TOTH FINANCIAL ADVISORY CORP
LEESBURG VA · SEC CIK 0000866780
$10.24亿2026Q2 申报市值
879持仓数
21.8%前十大占比 · 第一大 2.8%
110 / 156新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
HONA 新建仓+$312.24万
CVS 加仓+$310.35万
MDY 加仓+$233.30万
UNH 加仓+$217.45万
MSCI 加仓+$208.35万
2026Q2 卖出最多 按季末市值估算
SGOV 减仓-$847.71万
AMD 减仓-$371.78万
FISV 减仓-$272.52万
HON 减仓-$210.87万
ABT 减仓-$186.69万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| AIR | AAR CORP | $114.10万 | 0.11% | 7,983 | 3,393 | 73.9% | $48.50万 | 加仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $116.39万 | 0.11% | 4,280 | 4,280 | — | $116.39万 | 新建仓 |
| MIRM | MIRUM PHARMACEUTICALS INC | $120.41万 | 0.12% | 10,285 | 10,285 | — | $120.41万 | 新建仓 |
| ARGX | ARGENX SE | $122.74万 | 0.12% | 1,323 | 1,178 | 812.4% | $109.29万 | 加仓 |
| SN | SHARKNINJA INC | $126.54万 | 0.12% | 8,310 | 5,185 | 165.9% | $78.95万 | 加仓 |
| C | CITIGROUP INC | $126.74万 | 0.12% | 9,056 | 8,341 | 1,166.6% | $116.74万 | 加仓 |
| DAR | DARLING INGREDIENTS INC | $129.80万 | 0.13% | 23,765 | 2,650 | 12.6% | $14.47万 | 加仓 |
| KNSA | KINIKSA PHARMACEUTICALS INTL | $132.54万 | 0.13% | 20,725 | 0 | 0.0% | — | 不变 |
| TEX | TEREX CORP NEW | $138.24万 | 0.13% | 19,096 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $139.66万 | 0.14% | 10,215 | -164 | -1.6% | -$2.24万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $140.17万 | 0.14% | 1,877 | -8 | -0.4% | -$5,974 | 减仓 |
| LLY | ELI LILLY & CO | $144.77万 | 0.14% | 1,207 | 891 | 282.0% | $106.87万 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $149.02万 | 0.15% | 13,576 | -5,596 | -29.2% | -$61.43万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $153.47万 | 0.15% | 3,214 | -4 | -0.1% | -$1,910 | 减仓 |
| ASND | ASCENDIS PHARMA A/S | $156.83万 | 0.15% | 5,880 | 5,880 | — | $156.83万 | 新建仓 |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $159.04万 | 0.16% | 6,600 | 0 | 0.0% | — | 不变 |
| KRYS | KRYSTAL BIOTECH INC | $167.66万 | 0.16% | 4,511 | 4,505 | 75,083.3% | $167.44万 | 加仓 |
| CLS | CELESTICA INC | $176.53万 | 0.17% | 4,839 | 1,714 | 54.8% | $62.53万 | 加仓 |
| BAC | BANK OF AMER CORP | $177.46万 | 0.17% | 31,144 | 15,194 | 95.3% | $86.58万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $177.76万 | 0.17% | 5,309 | -21 | -0.4% | -$7,031 | 减仓 |
| INCY | INCYTE CORP | $178.66万 | 0.17% | 15,760 | 2,065 | 15.1% | $23.41万 | 加仓 |
| OUST | OUSTER INC | $182.56万 | 0.18% | 29,200 | 29,200 | — | $182.56万 | 新建仓 |
| GVA | GRANITE CONSTR INC | $184.48万 | 0.18% | 11,670 | 1,465 | 14.4% | $23.16万 | 加仓 |
| GOOG | ALPHABET INC | $186.29万 | 0.18% | 5,272 | -102 | -1.9% | -$3.60万 | 减仓 |
| JAAA | JANUS DETROIT STR TR | $188.30万 | 0.18% | 37,294 | 12,074 | 47.9% | $60.96万 | 加仓 |
| CFG | CITIZENS FINL GROUP INC | $189.75万 | 0.19% | 27,080 | 18,800 | 227.1% | $131.73万 | 加仓 |
| UPRO | PROSHARES TR | $190.83万 | 0.19% | 13,459 | -172 | -1.3% | -$2.44万 | 减仓 |
| DAVE | DAVE INC | $200.27万 | 0.20% | 5,375 | 3,975 | 283.9% | $148.10万 | 重新持有 |
| SJM | SMUCKER J M CO | $203.36万 | 0.20% | 18,076 | -5,423 | -23.1% | -$61.01万 | 减仓 |
| AROC | ARCHROCK INC | $203.48万 | 0.20% | 49,982 | 5,000 | 11.1% | $20.36万 | 加仓 |
| STRL | STERLING INFRASTRUCTURE INC | $210.09万 | 0.21% | 2,503 | 1,240 | 98.2% | $104.08万 | 加仓 |
| GEV | GE VERNOVA INC | $211.59万 | 0.21% | 1,801 | -596 | -24.9% | -$70.02万 | 减仓 |
| HSY | HERSHEY CO | $219.52万 | 0.21% | 12,512 | 4,005 | 47.1% | $70.27万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $231.04万 | 0.23% | 10,317 | -4,365 | -29.7% | -$97.75万 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $231.42万 | 0.23% | 5,984 | 1,147 | 23.7% | $44.36万 | 加仓 |
| — | PROSHARES TR | $239.55万 | 0.23% | 27,995 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $242.58万 | 0.24% | 3,532 | -65 | -1.8% | -$4.46万 | 减仓 |
| BDX | BECTON DICKINSON & CO | $245.70万 | 0.24% | 16,236 | -6,735 | -29.3% | -$101.92万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $247.27万 | 0.24% | 25,626 | 6,878 | 36.7% | $66.37万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $267.77万 | 0.26% | 2,862 | 315 | 12.4% | $29.47万 | 加仓 |
| TSLA | TESLA INC | $270.32万 | 0.26% | 6,427 | 40 | 0.6% | $1.68万 | 加仓 |
| FISV | FISERV INC | $270.38万 | 0.26% | 55,123 | -55,560 | -50.2% | -$272.52万 | 减仓 |
| IVV | ISHARES TR | $272.30万 | 0.27% | 3,636 | 232 | 6.8% | $17.37万 | 加仓 |
| CAT | CATERPILLAR INC | $273.26万 | 0.27% | 2,566 | -73 | -2.8% | -$7.77万 | 减仓 |
| IYT | ISHARES TR | $277.55万 | 0.27% | 31,994 | 4,245 | 15.3% | $36.83万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $294.21万 | 0.29% | 4,183 | 3,317 | 383.0% | $233.30万 | 加仓 |
| TROW | PRICE T ROWE GROUP INC | $299.99万 | 0.29% | 26,386 | -10,005 | -27.5% | -$113.75万 | 减仓 |
| IWM | ISHARES TR | $312.12万 | 0.30% | 10,389 | 1,871 | 22.0% | $56.21万 | 加仓 |
| HONA | HONEYWELL AEROSPACE INC | $312.24万 | 0.30% | 14,124 | 14,124 | — | $312.24万 | 新建仓 |
| XHB | SPDR SERIES TRUST | $314.07万 | 0.31% | 27,178 | 968 | 3.7% | $11.19万 | 加仓 |
| HD | HOME DEPOT INC | $318.23万 | 0.31% | 9,023 | -1,082 | -10.7% | -$38.16万 | 减仓 |
| HON | HONEYWELL INTL INC | $319.19万 | 0.31% | 14,256 | -9,418 | -39.8% | -$210.87万 | 减仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $322.19万 | 0.31% | 12,171 | 338 | 2.9% | $8.95万 | 加仓 |
| CHD | CHURCH & DWIGHT CO INC | $370.09万 | 0.36% | 38,201 | -3,779 | -9.0% | -$36.61万 | 减仓 |
| FPE | FIRST TR EXCH TRADED FD III | $374.70万 | 0.37% | 209,563 | 4,661 | 2.3% | $8.33万 | 加仓 |
| QQQ | INVESCO QQQ TR | $379.87万 | 0.37% | 5,159 | -91 | -1.7% | -$6.70万 | 减仓 |
| AMZN | AMAZON COM INC | $395.55万 | 0.39% | 16,596 | 215 | 1.3% | $5.12万 | 加仓 |
| MSCI | MSCI INC | $406.44万 | 0.40% | 7,257 | 3,720 | 105.2% | $208.35万 | 加仓 |
| MDT | MEDTRONIC PLC | $441.25万 | 0.43% | 56,404 | -22,666 | -28.7% | -$177.32万 | 减仓 |
| EFX | EQUIFAX INC | $458.80万 | 0.45% | 28,906 | -4,740 | -14.1% | -$75.23万 | 减仓 |
| WTRG | ESSENTIAL UTILS INC | $461.12万 | 0.45% | 120,367 | -9,953 | -7.6% | -$38.13万 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $468.65万 | 0.46% | 56,416 | 939 | 1.7% | $7.80万 | 加仓 |
| DIS | DISNEY WALT CO | $480.12万 | 0.47% | 49,883 | -13,445 | -21.2% | -$129.41万 | 减仓 |
| TRU | TRANSUNION | $483.47万 | 0.47% | 67,019 | -22,207 | -24.9% | -$160.20万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $484.19万 | 0.47% | 52,813 | -167 | -0.3% | -$1.53万 | 减仓 |
| TDV | PROSHARES TR | $488.10万 | 0.48% | 46,949 | -233 | -0.5% | -$2.42万 | 减仓 |
| TQQQ | PROSHARES TR | $512.71万 | 0.50% | 63,298 | -13,274 | -17.3% | -$107.52万 | 减仓 |
| MMM | 3M CO | $519.58万 | 0.51% | 32,091 | 916 | 2.9% | $14.83万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $523.25万 | 0.51% | 48,843 | 1,882 | 4.0% | $20.16万 | 加仓 |
| WM | WASTE MGMT INC DEL | $548.16万 | 0.54% | 24,594 | 344 | 1.4% | $7.67万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $559.13万 | 0.55% | 97,037 | 4,016 | 4.3% | $23.14万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $603.51万 | 0.59% | 65,535 | 556 | 0.9% | $5.12万 | 加仓 |
| — | PROSHARES TR | $619.04万 | 0.60% | 92,077 | 3,376 | 3.8% | $22.70万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $638.16万 | 0.62% | 21,063 | -484 | -2.2% | -$14.66万 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $641.98万 | 0.63% | 54,739 | 1,038 | 1.9% | $12.17万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $646.53万 | 0.63% | 111,780 | -247 | -0.2% | -$1.43万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $646.89万 | 0.63% | 44,114 | -3,664 | -7.7% | -$53.73万 | 减仓 |
| SBUX | STARBUCKS CORP | $650.84万 | 0.64% | 63,689 | 14,027 | 28.2% | $143.34万 | 加仓 |
| DGX | QUEST DIAGNOSTICS INC | $689.47万 | 0.67% | 32,530 | 2,769 | 9.3% | $58.69万 | 加仓 |
| J | JACOBS SOLUTIONS INC | $696.74万 | 0.68% | 55,297 | -9,738 | -15.0% | -$122.70万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $696.85万 | 0.68% | 34,827 | -465 | -1.3% | -$9.30万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $698.92万 | 0.68% | 6,055 | -822 | -12.0% | -$94.88万 | 减仓 |
| JMSB | JOHN MARSHALL BANCORP INC | $733.03万 | 0.72% | 336,253 | -32,368 | -8.8% | -$70.56万 | 减仓 |
| ORCL | ORACLE CORP | $737.55万 | 0.72% | 50,327 | -5,231 | -9.4% | -$76.66万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $767.99万 | 0.75% | 27,310 | -807 | -2.9% | -$22.69万 | 减仓 |
| MCD | MCDONALDS CORP | $788.48万 | 0.77% | 29,170 | -1,131 | -3.7% | -$30.57万 | 减仓 |
| IBB | ISHARES TR | $803.77万 | 0.78% | 42,261 | 4,762 | 12.7% | $90.57万 | 加仓 |
| KO | COCA COLA CO | $815.90万 | 0.80% | 100,394 | 1,267 | 1.3% | $10.30万 | 加仓 |
| BALL | BALL CORP | $823.12万 | 0.80% | 131,910 | 24,186 | 22.5% | $150.92万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $836.58万 | 0.82% | 92,196 | -20,574 | -18.2% | -$186.69万 | 减仓 |
| PEP | PEPSICO INC | $836.79万 | 0.82% | 61,802 | -864 | -1.4% | -$11.70万 | 减仓 |
| UNP | UNION PAC CORP | $845.85万 | 0.83% | 31,097 | 5,055 | 19.4% | $137.50万 | 加仓 |
| AZO | AUTOZONE INC | $852.04万 | 0.83% | 2,666 | -42 | -1.6% | -$13.42万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $861.56万 | 0.84% | 190,022 | 5,654 | 3.1% | $25.64万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $882.57万 | 0.86% | 47,647 | 1,004 | 2.2% | $18.60万 | 加仓 |
| XLB | SELECT SECTOR SPDR TR | $899.09万 | 0.88% | 176,882 | 30,979 | 21.2% | $157.47万 | 加仓 |
| FAST | FASTENAL CO | $900.03万 | 0.88% | 187,389 | 14,269 | 8.2% | $68.53万 | 加仓 |
| LOW | LOWES COS INC | $919.46万 | 0.90% | 41,701 | -4,268 | -9.3% | -$94.10万 | 减仓 |
| AFL | AFLAC INC | $939.38万 | 0.92% | 80,117 | 2,285 | 2.9% | $26.79万 | 加仓 |
| UITB | VICTORY PORTFOLIOS II | $970.77万 | 0.95% | 207,262 | 11,343 | 5.8% | $53.13万 | 加仓 |