13F 机构持仓

TOTH FINANCIAL ADVISORY CORP

LEESBURG VA · SEC CIK 0000866780

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$10.24亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

GOOGL 2.6%
AAPL 2.4%
MSFT 2.3%
REGL 2.2%
NOBL 2.0%
SGOV 2.0%
SYK 1.9%
CSCO 1.8%
WMT 1.8%
JNJ 1.7%

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
JOBY JOBY AVIATION INC $4,8570.00%588 00.0% — 不变
SAN BANCO SANTANDER SA $4,9860.00%442 00.0% — 不变
TJX TJX COS INC NEW $4,9970.00%31 00.0% — 不变
GLDM WORLD GOLD TR $5,0980.00%55 00.0% — 不变
INTA INTAPP INC $5,1380.00%200 00.0% — 不变
IDLV INVESCO EXCH TRADED FD TR II $5,1690.00%150 00.0% — 不变
PDO PIMCO DYNAMIC INCOME OPRNTS $5,1720.00%400 00.0% — 不变
GXO GXO LOGISTICS INCORPORATED $5,1850.00%100 00.0% — 不变
INDA ISHARES TR $5,2470.00%112 112— $5,247 新建仓
CCEP COCA-COLA EUROPACIFIC PARTNE $5,3500.00%59 541,080.0% $4,897 加仓
DIOD DIODES INC $5,4610.00%80 00.0% — 不变
MCHP MICROCHIP TECHNOLOGY INC. $5,4920.00%85 00.0% — 不变
— COHEN & STEERS ETF TRUST $5,5140.00%147 147— $5,514 新建仓
ESGD ISHARES TR $5,5200.00%58 00.0% — 不变
CRH CRH PLC $5,5720.00%53 45562.5% $4,731 加仓
SHBI SHORE BANCSHARES INC $5,6040.00%300 00.0% — 不变
TNA DIREXION SHARES ETF TRUST $5,7370.00%130 130— $5,737 新建仓
MS MORGAN STANLEY $5,7600.00%35 00.0% — 不变
MRCY MERCURY SYS INC $5,8330.00%80 -20-20.0% -$1,458 减仓
LMB LIMBACH HLDGS INC $5,8540.00%75 00.0% — 不变
ING ING GROEP N.V. $5,9400.00%228 228— $5,940 新建仓
XRT SPDR SERIES TRUST $5,9550.00%74 00.0% — 不变
MRVL MARVELL TECHNOLOGY INC $6,1420.00%62 00.0% — 不变
AGI ALAMOS GOLD INC $6,2210.00%140 100250.0% $4,444 加仓
E ENI SPA $6,2280.00%110 00.0% — 不变
SSYS STRATASYS LTD $6,2480.00%800 00.0% — 不变
ACM AECOM $6,3620.00%75 00.0% — 不变
— VIRGINIA NATL BK CHRLOTSVLE $6,4180.00%168 00.0% — 不变
GRBK GREEN BRICK PARTNERS INC $6,4450.00%100 00.0% — 不变
B BARRICK MNG CORP $6,5270.00%160 80100.0% $3,264 加仓
BWMN BOWMAN CONSULTING GROUP LTD $6,5420.00%230 00.0% — 不变
EVR EVERCORE INC $6,5680.00%22 00.0% — 不变
DFIN DONNELLEY FINL SOLUTIONS INC $6,6000.00%140 00.0% — 不变
HACK AMPLIFY ETF TR $6,6240.00%88 00.0% — 不变
MEDP MEDPACE HLDGS INC $6,7230.00%14 14— $6,723 新建仓
FLNC FLUENCE ENERGY INC $6,8800.00%500 00.0% — 不变
KRUS KURA SUSHI USA INC $6,9790.00%100 00.0% — 不变
WU WESTERN UN CO $6,9840.00%800 00.0% — 不变
DECK DECKERS OUTDOOR CORP $7,0070.00%70 00.0% — 不变
MCHI ISHARES TR $7,0790.00%126 126— $7,079 新建仓
ROBT FIRST TR EXCHANGE TRADED FD $7,1550.00%155 00.0% — 不变
WMS ADVANCED DRAIN SYS INC DEL $7,2680.00%53 00.0% — 不变
SPOT SPOTIFY TECHNOLOGY S A $7,2740.00%15 666.7% $2,910 加仓
SDY SPDR SERIES TRUST $7,2970.00%50 -19-27.5% -$2,773 减仓
AZN ASTRAZENECA PLC $7,2980.00%37 37— $7,298 新建仓
GDX VANECK ETF TRUST $7,3420.00%80 -15-15.8% -$1,377 减仓
VIK VIKING HOLDINGS LTD 看涨期权 $7,3480.00%100 100— $7,348 新建仓
BX BLACKSTONE INC $7,3600.00%64 636,300.0% $7,245 加仓
SCHB SCHWAB STRATEGIC TR $7,6060.00%303 00.0% — 不变
BSX BOSTON SCIENTIFIC CORP $7,7190.00%123 5683.6% $3,514 加仓
MTZ MASTEC INC $7,7220.00%24 00.0% — 不变
HLN HALEON PLC $7,7380.00%773 00.0% — 不变
SARO STANDARDAERO INC $7,7490.00%300 00.0% — 不变
CIEN CIENA CORP $7,7650.00%20 00.0% — 不变
ES EVERSOURCE ENERGY $7,9190.00%114 21.8% $139 加仓
BLBD BLUE BIRD CORP $7,9510.00%140 00.0% — 不变
EW EDWARDS LIFESCIENCES CORP $8,0080.00%100 00.0% — 不变
VFC V F CORP $8,1630.00%480 -65-11.9% -$1,105 减仓
TM TOYOTA MOTOR CORP $8,2440.00%40 514.3% $1,030 加仓
MLI MUELLER INDS INC $8,3100.00%75 00.0% — 不变
LDOS LEIDOS HOLDINGS INC $8,4020.00%54 -19-26.0% -$2,956 减仓
BKNG BOOKING HOLDINGS INC $8,4210.00%2 00.0% — 不变
DOCN DIGITALOCEAN HLDGS INC $8,5780.00%100 -5,600-98.2% -$48.04万 减仓
GSAT GLOBALSTAR INC $8,6350.00%130 00.0% — 不变
BTC GRAYSCALE BITCOIN MINI TR ET $8,6380.00%288 00.0% — 不变
SKE SKEENA RES LTD NEW $8,9160.00%300 00.0% — 不变
NB NIOCORP DEVS LTD $8,9200.00%2,000 00.0% — 不变
FRST PRIMIS FINANCIAL CORP $9,0040.00%678 00.0% — 不变
ALLE ALLEGION PLC $9,0080.00%62 00.0% — 不变
VST VISTRA CORP $9,0200.00%60 00.0% — 不变
TEM TEMPUS AI INC $9,0440.00%200 00.0% — 不变
KD KYNDRYL HLDGS INC $9,0530.00%690 00.0% — 不变
TECL DIREXION SHARES ETF TRUST $9,2610.00%107 00.0% — 不变
PWR QUANTA SVCS INC $9,3340.00%17 10142.9% $5,491 加仓
FCX FREEPORT MCMORAN INC $9,4640.00%161 -43-21.1% -$2,528 减仓
— THEMES ETF TR $9,4820.00%1,505 1,505— $9,482 新建仓
DOW DOW HLDGS INC $9,5380.00%229 2512.3% $1,041 加仓
PACS PACS GROUP INC $9,6360.00%300 00.0% — 不变
ARTY ISHARES TR $9,7720.00%210 00.0% — 不变
BMRN BIOMARIN PHARMACEUTICAL INC $9,7730.00%173 -32-15.6% -$1,808 减仓
PFGC PERFORMANCE FOOD GROUP CO $9,8510.00%115 00.0% — 不变
NEM NEWMONT CORP $9,9590.00%92 00.0% — 不变
MET METLIFE INC $9,9720.00%141 -1-0.7% -$71 减仓
SCHP SCHWAB STRATEGIC TR $1.00万0.00%376 00.0% — 不变
IRTC IRHYTHM HOLDINGS INC $1.00万0.00%85 00.0% — 不变
VIK VIKING HOLDINGS LTD $1.03万0.00%140 140— $1.03万 新建仓
— BLUE RIDGE BANKSHARES INC VA $1.05万0.00%2,500 00.0% — 不变
NKE NIKE INC 看涨期权 $1.06万0.00%200 -200-50.0% -$1.06万 减仓
PRG PROG HOLDINGS INC $1.06万0.00%370 00.0% — 不变
SJNK SPDR SERIES TRUST $1.07万0.00%426 51.2% $125 加仓
ON ON SEMICONDUCTOR CORP $1.07万0.00%173 00.0% — 不变
IAU ISHARES GOLD TR $1.09万0.00%124 1614.8% $1,411 加仓
IESC IES HOLDINGS INC $1.10万0.00%23 23— $1.10万 新建仓
CELH CELSIUS HLDGS INC $1.10万0.00%311 00.0% — 不变
DFH DREAM FINDERS HOMES INC $1.11万0.00%800 00.0% — 不变
MNST MONSTER BEVERAGE CORP NEW $1.12万0.00%154 139.2% $942 加仓
SII SPROTT INC $1.14万0.00%80 00.0% — 不变
— SKYWATER TECHNOLOGY INC $1.15万0.00%420 00.0% — 不变
DLR DIGITAL RLTY TR INC $1.15万0.00%64 00.0% — 不变
IVW ISHARES TR $1.18万0.00%104 00.0% — 不变