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 |
|---|---|---|---|---|---|---|---|---|
| ELV | ELEVANCE HEALTH INC FORMERLY | $231.42万 | 0.23% | 5,984 | 1,147 | 23.7% | $44.36万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $231.04万 | 0.23% | 10,317 | -4,365 | -29.7% | -$97.75万 | 减仓 |
| HSY | HERSHEY CO | $219.52万 | 0.21% | 12,512 | 4,005 | 47.1% | $70.27万 | 加仓 |
| GEV | GE VERNOVA INC | $211.59万 | 0.21% | 1,801 | -596 | -24.9% | -$70.02万 | 减仓 |
| STRL | STERLING INFRASTRUCTURE INC | $210.09万 | 0.21% | 2,503 | 1,240 | 98.2% | $104.08万 | 加仓 |
| AROC | ARCHROCK INC | $203.48万 | 0.20% | 49,982 | 5,000 | 11.1% | $20.36万 | 加仓 |
| SJM | SMUCKER J M CO | $203.36万 | 0.20% | 18,076 | -5,423 | -23.1% | -$61.01万 | 减仓 |
| DAVE | DAVE INC | $200.27万 | 0.20% | 5,375 | 3,975 | 283.9% | $148.10万 | 重新持有 |
| UPRO | PROSHARES TR | $190.83万 | 0.19% | 13,459 | -172 | -1.3% | -$2.44万 | 减仓 |
| CFG | CITIZENS FINL GROUP INC | $189.75万 | 0.19% | 27,080 | 18,800 | 227.1% | $131.73万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $188.30万 | 0.18% | 37,294 | 12,074 | 47.9% | $60.96万 | 加仓 |
| GOOG | ALPHABET INC | $186.29万 | 0.18% | 5,272 | -102 | -1.9% | -$3.60万 | 减仓 |
| GVA | GRANITE CONSTR INC | $184.48万 | 0.18% | 11,670 | 1,465 | 14.4% | $23.16万 | 加仓 |
| OUST | OUSTER INC | $182.56万 | 0.18% | 29,200 | 29,200 | — | $182.56万 | 新建仓 |
| INCY | INCYTE CORP | $178.66万 | 0.17% | 15,760 | 2,065 | 15.1% | $23.41万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $177.76万 | 0.17% | 5,309 | -21 | -0.4% | -$7,031 | 减仓 |
| BAC | BANK OF AMER CORP | $177.46万 | 0.17% | 31,144 | 15,194 | 95.3% | $86.58万 | 加仓 |
| CLS | CELESTICA INC | $176.53万 | 0.17% | 4,839 | 1,714 | 54.8% | $62.53万 | 加仓 |
| KRYS | KRYSTAL BIOTECH INC | $167.66万 | 0.16% | 4,511 | 4,505 | 75,083.3% | $167.44万 | 加仓 |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $159.04万 | 0.16% | 6,600 | 0 | 0.0% | — | 不变 |
| ASND | ASCENDIS PHARMA A/S | $156.83万 | 0.15% | 5,880 | 5,880 | — | $156.83万 | 新建仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $153.47万 | 0.15% | 3,214 | -4 | -0.1% | -$1,910 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $149.02万 | 0.15% | 13,576 | -5,596 | -29.2% | -$61.43万 | 减仓 |
| LLY | ELI LILLY & CO | $144.77万 | 0.14% | 1,207 | 891 | 282.0% | $106.87万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $140.17万 | 0.14% | 1,877 | -8 | -0.4% | -$5,974 | 减仓 |
| — | EXXON MOBIL CORP | $139.66万 | 0.14% | 10,215 | -164 | -1.6% | -$2.24万 | 减仓 |
| TEX | TEREX CORP NEW | $138.24万 | 0.13% | 19,096 | 0 | 0.0% | — | 不变 |
| KNSA | KINIKSA PHARMACEUTICALS INTL | $132.54万 | 0.13% | 20,725 | 0 | 0.0% | — | 不变 |
| DAR | DARLING INGREDIENTS INC | $129.80万 | 0.13% | 23,765 | 2,650 | 12.6% | $14.47万 | 加仓 |
| C | CITIGROUP INC | $126.74万 | 0.12% | 9,056 | 8,341 | 1,166.6% | $116.74万 | 加仓 |
| SN | SHARKNINJA INC | $126.54万 | 0.12% | 8,310 | 5,185 | 165.9% | $78.95万 | 加仓 |
| ARGX | ARGENX SE | $122.74万 | 0.12% | 1,323 | 1,178 | 812.4% | $109.29万 | 加仓 |
| MIRM | MIRUM PHARMACEUTICALS INC | $120.41万 | 0.12% | 10,285 | 10,285 | — | $120.41万 | 新建仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $116.39万 | 0.11% | 4,280 | 4,280 | — | $116.39万 | 新建仓 |
| AIR | AAR CORP | $114.10万 | 0.11% | 7,983 | 3,393 | 73.9% | $48.50万 | 加仓 |
| TKO | TKO GROUP HOLDINGS INC | $111.73万 | 0.11% | 5,550 | 0 | 0.0% | — | 不变 |
| ATI | ATI INC | $110.55万 | 0.11% | 5,609 | 3,109 | 124.4% | $61.28万 | 加仓 |
| OSCR | OSCAR HEALTH INC | $108.38万 | 0.11% | 38,000 | 38,000 | — | $108.38万 | 新建仓 |
| EQIX | EQUINIX INC | $107.73万 | 0.11% | 1,033 | 500 | 93.8% | $52.14万 | 加仓 |
| MDGL | MADRIGAL PHARMACEUTICALS INC | $107.39万 | 0.10% | 2,000 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO EXCHANGE TRADED FD T | $106.38万 | 0.10% | 5,000 | 111 | 2.3% | $2.36万 | 加仓 |
| SITM | SITIME CORP | $104.38万 | 0.10% | 1,400 | -1,400 | -50.0% | -$104.38万 | 减仓 |
| DHR | DANAHER CORP DEL | $103.65万 | 0.10% | 5,442 | -2,611 | -32.4% | -$49.73万 | 减仓 |
| — | PROSHARES TR | $103.63万 | 0.10% | 11,865 | -172 | -1.4% | -$1.50万 | 减仓 |
| MRX | MAREX GROUP PLC | $103.61万 | 0.10% | 17,000 | 17,000 | — | $103.61万 | 新建仓 |
| TFC | TRUIST FINL CORP | $100.37万 | 0.10% | 20,147 | -10 | -0.0% | -$498 | 减仓 |
| KIE | SPDR SERIES TRUST | $96.96万 | 0.09% | 15,897 | 3,623 | 29.5% | $22.10万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $95.04万 | 0.09% | 3,021 | -30 | -1.0% | -$9,438 | 减仓 |
| SBLK | STAR BULK CARRIERS CORP. | $88.35万 | 0.09% | 35,382 | 24,200 | 216.4% | $60.43万 | 加仓 |
| RYTM | RHYTHM PHARMACEUTICALS INC | $86.60万 | 0.08% | 7,800 | -2,200 | -22.0% | -$24.43万 | 减仓 |
| HRL | HORMEL FOODS CORP | $84.46万 | 0.08% | 34,030 | 133 | 0.4% | $3,301 | 加仓 |
| CVX | CHEVRON CORPORATION | $84.16万 | 0.08% | 5,077 | -2,153 | -29.8% | -$35.69万 | 减仓 |
| XOVR | ENTREPRENEURSHARES SERIES TR | $83.15万 | 0.08% | 39,500 | 39,500 | — | $83.15万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC | $81.91万 | 0.08% | 1,410 | -6,400 | -81.9% | -$371.78万 | 减仓 |
| CLX | CLOROX CO DEL | $79.68万 | 0.08% | 8,349 | -3,671 | -30.5% | -$35.03万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $77.93万 | 0.08% | 10,937 | 1,600 | 17.1% | $11.40万 | 加仓 |
| DVA | DAVITA INC | $71.30万 | 0.07% | 3,205 | 3,205 | — | $71.30万 | 新建仓 |
| IJR | ISHARES TR | $70.36万 | 0.07% | 4,744 | 992 | 26.4% | $14.71万 | 加仓 |
| KRE | SPDR SERIES TRUST | $70.02万 | 0.07% | 9,355 | 350 | 3.9% | $2.62万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $69.98万 | 0.07% | 1,374 | 6 | 0.4% | $3,056 | 加仓 |
| STZ | CONSTELLATION BRANDS INC | $69.21万 | 0.07% | 4,976 | -319 | -6.0% | -$4.44万 | 减仓 |
| MKC | MCCORMICK & CO INC | $67.08万 | 0.07% | 13,305 | -10,694 | -44.6% | -$53.92万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $66.57万 | 0.06% | 2,034 | 86 | 4.4% | $2.81万 | 加仓 |
| SOXL | DIREXION SHARES ETF TRUST | $66.28万 | 0.06% | 2,485 | -6,530 | -72.4% | -$174.16万 | 减仓 |
| ESTA | ESTABLISHMENT LABS HLDGS INC | $63.50万 | 0.06% | 7,400 | 7,400 | — | $63.50万 | 新建仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $60.40万 | 0.06% | 15,595 | -21,735 | -58.2% | -$84.18万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $59.22万 | 0.06% | 776 | 9 | 1.2% | $6,868 | 加仓 |
| BA | BOEING CO | $58.01万 | 0.06% | 2,680 | -7 | -0.3% | -$1,515 | 减仓 |
| WCPB | NORTHERN LTS FD TR II | $57.78万 | 0.06% | 22,795 | 8,584 | 60.4% | $21.76万 | 加仓 |
| BOTZ | GLOBAL X FDS | $57.78万 | 0.06% | 15,230 | 1,000 | 7.0% | $3.79万 | 加仓 |
| APH | AMPHENOL CORP | $56.78万 | 0.06% | 3,220 | 3,212 | 40,150.0% | $56.63万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $54.06万 | 0.05% | 2,988 | -146 | -4.7% | -$2.64万 | 减仓 |
| UBSI | UNITED BANKSHARES INC WEST V | $53.80万 | 0.05% | 11,738 | 0 | 0.0% | — | 不变 |
| FBK | FB FINL CORP | $53.66万 | 0.05% | 9,695 | 400 | 4.3% | $2.21万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $51.93万 | 0.05% | 1,535 | 2 | 0.1% | $677 | 加仓 |
| FTAI | FTAI AVIATION LTD | $51.40万 | 0.05% | 1,900 | 1,899 | 189,900.0% | $51.37万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $51.09万 | 0.05% | 1,179 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES TR | $50.36万 | 0.05% | 7,362 | -410 | -5.3% | -$2.80万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $49.39万 | 0.05% | 987 | -33 | -3.2% | -$1.65万 | 减仓 |
| — | PROSHARES TR | $49.03万 | 0.05% | 9,239 | 1 | 0.0% | $53 | 加仓 |
| TLN | TALEN ENERGY CORP | $46.11万 | 0.05% | 1,200 | 1,200 | — | $46.11万 | 新建仓 |
| TLT | ISHARES TR | $44.95万 | 0.04% | 5,201 | 4,880 | 1,520.2% | $42.17万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $44.70万 | 0.04% | 12,159 | -269 | -2.2% | -$9,889 | 减仓 |
| CTAS | CINTAS CORP | $44.20万 | 0.04% | 2,599 | -2,300 | -46.9% | -$39.12万 | 减仓 |
| — | DIREXION SHARES ETF TRUST | $40.86万 | 0.04% | 3,890 | 0 | 0.0% | — | 不变 |
| MELI | MERCADOLIBRE INC | $40.23万 | 0.04% | 237 | 7 | 3.0% | $1.19万 | 加仓 |
| APP | APPLOVIN CORP | $38.18万 | 0.04% | 741 | -155 | -17.3% | -$7.99万 | 减仓 |
| ADI | ANALOG DEVICES INC | $38.09万 | 0.04% | 959 | 2 | 0.2% | $794 | 加仓 |
| NVTS | NAVITAS SEMICONDUCTOR CORP | $37.81万 | 0.04% | 21,099 | 100 | 0.5% | $1,792 | 加仓 |
| AMTM | AMENTUM HOLDINGS INC | $37.67万 | 0.04% | 18,226 | -4,129 | -18.5% | -$8.53万 | 减仓 |
| NFLX | NETFLIX INC. | $36.75万 | 0.04% | 5,147 | -81 | -1.5% | -$5,783 | 减仓 |
| STIP | ISHARES TR | $36.16万 | 0.04% | 3,540 | -50 | -1.4% | -$5,108 | 减仓 |
| HIMU | BLACKROCK ETF TRUST II | $35.82万 | 0.03% | 7,193 | 933 | 14.9% | $4.65万 | 加仓 |
| AMAT | APPLIED MATLS INC | $35.72万 | 0.03% | 494 | 100 | 25.4% | $7.23万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $34.01万 | 0.03% | 10,724 | 925 | 9.4% | $2.93万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $33.81万 | 0.03% | 1,990 | -90 | -4.3% | -$1.53万 | 减仓 |
| RKLB | ROCKET LAB CORP | $33.80万 | 0.03% | 3,325 | -1,975 | -37.3% | -$20.08万 | 减仓 |
| ITRN | ITURAN LOCATION AND CONTROL | $33.56万 | 0.03% | 5,500 | 200 | 3.8% | $1.22万 | 加仓 |
| ASML | ASML HLDG NV | $33.22万 | 0.03% | 167 | 3 | 1.8% | $5,968 | 加仓 |
| MO | ALTRIA GROUP INC | $32.90万 | 0.03% | 4,572 | -354 | -7.2% | -$2.55万 | 减仓 |