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 |
|---|---|---|---|---|---|---|---|---|
| DGRO | ISHARES TR | $14.28万 | 0.02% | 2,035 | 2,035 | — | $14.28万 | 新建仓 |
| KLAC | KLA CORP | $14.87万 | 0.02% | 101 | 1 | 1.0% | $1,472 | 加仓 |
| FAS | DIREXION SHARES ETF TRUST | $14.97万 | 0.02% | 1,264 | -649 | -33.9% | -$7.69万 | 减仓 |
| TGT | TARGET CORP | $15.08万 | 0.02% | 1,244 | 144 | 13.1% | $1.75万 | 加仓 |
| APA | APA CORPORATION | $15.37万 | 0.02% | 3,621 | -1,379 | -27.6% | -$5.85万 | 减仓 |
| BP | BP PLC | $15.54万 | 0.02% | 3,307 | -2 | -0.1% | -$94 | 减仓 |
| UDOW | PROSHARES TR | $15.81万 | 0.02% | 3,150 | -575 | -15.4% | -$2.89万 | 减仓 |
| AXON | AXON ENTERPRISE INC | $15.93万 | 0.02% | 375 | -250 | -40.0% | -$10.62万 | 减仓 |
| ET | ENERGY TRANSFER L P | $16.96万 | 0.02% | 8,785 | 0 | 0.0% | — | 不变 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $17.07万 | 0.02% | 3,229 | -2 | -0.1% | -$106 | 减仓 |
| VTV | VANGUARD INDEX FDS | $17.09万 | 0.02% | 871 | 871 | — | $17.09万 | 新建仓 |
| SCHO | SCHWAB STRATEGIC TR | $17.11万 | 0.02% | 7,048 | -580 | -7.6% | -$1.41万 | 减仓 |
| BWXT | BWX TECHNOLOGIES INC | $17.18万 | 0.02% | 840 | 10 | 1.2% | $2,045 | 加仓 |
| DPST | DIREXION SHARES ETF TRUST | $17.92万 | 0.02% | 1,854 | -900 | -32.7% | -$8.70万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $17.98万 | 0.02% | 390 | -5 | -1.3% | -$2,305 | 减仓 |
| NVTS | NAVITAS SEMICONDUCTOR CORP | $18.42万 | 0.02% | 20,999 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $18.55万 | 0.02% | 435 | 362 | 495.9% | $15.44万 | 加仓 |
| UNM | UNUM GROUP | $18.69万 | 0.02% | 2,559 | 0 | 0.0% | — | 不变 |
| O | REALTY INCOME CORP | $18.98万 | 0.02% | 3,102 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC | $19.30万 | 0.02% | 1,846 | 796 | 75.8% | $8.32万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $19.63万 | 0.02% | 1,342 | 115 | 9.4% | $1.68万 | 加仓 |
| RTX | RTX CORPORATION | $19.70万 | 0.02% | 1,021 | 31 | 3.1% | $5,980 | 加仓 |
| — | DIREXION SHARES ETF TRUST | $19.79万 | 0.02% | 3,811 | 129 | 3.5% | $6,700 | 加仓 |
| NVT | NVENT ELEC PLC | $19.81万 | 0.02% | 1,675 | 1,675 | — | $19.81万 | 新建仓 |
| SBCF | SEACOAST BKG CORP FLA | $19.96万 | 0.02% | 6,590 | -21,160 | -76.3% | -$64.09万 | 减仓 |
| VO | VANGUARD INDEX FDS | $20.04万 | 0.02% | 698 | -66 | -8.6% | -$1.89万 | 减仓 |
| FANG | DIAMONDBACK ENERGY INC | $20.59万 | 0.02% | 1,041 | -100 | -8.8% | -$1.98万 | 减仓 |
| DB | DEUTSCHE BK AG | $21.14万 | 0.02% | 7,100 | -900 | -11.2% | -$2.68万 | 减仓 |
| GPC | GENUINE PARTS CO | $21.39万 | 0.02% | 2,023 | 2,023 | — | $21.39万 | 新建仓 |
| ASML | ASML HLDG NV | $21.66万 | 0.02% | 164 | 15 | 10.1% | $1.98万 | 加仓 |
| CMI | CUMMINS INC | $22.44万 | 0.02% | 417 | 0 | 0.0% | — | 不变 |
| INFU | INFUSYSTEM HLDGS INC | $23.07万 | 0.03% | 25,000 | 25,000 | — | $23.07万 | 新建仓 |
| IWL | ISHARES TR | $23.11万 | 0.03% | 1,440 | -560 | -28.0% | -$8.99万 | 减仓 |
| AUB | ATLANTIC UN BANKSHARES CORP | $23.27万 | 0.03% | 6,510 | -1,700 | -20.7% | -$6.08万 | 减仓 |
| BIPC | BROOKFIELD INFRASTRUCTURE CO | $23.72万 | 0.03% | 6,002 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTL INC NEW | $23.78万 | 0.03% | 727 | -4 | -0.5% | -$1,308 | 减仓 |
| EXE | EXPAND ENERGY CORPORATION | $23.83万 | 0.03% | 2,171 | -4,000 | -64.8% | -$43.91万 | 减仓 |
| QCOM | QUALCOMM INC | $24.47万 | 0.03% | 1,900 | -290 | -13.2% | -$3.73万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $24.82万 | 0.03% | 3,000 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $25.19万 | 0.03% | 1,179 | 4 | 0.3% | $855 | 加仓 |
| ANET | ARISTA NETWORKS INC | $25.54万 | 0.03% | 2,080 | 575 | 38.2% | $7.06万 | 加仓 |
| SBLK | STAR BULK CARRIERS CORP. | $25.69万 | 0.03% | 11,182 | 11,000 | 6,044.0% | $25.27万 | 加仓 |
| ITRN | ITURAN LOCATION AND CONTROL | $25.98万 | 0.03% | 5,300 | 1,900 | 55.9% | $9.31万 | 加仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $26.02万 | 0.03% | 3,416 | -627 | -15.5% | -$4.78万 | 减仓 |
| ILF | ISHARES TR | $26.28万 | 0.03% | 7,400 | 7,400 | — | $26.28万 | 新建仓 |
| BN | BROOKFIELD CORP | $26.71万 | 0.03% | 6,600 | 0 | 0.0% | — | 不变 |
| VCSH | VANGUARD SCOTTSDALE FDS | $26.73万 | 0.03% | 3,372 | -1,200 | -26.2% | -$9.51万 | 减仓 |
| — | DIREXION SHARES ETF TRUST | $28.50万 | 0.03% | 3,890 | -680 | -14.9% | -$4.98万 | 减仓 |
| — | PROSHARES TR | $28.83万 | 0.03% | 7,124 | 0 | 0.0% | — | 不变 |
| FLS | FLOWSERVE CORP | $29.04万 | 0.03% | 3,950 | 2,950 | 295.0% | $21.69万 | 加仓 |
| LLY | ELI LILLY & CO | $29.07万 | 0.03% | 316 | -830 | -72.4% | -$76.35万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $29.94万 | 0.03% | 767 | -106 | -12.1% | -$4.14万 | 减仓 |
| HIMU | BLACKROCK ETF TRUST II | $30.04万 | 0.03% | 6,260 | 3,164 | 102.2% | $15.18万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $30.06万 | 0.03% | 9,799 | 919 | 10.3% | $2.82万 | 加仓 |
| ADI | ANALOG DEVICES INC | $30.44万 | 0.03% | 957 | 3 | 0.3% | $954 | 加仓 |
| SHOP | SHOPIFY INC | $31.24万 | 0.03% | 2,634 | -2,191 | -45.4% | -$25.99万 | 减仓 |
| TIMB | TIM S A | $31.26万 | 0.03% | 11,800 | 11,800 | — | $31.26万 | 新建仓 |
| MO | ALTRIA GROUP INC | $32.50万 | 0.04% | 4,926 | -46 | -0.9% | -$3,035 | 减仓 |
| SN | SHARKNINJA INC | $33.09万 | 0.04% | 3,125 | 3,125 | — | $33.09万 | 新建仓 |
| RKLB | ROCKET LAB CORP | $34.04万 | 0.04% | 5,300 | -2,940 | -35.7% | -$18.88万 | 减仓 |
| APP | APPLOVIN CORP | $35.66万 | 0.04% | 896 | -1,750 | -66.1% | -$69.65万 | 减仓 |
| WCPB | NORTHERN LTS FD TR II | $35.94万 | 0.04% | 14,211 | 12,603 | 783.8% | $31.87万 | 加仓 |
| ATI | ATI INC | $36.37万 | 0.04% | 2,500 | 0 | 0.0% | — | 不变 |
| STIP | ISHARES TR | $37.13万 | 0.04% | 3,590 | -200 | -5.3% | -$2.07万 | 减仓 |
| TMUS | T-MOBILE US INC | $39.49万 | 0.04% | 1,880 | 0 | 0.0% | — | 不变 |
| MELI | MERCADOLIBRE INC | $39.77万 | 0.04% | 230 | 1 | 0.4% | $1,729 | 加仓 |
| — | PROSHARES TR | $42.36万 | 0.05% | 9,238 | 37 | 0.4% | $1,697 | 加仓 |
| SOXL | DIREXION SHARES ETF TRUST | $43.19万 | 0.05% | 9,015 | -234 | -2.5% | -$1.12万 | 减仓 |
| EEM | ISHARES TR | $44.14万 | 0.05% | 7,772 | 530 | 7.3% | $3.01万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $46.38万 | 0.05% | 1,533 | -1 | -0.1% | -$303 | 减仓 |
| IJR | ISHARES TR | $46.64万 | 0.05% | 3,752 | 1,770 | 89.3% | $22.00万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $47.03万 | 0.05% | 12,428 | 35 | 0.3% | $1,324 | 加仓 |
| BOTZ | GLOBAL X FDS | $47.27万 | 0.05% | 14,230 | 2,660 | 23.0% | $8.84万 | 加仓 |
| FBK | FB FINL CORP | $48.28万 | 0.05% | 9,295 | -9,385 | -50.2% | -$48.75万 | 减仓 |
| UBSI | UNITED BANKSHARES INC WEST V | $48.62万 | 0.05% | 11,738 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $48.88万 | 0.05% | 1,020 | -16 | -1.5% | -$7,667 | 减仓 |
| CFG | CITIZENS FINL GROUP INC | $49.66万 | 0.05% | 8,280 | 8,280 | — | $49.66万 | 新建仓 |
| AIR | AAR CORP | $50.24万 | 0.06% | 4,590 | -210 | -4.4% | -$2.30万 | 减仓 |
| NFLX | NETFLIX INC. | $50.27万 | 0.06% | 5,228 | -33 | -0.6% | -$3,173 | 减仓 |
| STRL | STERLING INFRASTRUCTURE INC | $51.44万 | 0.06% | 1,263 | 1,213 | 2,426.0% | $49.40万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $51.82万 | 0.06% | 3,134 | -32 | -1.0% | -$5,291 | 减仓 |
| EQIX | EQUINIX INC | $52.28万 | 0.06% | 533 | 498 | 1,422.9% | $48.85万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $53.41万 | 0.06% | 866 | 55 | 6.8% | $3.39万 | 加仓 |
| BA | BOEING CO | $53.48万 | 0.06% | 2,687 | 0 | 0.0% | — | 不变 |
| EWZ | ISHARES INC | $53.75万 | 0.06% | 14,000 | 14,000 | — | $53.75万 | 新建仓 |
| ROP | ROPER TECHNOLOGIES INC | $55.66万 | 0.06% | 1,573 | -2,054 | -56.6% | -$72.68万 | 减仓 |
| CDW | CDW CORP | $56.25万 | 0.06% | 4,648 | -2,300 | -33.1% | -$27.84万 | 减仓 |
| HOOD | ROBINHOOD MKTS INC | $56.85万 | 0.06% | 8,203 | -4,015 | -32.9% | -$27.82万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $57.29万 | 0.06% | 1,948 | 118 | 6.4% | $3.47万 | 加仓 |
| AMTM | AMENTUM HOLDINGS INC | $58.30万 | 0.06% | 22,355 | 6,665 | 42.5% | $17.38万 | 加仓 |
| KRE | SPDR SERIES TRUST | $58.67万 | 0.06% | 9,005 | 2,426 | 36.9% | $15.80万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $59.83万 | 0.07% | 9,337 | 5,675 | 155.0% | $36.37万 | 加仓 |
| WAT | WATERS CORP | $61.97万 | 0.07% | 2,081 | 2,081 | — | $61.97万 | 新建仓 |
| — | PROSHARES TR | $62.05万 | 0.07% | 12,037 | -229 | -1.9% | -$1.18万 | 减仓 |
| KIE | SPDR SERIES TRUST | $67.51万 | 0.07% | 12,274 | 17 | 0.1% | $935 | 加仓 |
| NKE | NIKE INC | $74.89万 | 0.08% | 14,178 | -1,498 | -9.6% | -$7.91万 | 减仓 |
| HRL | HORMEL FOODS CORP | $76.78万 | 0.08% | 33,897 | 3,879 | 12.9% | $8.79万 | 加仓 |
| BAC | BANK AMERICA CORP | $77.76万 | 0.09% | 15,950 | -15,340 | -49.0% | -$74.78万 | 减仓 |
| STZ | CONSTELLATION BRANDS INC | $79.42万 | 0.09% | 5,295 | -32 | -0.6% | -$4,800 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $82.67万 | 0.09% | 1,368 | 9 | 0.7% | $5,439 | 加仓 |