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 |
|---|---|---|---|---|---|---|---|---|
| — | DIREXION SHARES ETF TRUST | $1.20万 | 0.00% | 445 | 0 | 0.0% | — | 不变 |
| — | MAINSTREET BANCSHARES INC | $1.20万 | 0.00% | 542 | 2 | 0.4% | $44 | 加仓 |
| CRM | SALESFORCE INC | $1.23万 | 0.00% | 66 | 41 | 164.0% | $7,654 | 加仓 |
| VLTO | VERALTO CORP | $1.24万 | 0.00% | 140 | -56 | -28.6% | -$4,952 | 减仓 |
| NET | CLOUDFLARE INC | $1.24万 | 0.00% | 60 | 4 | 7.1% | $825 | 加仓 |
| AMRX | AMNEAL PHARMACEUTICALS INC | $1.24万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| TIP | ISHARES TR | $1.25万 | 0.00% | 113 | 0 | 0.0% | — | 不变 |
| OMDA | OMADA HEALTH INC | $1.26万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| VFH | VANGUARD WORLD FD | $1.27万 | 0.00% | 105 | 0 | 0.0% | — | 不变 |
| CVNA | CARVANA CO | $1.29万 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| VKTX | VIKING THERAPEUTICS INC | $1.30万 | 0.00% | 400 | 200 | 100.0% | $6,508 | 加仓 |
| IR | INGERSOLL RAND INC | $1.31万 | 0.00% | 164 | 0 | 0.0% | — | 不变 |
| RSG | REPUBLIC SVCS INC | $1.31万 | 0.00% | 60 | 45 | 300.0% | $9,856 | 加仓 |
| — | THEMES ETF TR | $1.32万 | 0.00% | 2,875 | 2,875 | — | $1.32万 | 新建仓 |
| SMR | NUSCALE PWR CORP | $1.32万 | 0.00% | 1,218 | 303 | 33.1% | $3,285 | 加仓 |
| CSWC | CAPITAL SOUTHWEST CORP | $1.33万 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| GFS | GLOBALFOUNDRIES INC | $1.33万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| VOOG | VANGUARD ADMIRAL FDS INC | $1.35万 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| CSM | PROSHARES TR | $1.35万 | 0.00% | 180 | 0 | 0.0% | — | 不变 |
| PCAR | PACCAR INC | $1.36万 | 0.00% | 118 | 40 | 51.3% | $4,620 | 加仓 |
| VEON | VEON LTD | $1.39万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| MINT | PIMCO ETF TR | $1.41万 | 0.00% | 140 | 0 | 0.0% | — | 不变 |
| RGEN | REPLIGEN CORP | $1.41万 | 0.00% | 120 | 0 | 0.0% | — | 不变 |
| VGIT | VANGUARD SCOTTSDALE FDS | $1.42万 | 0.00% | 238 | 0 | 0.0% | — | 不变 |
| HLI | HOULIHAN LOKEY INC | $1.44万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| MP | MP MATERIALS CORP | $1.45万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| BOOT | BOOT BARN HLDGS INC | $1.46万 | 0.00% | 100 | -3,500 | -97.2% | -$51.23万 | 减仓 |
| SSRM | SSR MINING IN | $1.47万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| BKLC | BNY MELLON ETF TRUST | $1.47万 | 0.00% | 118 | 0 | 0.0% | — | 不变 |
| JUCY | ETF SER SOLUTIONS | $1.48万 | 0.00% | 669 | -2,910 | -81.3% | -$6.45万 | 减仓 |
| IVE | ISHARES TR | $1.50万 | 0.00% | 71 | 0 | 0.0% | — | 不变 |
| CDNS | CADENCE DESIGN SYSTEM INC | $1.50万 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| LITE | LUMENTUM HLDGS INC | $1.55万 | 0.00% | 22 | -5 | -18.5% | -$3,514 | 减仓 |
| AMP | AMERIPRISE FINL INC | $1.56万 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| — | EGAIN CORP | $1.58万 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| HYG | ISHARES TR | $1.59万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| WPM | WHEATON PRECIOUS METALS CORP | $1.61万 | 0.00% | 123 | 83 | 207.5% | $1.09万 | 加仓 |
| ASR | GRUPO AEROPORTUARIO DEL SURE | $1.68万 | 0.00% | 50 | 26 | 108.3% | $8,740 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $1.69万 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| ICFI | ICF INTL INC | $1.70万 | 0.00% | 260 | 0 | 0.0% | — | 不变 |
| MRNA | MODERNA INC | $1.70万 | 0.00% | 335 | 300 | 857.1% | $1.52万 | 加仓 |
| SYM | SYMBOTIC INC | $1.78万 | 0.00% | 335 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $1.78万 | 0.00% | 128 | 67 | 109.8% | $9,338 | 加仓 |
| IEF | ISHARES TR | $1.79万 | 0.00% | 188 | -513 | -73.2% | -$4.90万 | 减仓 |
| LDP | COHEN & STEERS LTD DURATION | $1.80万 | 0.00% | 899 | 81 | 9.9% | $1,618 | 加仓 |
| BTO | HANCOCK JOHN FINL OPPTYS | $1.80万 | 0.00% | 502 | -429 | -46.1% | -$1.54万 | 减仓 |
| KODK | EASTMAN KODAK CO | $1.81万 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| XRNPX | COHEN & STEERS REIT & PFD & | $1.82万 | 0.00% | 920 | 0 | 0.0% | — | 不变 |
| PAYC | PAYCOM SOFTWARE INC | $1.82万 | 0.00% | 150 | 150 | — | $1.82万 | 新建仓 |
| MFC | MANULIFE FINL CORP | $1.84万 | 0.00% | 534 | -144 | -21.2% | -$4,959 | 减仓 |
| SMH | VANECK ETF TRUST | $1.84万 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| SEZL | SEZZLE INC | $1.90万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC | $1.97万 | 0.00% | 40 | 39 | 3,900.0% | $1.92万 | 加仓 |
| WFC | WELLS FARGO & CO | $1.97万 | 0.00% | 247 | 8 | 3.3% | $637 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $1.98万 | 0.00% | 151 | -200 | -57.0% | -$2.62万 | 减仓 |
| LII | LENNOX INTL INC | $2.00万 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| OWL | BLUE OWL CAPITAL INC | $2.01万 | 0.00% | 2,200 | -7,325 | -76.9% | -$6.69万 | 减仓 |
| WAL | WESTERN ALLIANCE BANCORP | $2.01万 | 0.00% | 284 | 0 | 0.0% | — | 不变 |
| VOYA | VOYA FINANCIAL INC | $2.05万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| PYPL | PAYPAL HLDGS INC | $2.06万 | 0.00% | 456 | -73 | -13.8% | -$3,302 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $2.10万 | 0.00% | 389 | 0 | 0.0% | — | 不变 |
| ZS | ZSCALER INC | $2.10万 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| RGTI | RIGETTI COMPUTING INC | $2.11万 | 0.00% | 1,500 | -27,400 | -94.8% | -$38.47万 | 减仓 |
| CB | CHUBB LTD SWITZ | $2.12万 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| VBK | VANGUARD INDEX FDS | $2.21万 | 0.00% | 73 | 0 | 0.0% | — | 不变 |
| — | PROSHARES TR | $2.26万 | 0.00% | 840 | 840 | — | $2.26万 | 新建仓 |
| EFV | ISHARES TR | $2.28万 | 0.00% | 306 | -508 | -62.4% | -$3.78万 | 减仓 |
| TTAN | SERVICETITAN INC | $2.28万 | 0.00% | 360 | 110 | 44.0% | $6,981 | 加仓 |
| RHI | ROBERT HALF INC. | $2.29万 | 0.00% | 900 | 0 | 0.0% | — | 不变 |
| MGRC | MCGRATH RENTCORP | $2.29万 | 0.00% | 208 | 1 | 0.5% | $110 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $2.31万 | 0.00% | 902 | 0 | 0.0% | — | 不变 |
| JSI | JANUS DETROIT STR TR | $2.32万 | 0.00% | 450 | 450 | — | $2.32万 | 新建仓 |
| DTM | DT MIDSTREAM INC | $2.34万 | 0.00% | 174 | 0 | 0.0% | — | 不变 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $2.35万 | 0.00% | 445 | 5 | 1.1% | $264 | 加仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $2.38万 | 0.00% | 302 | 0 | 0.0% | — | 不变 |
| DLN | WISDOMTREE TR | $2.39万 | 0.00% | 268 | 0 | 0.0% | — | 不变 |
| NU | NU HLDGS LTD | $2.41万 | 0.00% | 1,678 | -49,842 | -96.7% | -$71.62万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $2.44万 | 0.00% | 141 | 73 | 107.4% | $1.26万 | 加仓 |
| WES | WESTERN MIDSTREAM PARTNERS L | $2.44万 | 0.00% | 593 | 0 | 0.0% | — | 不变 |
| FTNT | FORTINET INC 看涨期权 | $2.45万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| ROBO | EXCHANGE TRADED CONCEPTS TRU | $2.46万 | 0.00% | 360 | 0 | 0.0% | — | 不变 |
| DIA | STATE STR SPDR DOW JONES IND | $2.47万 | 0.00% | 53 | 1 | 1.9% | $466 | 加仓 |
| FLRN | SPDR SERIES TRUST | $2.48万 | 0.00% | 805 | 0 | 0.0% | — | 不变 |
| SPDW | SPDR INDEX SHS FDS | $2.48万 | 0.00% | 544 | 0 | 0.0% | — | 不变 |
| NRG | NRG ENERGY INC | $2.48万 | 0.00% | 170 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP | $2.49万 | 0.00% | 478 | 228 | 91.2% | $1.19万 | 加仓 |
| BE | BLOOM ENERGY CORP | $2.53万 | 0.00% | 187 | 87 | 87.0% | $1.18万 | 加仓 |
| ESGV | VANGUARD WORLD FD | $2.55万 | 0.00% | 227 | 1 | 0.4% | $112 | 加仓 |
| OZK | BANK OZK LITTLE ROCK ARK | $2.57万 | 0.00% | 560 | 5 | 0.9% | $230 | 加仓 |
| EYPT | EYEPOINT INC | $2.58万 | 0.00% | 2,001 | 0 | 0.0% | — | 不变 |
| IBTG | ISHARES TR | $2.61万 | 0.00% | 1,137 | -2,475 | -68.5% | -$5.67万 | 减仓 |
| EG | EVEREST GROUP LTD | $2.61万 | 0.00% | 80 | -78 | -49.4% | -$2.55万 | 减仓 |
| DXCM | DEXCOM INC | $2.63万 | 0.00% | 419 | 14 | 3.5% | $879 | 加仓 |
| NVR | NVR INC | $2.64万 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| ABNB | AIRBNB INC | $2.65万 | 0.00% | 210 | -86 | -29.1% | -$1.09万 | 减仓 |
| LECO | LINCOLN ELEC HLDGS INC | $2.69万 | 0.00% | 108 | 0 | 0.0% | — | 不变 |
| UAMY | UNITED STATES ANTIMONY CORP | $2.71万 | 0.00% | 3,105 | 1,105 | 55.2% | $9,647 | 加仓 |
| QUBT | QUANTUM COMPUTING INC | $2.74万 | 0.00% | 4,000 | 1,000 | 33.3% | $6,850 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $2.75万 | 0.00% | 548 | 204 | 59.3% | $1.02万 | 加仓 |
| ULS | UL SOLUTIONS INC | $2.79万 | 0.00% | 325 | 25 | 8.3% | $2,143 | 加仓 |