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 |
|---|---|---|---|---|---|---|---|---|
| VMC | VULCAN MATLS CO | $1,090 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| — | MIND TECHNOLOGY INC | $1,086 | 0.00% | 130 | 130 | — | $1,086 | 新建仓 |
| WDC | WESTERN DIGITAL CORP | $1,082 | 0.00% | 4 | 4 | — | $1,082 | 新建仓 |
| IBRX | IMMUNITYBIO INC | $1,074 | 0.00% | 140 | 140 | — | $1,074 | 新建仓 |
| ERO | ERO COPPER CORP | $1,067 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| RDW | REDWIRE CORPORATION | $1,063 | 0.00% | 125 | -25 | -16.7% | -$213 | 重新持有 |
| SENEA | SENECA FOODS CORP NEW | $1,058 | 0.00% | 7 | 7 | — | $1,058 | 新建仓 |
| GSK | GSK PLC | $1,049 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| — | TENAYA THERAPEUTICS INC | $1,039 | 0.00% | 1,500 | 1,500 | — | $1,039 | 新建仓 |
| NBIS | NEBIUS GROUP N.V. | $1,038 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| DMLP | DORCHESTER MINERALS L P | $1,025 | 0.00% | 38 | 38 | — | $1,025 | 新建仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $1,016 | 0.00% | 20 | 20 | — | $1,016 | 新建仓 |
| APH | AMPHENOL CORP | $1,011 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| NVST | ENVISTA HOLDINGS CORPORATION | $990 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| IMKTA | INGLES MKTS INC | $989 | 0.00% | 11 | 11 | — | $989 | 新建仓 |
| ALAB | ASTERA LABS INC | $987 | 0.00% | 9 | -9 | -50.0% | -$987 | 减仓 |
| — | VOYAGER THERAPEUTICS INC | $965 | 0.00% | 250 | 250 | — | $965 | 新建仓 |
| SPB | SPECTRUM BRANDS HOLDINGS INC | $959 | 0.00% | 13 | 13 | — | $959 | 新建仓 |
| SD | SANDRIDGE ENERGY INC | $946 | 0.00% | 58 | 58 | — | $946 | 新建仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $917 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| UUUU | ENERGY FUELS INC | $913 | 0.00% | 50 | 50 | — | $913 | 新建仓 |
| — | WARNER BROS DISCOVERY INC | $879 | 0.00% | 32 | 27 | 540.0% | $742 | 加仓 |
| ROST | ROSS STORES INC | $867 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| — | DAWSON GEOPHYSICAL CO NEW | $865 | 0.00% | 250 | 250 | — | $865 | 新建仓 |
| FSM | FORTUNA MNG CORP | $845 | 0.00% | 85 | 85 | — | $845 | 新建仓 |
| — | VOLATILITY SHS TR | $836 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| USFD | US FOODS HLDG CORP | $830 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| MTB | M & T BK CORP | $827 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| — | GLOBAL X FDS | $823 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| BHC | BAUSCH HEALTH COS INC | $810 | 0.00% | 150 | -250 | -62.5% | -$1,350 | 减仓 |
| REGN | REGENERON PHARMACEUTICALS | $773 | 0.00% | 1 | 1 | — | $773 | 新建仓 |
| NTNX | NUTANIX INC | $761 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| — | VIRTUIX HOLDINGS INC. | $725 | 0.00% | 107 | 107 | — | $725 | 新建仓 |
| AMLP | ALPS ETF TR | $685 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| — | BITWISE 10 CRYPTO INDEX ETF | $670 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $660 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| CF | CF INDUSTRIES HOLD | $650 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| COR | CENCORA INC | $639 | 0.00% | 2 | -2 | -50.0% | -$639 | 减仓 |
| TEL | TE CONNECTIVITY PLC | $628 | 0.00% | 3 | -10 | -76.9% | -$2,093 | 减仓 |
| — | HYPERSCALE DATA INC | $602 | 0.00% | 4,000 | 4,000 | — | $602 | 新建仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $601 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| — | SKILLZ INC | $575 | 0.00% | 222 | 0 | 0.0% | — | 不变 |
| RRX | REGAL REXNORD CORPORATION | $562 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| SPG | SIMON PPTY GROUP INC NEW | $560 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| ELAN | ELANCO ANIMAL HEALTH INC | $551 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| PNR | PENTAIR PLC | $523 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| OKLO | OKLO INC | $496 | 0.00% | 10 | -35 | -77.8% | -$1,736 | 减仓 |
| HSBC | HSBC HLDGS PLC | $495 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| HUBB | HUBBELL INC | $491 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| KVUE | KENVUE INC | $431 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| PPG | PPG INDS INC | $428 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| PODD | INSULET CORP | $420 | 0.00% | 2 | -1,000 | -99.8% | -$21.00万 | 减仓 |
| DOV | DOVER CORP | $417 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| CCK | CROWN HLDGS INC | $401 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| SAIC | SCIENCE APPLICATIONS INTL CO | $382 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| LYG | LLOYDS BANKING GROUP PLC | $353 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| PENG | PENGUIN SOLUTIONS INC | $352 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| TXT | TEXTRON INC | $351 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| SHY | ISHARES TR | $331 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| NTR | NUTRIEN LTD | $302 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| — | 20/20 BIOLABS INC | $296 | 0.00% | 157 | 157 | — | $296 | 新建仓 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS IN | $288 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| CFR | CULLEN FROST BANKERS INC | $275 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $269 | 0.00% | 7 | 5 | 250.0% | $192 | 加仓 |
| NWG | NATWEST GROUP PLC | $254 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| TWLO | TWILIO INC | $252 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| MUR | MURPHY OIL CORP | $248 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| FTAI | FTAI AVIATION LTD | $245 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | REX ETF TR | $243 | 0.00% | 10 | 10 | — | $243 | 新建仓 |
| BTI | BRITISH AMERN TOB PLC | $234 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| RBLX | ROBLOX CORP | $227 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $222 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| SMFG | SUMITOMO MITSUI FIN GRP INC | $218 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| BUD | ANHEUSER BUSCH INBEV SA NV | $209 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| WELL | WELLTOWER INC | $198 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| TAK | TAKEDA PHARMACEUTICAL CO LTD | $186 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| EQNR | EQUINOR ASA | $169 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| GME | GAMESTOP CORP | $162 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| OKTA | OKTA INC | $158 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| SNOW | SNOWFLAKE INC | $151 | 0.00% | 1 | -3,700 | -100.0% | -$55.87万 | 减仓 |
| DASH | DOORDASH INC | $151 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| W | WAYFAIR INC | $151 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| — | TEVA PHARMACEUTICAL INDS LTD | $151 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| DVN | DEVON ENERGY CORP NEW | $151 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| IX | ORIX CORP | $150 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| GM | GENERAL MTRS CO | $149 | 0.00% | 2 | -160 | -98.8% | -$1.19万 | 减仓 |
| RPRX | ROYALTY PHARMA PLC | $144 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| TOL | TOLL BROTHERS INC | $137 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| CBRE | CBRE GROUP INC | $136 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| HIG | HARTFORD INSURANCE GROUP INC | $136 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| LYFT | LYFT INC | $133 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| NOK | NOKIA CORP | $129 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| LAMR | LAMAR ADVERTISING CO | $127 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| PCG | PG&E CORP | $123 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| UBS | UBS GROUP AG | $118 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| FOXA | FOX CORP | $117 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| PUK | PRUDENTIAL PLC | $114 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| PDD | PDD HOLDINGS INC | $103 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| NTAP | NETAPP INC | $103 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| MOS | MOSAIC CO | $102 | 0.00% | 4 | 0 | 0.0% | — | 不变 |