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 |
|---|---|---|---|---|---|---|---|---|
| XLE | SELECT SECTOR SPDR TR | $971.19万 | 0.95% | 182,863 | 13,279 | 7.8% | $70.52万 | 加仓 |
| SGOV | ISHARES TR | $973.08万 | 0.95% | 96,660 | -84,207 | -46.6% | -$847.71万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $984.29万 | 0.96% | 62,038 | 914 | 1.5% | $14.50万 | 加仓 |
| INTC | INTEL CORP | $994.08万 | 0.97% | 71,194 | -1,160 | -1.6% | -$16.20万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $1,008.91万 | 0.98% | 29,301 | -978 | -3.2% | -$33.68万 | 减仓 |
| AMGN | AMGEN INC | $1,029.19万 | 1.00% | 28,421 | 1,308 | 4.8% | $47.37万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $1,039.08万 | 1.01% | 29,333 | 1,044 | 3.7% | $36.98万 | 加仓 |
| SYY | SYSCO CORP | $1,060.63万 | 1.04% | 126,900 | -10,754 | -7.8% | -$89.88万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $1,087.44万 | 1.06% | 26,164 | 5,232 | 25.0% | $217.45万 | 加仓 |
| USTB | VICTORY PORTFOLIOS II | $1,122.36万 | 1.10% | 221,722 | 11,206 | 5.3% | $56.72万 | 加仓 |
| D | DOMINION ENERGY INC | $1,123.96万 | 1.10% | 164,586 | 5,121 | 3.2% | $34.97万 | 加仓 |
| ECL | ECOLAB INC | $1,182.24万 | 1.15% | 42,433 | -457 | -1.1% | -$12.73万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $1,211.50万 | 1.18% | 225,984 | 1,381 | 0.6% | $7.40万 | 加仓 |
| MCK | MCKESSON CORP | $1,227.63万 | 1.20% | 16,247 | 410 | 2.6% | $30.98万 | 加仓 |
| BLK | BLACKROCK INC | $1,234.13万 | 1.20% | 12,835 | 697 | 5.7% | $67.02万 | 加仓 |
| AVGO | BROADCOM INC | $1,285.99万 | 1.26% | 34,043 | 1,448 | 4.4% | $54.70万 | 加仓 |
| CVS | CVS HEALTH CORP | $1,331.24万 | 1.30% | 128,684 | 30,000 | 30.4% | $310.35万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $1,425.03万 | 1.39% | 27,746 | -199 | -0.7% | -$10.22万 | 减仓 |
| SMDV | PROSHARES TR | $1,445.83万 | 1.41% | 187,697 | -2,516 | -1.3% | -$19.38万 | 减仓 |
| WMT | WALMART INC | $1,463.64万 | 1.43% | 129,229 | -1,156 | -0.9% | -$13.09万 | 减仓 |
| ABBV | ABBVIE INC | $1,502.42万 | 1.47% | 59,705 | 1,702 | 2.9% | $42.83万 | 加仓 |
| SSO | PROSHARES TR | $1,540.43万 | 1.50% | 228,618 | -3,668 | -1.6% | -$24.72万 | 减仓 |
| SYK | STRYKER CORPORATION | $1,599.70万 | 1.56% | 50,810 | -916 | -1.8% | -$28.84万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $1,612.55万 | 1.57% | 63,494 | -1,423 | -2.2% | -$36.14万 | 减仓 |
| GWW | WW GRAINGER INC | $1,681.84万 | 1.64% | 12,363 | 676 | 5.8% | $91.96万 | 加仓 |
| V | VISA INC | $1,756.47万 | 1.71% | 51,196 | 1,349 | 2.7% | $46.28万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $1,831.79万 | 1.79% | 96,147 | 2,328 | 2.5% | $44.35万 | 加仓 |
| NOBL | PROSHARES TR | $1,947.82万 | 1.90% | 346,834 | -1,218 | -0.3% | -$6.84万 | 减仓 |
| MSFT | MICROSOFT CORP | $2,112.43万 | 2.06% | 56,630 | -135 | -0.2% | -$5.04万 | 减仓 |
| REGL | PROSHARES TR | $2,136.15万 | 2.09% | 233,281 | 4,971 | 2.2% | $45.52万 | 加仓 |
| SOXX | ISHARES TR | $2,300.49万 | 2.25% | 35,903 | -2,651 | -6.9% | -$169.86万 | 减仓 |
| QLD | PROSHARES TR | $2,318.39万 | 2.26% | 239,602 | -11,299 | -4.5% | -$109.33万 | 减仓 |
| CSCO | CISCO SYS INC | $2,449.31万 | 2.39% | 208,523 | -2,909 | -1.4% | -$34.17万 | 减仓 |
| AAPL | APPLE INC | $2,614.56万 | 2.55% | 90,357 | 3,880 | 4.5% | $112.27万 | 加仓 |
| GOOGL | ALPHABET INC | $2,895.42万 | 2.83% | 81,020 | -1,101 | -1.3% | -$39.35万 | 减仓 |