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 |
|---|---|---|---|---|---|---|---|---|
| NTNX | NUTANIX INC | $1,020 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| VISN | VISTANCE NETWORKS INC | $1,023 | 0.00% | 80 | 80 | — | $1,023 | 新建仓 |
| MOV | MOVADO GROUP INC | $1,023 | 0.00% | 26 | 26 | — | $1,023 | 新建仓 |
| CRML | CRITICAL METALS CORP | $1,025 | 0.00% | 100 | 100 | — | $1,025 | 新建仓 |
| NVST | ENVISTA HOLDINGS CORPORATION | $1,028 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| SPB | SPECTRUM BRANDS HOLDINGS INC | $1,029 | 0.00% | 12 | -1 | -7.7% | -$86 | 减仓 |
| XTN | SPDR SERIES TRUST | $1,041 | 0.00% | 9 | 9 | — | $1,041 | 新建仓 |
| LBRT | LIBERTY ENERGY INC | $1,048 | 0.00% | 40 | 40 | — | $1,048 | 新建仓 |
| AR | ANTERO RESOURCES CORP | $1,055 | 0.00% | 30 | 22 | 275.0% | $774 | 重新持有 |
| — | SPDR SERIES TRUST | $1,057 | 0.00% | 8 | 8 | — | $1,057 | 新建仓 |
| ALGT | ALLEGIANT TRAVEL CO | $1,059 | 0.00% | 9 | 9 | — | $1,059 | 新建仓 |
| ROST | ROSS STORES INC | $1,065 | 0.00% | 5 | 1 | 25.0% | $213 | 加仓 |
| ERO | ERO COPPER CORP | $1,070 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| PATH | UIPATH INC | $1,087 | 0.00% | 100 | 10 | 11.1% | $109 | 重新持有 |
| — | COMMUNITY BANCORP INC VT | $1,095 | 0.00% | 28 | 28 | — | $1,095 | 新建仓 |
| NSIT | INSIGHT ENTERPRISES INC | $1,097 | 0.00% | 9 | 9 | — | $1,097 | 新建仓 |
| — | TENAYA THERAPEUTICS INC | $1,109 | 0.00% | 1,500 | 0 | 0.0% | — | 不变 |
| VG | VENTURE GLOBAL INC | $1,113 | 0.00% | 100 | 100 | — | $1,113 | 新建仓 |
| NOV | NOV INC | $1,113 | 0.00% | 60 | 60 | — | $1,113 | 新建仓 |
| ATRO | ASTRONICS CORP | $1,138 | 0.00% | 14 | 14 | — | $1,138 | 新建仓 |
| DXCM | DEXCOM INC | $1,145 | 0.00% | 17 | -402 | -95.9% | -$2.71万 | 减仓 |
| COKE | COCA COLA CONS INC | $1,146 | 0.00% | 6 | 6 | — | $1,146 | 新建仓 |
| OPEN | OPENDOOR TECHNOLOGIES INC | $1,155 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| JBL | JABIL INC | $1,157 | 0.00% | 3 | 3 | — | $1,157 | 新建仓 |
| JBHT | HUNT J B TRANS SVCS INC | $1,158 | 0.00% | 4 | 4 | — | $1,158 | 新建仓 |
| RCAT | RED CAT HLDGS INC | $1,172 | 0.00% | 110 | -190 | -63.3% | -$2,024 | 减仓 |
| IWO | ISHARES TR | $1,182 | 0.00% | 3 | -100 | -97.1% | -$3.94万 | 减仓 |
| — | TEVA PHARMACEUTICAL INDS LTD | $1,186 | 0.00% | 35 | 30 | 600.0% | $1,017 | 加仓 |
| FCG | FIRST TR EXCHANGE-TRADED FD | $1,198 | 0.00% | 45 | -26,955 | -99.8% | -$71.76万 | 减仓 |
| SENEA | SENECA FOODS CORP NEW | $1,218 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| IBRX | IMMUNITYBIO INC | $1,226 | 0.00% | 140 | 0 | 0.0% | — | 不变 |
| CRS | CARPENTER TECHNOLOGY CORP | $1,234 | 0.00% | 2 | 2 | — | $1,234 | 新建仓 |
| AESI | ATLAS ENERGY SOLUTIONS INC | $1,246 | 0.00% | 75 | 75 | — | $1,246 | 新建仓 |
| ACHR | ARCHER AVIATION INC | $1,263 | 0.00% | 267 | 0 | 0.0% | — | 不变 |
| DRS | LEONARDO DRS INC | $1,281 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| BGC | BGC GROUP INC | $1,283 | 0.00% | 120 | 0 | 0.0% | — | 不变 |
| SA | SEABRIDGE GOLD INC | $1,287 | 0.00% | 50 | 50 | — | $1,287 | 新建仓 |
| DNOW | DNOW INC | $1,297 | 0.00% | 100 | -1,617 | -94.2% | -$2.10万 | 重新持有 |
| CMBT | CMB.TECH NV | $1,316 | 0.00% | 94 | 0 | 0.0% | — | 不变 |
| NUE | NUCOR CORP | $1,337 | 0.00% | 6 | -4 | -40.0% | -$891 | 重新持有 |
| SNX | TD SYNNEX CORPORATION | $1,337 | 0.00% | 5 | 5 | — | $1,337 | 新建仓 |
| RIGL | RIGEL PHARMACEUTICALS INC | $1,370 | 0.00% | 35 | 35 | — | $1,370 | 新建仓 |
| SCCO | SOUTHERN COPPER CORP | $1,395 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| AZZ | AZZ INC | $1,396 | 0.00% | 9 | 9 | — | $1,396 | 新建仓 |
| HXL | HEXCEL CORP NEW | $1,401 | 0.00% | 14 | 14 | — | $1,401 | 新建仓 |
| LB | LANDBRIDGE COMPANY LLC | $1,427 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| RRX | REGAL REXNORD CORPORATION | $1,430 | 0.00% | 6 | 3 | 100.0% | $715 | 加仓 |
| POWL | POWELL INDS INC | $1,432 | 0.00% | 5 | 0 | 0.0% | — | 重新持有 |
| — | AIRSHIP AI HLDGS INC | $1,434 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| LNTH | LANTHEUS HLDGS INC | $1,443 | 0.00% | 13 | 13 | — | $1,443 | 新建仓 |
| CGNX | COGNEX CORP | $1,449 | 0.00% | 20 | 20 | — | $1,449 | 新建仓 |
| TKR | TIMKEN CO | $1,454 | 0.00% | 10 | 10 | — | $1,454 | 新建仓 |
| SEDG | SOLAREDGE TECHNOLOGIES INC | $1,461 | 0.00% | 25 | 25 | — | $1,461 | 新建仓 |
| TYL | TYLER TECHNOLOGIES INC | $1,463 | 0.00% | 5 | 5 | — | $1,463 | 新建仓 |
| ZETA | ZETA GLOBAL HOLDINGS CORP | $1,476 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| — | PROSHARES TR | $1,484 | 0.00% | 20 | 20 | — | $1,484 | 新建仓 |
| — | DAWSON GEOPHYSICAL CO NEW | $1,485 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| CRUS | CIRRUS LOGIC INC | $1,486 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| VALE | VALE S A | $1,504 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| TNDM | TANDEM DIABETES CARE INC | $1,509 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| PENG | PENGUIN SOLUTIONS INC | $1,521 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| URA | GLOBAL X FDS | $1,530 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| MPC | MARATHON PETE CORP | $1,535 | 0.00% | 6 | 6 | — | $1,535 | 新建仓 |
| — | AMPLIFY ETF TR | $1,537 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| NPKI | NPK INTERNATIONAL INC | $1,591 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| VOYG | VOYAGER TECHNOLOGIES INC | $1,613 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| OII | OCEANEERING INTL INC | $1,621 | 0.00% | 40 | 40 | — | $1,621 | 新建仓 |
| IOT | SAMSARA INC | $1,622 | 0.00% | 50 | 50 | — | $1,622 | 新建仓 |
| JOBY | JOBY AVIATION INC | $1,633 | 0.00% | 183 | -405 | -68.9% | -$3,614 | 减仓 |
| GMAB | GENMAB A/S | $1,649 | 0.00% | 60 | 60 | — | $1,649 | 新建仓 |
| QLYS | QUALYS INC | $1,650 | 0.00% | 12 | 12 | — | $1,650 | 新建仓 |
| KN | KNOWLES CORP | $1,660 | 0.00% | 40 | 40 | — | $1,660 | 新建仓 |
| AG | FIRST MAJESTIC SILVER CORP | $1,696 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| VNOM | VIPER ENERGY INC | $1,696 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| — | KRANESHARES TRUST | $1,721 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| ISPY | PROSHARES TR | $1,754 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| VSNT | VERSANT MEDIA GROUP INC | $1,765 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| PAVE | GLOBAL X FDS | $1,768 | 0.00% | 30 | -30 | -50.0% | -$1,768 | 减仓 |
| IQQQ | PROSHARES TR | $1,784 | 0.00% | 35 | 1 | 2.9% | $51 | 加仓 |
| RZLT | REZOLUTE INC | $1,820 | 0.00% | 350 | 350 | — | $1,820 | 新建仓 |
| BIP | BROOKFIELD INFRASTRUCTURE PA | $1,825 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| — | VERSAMET ROYALTIES CORP | $1,845 | 0.00% | 150 | 150 | — | $1,845 | 新建仓 |
| HALO | HALOZYME THERAPEUTICS INC | $1,957 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| BHE | BENCHMARK ELECTRS INC | $1,974 | 0.00% | 20 | 20 | — | $1,974 | 新建仓 |
| SHLS | SHOALS TECHNOLOGIES GROUP IN | $1,980 | 0.00% | 200 | 200 | — | $1,980 | 新建仓 |
| FEIM | FREQUENCY ELECTRS INC | $1,991 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| — | PROSHARES TR | $2,007 | 0.00% | 123 | 1 | 0.8% | $16 | 加仓 |
| ECHO | ECHOSTAR CORP | $2,030 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| GNRC | GENERAC HLDGS INC | $2,050 | 0.00% | 7 | 7 | — | $2,050 | 新建仓 |
| AEP | AMERICAN ELEC PWR CO INC | $2,053 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| F | FORD MTR CO | $2,085 | 0.00% | 150 | -9 | -5.7% | -$125 | 减仓 |
| SONY | SONY GROUP CORP | $2,147 | 0.00% | 107 | -15 | -12.3% | -$301 | 减仓 |
| BIIB | BIOGEN INC | $2,161 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| CRSP | CRISPR THERAPEUTICS AG | $2,182 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| PAA | PLAINS ALL AMERN PIPELINE L | $2,226 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| — | FIRY INC | $2,260 | 0.00% | 222 | 0 | 0.0% | — | 不变 |
| ONTO | ONTO INNOVATION INC | $2,271 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| SOUN | SOUNDHOUND AI INC | $2,278 | 0.00% | 352 | 0 | 0.0% | — | 不变 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $2,284 | 0.00% | 88 | -200 | -69.4% | -$5,191 | 减仓 |
| IREN | IREN LIMITED | $2,287 | 0.00% | 50 | 0 | 0.0% | — | 不变 |