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 |
|---|---|---|---|---|---|---|---|---|
| DXPE | DXP ENTERPRISES INC | $3.37万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| PTC | PTC INC | $3.41万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| FSMD | FIDELITY COVINGTON TRUST | $3.41万 | 0.00% | 645 | 0 | 0.0% | — | 不变 |
| PACS | PACS GROUP INC | $3.41万 | 0.00% | 800 | 500 | 166.7% | $2.13万 | 加仓 |
| — | PROSHARES TR | $3.41万 | 0.00% | 900 | 60 | 7.1% | $2,274 | 加仓 |
| OEF | ISHARES TR | $3.43万 | 0.00% | 94 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $3.44万 | 0.00% | 61 | 8 | 15.1% | $4,506 | 加仓 |
| EFA | ISHARES TR | $3.48万 | 0.00% | 335 | -91 | -21.4% | -$9,453 | 减仓 |
| PAYX | PAYCHEX INC | $3.51万 | 0.00% | 357 | 0 | 0.0% | — | 不变 |
| BSX | BOSTON SCIENTIFIC CORP | $3.51万 | 0.00% | 823 | 700 | 569.1% | $2.99万 | 加仓 |
| TFSL | TFS FINL CORP | $3.54万 | 0.00% | 2,000 | 2,000 | — | $3.54万 | 新建仓 |
| — | PROSHARES TR | $3.56万 | 0.00% | 1,200 | -681 | -36.2% | -$2.02万 | 减仓 |
| OTIS | OTIS WORLDWIDE CORP | $3.58万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| AME | AMETEK INC | $3.63万 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR | $3.67万 | 0.00% | 235 | 0 | 0.0% | — | 不变 |
| SEIC | SEI INVTS CO | $3.68万 | 0.00% | 420 | 0 | 0.0% | — | 不变 |
| FTI | TECHNIPFMC PLC | $3.78万 | 0.00% | 570 | -800 | -58.4% | -$5.30万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $3.78万 | 0.00% | 129 | 4 | 3.2% | $1,173 | 加仓 |
| KINS | KINGSTONE COS INC | $3.81万 | 0.00% | 2,000 | 2,000 | — | $3.81万 | 新建仓 |
| QUBT | QUANTUM COMPUTING INC | $3.88万 | 0.00% | 4,000 | 0 | 0.0% | — | 不变 |
| MKL | MARKEL GROUP INC | $3.91万 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| — | GRANITESHARES ETF TR | $3.91万 | 0.00% | 1,151 | 1,110 | 2,707.3% | $3.77万 | 加仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $3.93万 | 0.00% | 365 | 0 | 0.0% | — | 不变 |
| VOE | VANGUARD INDEX FDS | $3.97万 | 0.00% | 201 | 201 | — | $3.97万 | 新建仓 |
| — | ALPHABET INC | $4.07万 | 0.00% | 800 | 800 | — | $4.07万 | 新建仓 |
| VBR | VANGUARD INDEX FDS | $4.08万 | 0.00% | 168 | 0 | 0.0% | — | 不变 |
| FRT | FEDERAL RLTY INVT TR NEW | $4.10万 | 0.00% | 332 | 0 | 0.0% | — | 不变 |
| XPO | XPO INC | $4.11万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| RY | ROYAL BK CDA | $4.14万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| — | SPDR SERIES TRUST | $4.16万 | 0.00% | 370 | 0 | 0.0% | — | 不变 |
| RGLD | ROYAL GOLD INC | $4.19万 | 0.00% | 210 | -10 | -4.5% | -$1,995 | 减仓 |
| TSLA | TESLA INC 看涨期权 | $4.21万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| MOG/A | MOOG INC | $4.24万 | 0.00% | 100 | 100 | — | $4.24万 | 新建仓 |
| LITE | LUMENTUM HLDGS INC | $4.29万 | 0.00% | 50 | 28 | 127.3% | $2.40万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $4.31万 | 0.00% | 175 | -191 | -52.2% | -$4.70万 | 减仓 |
| ETON | ETON PHARMACEUTICALS INC | $4.34万 | 0.00% | 1,200 | 1,200 | — | $4.34万 | 新建仓 |
| LRN | STRIDE INC | $4.36万 | 0.00% | 505 | 0 | 0.0% | — | 不变 |
| PSA | PUBLIC STORAGE | $4.36万 | 0.00% | 137 | 0 | 0.0% | — | 不变 |
| SIGI | SELECTIVE INS GROUP INC | $4.37万 | 0.00% | 450 | 0 | 0.0% | — | 不变 |
| BBAI | BIGBEAR AI HLDGS INC | $4.40万 | 0.00% | 12,000 | 0 | 0.0% | — | 不变 |
| CXT | CRANE NXT CO | $4.46万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $4.54万 | 0.00% | 560 | -1 | -0.2% | -$81 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $4.64万 | 0.00% | 917 | 7 | 0.8% | $354 | 加仓 |
| CPA | COPA HOLDINGS SA | $4.67万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| ACWV | ISHARES INC | $4.73万 | 0.00% | 393 | 0 | 0.0% | — | 不变 |
| CM | CANADIAN IMPERIAL BANK OF CO | $4.77万 | 0.00% | 415 | 15 | 3.8% | $1,725 | 加仓 |
| VEEV | VEEVA SYS INC | $4.79万 | 0.00% | 270 | 100 | 58.8% | $1.77万 | 加仓 |
| — | INVESCO EXCHANGE TRADED FD T | $4.84万 | 0.00% | 750 | 0 | 0.0% | — | 不变 |
| MUB | ISHARES TR | $4.86万 | 0.00% | 452 | -306 | -40.4% | -$3.29万 | 减仓 |
| GFF | GRIFFON CORP | $4.88万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| WULF | TERAWULF INC | $4.94万 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| EME | EMCOR GROUP INC | $5.06万 | 0.00% | 61 | 11 | 22.0% | $9,129 | 加仓 |
| PRU | PRUDENTIAL FINL INC | $5.08万 | 0.00% | 471 | 0 | 0.0% | — | 不变 |
| CQP | CHENIERE ENERGY PARTNERS L P | $5.09万 | 0.00% | 835 | 0 | 0.0% | — | 不变 |
| QQEW | FIRST TR EXCHANGE-TRADED FD | $5.12万 | 0.01% | 321 | 0 | 0.0% | — | 不变 |
| SEZL | SEZZLE INC | $5.15万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $5.16万 | 0.01% | 432 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC | $5.17万 | 0.01% | 717 | -2 | -0.3% | -$144 | 减仓 |
| ARKX | ARK ETF TR | $5.18万 | 0.01% | 1,517 | 75 | 5.2% | $2,559 | 加仓 |
| RRC | RANGE RES CORP | $5.21万 | 0.01% | 1,400 | 300 | 27.3% | $1.12万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $5.25万 | 0.01% | 598 | 40 | 7.2% | $3,511 | 加仓 |
| IXUS | ISHARES TR | $5.25万 | 0.01% | 550 | -1,098 | -66.6% | -$10.48万 | 减仓 |
| QTUM | ETF SER SOLUTIONS | $5.29万 | 0.01% | 320 | 0 | 0.0% | — | 不变 |
| — | GRANITESHARES ETF TR | $5.34万 | 0.01% | 3,160 | 3,160 | — | $5.34万 | 新建仓 |
| HCA | HCA HEALTHCARE INC | $5.38万 | 0.01% | 138 | 0 | 0.0% | — | 不变 |
| KARO | KAROOOOO LTD | $5.43万 | 0.01% | 1,100 | 160 | 17.0% | $7,898 | 加仓 |
| VB | VANGUARD INDEX FDS | $5.46万 | 0.01% | 180 | 0 | 0.0% | — | 不变 |
| RGA | REINSURANCE GROUP AMER INC | $5.53万 | 0.01% | 260 | 0 | 0.0% | — | 不变 |
| SCHZ | SCHWAB STRATEGIC TR | $5.60万 | 0.01% | 2,420 | -1,105 | -31.3% | -$2.56万 | 减仓 |
| HII | HUNTINGTON INGALLS INDS INC | $5.74万 | 0.01% | 205 | 55 | 36.7% | $1.54万 | 加仓 |
| EWBC | EAST WEST BANCORP INC | $5.81万 | 0.01% | 450 | -50 | -10.0% | -$6,455 | 减仓 |
| RIO | RIO TINTO PLC | $5.84万 | 0.01% | 615 | -2 | -0.3% | -$190 | 减仓 |
| SLV | ISHARES SILVER TR | $5.86万 | 0.01% | 1,095 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TR | $5.94万 | 0.01% | 615 | 0 | 0.0% | — | 不变 |
| SHLD | GLOBAL X FDS | $5.97万 | 0.01% | 1,000 | -340 | -25.4% | -$2.03万 | 减仓 |
| BLLN | BILLIONTOONE INC | $6.00万 | 0.01% | 500 | 500 | — | $6.00万 | 新建仓 |
| TD | TORONTO DOMINION BK ONT | $6.07万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| SRE | SEMPRA | $6.08万 | 0.01% | 656 | 2 | 0.3% | $185 | 加仓 |
| UAL | UNITED AIRLS HLDGS INC | $6.13万 | 0.01% | 451 | 0 | 0.0% | — | 不变 |
| CVSA | COVISTA INC | $6.17万 | 0.01% | 495 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD INTL EQUITY INDEX F | $6.23万 | 0.01% | 744 | 0 | 0.0% | — | 不变 |
| FLY | FIREFLY AEROSPACE INC | $6.23万 | 0.01% | 2,120 | -1,900 | -47.3% | -$5.59万 | 减仓 |
| TDG | TRANSDIGM GROUP INC | $6.26万 | 0.01% | 47 | 0 | 0.0% | — | 不变 |
| — | HARBOR ETF TRUST | $6.29万 | 0.01% | 1,381 | 20 | 1.5% | $911 | 加仓 |
| PLD | PROLOGIS INC. | $6.37万 | 0.01% | 470 | 10 | 2.2% | $1,355 | 加仓 |
| PGNY | PROGYNY INC | $6.50万 | 0.01% | 2,255 | 2,255 | — | $6.50万 | 新建仓 |
| FLS | FLOWSERVE CORP | $6.60万 | 0.01% | 890 | -3,060 | -77.5% | -$22.69万 | 减仓 |
| RCL | ROYAL CARIBBEAN GROUP | $6.62万 | 0.01% | 208 | -52 | -20.0% | -$1.65万 | 减仓 |
| LIF | LIFE360 INC | $6.64万 | 0.01% | 1,200 | 200 | 20.0% | $1.11万 | 加仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $6.79万 | 0.01% | 1,720 | 487 | 39.5% | $1.92万 | 加仓 |
| STLD | STEEL DYNAMICS INC | $6.88万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| AIT | APPLIED INDL TECHNOLOGIES IN | $6.90万 | 0.01% | 204 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $6.93万 | 0.01% | 539 | -13 | -2.4% | -$1,671 | 减仓 |
| FDX | FEDEX CORP | $7.01万 | 0.01% | 224 | -21 | -8.6% | -$6,576 | 减仓 |
| URI | UNITED RENTALS INC | $7.02万 | 0.01% | 62 | 62 | — | $7.02万 | 新建仓 |
| WMB | WILLIAMS COS INC | $7.03万 | 0.01% | 945 | 63 | 7.1% | $4,683 | 加仓 |
| IEMG | ISHARES INC | $7.03万 | 0.01% | 849 | 0 | 0.0% | — | 不变 |
| ONON | ON HLDG AG | $7.08万 | 0.01% | 2,000 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES TR | $7.22万 | 0.01% | 729 | -28 | -3.7% | -$2,771 | 减仓 |
| NXPI | NXP SEMICONDUCTORS N V | $7.25万 | 0.01% | 258 | -6 | -2.3% | -$1,686 | 减仓 |