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 |
|---|---|---|---|---|---|---|---|---|
| CSM | PROSHARES TR | $1.53万 | 0.00% | 180 | 0 | 0.0% | — | 不变 |
| VKTX | VIKING THERAPEUTICS INC | $1.56万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| VEON | VEON LTD | $1.57万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| DOCN | DIGITALOCEAN HLDGS INC | $1.57万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| HYG | ISHARES TR | $1.60万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| ARTY | ISHARES TR | $1.60万 | 0.00% | 210 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $1.61万 | 0.00% | 269 | -120 | -30.8% | -$7,163 | 减仓 |
| AMP | AMERIPRISE FINL INC | $1.61万 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES TR | $1.61万 | 0.00% | 71 | 0 | 0.0% | — | 不变 |
| VLO | VALERO ENERGY CORP | $1.61万 | 0.00% | 62 | 62 | — | $1.61万 | 新建仓 |
| Q | QNITY ELECTRONICS INC | $1.63万 | 0.00% | 100 | 100 | — | $1.63万 | 新建仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $1.64万 | 0.00% | 198 | 0 | 0.0% | — | 不变 |
| RGEN | REPLIGEN CORP | $1.64万 | 0.00% | 120 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC | $1.64万 | 0.00% | 80 | 80 | — | $1.64万 | 新建仓 |
| BOOT | BOOT BARN HLDGS INC | $1.64万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| MLI | MUELLER INDS INC | $1.68万 | 0.00% | 137 | 62 | 82.7% | $7,622 | 加仓 |
| FDXF | FEDEX FGHT HLDG CO INC | $1.69万 | 0.00% | 112 | 112 | — | $1.69万 | 新建仓 |
| PRG | PROG HOLDINGS INC | $1.72万 | 0.00% | 370 | 0 | 0.0% | — | 不变 |
| AMRX | AMNEAL PHARMACEUTICALS INC | $1.73万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WKS INC | $1.76万 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $1.80万 | 0.00% | 72 | -220 | -75.3% | -$5.50万 | 减仓 |
| TENB | TENABLE HLDGS INC | $1.84万 | 0.00% | 500 | 500 | — | $1.84万 | 新建仓 |
| KODK | EASTMAN KODAK CO | $1.85万 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| XRNPX | COHEN & STEERS REIT & PFD & | $1.87万 | 0.00% | 920 | 0 | 0.0% | — | 不变 |
| — | EGAIN CORP | $1.89万 | 0.00% | 3,000 | 1,000 | 50.0% | $6,300 | 加仓 |
| ICFI | ICF INTL INC | $1.89万 | 0.00% | 260 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $1.92万 | 0.00% | 75 | 65 | 650.0% | $1.66万 | 加仓 |
| OWL | BLUE OWL CAPITAL INC | $1.93万 | 0.00% | 2,200 | 0 | 0.0% | — | 不变 |
| LDP | COHEN & STEERS LTD DURATION | $1.94万 | 0.00% | 917 | 18 | 2.0% | $381 | 加仓 |
| BTO | HANCOCK JOHN FINL OPPTYS | $1.99万 | 0.00% | 505 | 3 | 0.6% | $118 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $2.02万 | 0.00% | 275 | 275 | — | $2.02万 | 新建仓 |
| SNDK | SANDISK CORP | $2.05万 | 0.00% | 9 | 9 | — | $2.05万 | 新建仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $2.05万 | 0.00% | 450 | 5 | 1.1% | $228 | 加仓 |
| DOCS | DOXIMITY INC | $2.07万 | 0.00% | 1,000 | -1,000 | -50.0% | -$2.07万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $2.10万 | 0.00% | 495 | -53 | -9.7% | -$2,244 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $2.10万 | 0.00% | 56 | 2 | 3.7% | $751 | 加仓 |
| ZS | ZSCALER INC | $2.12万 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| SMR | NUSCALE PWR CORP | $2.13万 | 0.00% | 2,127 | 909 | 74.6% | $9,117 | 加仓 |
| MFC | MANULIFE FINL CORP | $2.16万 | 0.00% | 534 | 0 | 0.0% | — | 不变 |
| UAMY | UNITED STATES ANTIMONY CORP | $2.18万 | 0.00% | 3,000 | -105 | -3.4% | -$762 | 减仓 |
| OMDA | OMADA HEALTH INC | $2.19万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LIMITED | $2.21万 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| SPG | SIMON PPTY GROUP INC NEW | $2.24万 | 0.00% | 100 | 97 | 3,233.3% | $2.17万 | 加仓 |
| NU | NU HLDGS LTD | $2.24万 | 0.00% | 1,678 | 0 | 0.0% | — | 不变 |
| KNF | KNIFE RIVER CORP | $2.30万 | 0.00% | 275 | 275 | — | $2.30万 | 新建仓 |
| FLYW | FLYWIRE CORPORATION | $2.32万 | 0.00% | 1,320 | 1,320 | — | $2.32万 | 新建仓 |
| AMT | AMERICAN TOWER CORP | $2.33万 | 0.00% | 142 | 1 | 0.7% | $164 | 加仓 |
| WAL | WESTERN ALLIANCE BANCORP | $2.33万 | 0.00% | 284 | 0 | 0.0% | — | 不变 |
| EFV | ISHARES TR | $2.34万 | 0.00% | 306 | 0 | 0.0% | — | 不变 |
| BLBD | BLUE BIRD CORP | $2.37万 | 0.00% | 300 | 160 | 114.3% | $1.26万 | 加仓 |
| MDU | MDU RES GROUP INC | $2.39万 | 0.00% | 1,125 | 1,125 | — | $2.39万 | 新建仓 |
| IWV | ISHARES TR | $2.39万 | 0.00% | 56 | 56 | — | $2.39万 | 新建仓 |
| IYY | ISHARES TR | $2.42万 | 0.00% | 133 | 133 | — | $2.42万 | 新建仓 |
| PFFA | ETFIS SER TR I | $2.43万 | 0.00% | 1,180 | 1,180 | — | $2.43万 | 新建仓 |
| RHI | ROBERT HALF INC. | $2.46万 | 0.00% | 800 | -100 | -11.1% | -$3,070 | 减仓 |
| — | PROSHARES TR | $2.46万 | 0.00% | 3,030 | 309 | 11.4% | $2,510 | 加仓 |
| LII | LENNOX INTL INC | $2.46万 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| TECL | DIREXION SHARES ETF TRUST | $2.47万 | 0.00% | 107 | 0 | 0.0% | — | 不变 |
| GFS | GLOBALFOUNDRIES INC | $2.47万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| NRG | NRG ENERGY INC | $2.48万 | 0.00% | 170 | 0 | 0.0% | — | 不变 |
| FLRN | SPDR SERIES TRUST | $2.48万 | 0.00% | 805 | 0 | 0.0% | — | 不变 |
| MGRC | MCGRATH RENTCORP | $2.52万 | 0.00% | 209 | 1 | 0.5% | $121 | 加仓 |
| DTM | DT MIDSTREAM INC | $2.55万 | 0.00% | 174 | 0 | 0.0% | — | 不变 |
| DLN | WISDOMTREE TR | $2.58万 | 0.00% | 268 | 0 | 0.0% | — | 不变 |
| IJK | ISHARES TR | $2.58万 | 0.00% | 220 | -159 | -42.0% | -$1.87万 | 减仓 |
| GMED | GLOBUS MED INC | $2.61万 | 0.00% | 330 | 0 | 0.0% | — | 不变 |
| CP | CANADIAN PACIFIC KANSAS CITY | $2.62万 | 0.00% | 302 | 0 | 0.0% | — | 不变 |
| SCHX | SCHWAB STRATEGIC TR | $2.65万 | 0.00% | 902 | 0 | 0.0% | — | 不变 |
| TMDX | TRANSMEDICS GROUP INC | $2.66万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| VBK | VANGUARD INDEX FDS | $2.67万 | 0.00% | 73 | 0 | 0.0% | — | 不变 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $2.71万 | 0.00% | 50 | 48 | 2,400.0% | $2.60万 | 加仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $2.72万 | 0.00% | 903 | 0 | 0.0% | — | 不变 |
| NVR | NVR INC | $2.73万 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| SPDW | SPDR INDEX SHS FDS | $2.74万 | 0.00% | 544 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP | $2.77万 | 0.00% | 458 | -20 | -4.2% | -$1,208 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $2.84万 | 0.00% | 86 | -92 | -51.7% | -$3.04万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $2.84万 | 0.00% | 54 | 1 | 1.9% | $526 | 加仓 |
| LIN | LINDE PLC | $2.85万 | 0.00% | 55 | -6 | -9.8% | -$3,114 | 减仓 |
| ALB | ALBEMARLE CORP | $2.89万 | 0.00% | 214 | 9 | 4.4% | $1,214 | 加仓 |
| RGTI | RIGETTI COMPUTING INC | $2.90万 | 0.00% | 1,500 | 0 | 0.0% | — | 不变 |
| JNK | SPDR SERIES TRUST | $2.91万 | 0.00% | 302 | 0 | 0.0% | — | 不变 |
| MP | MP MATERIALS CORP | $2.91万 | 0.00% | 520 | 220 | 73.3% | $1.23万 | 加仓 |
| CLBT | CELLEBRITE DI LTD | $2.92万 | 0.00% | 2,000 | -65 | -3.1% | -$949 | 减仓 |
| IESC | IES HOLDINGS INC | $2.94万 | 0.00% | 40 | 17 | 73.9% | $1.25万 | 加仓 |
| OZK | BANK OZK LITTLE ROCK ARK | $2.95万 | 0.00% | 565 | 5 | 0.9% | $261 | 加仓 |
| LECO | LINCOLN ELEC HLDGS INC | $2.95万 | 0.00% | 111 | 3 | 2.8% | $798 | 加仓 |
| ESGV | VANGUARD WORLD FD | $3.00万 | 0.00% | 227 | 0 | 0.0% | — | 不变 |
| AIG | AMERICAN INTL GROUP INC | $3.06万 | 0.00% | 410 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN CORP | $3.06万 | 0.00% | 60 | -71 | -54.2% | -$3.62万 | 减仓 |
| ROBO | EXCHANGE TRADED CONCEPTS TRU | $3.08万 | 0.00% | 360 | 0 | 0.0% | — | 不变 |
| ABNB | AIRBNB INC | $3.11万 | 0.00% | 217 | 7 | 3.3% | $1,002 | 加仓 |
| GGLL | DIREXION SHARES ETF TRUST | $3.15万 | 0.00% | 277 | -177 | -39.0% | -$2.01万 | 减仓 |
| SMH | VANECK ETF TRUST | $3.15万 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| LHX | L3HARRIS TECHNOLOGIES INC | $3.22万 | 0.00% | 111 | -1 | -0.9% | -$290 | 减仓 |
| IJJ | ISHARES TR | $3.26万 | 0.00% | 221 | -290 | -56.8% | -$4.28万 | 减仓 |
| TEAM | ATLASSIAN CORPORATION | $3.27万 | 0.00% | 420 | 10 | 2.4% | $778 | 加仓 |
| TSLL | DIREXION SHARES ETF TRUST | $3.29万 | 0.00% | 2,323 | 17 | 0.7% | $241 | 加仓 |
| KNSL | KINSALE CAP GROUP INC | $3.30万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| AVAV | AEROVIRONMENT INC | $3.30万 | 0.00% | 200 | 200 | — | $3.30万 | 新建仓 |
| ULS | UL SOLUTIONS INC | $3.31万 | 0.00% | 325 | 0 | 0.0% | — | 不变 |