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 |
|---|---|---|---|---|---|---|---|---|
| GOOGL | ALPHABET INC | $2,895.42万 | 2.83% | 81,020 | -1,101 | -1.3% | -$39.35万 | 减仓 |
| AAPL | APPLE INC | $2,614.56万 | 2.55% | 90,357 | 3,880 | 4.5% | $112.27万 | 加仓 |
| CSCO | CISCO SYS INC | $2,449.31万 | 2.39% | 208,523 | -2,909 | -1.4% | -$34.17万 | 减仓 |
| QLD | PROSHARES TR | $2,318.39万 | 2.26% | 239,602 | -11,299 | -4.5% | -$109.33万 | 减仓 |
| SOXX | ISHARES TR | $2,300.49万 | 2.25% | 35,903 | -2,651 | -6.9% | -$169.86万 | 减仓 |
| REGL | PROSHARES TR | $2,136.15万 | 2.09% | 233,281 | 4,971 | 2.2% | $45.52万 | 加仓 |
| MSFT | MICROSOFT CORP | $2,112.43万 | 2.06% | 56,630 | -135 | -0.2% | -$5.04万 | 减仓 |
| NOBL | PROSHARES TR | $1,947.82万 | 1.90% | 346,834 | -1,218 | -0.3% | -$6.84万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $1,831.79万 | 1.79% | 96,147 | 2,328 | 2.5% | $44.35万 | 加仓 |
| V | VISA INC | $1,756.47万 | 1.71% | 51,196 | 1,349 | 2.7% | $46.28万 | 加仓 |
| GWW | WW GRAINGER INC | $1,681.84万 | 1.64% | 12,363 | 676 | 5.8% | $91.96万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $1,612.55万 | 1.57% | 63,494 | -1,423 | -2.2% | -$36.14万 | 减仓 |
| SYK | STRYKER CORPORATION | $1,599.70万 | 1.56% | 50,810 | -916 | -1.8% | -$28.84万 | 减仓 |
| SSO | PROSHARES TR | $1,540.43万 | 1.50% | 228,618 | -3,668 | -1.6% | -$24.72万 | 减仓 |
| ABBV | ABBVIE INC | $1,502.42万 | 1.47% | 59,705 | 1,702 | 2.9% | $42.83万 | 加仓 |
| WMT | WALMART INC | $1,463.64万 | 1.43% | 129,229 | -1,156 | -0.9% | -$13.09万 | 减仓 |
| SMDV | PROSHARES TR | $1,445.83万 | 1.41% | 187,697 | -2,516 | -1.3% | -$19.38万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $1,425.03万 | 1.39% | 27,746 | -199 | -0.7% | -$10.22万 | 减仓 |
| CVS | CVS HEALTH CORP | $1,331.24万 | 1.30% | 128,684 | 30,000 | 30.4% | $310.35万 | 加仓 |
| AVGO | BROADCOM INC | $1,285.99万 | 1.26% | 34,043 | 1,448 | 4.4% | $54.70万 | 加仓 |
| BLK | BLACKROCK INC | $1,234.13万 | 1.20% | 12,835 | 697 | 5.7% | $67.02万 | 加仓 |
| MCK | MCKESSON CORP | $1,227.63万 | 1.20% | 16,247 | 410 | 2.6% | $30.98万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $1,211.50万 | 1.18% | 225,984 | 1,381 | 0.6% | $7.40万 | 加仓 |
| ECL | ECOLAB INC | $1,182.24万 | 1.15% | 42,433 | -457 | -1.1% | -$12.73万 | 减仓 |
| D | DOMINION ENERGY INC | $1,123.96万 | 1.10% | 164,586 | 5,121 | 3.2% | $34.97万 | 加仓 |
| USTB | VICTORY PORTFOLIOS II | $1,122.36万 | 1.10% | 221,722 | 11,206 | 5.3% | $56.72万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $1,087.44万 | 1.06% | 26,164 | 5,232 | 25.0% | $217.45万 | 加仓 |
| SYY | SYSCO CORP | $1,060.63万 | 1.04% | 126,900 | -10,754 | -7.8% | -$89.88万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $1,039.08万 | 1.01% | 29,333 | 1,044 | 3.7% | $36.98万 | 加仓 |
| AMGN | AMGEN INC | $1,029.19万 | 1.00% | 28,421 | 1,308 | 4.8% | $47.37万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $1,008.91万 | 0.98% | 29,301 | -978 | -3.2% | -$33.68万 | 减仓 |
| INTC | INTEL CORP | $994.08万 | 0.97% | 71,194 | -1,160 | -1.6% | -$16.20万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $984.29万 | 0.96% | 62,038 | 914 | 1.5% | $14.50万 | 加仓 |
| SGOV | ISHARES TR | $973.08万 | 0.95% | 96,660 | -84,207 | -46.6% | -$847.71万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $971.19万 | 0.95% | 182,863 | 13,279 | 7.8% | $70.52万 | 加仓 |
| UITB | VICTORY PORTFOLIOS II | $970.77万 | 0.95% | 207,262 | 11,343 | 5.8% | $53.13万 | 加仓 |
| AFL | AFLAC INC | $939.38万 | 0.92% | 80,117 | 2,285 | 2.9% | $26.79万 | 加仓 |
| LOW | LOWES COS INC | $919.46万 | 0.90% | 41,701 | -4,268 | -9.3% | -$94.10万 | 减仓 |
| FAST | FASTENAL CO | $900.03万 | 0.88% | 187,389 | 14,269 | 8.2% | $68.53万 | 加仓 |
| XLB | SELECT SECTOR SPDR TR | $899.09万 | 0.88% | 176,882 | 30,979 | 21.2% | $157.47万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $882.57万 | 0.86% | 47,647 | 1,004 | 2.2% | $18.60万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $861.56万 | 0.84% | 190,022 | 5,654 | 3.1% | $25.64万 | 加仓 |
| AZO | AUTOZONE INC | $852.04万 | 0.83% | 2,666 | -42 | -1.6% | -$13.42万 | 减仓 |
| UNP | UNION PAC CORP | $845.85万 | 0.83% | 31,097 | 5,055 | 19.4% | $137.50万 | 加仓 |
| PEP | PEPSICO INC | $836.79万 | 0.82% | 61,802 | -864 | -1.4% | -$11.70万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $836.58万 | 0.82% | 92,196 | -20,574 | -18.2% | -$186.69万 | 减仓 |
| BALL | BALL CORP | $823.12万 | 0.80% | 131,910 | 24,186 | 22.5% | $150.92万 | 加仓 |
| KO | COCA COLA CO | $815.90万 | 0.80% | 100,394 | 1,267 | 1.3% | $10.30万 | 加仓 |
| IBB | ISHARES TR | $803.77万 | 0.78% | 42,261 | 4,762 | 12.7% | $90.57万 | 加仓 |
| MCD | MCDONALDS CORP | $788.48万 | 0.77% | 29,170 | -1,131 | -3.7% | -$30.57万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $767.99万 | 0.75% | 27,310 | -807 | -2.9% | -$22.69万 | 减仓 |
| ORCL | ORACLE CORP | $737.55万 | 0.72% | 50,327 | -5,231 | -9.4% | -$76.66万 | 减仓 |
| JMSB | JOHN MARSHALL BANCORP INC | $733.03万 | 0.72% | 336,253 | -32,368 | -8.8% | -$70.56万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $698.92万 | 0.68% | 6,055 | -822 | -12.0% | -$94.88万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $696.85万 | 0.68% | 34,827 | -465 | -1.3% | -$9.30万 | 减仓 |
| J | JACOBS SOLUTIONS INC | $696.74万 | 0.68% | 55,297 | -9,738 | -15.0% | -$122.70万 | 减仓 |
| DGX | QUEST DIAGNOSTICS INC | $689.47万 | 0.67% | 32,530 | 2,769 | 9.3% | $58.69万 | 加仓 |
| SBUX | STARBUCKS CORP | $650.84万 | 0.64% | 63,689 | 14,027 | 28.2% | $143.34万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $646.89万 | 0.63% | 44,114 | -3,664 | -7.7% | -$53.73万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $646.53万 | 0.63% | 111,780 | -247 | -0.2% | -$1.43万 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $641.98万 | 0.63% | 54,739 | 1,038 | 1.9% | $12.17万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $638.16万 | 0.62% | 21,063 | -484 | -2.2% | -$14.66万 | 减仓 |
| — | PROSHARES TR | $619.04万 | 0.60% | 92,077 | 3,376 | 3.8% | $22.70万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $603.51万 | 0.59% | 65,535 | 556 | 0.9% | $5.12万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $559.13万 | 0.55% | 97,037 | 4,016 | 4.3% | $23.14万 | 加仓 |
| WM | WASTE MGMT INC DEL | $548.16万 | 0.54% | 24,594 | 344 | 1.4% | $7.67万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $523.25万 | 0.51% | 48,843 | 1,882 | 4.0% | $20.16万 | 加仓 |
| MMM | 3M CO | $519.58万 | 0.51% | 32,091 | 916 | 2.9% | $14.83万 | 加仓 |
| TQQQ | PROSHARES TR | $512.71万 | 0.50% | 63,298 | -13,274 | -17.3% | -$107.52万 | 减仓 |
| TDV | PROSHARES TR | $488.10万 | 0.48% | 46,949 | -233 | -0.5% | -$2.42万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $484.19万 | 0.47% | 52,813 | -167 | -0.3% | -$1.53万 | 减仓 |
| TRU | TRANSUNION | $483.47万 | 0.47% | 67,019 | -22,207 | -24.9% | -$160.20万 | 减仓 |
| DIS | DISNEY WALT CO | $480.12万 | 0.47% | 49,883 | -13,445 | -21.2% | -$129.41万 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $468.65万 | 0.46% | 56,416 | 939 | 1.7% | $7.80万 | 加仓 |
| WTRG | ESSENTIAL UTILS INC | $461.12万 | 0.45% | 120,367 | -9,953 | -7.6% | -$38.13万 | 减仓 |
| EFX | EQUIFAX INC | $458.80万 | 0.45% | 28,906 | -4,740 | -14.1% | -$75.23万 | 减仓 |
| MDT | MEDTRONIC PLC | $441.25万 | 0.43% | 56,404 | -22,666 | -28.7% | -$177.32万 | 减仓 |
| MSCI | MSCI INC | $406.44万 | 0.40% | 7,257 | 3,720 | 105.2% | $208.35万 | 加仓 |
| AMZN | AMAZON COM INC | $395.55万 | 0.39% | 16,596 | 215 | 1.3% | $5.12万 | 加仓 |
| QQQ | INVESCO QQQ TR | $379.87万 | 0.37% | 5,159 | -91 | -1.7% | -$6.70万 | 减仓 |
| FPE | FIRST TR EXCH TRADED FD III | $374.70万 | 0.37% | 209,563 | 4,661 | 2.3% | $8.33万 | 加仓 |
| CHD | CHURCH & DWIGHT CO INC | $370.09万 | 0.36% | 38,201 | -3,779 | -9.0% | -$36.61万 | 减仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $322.19万 | 0.31% | 12,171 | 338 | 2.9% | $8.95万 | 加仓 |
| HON | HONEYWELL INTL INC | $319.19万 | 0.31% | 14,256 | -9,418 | -39.8% | -$210.87万 | 减仓 |
| HD | HOME DEPOT INC | $318.23万 | 0.31% | 9,023 | -1,082 | -10.7% | -$38.16万 | 减仓 |
| XHB | SPDR SERIES TRUST | $314.07万 | 0.31% | 27,178 | 968 | 3.7% | $11.19万 | 加仓 |
| HONA | HONEYWELL AEROSPACE INC | $312.24万 | 0.30% | 14,124 | 14,124 | — | $312.24万 | 新建仓 |
| IWM | ISHARES TR | $312.12万 | 0.30% | 10,389 | 1,871 | 22.0% | $56.21万 | 加仓 |
| TROW | PRICE T ROWE GROUP INC | $299.99万 | 0.29% | 26,386 | -10,005 | -27.5% | -$113.75万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $294.21万 | 0.29% | 4,183 | 3,317 | 383.0% | $233.30万 | 加仓 |
| IYT | ISHARES TR | $277.55万 | 0.27% | 31,994 | 4,245 | 15.3% | $36.83万 | 加仓 |
| CAT | CATERPILLAR INC | $273.26万 | 0.27% | 2,566 | -73 | -2.8% | -$7.77万 | 减仓 |
| IVV | ISHARES TR | $272.30万 | 0.27% | 3,636 | 232 | 6.8% | $17.37万 | 加仓 |
| FISV | FISERV INC | $270.38万 | 0.26% | 55,123 | -55,560 | -50.2% | -$272.52万 | 减仓 |
| TSLA | TESLA INC | $270.32万 | 0.26% | 6,427 | 40 | 0.6% | $1.68万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $267.77万 | 0.26% | 2,862 | 315 | 12.4% | $29.47万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $247.27万 | 0.24% | 25,626 | 6,878 | 36.7% | $66.37万 | 加仓 |
| BDX | BECTON DICKINSON & CO | $245.70万 | 0.24% | 16,236 | -6,735 | -29.3% | -$101.92万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $242.58万 | 0.24% | 3,532 | -65 | -1.8% | -$4.46万 | 减仓 |
| — | PROSHARES TR | $239.55万 | 0.23% | 27,995 | 0 | 0.0% | — | 不变 |