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TOTH FINANCIAL ADVISORY CORP 13F 持仓明细(2026-03-31) · 小隐寺数据中心
TOTH FINANCIAL ADVISORY CORP
报告期 2026-03-31 · CIK 0000866780
持仓数
918
前50大市值合计
$597.1M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
21Q3 调仓
2021-06-30 → 2021-09-30 · 共 150 项
建仓 33
增持 60
减持 46
清仓 11
方向
标的
Δ市值
现股数(环比)
减持
—
WALGREENS BOOTS ALLIANCE INC
-$1.1M
48,680
-24%
减持
AMGN
AMGEN INC
-$1.1M
26,774
-4%
减持
IYT
ISHARES TR
-$1.0M
483
-89%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
建仓
—
LAREDO PETROLEUM INC
+$1.0M
12,850
建仓
AZO
AUTOZONE INC
+$1.0M
596
增持
EDC
DIREXION SHS ETF TR
-$854.0K
30,998
+0%
增持
NOW
SERVICENOW INC
+$852.0K
1,508
+867%
增持
AMD
ADVANCED MICRO DEVICES INC
+$849.0K
8,787
+1402%
建仓
IBN
ICICI BANK LIMITED
+$843.0K
44,665
增持
AFL
AFLAC INC
+$842.0K
47,431
+56%
清仓
WDC
WESTERN DIGITAL CORP.
-$836.0K
0
-100%
减持
HNI
HNI CORP
-$828.0K
200
-99%
减持
RTX
RAYTHEON TECHNOLOGIES CORP
-$827.0K
687
-93%
清仓
SMPL
SIMPLY GOOD FOODS CO
-$821.0K
0
-100%
建仓
MMSI
MERIT MED SYS INC
+$813.0K
11,325
减持
OI
O-I GLASS INC
-$811.0K
4,100
-92%
减持
TLS
TELOS CORP MD
-$808.0K
91,356
-9%
减持
QLD
PROSHARES TR
-$805.0K
229,032
-6%
增持
MRVL
MARVELL TECHNOLOGY INC
+$803.0K
13,764
+2866%
增持
CVS
CVS HEALTH CORP
+$789.0K
85,520
+10%
增持
CHTR
CHARTER COMMUNICATIONS INC N
+$765.0K
1,320
+389%
增持
ON
ON SEMICONDUCTOR CORP
+$758.0K
16,723
+9566%
建仓
SMTC
SEMTECH CORP
+$741.0K
9,500
清仓
TBBK
BANCORP INC DEL
-$736.0K
0
-100%
减持
—
BERRY GLOBAL GROUP INC
-$727.0K
1,065
-91%
清仓
DVA
DAVITA INC
-$723.0K
0
-100%
减持
BAC
BK OF AMERICA CORP
-$712.0K
15,906
-53%
增持
MCK
MCKESSON CORP
+$701.0K
21,840
+14%
减持
ALV
AUTOLIV INC
-$689.0K
850
-89%
减持
UPBD
RENT A CTR INC NEW
-$684.0K
1,724
-88%
清仓
UIS
UNISYS CORP
-$678.0K
0
-100%
增持
XLF
SELECT SECTOR SPDR TR
+$635.0K
196,869
+7%
减持
DGX
QUEST DIAGNOSTICS INC
+$616.0K
51,783
-1%
清仓
OFG
OFG BANCORP
-$613.0K
0
-100%
清仓
—
ICHOR HOLDINGS
-$597.0K
0
-100%
建仓
ALGM
ALLEGRO MICROSYSTEMS INC
+$588.0K
18,400
减持
F
FORD MTR CO DEL
-$584.0K
150
-100%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$563.0K
30,146
-7%
增持
CMG
CHIPOTLE MEXICAN GRILL INC
+$551.0K
322
+1364%
增持
REGL
PROSHARES TR
-$545.0K
152,032
+0%
建仓
FND
FLOOR & DECOR HLDGS INC
+$544.0K
4,500
建仓
LPLA
LPL FINL HLDGS INC
+$541.0K
3,450
建仓
HIG
HARTFORD FINL SVCS GROUP INC
+$533.0K
7,587
建仓
KEYS
KEYSIGHT TECHNOLOGIES INC
+$530.0K
3,225
建仓
—
NVENT ELECTRIC PLC
+$529.0K
16,350
减持
SOXX
ISHARES TR
-$522.0K
19,536
-4%
建仓
AIZ
ASSURANT INC
+$521.0K
3,300
建仓
—
CERNER CORP
+$518.0K
7,347
建仓
—
LIVENT CORP
+$516.0K
22,325
清仓
NX
QUANEX BLDG PRODS CORP
-$504.0K
0
-100%
清仓
—
JAZZ PHARMACEUTICALS PLC
-$497.0K
0
-100%
建仓
TOL
TOLL BROTHERS INC
+$494.0K
8,940
增持
BIB
PROSHARES TR
+$492.0K
21,210
+37%
建仓
PLAB
PHOTRONICS INC
+$491.0K
36,000
增持
ZS
ZSCALER INC
+$485.0K
3,950
+55%
减持
FDN
FIRST TR EXCHANGE-TRADED FD
-$474.0K
25,665
-4%
建仓
VGK
VANGUARD INTL EQUITY INDEX F
+$472.0K
7,200
减持
CLX
CLOROX CO DEL
-$469.0K
19,604
-5%
增持
XLE
SELECT SECTOR SPDR TR
+$469.0K
43,261
+31%
增持
NTNX
NUTANIX INC
+$446.0K
11,905
+14781%
增持
MCD
MCDONALDS CORP
+$443.0K
27,439
+3%
增持
BMY
BRISTOL-MYERS SQUIBB CO
-$442.0K
78,929
+3%
增持
LOW
LOWES COS INC
+$437.0K
30,995
+3%
增持
FISV
FISERV INC
+$431.0K
126,719
+2%
增持
MCB
METROPOLITAN BK HLDG CORP
+$427.0K
17,120
+1%
清仓
RF
REGIONS FINANCIAL CORP NEW
-$419.0K
0
-100%
减持
AAPL
APPLE INC
+$418.0K
99,339
-0%
增持
UYG
PROSHARES TR
+$416.0K
98,352
+4%
减持
HRL
HORMEL FOODS CORP
-$404.0K
56,785
-1%
增持
ERX
DIREXION SHS ETF TR
+$404.0K
112,266
+25%
减持
STZ
CONSTELLATION BRANDS INC
-$399.0K
14,374
-2%
增持
GWW
GRAINGER W W INC
-$381.0K
12,056
+3%
减持
QQQ
INVESCO QQQ TR
-$368.0K
11,914
-9%
减持
CROX
CROCS INC
-$358.0K
4,000
-50%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$345.0K
15,021
+39%
增持
MDLZ
MONDELEZ INTL INC
-$344.0K
143,431
+3%
增持
GD
GENERAL DYNAMICS CORP
+$342.0K
12,585
+11%
减持
DUSL
DIREXION SHS ETF TR
-$335.0K
54,195
-0%
减持
MKC
MCCORMICK & CO INC
-$333.0K
34,252
-3%
增持
URTY
PROSHARES TR
-$332.0K
32,263
+7%
清仓
VRT
VERTIV HOLDINGS CO
-$328.0K
0
-100%
增持
CVLT
COMMVAULT SYS INC
+$321.0K
10,825
+71%
增持
V
VISA INC
-$314.0K
37,530
+1%
增持
MA
MASTERCARD INCORPORATED
-$311.0K
21,773
+1%
增持
VFC
V F CORP
-$300.0K
23,101
+3%
建仓
CDW
CDW CORP
+$295.0K
1,618
减持
SMDV
PROSHARES TR
-$292.0K
133,515
-0%
增持
SOXL
DIREXION SHS ETF TR
+$288.0K
56,005
+28%
建仓
THRM
GENTHERM INC
+$285.0K
3,525
增持
DIS
DISNEY WALT CO
-$284.0K
56,774
+1%
增持
MMM
3M CO
-$284.0K
19,213
+4%
减持
XLK
SELECT SECTOR SPDR TR
-$282.0K
109,735
-3%
建仓
BWIN
BRP GROUP INC
+$280.0K
8,425
建仓
MTDR
MATADOR RES CO
+$278.0K
7,300
建仓
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
+$278.0K
3,741
减持
SPY
SPDR S&P 500 ETF TR
-$272.0K
4,634
-12%
减持
XLC
SELECT SECTOR SPDR TR
-$266.0K
55,448
-5%
增持
AVGO
BROADCOM INC
+$265.0K
831
+187%
增持
PEP
PEPSICO INC
+$263.0K
51,652
+2%
建仓
—
BONANZA CREEK ENERGY INC
+$263.0K
5,500
增持
CRWD
CROWDSTRIKE HLDGS INC
+$260.0K
4,274
+36%
减持
CSCO
CISCO SYS INC
+$255.0K
215,057
-0%
增持
USTB
VICTORY PORTFOLIOS II
+$252.0K
363,143
+2%
增持
CL
COLGATE PALMOLIVE CO
-$251.0K
56,837
+2%
减持
FAST
FASTENAL CO
-$248.0K
66,267
-6%
建仓
GPI
GROUP 1 AUTOMOTIVE INC
+$244.0K
1,300
建仓
APPS
DIGITAL TURBINE INC
+$241.0K
3,500
建仓
ALGN
ALIGN TECHNOLOGY INC
+$240.0K
360
增持
XLV
SELECT SECTOR SPDR TR
+$238.0K
54,402
+2%
建仓
CVCO
CAVCO INDS INC DEL
+$237.0K
1,000
减持
XHB
SPDR SER TR
-$235.0K
33,890
-7%
建仓
PSTG
PURE STORAGE INC
+$231.0K
9,200
建仓
TGNA
TEGNA INC
+$227.0K
11,500
增持
XLI
SELECT SECTOR SPDR TR
-$226.0K
65,326
+1%
增持
UNP
UNION PAC CORP
+$222.0K
1,900
+179%
减持
ABT
ABBOTT LABS
+$220.0K
119,860
-0%
增持
SNOW
SNOWFLAKE INC
+$220.0K
3,370
+2%
增持
NOBL
PROSHARES TR
-$217.0K
150,550
+1%
减持
JNJ
JOHNSON & JOHNSON
-$210.0K
64,525
-0%
增持
ABBV
ABBVIE INC
-$205.0K
83,201
+2%
增持
VRTS
VIRTUS INVT PARTNERS INC
+$197.0K
5,687
+1%
增持
KO
COCA COLA CO
+$197.0K
73,106
+9%
减持
DHR
DANAHER CORPORATION
+$193.0K
7,806
-4%
减持
INTC
INTEL CORP
-$193.0K
37,919
-4%
增持
XLU
SELECT SECTOR SPDR TR
+$184.0K
27,310
+11%
减持
SCHO
SCHWAB STRATEGIC TR
-$171.0K
35,440
-9%
增持
TSLA
TESLA INC
+$168.0K
1,737
+0%
增持
TRU
TRANSUNION
+$163.0K
22,752
+4%
减持
XLY
SELECT SECTOR SPDR TR
-$163.0K
32,093
-3%
增持
—
MEDTRONIC PLC
+$161.0K
66,880
+1%
增持
GOOGL
ALPHABET INC
+$159.0K
538
+3%
建仓
UPST
UPSTART HLDGS INC
+$158.0K
500
减持
MSFT
MICROSOFT CORP
+$156.0K
69,944
-3%
增持
SYY
SYSCO CORP
+$153.0K
119,131
+1%
建仓
SPHD
INVESCO EXCH TRADED FD TR II
+$152.0K
3,600
增持
SJM
SMUCKER J M CO
-$145.0K
23,958
+3%
减持
VOO
VANGUARD INDEX FDS
-$144.0K
2,023
-15%
增持
BF/B
BROWN FORMAN CORP
-$144.0K
18,235
+0%
增持
UNH
UNITEDHEALTH GROUP INC
+$132.0K
18,240
+4%
减持
PG
PROCTER AND GAMBLE CO
+$132.0K
43,064
-1%
减持
MU
MICRON TECHNOLOGY INC
-$131.0K
855
-62%
增持
SBUX
STARBUCKS CORP
+$128.0K
36,990
+5%
减持
NKE
NIKE INC
-$124.0K
9,843
-2%
增持
—
BLACKROCK INC
+$117.0K
6,156
+7%
建仓
BALL
BALL CORP
+$114.0K
1,272
建仓
—
JACOBS ENGR GROUP INC
+$108.0K
815
增持
MIDU
DIREXION SHS ETF TR
-$99.0K
23,008
+0%
减持
FDX
FEDEX CORP
-$97.0K
227
-54%
减持
HSY
HERSHEY CO
-$97.0K
14,747
-1%
减持
D
DOMINION ENERGY INC
-$94.0K
50,995
-2%
