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 |
|---|---|---|---|---|---|---|---|---|
| GOOGL | ALPHABET INC | $2,361.47万 | 2.59% | 82,121 | 676 | 0.8% | $19.44万 | 加仓 |
| AAPL | APPLE INC | $2,194.71万 | 2.41% | 86,477 | 1,398 | 1.6% | $35.48万 | 加仓 |
| MSFT | MICROSOFT CORP | $2,101.29万 | 2.31% | 56,765 | -4,301 | -7.0% | -$159.21万 | 减仓 |
| REGL | PROSHARES TR | $1,972.82万 | 2.17% | 228,310 | 412 | 0.2% | $3.56万 | 加仓 |
| NOBL | PROSHARES TR | $1,844.85万 | 2.03% | 174,026 | -2,027 | -1.2% | -$21.49万 | 减仓 |
| SGOV | ISHARES TR | $1,820.61万 | 2.00% | 180,867 | 180,867 | — | $1,820.61万 | 新建仓 |
| SYK | STRYKER CORPORATION | $1,699.68万 | 1.87% | 51,726 | -122 | -0.2% | -$4.01万 | 减仓 |
| CSCO | CISCO SYS INC | $1,640.50万 | 1.80% | 211,432 | 2,761 | 1.3% | $21.42万 | 加仓 |
| WMT | WALMART INC | $1,620.42万 | 1.78% | 130,385 | 1,166 | 0.9% | $14.49万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $1,586.83万 | 1.74% | 64,917 | -5,034 | -7.2% | -$123.05万 | 减仓 |
| QLD | PROSHARES TR | $1,530.49万 | 1.68% | 250,901 | -11,727 | -4.5% | -$71.53万 | 减仓 |
| V | VISA INC | $1,506.57万 | 1.65% | 49,847 | 313 | 0.6% | $9.46万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $1,396.30万 | 1.53% | 27,945 | 29 | 0.1% | $1.45万 | 加仓 |
| MCK | MCKESSON CORP | $1,370.44万 | 1.50% | 15,837 | -507 | -3.1% | -$43.87万 | 减仓 |
| SMDV | PROSHARES TR | $1,308.47万 | 1.44% | 190,213 | -289 | -0.2% | -$1.99万 | 减仓 |
| GWW | WW GRAINGER INC | $1,274.88万 | 1.40% | 11,687 | 762 | 7.0% | $83.12万 | 加仓 |
| SOXX | ISHARES TR | $1,267.12万 | 1.39% | 38,554 | -1,050 | -2.7% | -$34.51万 | 减仓 |
| ABBV | ABBVIE INC | $1,261.51万 | 1.38% | 58,003 | 6,721 | 13.1% | $146.18万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $1,246.86万 | 1.37% | 93,819 | 404 | 0.4% | $5.37万 | 加仓 |
| SSO | PROSHARES TR | $1,205.10万 | 1.32% | 232,286 | -16,856 | -6.8% | -$87.45万 | 减仓 |
| BLK | BLACKROCK INC | $1,167.29万 | 1.28% | 12,138 | 603 | 5.2% | $57.99万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $1,157.81万 | 1.27% | 112,770 | -1,977 | -1.7% | -$20.30万 | 减仓 |
| ECL | ECOLAB INC | $1,140.97万 | 1.25% | 42,890 | 598 | 1.4% | $15.91万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $1,108.87万 | 1.22% | 224,603 | -3,469 | -1.5% | -$17.13万 | 减仓 |
| LOW | LOWES COS INC | $1,086.16万 | 1.19% | 45,969 | 3,329 | 7.8% | $78.66万 | 加仓 |
| USTB | VICTORY PORTFOLIOS II | $1,064.79万 | 1.17% | 210,516 | 19,742 | 10.3% | $99.85万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $1,038.87万 | 1.14% | 169,584 | 51,382 | 43.5% | $314.77万 | 加仓 |
| AVGO | BROADCOM INC | $1,008.84万 | 1.11% | 32,595 | 1 | 0.0% | $310 | 加仓 |
| D | DOMINION ENERGY INC | $985.82万 | 1.08% | 159,465 | 11,505 | 7.8% | $71.12万 | 加仓 |
| SYY | SYSCO CORP | $981.89万 | 1.08% | 137,654 | -1,383 | -1.0% | -$9.86万 | 减仓 |
| PEP | PEPSICO INC | $973.14万 | 1.07% | 62,666 | 3,094 | 5.2% | $48.05万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $970.93万 | 1.07% | 28,289 | 1,921 | 7.3% | $65.93万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $970.59万 | 1.07% | 30,279 | 532 | 1.8% | $17.05万 | 加仓 |
| AMGN | AMGEN INC | $953.99万 | 1.05% | 27,113 | 416 | 1.6% | $14.64万 | 加仓 |
| MCD | MCDONALDS CORP | $941.71万 | 1.03% | 30,301 | 747 | 2.5% | $23.22万 | 加仓 |
| UITB | VICTORY PORTFOLIOS II | $921.15万 | 1.01% | 195,919 | 14,764 | 8.1% | $69.42万 | 加仓 |
| AZO | AUTOZONE INC | $914.70万 | 1.00% | 2,708 | 7 | 0.3% | $2.36万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $896.14万 | 0.98% | 61,124 | 4,064 | 7.1% | $59.58万 | 加仓 |
| AFL | AFLAC INC | $853.89万 | 0.94% | 77,832 | -136 | -0.2% | -$1.49万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $846.07万 | 0.93% | 184,368 | 4,687 | 2.6% | $21.51万 | 加仓 |
| J | JACOBS SOLUTIONS INC | $827.77万 | 0.91% | 65,035 | -161 | -0.2% | -$2.05万 | 减仓 |
| ORCL | ORACLE CORP | $817.32万 | 0.90% | 55,558 | -10,088 | -15.4% | -$148.41万 | 减仓 |
| FAST | FASTENAL CO | $803.28万 | 0.88% | 173,120 | 8,172 | 5.0% | $37.92万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $754.35万 | 0.83% | 46,643 | 2,034 | 4.6% | $32.90万 | 加仓 |
| KO | COCA COLA CO | $753.86万 | 0.83% | 99,127 | -1,830 | -1.8% | -$13.92万 | 减仓 |
| JMSB | JOHN MARSHALL BANCORP INC | $747.56万 | 0.82% | 368,621 | -5,858 | -1.6% | -$11.88万 | 减仓 |
| XLB | SELECT SECTOR SPDR TR | $729.08万 | 0.80% | 145,903 | 60,905 | 71.7% | $304.34万 | 加仓 |
| CVS | CVS HEALTH CORP | $708.75万 | 0.78% | 98,684 | 9,093 | 10.1% | $65.31万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $690.11万 | 0.76% | 47,778 | 2,874 | 6.4% | $41.51万 | 加仓 |
| MDT | MEDTRONIC PLC | $685.14万 | 0.75% | 79,070 | 4,800 | 6.5% | $41.59万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $681.53万 | 0.75% | 28,117 | -374 | -1.3% | -$9.07万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $645.72万 | 0.71% | 112,027 | -4,404 | -3.8% | -$25.38万 | 减仓 |
| BALL | BALL CORP | $636.76万 | 0.70% | 107,724 | 33,616 | 45.4% | $198.70万 | 加仓 |
| IBB | ISHARES TR | $633.18万 | 0.70% | 37,499 | 2,654 | 7.6% | $44.81万 | 加仓 |
| UNP | UNION PAC CORP | $631.84万 | 0.69% | 26,042 | 2,006 | 8.3% | $48.67万 | 加仓 |
| FISV | FISERV INC | $617.61万 | 0.68% | 110,683 | -30,652 | -21.7% | -$171.04万 | 减仓 |
| TRU | TRANSUNION | $617.36万 | 0.68% | 89,226 | -10,429 | -10.5% | -$72.16万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $615.49万 | 0.68% | 35,292 | -779 | -2.2% | -$13.59万 | 减仓 |
| DIS | DISNEY WALT CO | $610.36万 | 0.67% | 63,328 | -6,187 | -8.9% | -$59.63万 | 减仓 |
| EFX | EQUIFAX INC | $605.86万 | 0.67% | 33,646 | -270 | -0.8% | -$4.86万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $599.82万 | 0.66% | 64,979 | -2,309 | -3.4% | -$21.31万 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $585.24万 | 0.64% | 53,701 | 451 | 0.8% | $4.92万 | 加仓 |
| DGX | QUEST DIAGNOSTICS INC | $583.25万 | 0.64% | 29,761 | 209 | 0.7% | $4.10万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $566.39万 | 0.62% | 20,932 | -3,587 | -14.6% | -$97.06万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $564.17万 | 0.62% | 93,021 | 21,032 | 29.2% | $127.56万 | 加仓 |
| WM | WASTE MGMT INC DEL | $557.25万 | 0.61% | 24,250 | 1,180 | 5.1% | $27.12万 | 加仓 |
| — | HONEYWELL INTL INC | $535.11万 | 0.59% | 23,674 | 2,443 | 11.5% | $55.22万 | 加仓 |
| WTRG | ESSENTIAL UTILS INC | $524.80万 | 0.58% | 130,320 | -4,344 | -3.2% | -$17.49万 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $520.61万 | 0.57% | 46,961 | 2,411 | 5.4% | $26.73万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $512.01万 | 0.56% | 21,547 | -392 | -1.8% | -$9.31万 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $454.80万 | 0.50% | 55,477 | 3,253 | 6.2% | $26.67万 | 加仓 |
| MMM | 3M CO | $452.76万 | 0.50% | 31,175 | 1,865 | 6.4% | $27.09万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $451.55万 | 0.50% | 52,980 | 1,549 | 3.0% | $13.20万 | 加仓 |
| SBUX | STARBUCKS CORP | $444.92万 | 0.49% | 49,662 | 4,197 | 9.2% | $37.60万 | 加仓 |
| — | PROSHARES TR | $413.97万 | 0.45% | 88,701 | 5,269 | 6.3% | $24.59万 | 加仓 |
| TDV | PROSHARES TR | $399.68万 | 0.44% | 47,182 | -65 | -0.1% | -$5,506 | 减仓 |
| CHD | CHURCH & DWIGHT CO INC | $391.76万 | 0.43% | 41,980 | 3,051 | 7.8% | $28.47万 | 加仓 |
| FPE | FIRST TR EXCH TRADED FD III | $363.70万 | 0.40% | 204,902 | 614 | 0.3% | $1.09万 | 加仓 |
| BDX | BECTON DICKINSON & CO | $361.18万 | 0.40% | 22,971 | -63 | -0.3% | -$9,906 | 减仓 |
| AMZN | AMAZON COM INC | $341.17万 | 0.37% | 16,381 | -1,059 | -6.1% | -$22.06万 | 减仓 |
| HD | HOME DEPOT INC | $332.35万 | 0.36% | 10,105 | 740 | 7.9% | $24.34万 | 加仓 |
| TROW | PRICE T ROWE GROUP INC | $328.02万 | 0.36% | 36,391 | -9,604 | -20.9% | -$86.57万 | 减仓 |
| INTC | INTEL CORP | $319.30万 | 0.35% | 72,354 | -1,044 | -1.4% | -$4.61万 | 减仓 |
| TQQQ | PROSHARES TR | $319.15万 | 0.35% | 76,572 | -28,779 | -27.3% | -$119.95万 | 减仓 |
| QQQ | INVESCO QQQ TR | $302.99万 | 0.33% | 5,250 | -495 | -8.6% | -$28.57万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $298.30万 | 0.33% | 14,682 | -5,115 | -25.8% | -$103.92万 | 减仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $276.93万 | 0.30% | 11,833 | -3,627 | -23.5% | -$84.88万 | 减仓 |
| XHB | SPDR SERIES TRUST | $258.75万 | 0.28% | 26,210 | 861 | 3.4% | $8.50万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $253.82万 | 0.28% | 2,547 | 409 | 19.1% | $40.76万 | 加仓 |
| TSLA | TESLA INC | $237.44万 | 0.26% | 6,387 | 1 | 0.0% | $372 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $232.33万 | 0.26% | 6,877 | -4,018 | -36.9% | -$135.74万 | 减仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $229.02万 | 0.25% | 37,330 | -6,134 | -14.1% | -$37.63万 | 减仓 |
| SJM | SMUCKER J M CO | $226.62万 | 0.25% | 23,499 | -51 | -0.2% | -$4,918 | 减仓 |
| IVV | ISHARES TR | $222.35万 | 0.24% | 3,404 | 163 | 5.0% | $10.65万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $214.94万 | 0.24% | 3,597 | 596 | 19.9% | $35.61万 | 加仓 |
| IWM | ISHARES TR | $211.26万 | 0.23% | 8,518 | 994 | 13.2% | $24.65万 | 加仓 |
| GEV | GE VERNOVA INC | $209.23万 | 0.23% | 2,397 | 60 | 2.6% | $5.24万 | 加仓 |
| IYT | ISHARES TR | $207.01万 | 0.23% | 27,749 | 4,530 | 19.5% | $33.79万 | 加仓 |
| — | PROSHARES TR | $205.51万 | 0.23% | 27,995 | -1,859 | -6.2% | -$13.65万 | 减仓 |
| MSCI | MSCI INC | $190.67万 | 0.21% | 3,537 | 238 | 7.2% | $12.83万 | 加仓 |