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 |
|---|---|---|---|---|---|---|---|---|
| NEM | NEWMONT CORP | $8,406 | 0.00% | 90 | -2 | -2.2% | -$187 | 减仓 |
| ES | EVERSOURCE ENERGY | $8,350 | 0.00% | 116 | 2 | 1.8% | $144 | 加仓 |
| WMS | ADVANCED DRAIN SYS INC DEL | $8,319 | 0.00% | 53 | 0 | 0.0% | — | 不变 |
| VFC | V F CORP | $8,017 | 0.00% | 481 | 1 | 0.2% | $17 | 加仓 |
| GRBK | GREEN BRICK PARTNERS INC | $8,004 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| SKE | SKEENA RES LTD NEW | $7,998 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| OC | OWENS CORNING NEW | $7,948 | 0.00% | 50 | 28 | 127.3% | $4,451 | 加仓 |
| LMND | LEMONADE INC | $7,806 | 0.00% | 120 | -600 | -83.3% | -$3.90万 | 减仓 |
| KD | KYNDRYL HLDGS INC | $7,804 | 0.00% | 690 | 0 | 0.0% | — | 不变 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $7,752 | 0.00% | 85 | 0 | 0.0% | — | 不变 |
| ALAB | ASTERA LABS INC | $7,729 | 0.00% | 16 | 7 | 77.8% | $3,381 | 加仓 |
| SDY | SPDR SERIES TRUST | $7,609 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC | $7,531 | 0.00% | 64 | 0 | 0.0% | — | 不变 |
| EVR | EVERCORE INC | $7,512 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| — | VIRGINIA NATL BK CHRLOTSVLE | $7,456 | 0.00% | 168 | 0 | 0.0% | — | 不变 |
| MEDP | MEDPACE HLDGS INC | $7,415 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| ING | ING GROEP N.V. | $7,155 | 0.00% | 228 | 0 | 0.0% | — | 不变 |
| ARM | ARM HOLDINGS PLC | $7,092 | 0.00% | 20 | 10 | 100.0% | $3,546 | 加仓 |
| AZN | ASTRAZENECA PLC | $7,016 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| DECK | DECKERS OUTDOOR CORP | $6,951 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| XRT | SPDR SERIES TRUST | $6,932 | 0.00% | 79 | 5 | 6.8% | $439 | 加仓 |
| VAC | MARRIOTT VACATIONS WORLDWIDE | $6,928 | 0.00% | 68 | 0 | 0.0% | — | 不变 |
| SHBI | SHORE BANCSHARES INC | $6,885 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| SSYS | STRATASYS LTD | $6,848 | 0.00% | 800 | 0 | 0.0% | — | 不变 |
| WINA | WINMARK CORP | $6,770 | 0.00% | 16 | -200 | -92.6% | -$8.46万 | 减仓 |
| TM | TOYOTA MOTOR CORP | $6,737 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| BWMN | BOWMAN CONSULTING GROUP LTD | $6,716 | 0.00% | 230 | 0 | 0.0% | — | 不变 |
| HLN | HALEON PLC | $6,578 | 0.00% | 705 | -68 | -8.8% | -$634 | 减仓 |
| MCHI | ISHARES TR | $6,430 | 0.00% | 126 | 0 | 0.0% | — | 不变 |
| WDC | WESTERN DIGITAL CORP | $6,388 | 0.00% | 10 | 6 | 150.0% | $3,833 | 加仓 |
| PWRD | TCW ETF TRUST | $6,271 | 0.00% | 51 | 51 | — | $6,271 | 新建仓 |
| INTU | INTUIT | $6,264 | 0.00% | 24 | -41 | -63.1% | -$1.07万 | 减仓 |
| WU | WESTERN UN CO | $6,160 | 0.00% | 800 | 0 | 0.0% | — | 不变 |
| — | THEMES ETF TR | $6,141 | 0.00% | 1,505 | -1,505 | -50.0% | -$6,141 | 减仓 |
| ESGD | ISHARES TR | $6,029 | 0.00% | 59 | 1 | 1.7% | $102 | 加仓 |
| B | BARRICK MNG CORP | $5,877 | 0.00% | 160 | 0 | 0.0% | — | 不变 |
| DFIN | DONNELLEY FINL SOLUTIONS INC | $5,873 | 0.00% | 140 | 0 | 0.0% | — | 不变 |
| LMB | LIMBACH HLDGS INC | $5,775 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| KRUS | KURA SUSHI USA INC | $5,756 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| — | BANK MONTREAL MEDIUM | $5,650 | 0.00% | 170 | 10 | 6.2% | $332 | 加仓 |
| USAR | USA RARE EARTH INC | $5,611 | 0.00% | 260 | 60 | 30.0% | $1,295 | 加仓 |
| INDA | ISHARES TR | $5,532 | 0.00% | 112 | 0 | 0.0% | — | 不变 |
| DOW | DOW HLDGS INC | $5,472 | 0.00% | 200 | -29 | -12.7% | -$793 | 减仓 |
| CCEP | COCA-COLA EUROPACIFIC PARTNE | $5,404 | 0.00% | 54 | -5 | -8.5% | -$500 | 减仓 |
| IONQ | IONQ INC | $5,326 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| REMX | VANECK ETF TRUST | $5,310 | 0.00% | 60 | 20 | 50.0% | $1,770 | 加仓 |
| PDO | PIMCO DYNAMIC INCOME OPRNTS | $5,288 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| FPH | FIVE POINT HOLDINGS LLC | $5,270 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| SAN | BANCO SANTANDER SA | $5,244 | 0.00% | 380 | -62 | -14.0% | -$856 | 减仓 |
| ACM | AECOM | $5,235 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| NAK | NORTHERN DYNASTY MINERALS LT | $5,186 | 0.00% | 2,701 | 2,701 | — | $5,186 | 新建仓 |
| IDLV | INVESCO EXCH TRADED FD TR II | $5,175 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| E | ENI SPA | $5,155 | 0.00% | 110 | 0 | 0.0% | — | 不变 |
| GXO | GXO LOGISTICS INCORPORATED | $5,070 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| RIVN | RIVIAN AUTOMOTIVE INC | $5,032 | 0.00% | 290 | -12 | -4.0% | -$208 | 减仓 |
| DIVO | AMPLIFY ETF TR | $5,027 | 0.00% | 110 | 10 | 10.0% | $457 | 加仓 |
| PYPL | PAYPAL HLDGS INC | $5,010 | 0.00% | 116 | -340 | -74.6% | -$1.47万 | 减仓 |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $4,979 | 0.00% | 87 | -86 | -49.7% | -$4,922 | 减仓 |
| ENPH | ENPHASE ENERGY INC | $4,924 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| GDX | VANECK ETF TRUST | $4,905 | 0.00% | 65 | -15 | -18.8% | -$1,132 | 减仓 |
| — | COHEN & STEERS ETF TRUST | $4,900 | 0.00% | 147 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $4,849 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| CRH | CRH PLC | $4,815 | 0.00% | 45 | -8 | -15.1% | -$856 | 减仓 |
| PL | PLANET LABS PBC | $4,804 | 0.00% | 145 | 100 | 222.2% | $3,313 | 加仓 |
| FORM | FORMFACTOR INC | $4,798 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| VIAV | VIAVI SOLUTIONS INC | $4,775 | 0.00% | 100 | 100 | — | $4,775 | 新建仓 |
| BLOK | AMPLIFY ETF TR | $4,698 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| WSM | WILLIAMS SONOMA INC | $4,662 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| SCHF | SCHWAB STRATEGIC TR | $4,543 | 0.00% | 164 | 4 | 2.5% | $111 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $4,523 | 0.00% | 50 | -50 | -50.0% | -$4,523 | 减仓 |
| ILMN | ILLUMINA INC | $4,396 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| GLDM | WORLD GOLD TR | $4,369 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| — | PROSHARES TR | $4,352 | 0.00% | 181 | 1 | 0.6% | $24 | 加仓 |
| HACK | AMPLIFY ETF TR | $4,325 | 0.00% | 41 | -47 | -53.4% | -$4,958 | 减仓 |
| VFLO | VICTORY PORTFOLIOS II | $4,301 | 0.00% | 94 | 94 | — | $4,301 | 新建仓 |
| CIGI | COLLIERS INTL GROUP INC | $4,221 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| ENS | ENERSYS | $4,209 | 0.00% | 18 | 10 | 125.0% | $2,338 | 加仓 |
| — | SKYWATER TECHNOLOGY INC | $4,179 | 0.00% | 120 | -300 | -71.4% | -$1.04万 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC | $4,167 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| ONDS | ONDAS INC | $4,120 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| ED | CONSOLIDATED EDISON INC | $4,094 | 0.00% | 37 | -1 | -2.6% | -$111 | 减仓 |
| HAWK | HAWKEYE 360 INC | $4,044 | 0.00% | 200 | 200 | — | $4,044 | 新建仓 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $4,037 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $3,995 | 0.00% | 26 | -5 | -16.1% | -$768 | 减仓 |
| Z | ZILLOW GROUP INC | $3,972 | 0.00% | 126 | 21 | 20.0% | $662 | 加仓 |
| CAVA | CAVA GROUP INC | $3,924 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| STM | STMICROELECTRONICS N V | $3,745 | 0.00% | 50 | -4 | -7.4% | -$300 | 减仓 |
| RMBS | RAMBUS INC DEL | $3,717 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| DVN | DEVON ENERGY CORP NEW | $3,637 | 0.00% | 88 | 85 | 2,833.3% | $3,513 | 加仓 |
| ROIV | ROIVANT SCIENCES LTD | $3,539 | 0.00% | 100 | -50 | -33.3% | -$1,770 | 减仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $3,501 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| DKNG | DRAFTKINGS INC NEW | $3,461 | 0.00% | 137 | 0 | 0.0% | — | 不变 |
| CCL | CARNIVAL CORP LTD | $3,367 | 0.00% | 118 | 118 | — | $3,367 | 新建仓 |
| LEU | CENTRUS ENERGY CORP | $3,358 | 0.00% | 20 | 3 | 17.6% | $504 | 加仓 |
| ABEV | AMBEV SA | $3,297 | 0.00% | 1,050 | 500 | 90.9% | $1,570 | 加仓 |
| FLEX | FLEX LTD | $3,242 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| SPOT | SPOTIFY TECHNOLOGY S A | $3,214 | 0.00% | 7 | -8 | -53.3% | -$3,673 | 减仓 |
| DJT | TRUMP MEDIA & TECHNOLOGY GRO | $3,213 | 0.00% | 415 | 0 | 0.0% | — | 不变 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $3,208 | 0.00% | 170 | 0 | 0.0% | — | 不变 |
| DAL | DELTA AIR LINES INC | $3,197 | 0.00% | 34 | -3 | -8.1% | -$282 | 减仓 |