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 |
|---|---|---|---|---|---|---|---|---|
| DRS | LEONARDO DRS INC | $1,281 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| ACHR | ARCHER AVIATION INC | $1,263 | 0.00% | 267 | 0 | 0.0% | — | 不变 |
| AESI | ATLAS ENERGY SOLUTIONS INC | $1,246 | 0.00% | 75 | 75 | — | $1,246 | 新建仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $1,234 | 0.00% | 2 | 2 | — | $1,234 | 新建仓 |
| IBRX | IMMUNITYBIO INC | $1,226 | 0.00% | 140 | 0 | 0.0% | — | 不变 |
| SENEA | SENECA FOODS CORP NEW | $1,218 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| FCG | FIRST TR EXCHANGE-TRADED FD | $1,198 | 0.00% | 45 | -26,955 | -99.8% | -$71.76万 | 减仓 |
| — | TEVA PHARMACEUTICAL INDS LTD | $1,186 | 0.00% | 35 | 30 | 600.0% | $1,017 | 加仓 |
| IWO | ISHARES TR | $1,182 | 0.00% | 3 | -100 | -97.1% | -$3.94万 | 减仓 |
| RCAT | RED CAT HLDGS INC | $1,172 | 0.00% | 110 | -190 | -63.3% | -$2,024 | 减仓 |
| JBHT | HUNT J B TRANS SVCS INC | $1,158 | 0.00% | 4 | 4 | — | $1,158 | 新建仓 |
| JBL | JABIL INC | $1,157 | 0.00% | 3 | 3 | — | $1,157 | 新建仓 |
| OPEN | OPENDOOR TECHNOLOGIES INC | $1,155 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| COKE | COCA COLA CONS INC | $1,146 | 0.00% | 6 | 6 | — | $1,146 | 新建仓 |
| DXCM | DEXCOM INC | $1,145 | 0.00% | 17 | -402 | -95.9% | -$2.71万 | 减仓 |
| ATRO | ASTRONICS CORP | $1,138 | 0.00% | 14 | 14 | — | $1,138 | 新建仓 |
| VG | VENTURE GLOBAL INC | $1,113 | 0.00% | 100 | 100 | — | $1,113 | 新建仓 |
| NOV | NOV INC | $1,113 | 0.00% | 60 | 60 | — | $1,113 | 新建仓 |
| — | TENAYA THERAPEUTICS INC | $1,109 | 0.00% | 1,500 | 0 | 0.0% | — | 不变 |
| NSIT | INSIGHT ENTERPRISES INC | $1,097 | 0.00% | 9 | 9 | — | $1,097 | 新建仓 |
| — | COMMUNITY BANCORP INC VT | $1,095 | 0.00% | 28 | 28 | — | $1,095 | 新建仓 |
| PATH | UIPATH INC | $1,087 | 0.00% | 100 | 10 | 11.1% | $109 | 重新持有 |
| ERO | ERO COPPER CORP | $1,070 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| ROST | ROSS STORES INC | $1,065 | 0.00% | 5 | 1 | 25.0% | $213 | 加仓 |
| ALGT | ALLEGIANT TRAVEL CO | $1,059 | 0.00% | 9 | 9 | — | $1,059 | 新建仓 |
| — | SPDR SERIES TRUST | $1,057 | 0.00% | 8 | 8 | — | $1,057 | 新建仓 |
| AR | ANTERO RESOURCES CORP | $1,055 | 0.00% | 30 | 22 | 275.0% | $774 | 重新持有 |
| LBRT | LIBERTY ENERGY INC | $1,048 | 0.00% | 40 | 40 | — | $1,048 | 新建仓 |
| XTN | SPDR SERIES TRUST | $1,041 | 0.00% | 9 | 9 | — | $1,041 | 新建仓 |
| SPB | SPECTRUM BRANDS HOLDINGS INC | $1,029 | 0.00% | 12 | -1 | -7.7% | -$86 | 减仓 |
| NVST | ENVISTA HOLDINGS CORPORATION | $1,028 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| CRML | CRITICAL METALS CORP | $1,025 | 0.00% | 100 | 100 | — | $1,025 | 新建仓 |
| VISN | VISTANCE NETWORKS INC | $1,023 | 0.00% | 80 | 80 | — | $1,023 | 新建仓 |
| MOV | MOVADO GROUP INC | $1,023 | 0.00% | 26 | 26 | — | $1,023 | 新建仓 |
| NTNX | NUTANIX INC | $1,020 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| — | ESPEY MFG & ELECTRS CORP | $1,011 | 0.00% | 15 | 15 | — | $1,011 | 新建仓 |
| PUMP | PROPETRO HLDG CORP | $1,004 | 0.00% | 70 | 70 | — | $1,004 | 新建仓 |
| GSK | GSK PLC | $996 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| MTDR | MATADOR RES CO | $996 | 0.00% | 20 | 20 | — | $996 | 新建仓 |
| IMKTA | INGLES MKTS INC | $975 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| DMLP | DORCHESTER MINERALS L P | $955 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| NXT | NEXTPOWER INC | $954 | 0.00% | 8 | 8 | — | $954 | 新建仓 |
| INSW | INTERNATIONAL SEAWAYS INC | $920 | 0.00% | 12 | 12 | — | $920 | 新建仓 |
| DINO | HF SINCLAIR CORP | $906 | 0.00% | 13 | 13 | — | $906 | 新建仓 |
| ABAT | AMERICAN BATTERY TECHNOLOGY | $906 | 0.00% | 320 | 320 | — | $906 | 新建仓 |
| — | VOYAGER THERAPEUTICS INC | $875 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| STNG | SCORPIO TANKERS INC | $832 | 0.00% | 12 | 12 | — | $832 | 新建仓 |
| LDOS | LEIDOS HOLDINGS INC | $830 | 0.00% | 8 | -46 | -85.2% | -$4,772 | 减仓 |
| YSS | YORK SPACE SYSTEMS INC | $813 | 0.00% | 33 | 33 | — | $813 | 新建仓 |
| BHC | BAUSCH HEALTH COS INC | $740 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| — | VOLATILITY SHS TR | $738 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| — | WARNER BROS DISCOVERY INC | $720 | 0.00% | 27 | -5 | -15.6% | -$133 | 减仓 |
| — | GEOSPACE TECHNOLOGIES CORP | $677 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| XLG | INVESCO EXCHANGE TRADED FD T | $674 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| CERT | CERTARA INC | $662 | 0.00% | 101 | 101 | — | $662 | 新建仓 |
| HSBC | HSBC HLDGS PLC | $571 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| — | BITWISE 10 CRYPTO INDEX ETF | $564 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| OKLO | OKLO INC | $524 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| PPG | PPG INDS INC | $486 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| BABA | ALIBABA GROUP HLDG LTD | $480 | 0.00% | 5 | -30 | -85.7% | -$2,880 | 减仓 |
| EUAD | SPINNAKER ETF SERIES | $464 | 0.00% | 11 | -86 | -88.7% | -$3,628 | 减仓 |
| SAIC | SCIENCE APPLICATIONS INTL CO | $445 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $433 | 0.00% | 13 | 6 | 85.7% | $200 | 加仓 |
| SHY | ISHARES TR | $329 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| — | VIRTUIX HOLDINGS INC. | $327 | 0.00% | 107 | 0 | 0.0% | — | 不变 |
| PODD | INSULET CORP | $305 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| — | REX ETF TR | $260 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| SCHM | SCHWAB STRATEGIC TR | $222 | 0.00% | 6 | 6 | — | $222 | 新建仓 |
| SCHV | SCHWAB STRATEGIC TR | $209 | 0.00% | 6 | 6 | — | $209 | 新建仓 |
| W | WAYFAIR INC | $185 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| GME | GAMESTOP CORP | $155 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| PINS | PINTEREST INC | $85 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| — | 20/20 BIOLABS INC | $55 | 0.00% | 100 | -57 | -36.3% | -$31 | 减仓 |
| — | AMPLIFY ETF TR | $52 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| — | VINFAST AUTO LTD | $41 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| SCHE | SCHWAB STRATEGIC TR | $37 | 0.00% | 1 | 1 | — | $37 | 新建仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $34 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | VUZIX CORP | $15 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| — | KNIGHTSCOPE INC | $11 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| COR | CENCORA INC | $10 | 0.00% | 0 | -2 | -100.0% | -$639 | 清仓 |
| ASND | ASCENDIS PHARMA A/S | $0 | 0.00% | 0 | -5,450 | -100.0% | -$124.66万 | 清仓 |
| HOOD | ROBINHOOD MKTS INC | $0 | 0.00% | 0 | -8,203 | -100.0% | -$56.85万 | 清仓 |
| CDW | CDW CORP | $0 | 0.00% | 0 | -4,648 | -100.0% | -$56.25万 | 清仓 |
| EWZ | ISHARES INC | $0 | 0.00% | 0 | -14,000 | -100.0% | -$53.75万 | 清仓 |
| TIMB | TIM S A | $0 | 0.00% | 0 | -11,800 | -100.0% | -$31.26万 | 清仓 |
| ILF | ISHARES TR | $0 | 0.00% | 0 | -7,400 | -100.0% | -$26.28万 | 清仓 |
| INFU | INFUSYSTEM HLDGS INC | $0 | 0.00% | 0 | -25,000 | -100.0% | -$23.07万 | 清仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $0 | 0.00% | 0 | -2,000 | -100.0% | -$14.24万 | 清仓 |
| STN | STANTEC INC | $0 | 0.00% | 0 | -1,400 | -100.0% | -$12.10万 | 清仓 |
| LQD | ISHARES TR | $0 | 0.00% | 0 | -727 | -100.0% | -$7.92万 | 清仓 |
| HEI/A | HEICO CORP NEW | $0 | 0.00% | 0 | -318 | -100.0% | -$6.71万 | 清仓 |
| IBTH | ISHARES TR | $0 | 0.00% | 0 | -2,646 | -100.0% | -$5.93万 | 清仓 |
| UPS | UNITED PARCEL SVCS INC 看涨期权 | $0 | 0.00% | 0 | -500 | -100.0% | -$4.92万 | 清仓 |
| — | GLOBAL X FDS | $0 | 0.00% | 0 | -2,033 | -100.0% | -$4.70万 | 清仓 |
| — | HOLOGIC INC | $0 | 0.00% | 0 | -550 | -100.0% | -$4.16万 | 清仓 |
| MBB | ISHARES TR | $0 | 0.00% | 0 | -426 | -100.0% | -$4.04万 | 清仓 |
| IWN | ISHARES TR | $0 | 0.00% | 0 | -190 | -100.0% | -$3.60万 | 清仓 |
| PGR | PROGRESSIVE CORP | $0 | 0.00% | 0 | -181 | -100.0% | -$3.59万 | 清仓 |
| SAP | SAP SE | $0 | 0.00% | 0 | -200 | -100.0% | -$3.42万 | 清仓 |
| HYD | VANECK ETF TRUST | $0 | 0.00% | 0 | -627 | -100.0% | -$3.14万 | 清仓 |