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 |
|---|---|---|---|---|---|---|---|---|
| ACN | ACCENTURE PLC IRELAND | $31.79万 | 0.03% | 2,555 | -5,504 | -68.3% | -$68.49万 | 减仓 |
| TMUS | T-MOBILE US INC | $31.52万 | 0.03% | 1,879 | -1 | -0.1% | -$168 | 减仓 |
| TSCO | TRACTOR SUPPLY CO | $31.45万 | 0.03% | 9,950 | -30,587 | -75.5% | -$96.69万 | 减仓 |
| GIS | GENERAL MILLS INC | $31.34万 | 0.03% | 9,007 | -14,624 | -61.9% | -$50.89万 | 减仓 |
| QCOM | QUALCOMM INC | $30.69万 | 0.03% | 1,661 | -239 | -12.6% | -$4.42万 | 减仓 |
| KLAC | KLA CORP | $30.47万 | 0.03% | 1,010 | 0 | 0.0% | — | 不变 |
| SHOP | SHOPIFY INC | $30.18万 | 0.03% | 2,643 | 9 | 0.3% | $1,028 | 加仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $28.79万 | 0.03% | 3,249 | -167 | -4.9% | -$1.48万 | 减仓 |
| CMI | CUMMINS INC | $28.60万 | 0.03% | 401 | -16 | -3.8% | -$1.14万 | 减仓 |
| NVT | NVENT ELEC PLC | $28.41万 | 0.03% | 1,675 | 0 | 0.0% | — | 不变 |
| BN | BROOKFIELD CORP | $28.11万 | 0.03% | 6,600 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTL INC NEW | $26.94万 | 0.03% | 727 | 0 | 0.0% | — | 不变 |
| IWL | ISHARES TR | $25.71万 | 0.03% | 1,390 | -50 | -3.5% | -$9,248 | 减仓 |
| JSI | JANUS DETROIT STR TR | $25.60万 | 0.02% | 4,998 | 4,548 | 1,010.7% | $23.29万 | 加仓 |
| DPST | DIREXION SHARES ETF TRUST | $25.44万 | 0.02% | 1,799 | -55 | -3.0% | -$7,779 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $24.80万 | 0.02% | 3,000 | 0 | 0.0% | — | 不变 |
| YOU | CLEAR SECURE INC | $24.52万 | 0.02% | 4,400 | 4,400 | — | $24.52万 | 新建仓 |
| EXPE | EXPEDIA GROUP INC | $24.31万 | 0.02% | 950 | 935 | 6,233.3% | $23.92万 | 重新持有 |
| VCSH | VANGUARD SCOTTSDALE FDS | $24.11万 | 0.02% | 3,051 | -321 | -9.5% | -$2.54万 | 减仓 |
| GPC | GENUINE PARTS CO | $23.87万 | 0.02% | 2,023 | 0 | 0.0% | — | 不变 |
| AUB | ATLANTIC UN BANKSHARES CORP | $23.57万 | 0.02% | 5,570 | -940 | -14.4% | -$3.98万 | 减仓 |
| FTNT | FORTINET INC | $23.43万 | 0.02% | 1,525 | 0 | 0.0% | — | 不变 |
| BIPC | BROOKFIELD INFRASTRUCTURE CO | $23.11万 | 0.02% | 6,002 | 0 | 0.0% | — | 不变 |
| UNM | UNUM GROUP | $22.88万 | 0.02% | 2,559 | 0 | 0.0% | — | 不变 |
| — | PROSHARES TR | $22.50万 | 0.02% | 4,587 | -2,537 | -35.6% | -$12.45万 | 减仓 |
| VO | VANGUARD INDEX FDS | $22.45万 | 0.02% | 2,787 | -5 | -0.2% | -$403 | 减仓 |
| DRAM | ROUNDHILL ETF TRUST | $22.16万 | 0.02% | 3,000 | 3,000 | — | $22.16万 | 新建仓 |
| SBCF | SEACOAST BKG CORP FLA | $21.91万 | 0.02% | 6,590 | 0 | 0.0% | — | 不变 |
| WAT | WATERS CORP | $21.83万 | 0.02% | 582 | -1,499 | -72.0% | -$56.22万 | 减仓 |
| AXON | AXON ENTERPRISE INC | $21.02万 | 0.02% | 375 | 0 | 0.0% | — | 不变 |
| FANG | DIAMONDBACK ENERGY INC | $18.95万 | 0.02% | 1,078 | 37 | 3.6% | $6,504 | 加仓 |
| UDOW | PROSHARES TR | $18.92万 | 0.02% | 2,700 | -450 | -14.3% | -$3.15万 | 减仓 |
| O | REALTY INCOME CORP | $18.90万 | 0.02% | 3,050 | -52 | -1.7% | -$3,222 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $18.70万 | 0.02% | 932 | 346 | 59.0% | $6.94万 | 加仓 |
| FAS | DIREXION SHARES ETF TRUST | $18.61万 | 0.02% | 1,264 | 0 | 0.0% | — | 不变 |
| COHR | COHERENT CORP | $18.58万 | 0.02% | 471 | 16 | 3.5% | $6,312 | 加仓 |
| TXN | TEXAS INSTRS INC | $17.91万 | 0.02% | 601 | 204 | 51.4% | $6.08万 | 加仓 |
| NKE | NIKE INC | $17.51万 | 0.02% | 4,265 | -9,913 | -69.9% | -$40.70万 | 减仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $17.27万 | 0.02% | 1,011 | 1,011 | — | $17.27万 | 新建仓 |
| RTX | RTX CORPORATION | $17.25万 | 0.02% | 909 | -112 | -11.0% | -$2.12万 | 减仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $17.20万 | 0.02% | 3,234 | 5 | 0.2% | $266 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $17.01万 | 0.02% | 7,048 | 0 | 0.0% | — | 不变 |
| SPYM | SPDR SERIES TRUST | $16.94万 | 0.02% | 1,928 | 985 | 104.5% | $8.66万 | 加仓 |
| BWXT | BWX TECHNOLOGIES INC | $16.84万 | 0.02% | 865 | 25 | 3.0% | $4,866 | 加仓 |
| NOW | SERVICENOW INC | $16.74万 | 0.02% | 1,686 | -160 | -8.7% | -$1.59万 | 减仓 |
| TGT | TARGET CORP | $16.37万 | 0.02% | 1,253 | 9 | 0.7% | $1,175 | 加仓 |
| ET | ENERGY TRANSFER L P | $16.20万 | 0.02% | 8,475 | -310 | -3.5% | -$5,927 | 减仓 |
| ROP | ROPER TECHNOLOGIES INC | $15.94万 | 0.02% | 471 | -1,102 | -70.1% | -$37.29万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $15.87万 | 0.02% | 1,720 | -14,307 | -89.3% | -$132.01万 | 减仓 |
| MRNA | MODERNA INC | $15.83万 | 0.02% | 2,260 | 1,925 | 574.6% | $13.48万 | 加仓 |
| EQT | EQT CORP | $15.69万 | 0.02% | 2,950 | -18,265 | -86.1% | -$97.12万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $15.62万 | 0.02% | 458 | 9 | 2.0% | $3,069 | 加仓 |
| IRM | IRON MTN INC DEL | $15.52万 | 0.02% | 1,229 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC | $15.51万 | 0.02% | 390 | 0 | 0.0% | — | 不变 |
| EWJ | ISHARES INC | $15.29万 | 0.01% | 1,639 | 0 | 0.0% | — | 不变 |
| DGRO | ISHARES TR | $15.20万 | 0.01% | 2,005 | -30 | -1.5% | -$2,274 | 减仓 |
| SOFI | SOFI TECHNOLOGIES INC | $14.97万 | 0.01% | 8,350 | 0 | 0.0% | — | 不变 |
| VRTX | VERTEX PHARMACEUTICALS INC | $14.90万 | 0.01% | 300 | -6 | -2.0% | -$2,980 | 减仓 |
| DB | DEUTSCHE BK AG | $14.85万 | 0.01% | 4,400 | -2,700 | -38.0% | -$9.12万 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $14.71万 | 0.01% | 547 | 22 | 4.2% | $5,915 | 加仓 |
| AER | AERCAP HOLDINGS NV | $14.58万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $14.56万 | 0.01% | 1,888 | 233 | 14.1% | $1.80万 | 加仓 |
| BFH | BREAD FINANCIAL HOLDINGS INC | $14.30万 | 0.01% | 1,320 | 0 | 0.0% | — | 不变 |
| XNEAX | NUVEEN AMT FREE QLTY MUN INC | $13.93万 | 0.01% | 11,867 | -63 | -0.5% | -$740 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $13.76万 | 0.01% | 462 | 400 | 645.2% | $11.92万 | 加仓 |
| CRWV | COREWEAVE INC | $13.49万 | 0.01% | 1,355 | 40 | 3.0% | $3,982 | 加仓 |
| SO | SOUTHERN CO | $13.37万 | 0.01% | 1,397 | -3 | -0.2% | -$287 | 减仓 |
| GLD | SPDR GOLD TR | $13.30万 | 0.01% | 361 | 75 | 26.2% | $2.76万 | 加仓 |
| IHF | ISHARES TR | $13.00万 | 0.01% | 2,350 | 0 | 0.0% | — | 不变 |
| SOXX | ISHARES TR 看跌期权 | $12.82万 | 0.01% | 200 | 200 | — | $12.82万 | 新建仓 |
| GE | GE AEROSPACE | $12.63万 | 0.01% | 338 | 136 | 67.3% | $5.08万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $12.63万 | 0.01% | 3,732 | 456 | 13.9% | $1.54万 | 加仓 |
| ETR | ENTERGY CORP NEW | $12.38万 | 0.01% | 1,078 | 3 | 0.3% | $345 | 加仓 |
| EXE | EXPAND ENERGY CORPORATION | $12.27万 | 0.01% | 1,346 | -825 | -38.0% | -$7.52万 | 减仓 |
| BP | BP PLC | $12.22万 | 0.01% | 3,307 | 0 | 0.0% | — | 不变 |
| MOD | MODINE MFG CO | $12.02万 | 0.01% | 450 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $11.95万 | 0.01% | 323 | -100 | -23.6% | -$3.70万 | 减仓 |
| XYL | XYLEM INC | $11.82万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| CHRW | C H ROBINSON WORLDWIDE IN | $11.80万 | 0.01% | 626 | 274 | 77.8% | $5.16万 | 加仓 |
| APA | APA CORPORATION | $11.79万 | 0.01% | 3,621 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $11.53万 | 0.01% | 682 | -1 | -0.1% | -$169 | 减仓 |
| BE | BLOOM ENERGY CORP | $11.50万 | 0.01% | 380 | 193 | 103.2% | $5.84万 | 加仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $11.40万 | 0.01% | 5,100 | 0 | 0.0% | — | 不变 |
| EXP | EAGLE MATLS INC | $11.25万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| QCLN | FIRST TR EXCHANGE-TRADED FD | $11.16万 | 0.01% | 1,820 | 509 | 38.8% | $3.12万 | 加仓 |
| IEZ | ISHARES TR | $11.03万 | 0.01% | 4,100 | 0 | 0.0% | — | 不变 |
| EWY | ISHARES INC | $10.94万 | 0.01% | 542 | 0 | 0.0% | — | 不变 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $10.83万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| PSCT | INVESCO EXCH TRADED FD TR II | $10.81万 | 0.01% | 1,170 | 0 | 0.0% | — | 不变 |
| APEI | AMERICAN PUB ED INC | $10.74万 | 0.01% | 2,000 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC | $10.61万 | 0.01% | 216 | -3 | -1.4% | -$1,473 | 减仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $10.55万 | 0.01% | 770 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $10.41万 | 0.01% | 440 | 0 | 0.0% | — | 不变 |
| — | PROSHARES TR | $10.30万 | 0.01% | 1,022 | 25 | 2.5% | $2,519 | 加仓 |
| — | DIREXION SHARES ETF TRUST | $10.24万 | 0.01% | 1,369 | -2,442 | -64.1% | -$18.27万 | 减仓 |
| PFE | PFIZER INC | $10.11万 | 0.01% | 4,200 | -788 | -15.8% | -$1.90万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $10.10万 | 0.01% | 3,160 | -6 | -0.2% | -$192 | 减仓 |
| EPR | EPR PPTYS | $9.86万 | 0.01% | 1,700 | 0 | 0.0% | — | 不变 |
| AES | AES CORP | $9.82万 | 0.01% | 6,700 | -900 | -11.8% | -$1.32万 | 减仓 |
| TLS | TELOS CORP MD | $9.79万 | 0.01% | 21,291 | 0 | 0.0% | — | 不变 |