%加仓
I景顺·S&PRWL
1.28%1.17%$299.6万2.3万股$248.8万2.2万股+1,797股+8.30%加仓
IInnovator ETF信托DDTL
1.25%1.29%$290.8万13.2万股$275.8万13.3万股-1,204股-0.90%减仓
I景顺·S&PSPHQ
1.11%0.85%$258.3万2.9万股$180.1万2.4万股+4,723股+19.72%加仓
IInnovator ETF信托BUFB
1.1%1.11%$257.8万6.6万股$236.3万6.6万股-202股-0.31%减仓
IINNOVATOR ETFS TRUST US EQTY PWR BFPAUG
0.99%1.02%$231.5万5.1万股$218.1万5.1万股-335股-0.66%减仓
IINNOVATOR ETFS TRUST US EQTY PWR BUFPDEC
0.98%1%$229.2万5.0万股$213.4万5.0万股-265股-0.53%减仓
IInnovator ETF信托PNOV
0.98%0.99%$228.2万5.1万股$211.5万5.2万股-296股-0.57%减仓
IInnovator ETF信托APRJ
0.91%1.01%$212.6万8.6万股$215.2万8.8万股-1,939股-2.21%减仓
VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE
0.87%0.91%$204.0万1.0万股$194.3万1.1万股-220股-2.09%减仓
IINNOVATOR ETFS TRUSTDDSQ
0.78%0.24%$182.3万8.7万股$50.4万2.5万股+6.1万股+241.80%加仓
J摩根大通交易所交易基金JPIE
0.76%0.76%$178.2万3.9万股$162.4万3.5万股+3,456股+9.81%加仓
SELECTIVE INSSIGI
0.75%0.64%$174.6万1.8万股$135.7万1.8万股00.00%持仓不变
IINNOVATOR ETFS TRUSTLOCT
0.65%1.34%$151.7万6.4万股$285.2万12.1万股-5.8万股-47.52%减仓
IInnovator ETF信托LAPR
0.58%0.61%$134.3万5.3万股$128.9万5.2万股+1,583股+3.07%加仓
IINNOVATOR ETFS TR EQUITY DEFINED PROTN ETF - 2 YR TO JULY 2027TJUL
0.53%0.66%$123.2万4.1万股$140.3万4.8万股-7,019股-14.69%减仓
PPL COMPPL
0.48%0.56%$112.3万3.1万股$118.3万3.1万股-86股-0.28%减仓
IiShares安硕信托IEFA
0.48%0.41%$111.0万1.1万股$87.1万9,616股+1,874股+19.49%加仓
IInnovator ETF信托LJAN
0.41%0.45%$95.4万3.9万股$95.9万4.0万股-971股-2.45%减仓
IINNOVATOR ETFS TRUSTLJUL
0.39%0.43%$92.0万3.9万股$92.1万3.9万股+26股+0.07%加仓
IInnovator ETF信托JANJ
0.39%0.42%$90.3万3.7万股$90.3万3.7万股-692股-1.86%减仓
TT. ROWE PRICE BLUE CHIP GROWTH ETFTCHP
0.38%0.24%$88.9万1.8万股$50.1万1.1万股+6,408股+56.46%加仓
苹果AAPL
0.37%0.38%$86.2万2,980股$80.6万3,177股-197股-6.20%减仓
IINNOVATOR EQUITY DEFINED PROTECTION ETF - 2 YR TO APRIL 2028AAPR
0.36%0.34%$83.9万2.8万股$71.8万2.5万股+3,512股+14.08%加仓
IiShares安硕·CURRENCY HEDGED MSCI EAFE ETFHEFA
0.35%0.35%$81.8万1.7万股$74.4万1.8万股-75股-0.43%减仓
IInnovator ETF信托JULJ
0.35%0.41%$80.8万3.3万股$87.3万3.5万股-2,649股-7.51%减仓
SSPDR黄金信托GLD
0.33%0.49%$76.4万2,075股$105.1万2,442股-367股-15.03%减仓
JJPMORGAN SMALL & MID CAPENHANCED EQUITY ETFJMEE
0.32%0.26%$75.7万9,700股$54.5万8,158股+1,542股+18.90%加仓
IInnovator ETF信托ZJUL
0.29%0.31%$67.4万2.2万股$65.7万2.3万股-257股-1.13%减仓
应用材料AMAT
0.28%0.14%$64.7万895股$30.6万895股00.00%持仓不变

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