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 |
|---|---|---|---|---|---|---|---|---|
| GFF | GRIFFON CORP | $3.63万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| APD | AIR PRODUCTS AND CHEMICALS I | $3.63万 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| IWN | ISHARES TR | $3.60万 | 0.00% | 190 | 190 | — | $3.60万 | 新建仓 |
| PGR | PROGRESSIVE CORP | $3.59万 | 0.00% | 181 | 98 | 118.1% | $1.94万 | 加仓 |
| DVY | ISHARES TR | $3.56万 | 0.00% | 235 | 0 | 0.0% | — | 不变 |
| GGLL | DIREXION SHARES ETF TRUST | $3.55万 | 0.00% | 454 | -7 | -1.5% | -$547 | 减仓 |
| FRT | FEDERAL RLTY INVT TR NEW | $3.53万 | 0.00% | 332 | 0 | 0.0% | — | 不变 |
| QTUM | ETF SER SOLUTIONS | $3.43万 | 0.00% | 320 | 0 | 0.0% | — | 不变 |
| SAP | SAP SE | $3.42万 | 0.00% | 200 | -7 | -3.4% | -$1,198 | 减仓 |
| CXT | CRANE NXT CO | $3.42万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| KNSL | KINSALE CAP GROUP INC | $3.42万 | 0.00% | 100 | 5 | 5.3% | $1,708 | 加仓 |
| CPA | COPA HOLDINGS SA | $3.41万 | 0.00% | 300 | -135 | -31.0% | -$1.53万 | 减仓 |
| SIGI | SELECTIVE INS GROUP INC | $3.39万 | 0.00% | 450 | 0 | 0.0% | — | 不变 |
| IRDM | IRIDIUM COMMUNICATIONS INC | $3.39万 | 0.00% | 1,221 | 1,221 | — | $3.39万 | 新建仓 |
| SEIC | SEI INVTS CO | $3.30万 | 0.00% | 420 | 0 | 0.0% | — | 不变 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $3.29万 | 0.00% | 365 | 0 | 0.0% | — | 不变 |
| PAYX | PAYCHEX INC | $3.29万 | 0.00% | 357 | 0 | 0.0% | — | 不变 |
| RY | ROYAL BK CDA | $3.24万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| IWO | ISHARES TR | $3.23万 | 0.00% | 103 | 103 | — | $3.23万 | 新建仓 |
| AME | AMETEK INC | $3.22万 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $3.20万 | 0.00% | 903 | 0 | 0.0% | — | 不变 |
| — | PROSHARES TR | $3.17万 | 0.00% | 2,721 | 896 | 49.1% | $1.04万 | 加仓 |
| — | SPDR SERIES TRUST | $3.17万 | 0.00% | 370 | 270 | 270.0% | $2.31万 | 加仓 |
| HYD | VANECK ETF TRUST | $3.14万 | 0.00% | 627 | 627 | — | $3.14万 | 新建仓 |
| AIG | AMERICAN INTL GROUP INC | $3.09万 | 0.00% | 410 | -40 | -8.9% | -$3,010 | 减仓 |
| META | META PLATFORMS INC | $3.03万 | 0.00% | 53 | -1,572 | -96.7% | -$89.94万 | 减仓 |
| LIN | LINDE PLC | $3.02万 | 0.00% | 61 | 0 | 0.0% | — | 不变 |
| VEEV | VEEVA SYS INC | $2.99万 | 0.00% | 170 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $2.99万 | 0.00% | 53 | 0 | 0.0% | — | 不变 |
| OEF | ISHARES TR | $2.98万 | 0.00% | 94 | -11 | -10.5% | -$3,483 | 减仓 |
| JNK | SPDR SERIES TRUST | $2.89万 | 0.00% | 302 | -13 | -4.1% | -$1,244 | 减仓 |
| WULF | TERAWULF INC | $2.89万 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| FSMD | FIDELITY COVINGTON TRUST | $2.88万 | 0.00% | 645 | 0 | 0.0% | — | 不变 |
| CLBT | CELLEBRITE DI LTD | $2.85万 | 0.00% | 2,065 | 0 | 0.0% | — | 不变 |
| GMED | GLOBUS MED INC | $2.84万 | 0.00% | 330 | 0 | 0.0% | — | 不变 |
| IP | INTERNATIONAL PAPER CO | $2.83万 | 0.00% | 792 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT | $2.81万 | 0.00% | 65 | 24 | 58.5% | $1.04万 | 加仓 |
| TSLL | DIREXION SHARES ETF TRUST | $2.80万 | 0.00% | 2,306 | 541 | 30.7% | $6,575 | 加仓 |
| TEAM | ATLASSIAN CORPORATION | $2.80万 | 0.00% | 410 | 10 | 2.5% | $683 | 加仓 |
| DXPE | DXP ENTERPRISES INC | $2.79万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| TLT | ISHARES TR | $2.79万 | 0.00% | 321 | 4 | 1.3% | $347 | 加仓 |
| ULS | UL SOLUTIONS INC | $2.79万 | 0.00% | 325 | 25 | 8.3% | $2,143 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $2.75万 | 0.00% | 548 | 204 | 59.3% | $1.02万 | 加仓 |
| QUBT | QUANTUM COMPUTING INC | $2.74万 | 0.00% | 4,000 | 1,000 | 33.3% | $6,850 | 加仓 |
| UAMY | UNITED STATES ANTIMONY CORP | $2.71万 | 0.00% | 3,105 | 1,105 | 55.2% | $9,647 | 加仓 |
| LECO | LINCOLN ELEC HLDGS INC | $2.69万 | 0.00% | 108 | 0 | 0.0% | — | 不变 |
| ABNB | AIRBNB INC | $2.65万 | 0.00% | 210 | -86 | -29.1% | -$1.09万 | 减仓 |
| NVR | NVR INC | $2.64万 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| DXCM | DEXCOM INC | $2.63万 | 0.00% | 419 | 14 | 3.5% | $879 | 加仓 |
| EG | EVEREST GROUP LTD | $2.61万 | 0.00% | 80 | -78 | -49.4% | -$2.55万 | 减仓 |
| IBTG | ISHARES TR | $2.61万 | 0.00% | 1,137 | -2,475 | -68.5% | -$5.67万 | 减仓 |
| EYPT | EYEPOINT INC | $2.58万 | 0.00% | 2,001 | 0 | 0.0% | — | 不变 |
| OZK | BANK OZK LITTLE ROCK ARK | $2.57万 | 0.00% | 560 | 5 | 0.9% | $230 | 加仓 |
| ESGV | VANGUARD WORLD FD | $2.55万 | 0.00% | 227 | 1 | 0.4% | $112 | 加仓 |
| BE | BLOOM ENERGY CORP | $2.53万 | 0.00% | 187 | 87 | 87.0% | $1.18万 | 加仓 |
| USB | US BANCORP | $2.49万 | 0.00% | 478 | 228 | 91.2% | $1.19万 | 加仓 |
| NRG | NRG ENERGY INC | $2.48万 | 0.00% | 170 | 0 | 0.0% | — | 不变 |
| SPDW | SPDR INDEX SHS FDS | $2.48万 | 0.00% | 544 | 0 | 0.0% | — | 不变 |
| FLRN | SPDR SERIES TRUST | $2.48万 | 0.00% | 805 | 0 | 0.0% | — | 不变 |
| DIA | STATE STR SPDR DOW JONES IND | $2.47万 | 0.00% | 53 | 1 | 1.9% | $466 | 加仓 |
| ROBO | EXCHANGE TRADED CONCEPTS TRU | $2.46万 | 0.00% | 360 | 0 | 0.0% | — | 不变 |
| FTNT | FORTINET INC 看涨期权 | $2.45万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| WES | WESTERN MIDSTREAM PARTNERS L | $2.44万 | 0.00% | 593 | 0 | 0.0% | — | 不变 |
| AMT | AMERICAN TOWER CORP | $2.44万 | 0.00% | 141 | 73 | 107.4% | $1.26万 | 加仓 |
| NU | NU HLDGS LTD | $2.41万 | 0.00% | 1,678 | -49,842 | -96.7% | -$71.62万 | 减仓 |
| DLN | WISDOMTREE TR | $2.39万 | 0.00% | 268 | 0 | 0.0% | — | 不变 |
| CP | CANADIAN PACIFIC KANSAS CITY | $2.38万 | 0.00% | 302 | 0 | 0.0% | — | 不变 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $2.35万 | 0.00% | 445 | 5 | 1.1% | $264 | 加仓 |
| DTM | DT MIDSTREAM INC | $2.34万 | 0.00% | 174 | 0 | 0.0% | — | 不变 |
| JSI | JANUS DETROIT STR TR | $2.32万 | 0.00% | 450 | 450 | — | $2.32万 | 新建仓 |
| SCHX | SCHWAB STRATEGIC TR | $2.31万 | 0.00% | 902 | 0 | 0.0% | — | 不变 |
| MGRC | MCGRATH RENTCORP | $2.29万 | 0.00% | 208 | 1 | 0.5% | $110 | 加仓 |
| RHI | ROBERT HALF INC. | $2.29万 | 0.00% | 900 | 0 | 0.0% | — | 不变 |
| TTAN | SERVICETITAN INC | $2.28万 | 0.00% | 360 | 110 | 44.0% | $6,981 | 加仓 |
| EFV | ISHARES TR | $2.28万 | 0.00% | 306 | -508 | -62.4% | -$3.78万 | 减仓 |
| — | PROSHARES TR | $2.26万 | 0.00% | 840 | 840 | — | $2.26万 | 新建仓 |
| VBK | VANGUARD INDEX FDS | $2.21万 | 0.00% | 73 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LTD SWITZ | $2.12万 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| RGTI | RIGETTI COMPUTING INC | $2.11万 | 0.00% | 1,500 | -27,400 | -94.8% | -$38.47万 | 减仓 |
| ZS | ZSCALER INC | $2.10万 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $2.10万 | 0.00% | 389 | 0 | 0.0% | — | 不变 |
| PYPL | PAYPAL HLDGS INC | $2.06万 | 0.00% | 456 | -73 | -13.8% | -$3,302 | 减仓 |
| VOYA | VOYA FINANCIAL INC | $2.05万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| WAL | WESTERN ALLIANCE BANCORP | $2.01万 | 0.00% | 284 | 0 | 0.0% | — | 不变 |
| OWL | BLUE OWL CAPITAL INC | $2.01万 | 0.00% | 2,200 | -7,325 | -76.9% | -$6.69万 | 减仓 |
| LII | LENNOX INTL INC | $2.00万 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $1.98万 | 0.00% | 151 | -200 | -57.0% | -$2.62万 | 减仓 |
| WFC | WELLS FARGO & CO | $1.97万 | 0.00% | 247 | 8 | 3.3% | $637 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $1.97万 | 0.00% | 40 | 39 | 3,900.0% | $1.92万 | 加仓 |
| SEZL | SEZZLE INC | $1.90万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| SMH | VANECK ETF TRUST | $1.84万 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| MFC | MANULIFE FINL CORP | $1.84万 | 0.00% | 534 | -144 | -21.2% | -$4,959 | 减仓 |
| PAYC | PAYCOM SOFTWARE INC | $1.82万 | 0.00% | 150 | 150 | — | $1.82万 | 新建仓 |
| XRNPX | COHEN & STEERS REIT & PFD & | $1.82万 | 0.00% | 920 | 0 | 0.0% | — | 不变 |
| KODK | EASTMAN KODAK CO | $1.81万 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| BTO | HANCOCK JOHN FINL OPPTYS | $1.80万 | 0.00% | 502 | -429 | -46.1% | -$1.54万 | 减仓 |
| LDP | COHEN & STEERS LTD DURATION | $1.80万 | 0.00% | 899 | 81 | 9.9% | $1,618 | 加仓 |
| IEF | ISHARES TR | $1.79万 | 0.00% | 188 | -513 | -73.2% | -$4.90万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $1.78万 | 0.00% | 128 | 67 | 109.8% | $9,338 | 加仓 |
| SYM | SYMBOTIC INC | $1.78万 | 0.00% | 335 | 0 | 0.0% | — | 不变 |