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 |
|---|---|---|---|---|---|---|---|---|
| ESGD | ISHARES TR | $6,029 | 0.00% | 59 | 1 | 1.7% | $102 | 加仓 |
| — | THEMES ETF TR | $6,141 | 0.00% | 1,505 | -1,505 | -50.0% | -$6,141 | 减仓 |
| WU | WESTERN UN CO | $6,160 | 0.00% | 800 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT | $6,264 | 0.00% | 24 | -41 | -63.1% | -$1.07万 | 减仓 |
| PWRD | TCW ETF TRUST | $6,271 | 0.00% | 51 | 51 | — | $6,271 | 新建仓 |
| WDC | WESTERN DIGITAL CORP | $6,388 | 0.00% | 10 | 6 | 150.0% | $3,833 | 加仓 |
| MCHI | ISHARES TR | $6,430 | 0.00% | 126 | 0 | 0.0% | — | 不变 |
| HLN | HALEON PLC | $6,578 | 0.00% | 705 | -68 | -8.8% | -$634 | 减仓 |
| BWMN | BOWMAN CONSULTING GROUP LTD | $6,716 | 0.00% | 230 | 0 | 0.0% | — | 不变 |
| TM | TOYOTA MOTOR CORP | $6,737 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| WINA | WINMARK CORP | $6,770 | 0.00% | 16 | -200 | -92.6% | -$8.46万 | 减仓 |
| SSYS | STRATASYS LTD | $6,848 | 0.00% | 800 | 0 | 0.0% | — | 不变 |
| SHBI | SHORE BANCSHARES INC | $6,885 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| VAC | MARRIOTT VACATIONS WORLDWIDE | $6,928 | 0.00% | 68 | 0 | 0.0% | — | 不变 |
| XRT | SPDR SERIES TRUST | $6,932 | 0.00% | 79 | 5 | 6.8% | $439 | 加仓 |
| DECK | DECKERS OUTDOOR CORP | $6,951 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| AZN | ASTRAZENECA PLC | $7,016 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| ARM | ARM HOLDINGS PLC | $7,092 | 0.00% | 20 | 10 | 100.0% | $3,546 | 加仓 |
| ING | ING GROEP N.V. | $7,155 | 0.00% | 228 | 0 | 0.0% | — | 不变 |
| MEDP | MEDPACE HLDGS INC | $7,415 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| — | VIRGINIA NATL BK CHRLOTSVLE | $7,456 | 0.00% | 168 | 0 | 0.0% | — | 不变 |
| EVR | EVERCORE INC | $7,512 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC | $7,531 | 0.00% | 64 | 0 | 0.0% | — | 不变 |
| SDY | SPDR SERIES TRUST | $7,609 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| ALAB | ASTERA LABS INC | $7,729 | 0.00% | 16 | 7 | 77.8% | $3,381 | 加仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $7,752 | 0.00% | 85 | 0 | 0.0% | — | 不变 |
| KD | KYNDRYL HLDGS INC | $7,804 | 0.00% | 690 | 0 | 0.0% | — | 不变 |
| LMND | LEMONADE INC | $7,806 | 0.00% | 120 | -600 | -83.3% | -$3.90万 | 减仓 |
| OC | OWENS CORNING NEW | $7,948 | 0.00% | 50 | 28 | 127.3% | $4,451 | 加仓 |
| SKE | SKEENA RES LTD NEW | $7,998 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| GRBK | GREEN BRICK PARTNERS INC | $8,004 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| VFC | V F CORP | $8,017 | 0.00% | 481 | 1 | 0.2% | $17 | 加仓 |
| WMS | ADVANCED DRAIN SYS INC DEL | $8,319 | 0.00% | 53 | 0 | 0.0% | — | 不变 |
| ES | EVERSOURCE ENERGY | $8,350 | 0.00% | 116 | 2 | 1.8% | $144 | 加仓 |
| NEM | NEWMONT CORP | $8,406 | 0.00% | 90 | -2 | -2.2% | -$187 | 减仓 |
| ALLE | ALLEGION PLC | $8,711 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| ROBT | FIRST TR EXCHANGE TRADED FD | $8,721 | 0.00% | 155 | 0 | 0.0% | — | 不变 |
| DIOD | DIODES INC | $8,756 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| SCHB | SCHWAB STRATEGIC TR | $8,775 | 0.00% | 303 | 0 | 0.0% | — | 不变 |
| — | BLUE RIDGE BANKSHARES INC VA | $8,825 | 0.00% | 2,500 | 0 | 0.0% | — | 不变 |
| — | THEMES ETF TR | $8,851 | 0.00% | 2,960 | 85 | 3.0% | $254 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $8,912 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| SARO | STANDARDAERO INC | $8,973 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| DLR | DIGITAL RLTY TR INC | $8,979 | 0.00% | 50 | -14 | -21.9% | -$2,514 | 减仓 |
| VSAT | VIASAT INC | $8,981 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $9,045 | 0.00% | 87 | 82 | 1,640.0% | $8,525 | 加仓 |
| INTT | INTEST CORP | $9,085 | 0.00% | 500 | 500 | — | $9,085 | 新建仓 |
| CELH | CELSIUS HLDGS INC | $9,107 | 0.00% | 311 | 0 | 0.0% | — | 不变 |
| LYV | LIVE NATION ENTERTAINMENT IN | $9,156 | 0.00% | 50 | 22 | 78.6% | $4,029 | 加仓 |
| RSG | REPUBLIC SVCS INC | $9,589 | 0.00% | 45 | -15 | -25.0% | -$3,196 | 减仓 |
| IRDM | IRIDIUM COMMUNICATIONS INC | $9,633 | 0.00% | 176 | -1,045 | -85.6% | -$5.72万 | 减仓 |
| NB | NIOCORP DEVS LTD | $9,640 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| TNA | DIREXION SHARES ETF TRUST | $9,765 | 0.00% | 130 | 0 | 0.0% | — | 不变 |
| MRCY | MERCURY SYS INC | $9,787 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| CIEN | CIENA CORP | $9,812 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| FCX | FREEPORT MCMORAN INC | $9,874 | 0.00% | 157 | -4 | -2.5% | -$252 | 减仓 |
| FLNC | FLUENCE ENERGY INC | $9,940 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| SCHP | SCHWAB STRATEGIC TR | $9,964 | 0.00% | 376 | 0 | 0.0% | — | 不变 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $9,972 | 0.00% | 200 | -12,460 | -98.4% | -$62.13万 | 减仓 |
| MTZ | MASTEC INC | $9,986 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| IRTC | IRHYTHM HOLDINGS INC | $1.01万 | 0.00% | 85 | 0 | 0.0% | — | 不变 |
| FIGS | FIGS INC | $1.02万 | 0.00% | 1,000 | 1,000 | — | $1.02万 | 新建仓 |
| CRM | SALESFORCE INC | $1.03万 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $1.04万 | 0.00% | 82 | -69 | -45.7% | -$8,734 | 减仓 |
| VIK | VIKING HOLDINGS LTD 看涨期权 | $1.05万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| GSAT | GLOBALSTAR INC | $1.06万 | 0.00% | 130 | 0 | 0.0% | — | 不变 |
| SJNK | SPDR SERIES TRUST | $1.07万 | 0.00% | 428 | 2 | 0.5% | $50 | 加仓 |
| FRST | PRIMIS FINANCIAL CORP | $1.11万 | 0.00% | 678 | 0 | 0.0% | — | 不变 |
| EYPT | EYEPOINT INC | $1.14万 | 0.00% | 800 | -1,201 | -60.0% | -$1.72万 | 减仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $1.16万 | 0.00% | 103 | -20 | -16.3% | -$2,246 | 减仓 |
| MET | METLIFE INC | $1.19万 | 0.00% | 141 | 0 | 0.0% | — | 不变 |
| TIP | ISHARES TR | $1.24万 | 0.00% | 113 | 0 | 0.0% | — | 不变 |
| VLTO | VERALTO CORP | $1.24万 | 0.00% | 140 | 0 | 0.0% | — | 不变 |
| ECG | EVERUS CONSTR GROUP | $1.24万 | 0.00% | 75 | 75 | — | $1.24万 | 新建仓 |
| REGN | REGENERON PHARMACEUTICALS | $1.25万 | 0.00% | 20 | 19 | 1,900.0% | $1.18万 | 加仓 |
| ASTS | AST SPACEMOBILE INC | $1.25万 | 0.00% | 141 | 101 | 252.5% | $8,975 | 加仓 |
| PFGC | PERFORMANCE FOOD GROUP CO | $1.29万 | 0.00% | 115 | 0 | 0.0% | — | 不变 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $1.29万 | 0.00% | 262 | 262 | — | $1.29万 | 新建仓 |
| TEM | TEMPUS AI INC | $1.30万 | 0.00% | 225 | 25 | 12.5% | $1,448 | 加仓 |
| HLI | HOULIHAN LOKEY INC | $1.34万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| — | MAINSTREET BANCSHARES INC | $1.34万 | 0.00% | 545 | 3 | 0.6% | $74 | 加仓 |
| IR | INGERSOLL RAND INC | $1.34万 | 0.00% | 164 | 0 | 0.0% | — | 不变 |
| CVNA | CARVANA CO | $1.35万 | 0.00% | 205 | 0 | 0.0% | — | 不变 |
| VFH | VANGUARD WORLD FD | $1.38万 | 0.00% | 105 | 0 | 0.0% | — | 不变 |
| FPS | FORGENT POWER SOLUTIONS INC | $1.40万 | 0.00% | 250 | 250 | — | $1.40万 | 新建仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $1.40万 | 0.00% | 238 | 0 | 0.0% | — | 不变 |
| PCAR | PACCAR INC | $1.41万 | 0.00% | 117 | -1 | -0.8% | -$120 | 减仓 |
| MINT | PIMCO ETF TR | $1.41万 | 0.00% | 140 | 0 | 0.0% | — | 不变 |
| SSRM | SSR MINING IN | $1.41万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| CSWC | CAPITAL SOUTHWEST CORP | $1.43万 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES TR | $1.43万 | 0.00% | 104 | 0 | 0.0% | — | 不变 |
| VIK | VIKING HOLDINGS LTD | $1.47万 | 0.00% | 140 | 0 | 0.0% | — | 不变 |
| MNST | MONSTER BEVERAGE CORP NEW | $1.47万 | 0.00% | 153 | -1 | -0.6% | -$96 | 减仓 |
| GILD | GILEAD SCIENCES INC | $1.48万 | 0.00% | 117 | -11 | -8.6% | -$1,390 | 减仓 |
| — | DIREXION SHARES ETF TRUST | $1.48万 | 0.00% | 446 | 1 | 0.2% | $33 | 加仓 |
| TTAN | SERVICETITAN INC | $1.49万 | 0.00% | 210 | -150 | -41.7% | -$1.06万 | 减仓 |
| SYM | SYMBOTIC INC | $1.51万 | 0.00% | 335 | 0 | 0.0% | — | 不变 |
| PWR | QUANTA SVCS INC | $1.51万 | 0.00% | 21 | 4 | 23.5% | $2,880 | 加仓 |
| ON | ON SEMICONDUCTOR CORP | $1.51万 | 0.00% | 160 | -13 | -7.5% | -$1,229 | 减仓 |
| ASR | GRUPO AEROPORTUARIO DEL SURE | $1.53万 | 0.00% | 50 | 0 | 0.0% | — | 不变 |