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 |
|---|---|---|---|---|---|---|---|---|
| J | JACOBS SOLUTIONS INC | $827.77万 | 0.91% | 65,035 | -161 | -0.2% | -$2.05万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $846.07万 | 0.93% | 184,368 | 4,687 | 2.6% | $21.51万 | 加仓 |
| AFL | AFLAC INC | $853.89万 | 0.94% | 77,832 | -136 | -0.2% | -$1.49万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $896.14万 | 0.98% | 61,124 | 4,064 | 7.1% | $59.58万 | 加仓 |
| AZO | AUTOZONE INC | $914.70万 | 1.00% | 2,708 | 7 | 0.3% | $2.36万 | 加仓 |
| UITB | VICTORY PORTFOLIOS II | $921.15万 | 1.01% | 195,919 | 14,764 | 8.1% | $69.42万 | 加仓 |
| MCD | MCDONALDS CORP | $941.71万 | 1.03% | 30,301 | 747 | 2.5% | $23.22万 | 加仓 |
| AMGN | AMGEN INC | $953.99万 | 1.05% | 27,113 | 416 | 1.6% | $14.64万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $970.59万 | 1.07% | 30,279 | 532 | 1.8% | $17.05万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $970.93万 | 1.07% | 28,289 | 1,921 | 7.3% | $65.93万 | 加仓 |
| PEP | PEPSICO INC | $973.14万 | 1.07% | 62,666 | 3,094 | 5.2% | $48.05万 | 加仓 |
| SYY | SYSCO CORP | $981.89万 | 1.08% | 137,654 | -1,383 | -1.0% | -$9.86万 | 减仓 |
| D | DOMINION ENERGY INC | $985.82万 | 1.08% | 159,465 | 11,505 | 7.8% | $71.12万 | 加仓 |
| AVGO | BROADCOM INC | $1,008.84万 | 1.11% | 32,595 | 1 | 0.0% | $310 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $1,038.87万 | 1.14% | 169,584 | 51,382 | 43.5% | $314.77万 | 加仓 |
| USTB | VICTORY PORTFOLIOS II | $1,064.79万 | 1.17% | 210,516 | 19,742 | 10.3% | $99.85万 | 加仓 |
| LOW | LOWES COS INC | $1,086.16万 | 1.19% | 45,969 | 3,329 | 7.8% | $78.66万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $1,108.87万 | 1.22% | 224,603 | -3,469 | -1.5% | -$17.13万 | 减仓 |
| ECL | ECOLAB INC | $1,140.97万 | 1.25% | 42,890 | 598 | 1.4% | $15.91万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $1,157.81万 | 1.27% | 112,770 | -1,977 | -1.7% | -$20.30万 | 减仓 |
| BLK | BLACKROCK INC | $1,167.29万 | 1.28% | 12,138 | 603 | 5.2% | $57.99万 | 加仓 |
| SSO | PROSHARES TR | $1,205.10万 | 1.32% | 232,286 | -16,856 | -6.8% | -$87.45万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $1,246.86万 | 1.37% | 93,819 | 404 | 0.4% | $5.37万 | 加仓 |
| ABBV | ABBVIE INC | $1,261.51万 | 1.38% | 58,003 | 6,721 | 13.1% | $146.18万 | 加仓 |
| SOXX | ISHARES TR | $1,267.12万 | 1.39% | 38,554 | -1,050 | -2.7% | -$34.51万 | 减仓 |
| GWW | WW GRAINGER INC | $1,274.88万 | 1.40% | 11,687 | 762 | 7.0% | $83.12万 | 加仓 |
| SMDV | PROSHARES TR | $1,308.47万 | 1.44% | 190,213 | -289 | -0.2% | -$1.99万 | 减仓 |
| MCK | MCKESSON CORP | $1,370.44万 | 1.50% | 15,837 | -507 | -3.1% | -$43.87万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $1,396.30万 | 1.53% | 27,945 | 29 | 0.1% | $1.45万 | 加仓 |
| V | VISA INC | $1,506.57万 | 1.65% | 49,847 | 313 | 0.6% | $9.46万 | 加仓 |
| QLD | PROSHARES TR | $1,530.49万 | 1.68% | 250,901 | -11,727 | -4.5% | -$71.53万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $1,586.83万 | 1.74% | 64,917 | -5,034 | -7.2% | -$123.05万 | 减仓 |
| WMT | WALMART INC | $1,620.42万 | 1.78% | 130,385 | 1,166 | 0.9% | $14.49万 | 加仓 |
| CSCO | CISCO SYS INC | $1,640.50万 | 1.80% | 211,432 | 2,761 | 1.3% | $21.42万 | 加仓 |
| SYK | STRYKER CORPORATION | $1,699.68万 | 1.87% | 51,726 | -122 | -0.2% | -$4.01万 | 减仓 |
| SGOV | ISHARES TR | $1,820.61万 | 2.00% | 180,867 | 180,867 | — | $1,820.61万 | 新建仓 |
| NOBL | PROSHARES TR | $1,844.85万 | 2.03% | 174,026 | -2,027 | -1.2% | -$21.49万 | 减仓 |
| REGL | PROSHARES TR | $1,972.82万 | 2.17% | 228,310 | 412 | 0.2% | $3.56万 | 加仓 |
| MSFT | MICROSOFT CORP | $2,101.29万 | 2.31% | 56,765 | -4,301 | -7.0% | -$159.21万 | 减仓 |
| AAPL | APPLE INC | $2,194.71万 | 2.41% | 86,477 | 1,398 | 1.6% | $35.48万 | 加仓 |
| GOOGL | ALPHABET INC | $2,361.47万 | 2.59% | 82,121 | 676 | 0.8% | $19.44万 | 加仓 |