TOTH FINANCIAL ADVISORY CORP
LEESBURG VA · SEC CIK 0000866780
$9.11亿2026Q1 申报市值
918持仓数
20.7%前十大占比 · 第一大 2.6%
113 / 116新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
SGOV 新建仓+$1,820.61万
XLE 加仓+$314.77万
XLB 加仓+$304.34万
BALL 加仓+$198.70万
ABBV 加仓+$146.18万
2026Q1 卖出最多 按季末市值估算
FISV 减仓-$171.04万
MSFT 减仓-$159.21万
ORCL 减仓-$148.41万
MU 减仓-$135.74万
JNJ 减仓-$123.05万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| CTAS | CINTAS CORP | $82.87万 | 0.09% | 4,899 | -1,093 | -18.2% | -$18.49万 | 减仓 |
| FCG | FIRST TR EXCHANGE-TRADED FD | $85.56万 | 0.09% | 27,000 | 27,000 | — | $85.56万 | 新建仓 |
| RYTM | RHYTHM PHARMACEUTICALS INC | $86.97万 | 0.10% | 10,000 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHN CORP | $87.56万 | 0.10% | 3,051 | 2,176 | 248.7% | $62.45万 | 加仓 |
| GIS | GENERAL MILLS INC | $87.96万 | 0.10% | 23,631 | -9,892 | -29.5% | -$36.82万 | 减仓 |
| CLS | CELESTICA INC | $88.03万 | 0.10% | 3,125 | 90 | 3.0% | $2.54万 | 加仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $89.27万 | 0.10% | 12,660 | -100 | -0.8% | -$7,051 | 减仓 |
| TFC | TRUIST FINL CORP | $92.66万 | 0.10% | 20,157 | 7,259 | 56.3% | $33.37万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $93.83万 | 0.10% | 4,889 | -1,031 | -17.4% | -$19.79万 | 减仓 |
| SITM | SITIME CORP | $96.70万 | 0.11% | 2,800 | 0 | 0.0% | — | 不变 |
| KNSA | KINIKSA PHARMACEUTICALS INTL | $99.79万 | 0.11% | 20,725 | -840 | -3.9% | -$4.04万 | 减仓 |
| MDGL | MADRIGAL PHARMACEUTICALS INC | $104.69万 | 0.11% | 2,000 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $108.74万 | 0.12% | 3,218 | 16 | 0.5% | $5,406 | 加仓 |
| TKO | TKO GROUP HOLDINGS INC | $111.92万 | 0.12% | 5,550 | 0 | 0.0% | — | 不变 |
| TEX | TEREX CORP NEW | $112.86万 | 0.12% | 19,096 | 19,096 | — | $112.86万 | 新建仓 |
| MKC | MCCORMICK & CO INC | $121.05万 | 0.13% | 23,999 | -7,075 | -22.8% | -$35.69万 | 减仓 |
| GVA | GRANITE CONSTR INC | $122.34万 | 0.13% | 10,205 | 200 | 2.0% | $2.40万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $122.58万 | 0.13% | 1,885 | -66 | -3.4% | -$4.29万 | 减仓 |
| CLX | CLOROX CO DEL | $124.57万 | 0.14% | 12,020 | -363 | -2.9% | -$3.76万 | 减仓 |
| ASND | ASCENDIS PHARMA A/S | $124.66万 | 0.14% | 5,450 | 810 | 17.5% | $18.53万 | 加仓 |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $124.77万 | 0.14% | 6,600 | 6,600 | — | $124.77万 | 新建仓 |
| JAAA | JANUS DETROIT STR TR | $127.03万 | 0.14% | 25,220 | -356 | -1.4% | -$1.79万 | 减仓 |
| INCY | INCYTE CORP | $128.90万 | 0.14% | 13,695 | 1,415 | 11.5% | $13.32万 | 加仓 |
| DAR | DARLING INGREDIENTS INC | $130.60万 | 0.14% | 21,115 | 21,115 | — | $130.60万 | 新建仓 |
| UPRO | PROSHARES TR | $132.19万 | 0.15% | 13,631 | -484 | -3.4% | -$4.69万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $133.56万 | 0.15% | 5,330 | 2,200 | 70.3% | $55.13万 | 加仓 |
| EQT | EQT CORP | $135.01万 | 0.15% | 21,215 | 21,165 | 42,330.0% | $134.69万 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $141.62万 | 0.16% | 4,837 | -551 | -10.2% | -$16.13万 | 减仓 |
| CVX | CHEVRON CORPORATION | $149.59万 | 0.16% | 7,230 | 3,950 | 120.4% | $81.73万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $150.62万 | 0.17% | 16,027 | 250 | 1.6% | $2.35万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $151.07万 | 0.17% | 18,748 | 6,594 | 54.3% | $53.13万 | 加仓 |
| DHR | DANAHER CORP DEL | $152.69万 | 0.17% | 8,053 | -347 | -4.1% | -$6.58万 | 减仓 |
| GOOG | ALPHABET INC | $154.16万 | 0.17% | 5,374 | 0 | 0.0% | — | 不变 |
| AROC | ARCHROCK INC | $156.54万 | 0.17% | 44,982 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $158.88万 | 0.17% | 7,810 | 387 | 5.2% | $7.87万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $159.80万 | 0.18% | 8,059 | 1,163 | 16.9% | $23.06万 | 加仓 |
| — | EXXON MOBIL CORP | $176.09万 | 0.19% | 10,379 | 2,474 | 31.3% | $41.97万 | 加仓 |
| HSY | HERSHEY CO | $176.85万 | 0.19% | 8,507 | 597 | 7.5% | $12.41万 | 加仓 |
| TSCO | TRACTOR SUPPLY CO | $183.63万 | 0.20% | 40,537 | -4,202 | -9.4% | -$19.04万 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $184.96万 | 0.20% | 19,172 | -3,151 | -14.1% | -$30.40万 | 减仓 |
| CAT | CATERPILLAR INC | $186.93万 | 0.21% | 2,639 | -43 | -1.6% | -$3.05万 | 减仓 |
| MSCI | MSCI INC | $190.67万 | 0.21% | 3,537 | 238 | 7.2% | $12.83万 | 加仓 |
| — | PROSHARES TR | $205.51万 | 0.23% | 27,995 | -1,859 | -6.2% | -$13.65万 | 减仓 |
| IYT | ISHARES TR | $207.01万 | 0.23% | 27,749 | 4,530 | 19.5% | $33.79万 | 加仓 |
| GEV | GE VERNOVA INC | $209.23万 | 0.23% | 2,397 | 60 | 2.6% | $5.24万 | 加仓 |
| IWM | ISHARES TR | $211.26万 | 0.23% | 8,518 | 994 | 13.2% | $24.65万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $214.94万 | 0.24% | 3,597 | 596 | 19.9% | $35.61万 | 加仓 |
| IVV | ISHARES TR | $222.35万 | 0.24% | 3,404 | 163 | 5.0% | $10.65万 | 加仓 |
| SJM | SMUCKER J M CO | $226.62万 | 0.25% | 23,499 | -51 | -0.2% | -$4,918 | 减仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $229.02万 | 0.25% | 37,330 | -6,134 | -14.1% | -$37.63万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $232.33万 | 0.26% | 6,877 | -4,018 | -36.9% | -$135.74万 | 减仓 |
| TSLA | TESLA INC | $237.44万 | 0.26% | 6,387 | 1 | 0.0% | $372 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $253.82万 | 0.28% | 2,547 | 409 | 19.1% | $40.76万 | 加仓 |
| XHB | SPDR SERIES TRUST | $258.75万 | 0.28% | 26,210 | 861 | 3.4% | $8.50万 | 加仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $276.93万 | 0.30% | 11,833 | -3,627 | -23.5% | -$84.88万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $298.30万 | 0.33% | 14,682 | -5,115 | -25.8% | -$103.92万 | 减仓 |
| QQQ | INVESCO QQQ TR | $302.99万 | 0.33% | 5,250 | -495 | -8.6% | -$28.57万 | 减仓 |
| TQQQ | PROSHARES TR | $319.15万 | 0.35% | 76,572 | -28,779 | -27.3% | -$119.95万 | 减仓 |
| INTC | INTEL CORP | $319.30万 | 0.35% | 72,354 | -1,044 | -1.4% | -$4.61万 | 减仓 |
| TROW | PRICE T ROWE GROUP INC | $328.02万 | 0.36% | 36,391 | -9,604 | -20.9% | -$86.57万 | 减仓 |
| HD | HOME DEPOT INC | $332.35万 | 0.36% | 10,105 | 740 | 7.9% | $24.34万 | 加仓 |
| AMZN | AMAZON COM INC | $341.17万 | 0.37% | 16,381 | -1,059 | -6.1% | -$22.06万 | 减仓 |
| BDX | BECTON DICKINSON & CO | $361.18万 | 0.40% | 22,971 | -63 | -0.3% | -$9,906 | 减仓 |
| FPE | FIRST TR EXCH TRADED FD III | $363.70万 | 0.40% | 204,902 | 614 | 0.3% | $1.09万 | 加仓 |
| CHD | CHURCH & DWIGHT CO INC | $391.76万 | 0.43% | 41,980 | 3,051 | 7.8% | $28.47万 | 加仓 |
| TDV | PROSHARES TR | $399.68万 | 0.44% | 47,182 | -65 | -0.1% | -$5,506 | 减仓 |
| — | PROSHARES TR | $413.97万 | 0.45% | 88,701 | 5,269 | 6.3% | $24.59万 | 加仓 |
| SBUX | STARBUCKS CORP | $444.92万 | 0.49% | 49,662 | 4,197 | 9.2% | $37.60万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $451.55万 | 0.50% | 52,980 | 1,549 | 3.0% | $13.20万 | 加仓 |
| MMM | 3M CO | $452.76万 | 0.50% | 31,175 | 1,865 | 6.4% | $27.09万 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $454.80万 | 0.50% | 55,477 | 3,253 | 6.2% | $26.67万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $512.01万 | 0.56% | 21,547 | -392 | -1.8% | -$9.31万 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $520.61万 | 0.57% | 46,961 | 2,411 | 5.4% | $26.73万 | 加仓 |
| WTRG | ESSENTIAL UTILS INC | $524.80万 | 0.58% | 130,320 | -4,344 | -3.2% | -$17.49万 | 减仓 |
| — | HONEYWELL INTL INC | $535.11万 | 0.59% | 23,674 | 2,443 | 11.5% | $55.22万 | 加仓 |
| WM | WASTE MGMT INC DEL | $557.25万 | 0.61% | 24,250 | 1,180 | 5.1% | $27.12万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $564.17万 | 0.62% | 93,021 | 21,032 | 29.2% | $127.56万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $566.39万 | 0.62% | 20,932 | -3,587 | -14.6% | -$97.06万 | 减仓 |
| DGX | QUEST DIAGNOSTICS INC | $583.25万 | 0.64% | 29,761 | 209 | 0.7% | $4.10万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $585.24万 | 0.64% | 53,701 | 451 | 0.8% | $4.92万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $599.82万 | 0.66% | 64,979 | -2,309 | -3.4% | -$21.31万 | 减仓 |
| EFX | EQUIFAX INC | $605.86万 | 0.67% | 33,646 | -270 | -0.8% | -$4.86万 | 减仓 |
| DIS | DISNEY WALT CO | $610.36万 | 0.67% | 63,328 | -6,187 | -8.9% | -$59.63万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $615.49万 | 0.68% | 35,292 | -779 | -2.2% | -$13.59万 | 减仓 |
| TRU | TRANSUNION | $617.36万 | 0.68% | 89,226 | -10,429 | -10.5% | -$72.16万 | 减仓 |
| FISV | FISERV INC | $617.61万 | 0.68% | 110,683 | -30,652 | -21.7% | -$171.04万 | 减仓 |
| UNP | UNION PAC CORP | $631.84万 | 0.69% | 26,042 | 2,006 | 8.3% | $48.67万 | 加仓 |
| IBB | ISHARES TR | $633.18万 | 0.70% | 37,499 | 2,654 | 7.6% | $44.81万 | 加仓 |
| BALL | BALL CORP | $636.76万 | 0.70% | 107,724 | 33,616 | 45.4% | $198.70万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $645.72万 | 0.71% | 112,027 | -4,404 | -3.8% | -$25.38万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $681.53万 | 0.75% | 28,117 | -374 | -1.3% | -$9.07万 | 减仓 |
| MDT | MEDTRONIC PLC | $685.14万 | 0.75% | 79,070 | 4,800 | 6.5% | $41.59万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $690.11万 | 0.76% | 47,778 | 2,874 | 6.4% | $41.51万 | 加仓 |
| CVS | CVS HEALTH CORP | $708.75万 | 0.78% | 98,684 | 9,093 | 10.1% | $65.31万 | 加仓 |
| XLB | SELECT SECTOR SPDR TR | $729.08万 | 0.80% | 145,903 | 60,905 | 71.7% | $304.34万 | 加仓 |
| JMSB | JOHN MARSHALL BANCORP INC | $747.56万 | 0.82% | 368,621 | -5,858 | -1.6% | -$11.88万 | 减仓 |
| KO | COCA COLA CO | $753.86万 | 0.83% | 99,127 | -1,830 | -1.8% | -$13.92万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $754.35万 | 0.83% | 46,643 | 2,034 | 4.6% | $32.90万 | 加仓 |
| FAST | FASTENAL CO | $803.28万 | 0.88% | 173,120 | 8,172 | 5.0% | $37.92万 | 加仓 |
| ORCL | ORACLE CORP | $817.32万 | 0.90% | 55,558 | -10,088 | -15.4% | -$148.41万 | 减仓 |