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 |
|---|---|---|---|---|---|---|---|---|
| XLG | INVESCO EXCHANGE TRADED FD T | $601 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| — | HYPERSCALE DATA INC | $602 | 0.00% | 4,000 | 4,000 | — | $602 | 新建仓 |
| TEL | TE CONNECTIVITY PLC | $628 | 0.00% | 3 | -10 | -76.9% | -$2,093 | 减仓 |
| COR | CENCORA INC | $639 | 0.00% | 2 | -2 | -50.0% | -$639 | 减仓 |
| CF | CF INDUSTRIES HOLD | $650 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $660 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| — | BITWISE 10 CRYPTO INDEX ETF | $670 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| AMLP | ALPS ETF TR | $685 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| — | VIRTUIX HOLDINGS INC. | $725 | 0.00% | 107 | 107 | — | $725 | 新建仓 |
| NTNX | NUTANIX INC | $761 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| REGN | REGENERON PHARMACEUTICALS | $773 | 0.00% | 1 | 1 | — | $773 | 新建仓 |
| BHC | BAUSCH HEALTH COS INC | $810 | 0.00% | 150 | -250 | -62.5% | -$1,350 | 减仓 |
| — | GLOBAL X FDS | $823 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| MTB | M & T BK CORP | $827 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| USFD | US FOODS HLDG CORP | $830 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| — | VOLATILITY SHS TR | $836 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| FSM | FORTUNA MNG CORP | $845 | 0.00% | 85 | 85 | — | $845 | 新建仓 |
| — | DAWSON GEOPHYSICAL CO NEW | $865 | 0.00% | 250 | 250 | — | $865 | 新建仓 |
| ROST | ROSS STORES INC | $867 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| — | WARNER BROS DISCOVERY INC | $879 | 0.00% | 32 | 27 | 540.0% | $742 | 加仓 |
| UUUU | ENERGY FUELS INC | $913 | 0.00% | 50 | 50 | — | $913 | 新建仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $917 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| SD | SANDRIDGE ENERGY INC | $946 | 0.00% | 58 | 58 | — | $946 | 新建仓 |
| SPB | SPECTRUM BRANDS HOLDINGS INC | $959 | 0.00% | 13 | 13 | — | $959 | 新建仓 |
| — | VOYAGER THERAPEUTICS INC | $965 | 0.00% | 250 | 250 | — | $965 | 新建仓 |
| ALAB | ASTERA LABS INC | $987 | 0.00% | 9 | -9 | -50.0% | -$987 | 减仓 |
| IMKTA | INGLES MKTS INC | $989 | 0.00% | 11 | 11 | — | $989 | 新建仓 |
| NVST | ENVISTA HOLDINGS CORPORATION | $990 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| APH | AMPHENOL CORP | $1,011 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $1,016 | 0.00% | 20 | 20 | — | $1,016 | 新建仓 |
| DMLP | DORCHESTER MINERALS L P | $1,025 | 0.00% | 38 | 38 | — | $1,025 | 新建仓 |
| NBIS | NEBIUS GROUP N.V. | $1,038 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| — | TENAYA THERAPEUTICS INC | $1,039 | 0.00% | 1,500 | 1,500 | — | $1,039 | 新建仓 |
| GSK | GSK PLC | $1,049 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| SENEA | SENECA FOODS CORP NEW | $1,058 | 0.00% | 7 | 7 | — | $1,058 | 新建仓 |
| RDW | REDWIRE CORPORATION | $1,063 | 0.00% | 125 | -25 | -16.7% | -$213 | 重新持有 |
| ERO | ERO COPPER CORP | $1,067 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| IBRX | IMMUNITYBIO INC | $1,074 | 0.00% | 140 | 140 | — | $1,074 | 新建仓 |
| WDC | WESTERN DIGITAL CORP | $1,082 | 0.00% | 4 | 4 | — | $1,082 | 新建仓 |
| — | MIND TECHNOLOGY INC | $1,086 | 0.00% | 130 | 130 | — | $1,086 | 新建仓 |
| VMC | VULCAN MATLS CO | $1,090 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| — | ATYR PHARMA INC | $1,092 | 0.00% | 1,400 | 1,400 | — | $1,092 | 新建仓 |
| — | GRANITESHARES ETF TR | $1,107 | 0.00% | 41 | 41 | — | $1,107 | 新建仓 |
| NTRS | NORTHERN TR CORP | $1,117 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| XTL | SPDR SERIES TRUST | $1,129 | 0.00% | 6 | 6 | — | $1,129 | 新建仓 |
| XES | SPDR SERIES TRUST | $1,164 | 0.00% | 10 | 10 | — | $1,164 | 新建仓 |
| TDW | TIDEWATER INC NEW | $1,170 | 0.00% | 14 | 11 | 366.7% | $919 | 加仓 |
| OPEN | OPENDOOR TECHNOLOGIES INC | $1,170 | 0.00% | 250 | 250 | — | $1,170 | 新建仓 |
| VOYG | VOYAGER TECHNOLOGIES INC | $1,170 | 0.00% | 50 | 50 | — | $1,170 | 新建仓 |
| BGC | BGC GROUP INC | $1,174 | 0.00% | 120 | 0 | 0.0% | — | 不变 |
| VAL | VALARIS LTD | $1,177 | 0.00% | 12 | 12 | — | $1,177 | 新建仓 |
| — | PROSHARES TR | $1,184 | 0.00% | 15 | -586 | -97.5% | -$4.63万 | 减仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $1,186 | 0.00% | 2 | -44 | -95.7% | -$2.61万 | 减仓 |
| TER | TERADYNE INC | $1,186 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| CMBT | CMB.TECH NV | $1,190 | 0.00% | 94 | 94 | — | $1,190 | 新建仓 |
| URG | UR-ENERGY INC | $1,192 | 0.00% | 800 | 800 | — | $1,192 | 新建仓 |
| TCHP | T ROWE PRICE ETF INC | $1,193 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| ZETA | ZETA GLOBAL HOLDINGS CORP | $1,194 | 0.00% | 75 | -43,425 | -99.8% | -$69.13万 | 重新持有 |
| KDP | KEURIG DR PEPPER INC | $1,212 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| SUPN | INDIVIOR PHARMACEUTICALS INC | $1,220 | 0.00% | 40 | 40 | — | $1,220 | 新建仓 |
| — | GEOSPACE TECHNOLOGIES CORP | $1,220 | 0.00% | 100 | 100 | — | $1,220 | 新建仓 |
| ABVX | ABIVAX SA | $1,225 | 0.00% | 11 | 11 | — | $1,225 | 新建仓 |
| ONTO | ONTO INNOVATION INC | $1,231 | 0.00% | 6 | 6 | — | $1,231 | 新建仓 |
| FTGC | FIRST TR EXCHANGE TRAD FD VI | $1,239 | 0.00% | 43 | -9,532 | -99.6% | -$27.47万 | 减仓 |
| LB | LANDBRIDGE COMPANY LLC | $1,243 | 0.00% | 18 | 18 | — | $1,243 | 新建仓 |
| — | MYSEUM INC | $1,256 | 0.00% | 800 | 0 | 0.0% | — | 不变 |
| PL | PLANET LABS PBC | $1,258 | 0.00% | 45 | 45 | — | $1,258 | 新建仓 |
| ALGM | ALLEGRO MICROSYSTEMS INC | $1,262 | 0.00% | 40 | 40 | — | $1,262 | 新建仓 |
| XLRE | SELECT SECTOR SPDR TR | $1,266 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| — | ARCOSA INC | $1,274 | 0.00% | 12 | 12 | — | $1,274 | 新建仓 |
| TDC | TERADATA CORP DEL | $1,282 | 0.00% | 50 | 50 | — | $1,282 | 新建仓 |
| FLEX | FLEXTRONICS INTL LTD | $1,310 | 0.00% | 20 | 20 | — | $1,310 | 新建仓 |
| FEIM | FREQUENCY ELECTRS INC | $1,328 | 0.00% | 30 | 30 | — | $1,328 | 新建仓 |
| DRS | LEONARDO DRS INC | $1,336 | 0.00% | 30 | 30 | — | $1,336 | 新建仓 |
| UFO | PROCURE ETF TRUST II | $1,345 | 0.00% | 30 | 30 | — | $1,345 | 新建仓 |
| NGG | NATIONAL GRID PLC | $1,354 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| — | AIRSHIP AI HLDGS INC | $1,356 | 0.00% | 600 | -400 | -40.0% | -$904 | 重新持有 |
| GLW | CORNING INC | $1,360 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| SCCO | SOUTHERN COPPER CORP | $1,377 | 0.00% | 8 | 8 | — | $1,377 | 新建仓 |
| ACHR | ARCHER AVIATION INC | $1,381 | 0.00% | 267 | 0 | 0.0% | — | 不变 |
| ENS | ENERSYS | $1,390 | 0.00% | 8 | 8 | — | $1,390 | 新建仓 |
| CEG | CONSTELLATION ENERGY CORP | $1,397 | 0.00% | 5 | -936 | -99.5% | -$26.15万 | 减仓 |
| AMRZ | AMRIZE LTD | $1,401 | 0.00% | 25 | 25 | — | $1,401 | 新建仓 |
| TSEM | TOWER SEMICONDUCTOR LTD | $1,404 | 0.00% | 8 | 8 | — | $1,404 | 新建仓 |
| — | SEABRIDGE GOLD INC | $1,417 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| AEM | AGNICO EAGLE MINES LTD | $1,421 | 0.00% | 7 | -6 | -46.2% | -$1,218 | 减仓 |
| PRIM | PRIMORIS SVCS CORP | $1,431 | 0.00% | 10 | 10 | — | $1,431 | 新建仓 |
| COCO | VITA COCO CO INC | $1,438 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| IQQQ | PROSHARES TR | $1,438 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| IMO | IMPERIAL OIL LTD | $1,440 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| CRUS | CIRRUS LOGIC INC | $1,447 | 0.00% | 10 | 10 | — | $1,447 | 新建仓 |
| NPKI | NPK INTERNATIONAL INC | $1,449 | 0.00% | 100 | 100 | — | $1,449 | 新建仓 |
| — | AMPLIFY ETF TR | $1,489 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| WAB | WABTEC | $1,500 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| — | KRANESHARES TRUST | $1,513 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| ARM | ARM HOLDINGS PLC | $1,513 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| ISPY | PROSHARES TR | $1,550 | 0.00% | 36 | 1 | 2.9% | $43 | 加仓 |
| KRYS | KRYSTAL BIOTECH INC | $1,550 | 0.00% | 6 | 6 | — | $1,550 | 新建仓 |
| VALE | VALE S A | $1,591 | 0.00% | 100 | 100 | — | $1,591 | 新建仓 |
| POET | POET TECHNOLOGIES INC | $1,604 | 0.00% | 270 | 270 | — | $1,604 | 新建仓 |