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 |
|---|---|---|---|---|---|---|---|---|
| FLUT | FLUTTER ENTMT PLC | $0 | 0.00% | 0 | -1 | -100.0% | -$216 | 清仓 |
| LULU | LULULEMON ATHLETICA INC | $0 | 0.00% | 0 | -1 | -100.0% | -$208 | 清仓 |
| LEN | LENNAR CORP | $0 | 0.00% | 0 | -2 | -100.0% | -$206 | 清仓 |
| HAL | HALLIBURTON CO | $0 | 0.00% | 0 | -7 | -100.0% | -$198 | 清仓 |
| BNTX | BIONTECH SE | $0 | 0.00% | 0 | -2 | -100.0% | -$191 | 清仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $0 | 0.00% | 0 | -8 | -100.0% | -$187 | 清仓 |
| BHP | BHP GROUP LTD | $0 | 0.00% | 0 | -3 | -100.0% | -$182 | 清仓 |
| MOH | MOLINA HEALTHCARE INC | $0 | 0.00% | 0 | -1 | -100.0% | -$174 | 清仓 |
| KRC | KILROY RLTY CORP | $0 | 0.00% | 0 | -4 | -100.0% | -$150 | 清仓 |
| BRKR | BRUKER CORP | $0 | 0.00% | 0 | -3 | -100.0% | -$142 | 清仓 |
| EMR | EMERSON ELEC CO | $0 | 0.00% | 0 | -1 | -100.0% | -$133 | 清仓 |
| UL | UNILEVER PLC | $0 | 0.00% | 0 | -2 | -100.0% | -$131 | 清仓 |
| HMC | HONDA MOTOR LTD | $0 | 0.00% | 0 | -4 | -100.0% | -$118 | 清仓 |
| CPRI | CAPRI HOLDINGS LIMITED | $0 | 0.00% | 0 | -4 | -100.0% | -$98 | 清仓 |
| HPQ | HP INC | $0 | 0.00% | 0 | -4 | -100.0% | -$90 | 清仓 |
| CCI | CROWN CASTLE INC | $0 | 0.00% | 0 | -1 | -100.0% | -$89 | 清仓 |
| LLYVK | LIBERTY LIVE HOLDINGS INC | $0 | 0.00% | 0 | -1 | -100.0% | -$84 | 清仓 |
| HDB | HDFC BANK LTD | $0 | 0.00% | 0 | -2 | -100.0% | -$74 | 清仓 |
| WY | WEYERHAEUSER CO MTN BE | $0 | 0.00% | 0 | -3 | -100.0% | -$72 | 清仓 |
| ROL | ROLLINS INC | $0 | 0.00% | 0 | -1 | -100.0% | -$61 | 清仓 |
| INVH | INVITATION HOMES INC | $0 | 0.00% | 0 | -2 | -100.0% | -$56 | 清仓 |
| FNF | FIDELITY NATIONAL FINANCIAL | $0 | 0.00% | 0 | -1 | -100.0% | -$55 | 清仓 |
| CNC | CENTENE CORP DEL | $0 | 0.00% | 0 | -1 | -100.0% | -$42 | 清仓 |
| — | VUZIX CORP | $12 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| — | KNIGHTSCOPE INC | $21 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $33 | 0.00% | 1 | -749 | -99.9% | -$2.47万 | 减仓 |
| — | DUPONT DE NEMOURS INC | $46 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | AMPLIFY ETF TR | $47 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| — | VINFAST AUTO LTD | $51 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| SSNC | SS&C TECH HLDGS | $68 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| PINS | PINTEREST INC | $74 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| PPL | PPL CORP | $77 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| ERIC | TELEFONAKTIEBOLAGET LM ERICS | $79 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| VTR | VENTAS INC | $82 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC | $84 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| TTE | TOTALENERGIES SE | $91 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| EBAY | EBAY INC. | $92 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| LLYVA | LIBERTY LIVE HOLDINGS INC | $92 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| ROKU | ROKU INC | $95 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| SNY | SANOFI SA | $97 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| EXC | EXELON CORP | $99 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| MOS | MOSAIC CO | $102 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| PDD | PDD HOLDINGS INC | $103 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| NTAP | NETAPP INC | $103 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| PUK | PRUDENTIAL PLC | $114 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| FOXA | FOX CORP | $117 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| UBS | UBS GROUP AG | $118 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| PCG | PG&E CORP | $123 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| LAMR | LAMAR ADVERTISING CO | $127 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| NOK | NOKIA CORP | $129 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| LYFT | LYFT INC | $133 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| CBRE | CBRE GROUP INC | $136 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| HIG | HARTFORD INSURANCE GROUP INC | $136 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| TOL | TOLL BROTHERS INC | $137 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| RPRX | ROYALTY PHARMA PLC | $144 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| GM | GENERAL MTRS CO | $149 | 0.00% | 2 | -160 | -98.8% | -$1.19万 | 减仓 |
| IX | ORIX CORP | $150 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| SNOW | SNOWFLAKE INC | $151 | 0.00% | 1 | -3,700 | -100.0% | -$55.87万 | 减仓 |
| DASH | DOORDASH INC | $151 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| W | WAYFAIR INC | $151 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| — | TEVA PHARMACEUTICAL INDS LTD | $151 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| DVN | DEVON ENERGY CORP NEW | $151 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| OKTA | OKTA INC | $158 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| GME | GAMESTOP CORP | $162 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| EQNR | EQUINOR ASA | $169 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| TAK | TAKEDA PHARMACEUTICAL CO LTD | $186 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| WELL | WELLTOWER INC | $198 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| BUD | ANHEUSER BUSCH INBEV SA NV | $209 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| SMFG | SUMITOMO MITSUI FIN GRP INC | $218 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $222 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| RBLX | ROBLOX CORP | $227 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| BTI | BRITISH AMERN TOB PLC | $234 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| — | REX ETF TR | $243 | 0.00% | 10 | 10 | — | $243 | 新建仓 |
| FTAI | FTAI AVIATION LTD | $245 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| MUR | MURPHY OIL CORP | $248 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| TWLO | TWILIO INC | $252 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| NWG | NATWEST GROUP PLC | $254 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $269 | 0.00% | 7 | 5 | 250.0% | $192 | 加仓 |
| CFR | CULLEN FROST BANKERS INC | $275 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS IN | $288 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| — | 20/20 BIOLABS INC | $296 | 0.00% | 157 | 157 | — | $296 | 新建仓 |
| NTR | NUTRIEN LTD | $302 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| SHY | ISHARES TR | $331 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| TXT | TEXTRON INC | $351 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| PENG | PENGUIN SOLUTIONS INC | $352 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| LYG | LLOYDS BANKING GROUP PLC | $353 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| SAIC | SCIENCE APPLICATIONS INTL CO | $382 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| CCK | CROWN HLDGS INC | $401 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| DOV | DOVER CORP | $417 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| PODD | INSULET CORP | $420 | 0.00% | 2 | -1,000 | -99.8% | -$21.00万 | 减仓 |
| PPG | PPG INDS INC | $428 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| KVUE | KENVUE INC | $431 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| HUBB | HUBBELL INC | $491 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| HSBC | HSBC HLDGS PLC | $495 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| OKLO | OKLO INC | $496 | 0.00% | 10 | -35 | -77.8% | -$1,736 | 减仓 |
| PNR | PENTAIR PLC | $523 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| ELAN | ELANCO ANIMAL HEALTH INC | $551 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| SPG | SIMON PPTY GROUP INC NEW | $560 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| RRX | REGAL REXNORD CORPORATION | $562 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| — | SKILLZ INC | $575 | 0.00% | 222 | 0 | 0.0% | — | 不变 |