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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 15
增持 68
减持 57
清仓 10
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$4.3M
101,178
+7%
增持
MSFT
MICROSOFT CORP
+$3.8M
70,828
+2%
减持
JMSB
JOHN MARSHALL BANCORP INC
-$3.5M
434,943
-3%
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。
增持
QLD
PROSHARES TR
+$3.4M
230,688
+1%
增持
GOOGL
ALPHABET INC
+$2.2M
33,857
+134%
增持
TQQQ
PROSHARES TR
+$2.2M
111,963
+94%
减持
SYK
STRYKER CORPORATION
+$2.0M
56,110
-2%
减持
DGX
QUEST DIAGNOSTICS INC
-$2.0M
29,704
-25%
减持
CVS
CVS HEALTH CORP
-$1.8M
88,380
-2%
增持
FISV
FISERV INC
+$1.7M
140,216
+0%
减持
JNJ
JOHNSON & JOHNSON
-$1.7M
63,789
-3%
减持
XLK
SELECT SECTOR SPDR TR
+$1.4M
54,950
-1%
增持
ORCL
ORACLE CORP
+$1.4M
94,437
+5%
增持
SOXX
ISHARES TR
+$1.3M
11,173
+7%
增持
V
VISA INC
+$1.3M
51,653
+4%
减持
UNH
UNITEDHEALTH GROUP INC
-$1.3M
19,279
-2%
增持
TSLA
TESLA INC
+$1.3M
8,947
+88%
减持
ROM
PROSHARES TR
+$1.3M
111,769
-2%
增持
SSO
PROSHARES TR
+$1.2M
160,807
+4%
增持
SOXL
DIREXION SHS ETF TR
+$1.2M
107,941
+31%
增持
CSCO
CISCO SYS INC
+$1.2M
222,415
+1%
增持
ORLY
OREILLY AUTOMOTIVE INC
+$1.2M
4,833
+38%
增持
NVDA
NVIDIA CORPORATION
+$1.1M
6,091
+63%
增持
CDW
CDW CORP
+$1.1M
20,015
+30%
减持
NFLX
NETFLIX INC
-$1.1M
526
-88%
减持
GWW
GRAINGER W W INC
+$1.1M
13,430
-8%
增持
QQQ
INVESCO QQQ TR
+$1.0M
18,000
+1%
增持
ECL
ECOLAB INC
+$1.0M
39,863
+4%
增持
AVGO
BROADCOM INC
+$989.1K
1,778
+556%
减持
ABBV
ABBVIE INC
-$963.8K
48,447
-10%
减持
ABT
ABBOTT LABS
-$933.5K
103,718
-0%
减持
CI
THE CIGNA GROUP
-$933.4K
380
-88%
减持
RGA
REINSURANCE GRP OF AMERICA I
-$917.3K
168
-97%
减持
CCB
COASTAL FINL CORP WA
-$873.2K
1,345
-93%
增持
AMD
ADVANCED MICRO DEVICES INC
+$864.1K
9,494
+826%
清仓
NBIX
NEUROCRINE BIOSCIENCES INC
-$858.2K
0
-100%
减持
BAH
BOOZ ALLEN HAMILTON HLDG COR
-$824.9K
178
-98%
增持
FAS
DIREXION SHS ETF TR
+$818.6K
15,674
+1252%
清仓
—
LOGITECH INTL S A
-$805.5K
0
-100%
减持
LW
LAMB WESTON HLDGS INC
-$798.2K
400
-96%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$785.2K
10,214
+361%
清仓
PFBC
PREFERRED BK LOS ANGELES CA
-$770.5K
0
-100%
增持
DIS
DISNEY WALT CO
+$760.9K
55,714
+0%
增持
TSCO
TRACTOR SUPPLY CO
+$756.8K
5,659
+122%
减持
AFL
AFLAC INC
-$731.1K
80,533
-2%
减持
MMM
3M CO
-$715.4K
21,902
-13%
增持
MELI
MERCADOLIBRE INC
+$704.4K
650
+261%
减持
HUM
HUMANA INC
-$689.0K
5
-100%
减持
AMGN
AMGEN INC
-$674.4K
28,462
-1%
建仓
—
TECNOGLASS INC
+$648.3K
15,450
增持
MA
MASTERCARD INCORPORATED
+$620.1K
24,942
+3%
建仓
LNTH
LANTHEUS HLDGS INC
+$619.2K
7,500
建仓
SPSC
SPS COMM INC
+$616.8K
4,050
减持
AIT
APPLIED INDL TECHNOLOGIES IN
-$606.3K
305
-94%
增持
WMT
WALMART INC
+$605.1K
50,868
+5%
减持
GIS
GENERAL MLS INC
-$601.4K
76,566
-10%
清仓
BOX
BOX INC
-$591.5K
0
-100%
清仓
WRB
BERKLEY W R CORP
-$589.6K
0
-100%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$589.2K
96,496
-5%
减持
SCHW
SCHWAB CHARLES CORP
-$586.2K
1,906
-77%
清仓
PSN
PARSONS CORP DEL
-$578.1K
0
-100%
增持
TRU
TRANSUNION
+$570.7K
41,745
+17%
增持
FAST
FASTENAL CO
+$570.5K
64,433
+5%
建仓
WDAY
WORKDAY INC
+$562.8K
2,725
增持
—
ARISTA NETWORKS INC
+$558.0K
4,123
+273%
减持
HRL
HORMEL FOODS CORP
-$546.5K
56,621
-8%
减持
EXTR
EXTREME NETWORKS
-$541.1K
35,000
-47%
增持
MCD
MCDONALDS CORP
+$539.5K
29,005
+1%
清仓
FIX
COMFORT SYS USA INC
-$538.0K
0
-100%
增持
HUBS
HUBSPOT INC
+$537.3K
1,260
+12500%
减持
—
CHAMPIONX CORPORATION
-$510.2K
1,150
-94%
减持
CMI
CUMMINS INC
-$507.6K
420
-83%
减持
XLV
SELECT SECTOR SPDR TR
-$503.4K
62,075
-1%
建仓
—
APTIV PLC
+$500.5K
4,461
增持
KLIC
KULICKE & SOFFA INDS INC
+$493.5K
9,450
+9350%
减持
BIB
PROSHARES TR
-$486.7K
9,091
-46%
减持
SHW
SHERWIN WILLIAMS CO
-$484.9K
29,367
-2%
增持
XLP
SELECT SECTOR SPDR TR
+$480.2K
31,714
+25%
增持
EFX
EQUIFAX INC
+$479.8K
32,603
+3%
减持
KRE
SPDR SER TR
-$479.3K
1,619
-83%
减持
XLY
SELECT SECTOR SPDR TR
+$466.2K
23,164
-0%
增持
SMDV
PROSHARES TR
+$462.2K
175,458
+5%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$459.0K
42,170
-1%
建仓
LSCC
LATTICE SEMICONDUCTOR CORP
+$458.4K
4,800
增持
UPRO
PROSHARES TR
+$450.3K
37,267
+24%
减持
UDOW
PROSHARES TR
-$443.6K
3,590
-68%
减持
MIDU
DIREXION SHS ETF TR
-$430.7K
7,003
-64%
增持
GD
GENERAL DYNAMICS CORP
-$414.6K
21,005
+0%
增持
UITB
VICTORY PORTFOLIOS II
+$413.1K
27,909
+43%
减持
STIP
ISHARES TR
-$412.7K
18,734
-20%
增持
XHB
SPDR SER TR
+$409.2K
23,371
+20%
减持
HII
HUNTINGTON INGALLS INDS INC
-$407.2K
150
-92%
减持
MDLZ
MONDELEZ INTL INC
+$392.8K
148,954
-1%
增持
J
JACOBS SOLUTIONS INC
+$391.5K
21,877
+21%
增持
FDN
FIRST TR EXCHANGE-TRADED FD
+$377.7K
9,980
+12%
增持
SBUX
STARBUCKS CORP
+$366.0K
46,212
+3%
增持
XLC
SELECT SECTOR SPDR TR
+$361.5K
17,497
+29%
增持
FTNT
FORTINET INC
+$356.9K
6,930
+227%
清仓
ARHS
ARHAUS INC
-$355.9K
0
-100%
增持
—
CERIDIAN HCM HLDG INC
+$355.5K
11,426
+52%
减持
SJM
SMUCKER J M CO
-$351.0K
31,384
-6%
减持
STZ
CONSTELLATION BRANDS INC
-$347.2K
16,094
-6%
增持
ROP
ROPER TECHNOLOGIES INC
+$345.4K
2,631
+40%
建仓
ADBE
ADOBE SYSTEMS INCORPORATED
+$341.8K
887
减持
CHD
CHURCH & DWIGHT CO INC
+$338.4K
45,851
-1%
减持
HIG
HARTFORD FINL SVCS GROUP INC
-$336.4K
1,070
-80%
增持
CHDN
CHURCHILL DOWNS INC
+$327.7K
2,200
+96%
增持
NOBL
PROSHARES TR
+$326.6K
173,137
+1%
建仓
DKNG
DRAFTKINGS INC NEW
+$324.3K
16,750
增持
XLE
SELECT SECTOR SPDR TR
-$322.2K
76,011
+0%
减持
MCK
MCKESSON CORP
-$321.3K
16,138
-0%
增持
ADP
AUTOMATIC DATA PROCESSING IN
-$314.6K
19,778
+0%
减持
CL
COLGATE PALMOLIVE CO
-$314.1K
57,919
-2%
清仓
RPM
RPM INTL INC
-$307.0K
0
-100%
建仓
FLYW
FLYWIRE CORPORATION
+$303.9K
10,350
清仓
—
AFYA LTD
-$299.9K
0
-100%
建仓
CRUS
CIRRUS LOGIC INC
+$295.3K
2,700
增持
META
META PLATFORMS INC
+$289.6K
1,406
+1909%
减持
HSY
HERSHEY CO
+$288.0K
14,852
-1%
建仓
DV
DOUBLEVERIFY HLDGS INC
+$286.4K
9,500
建仓
UMC
UNITED MICROELECTRONICS CORP
+$271.6K
31,000
增持
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
+$269.3K
33,165
+8%
增持
UYG
PROSHARES TR
-$268.6K
90,399
+1%
建仓
CRM
SALESFORCE INC
+$268.1K
1,342
增持
XLI
SELECT SECTOR SPDR TR
+$266.0K
71,409
+1%
减持
CAT
CATERPILLAR INC
-$259.7K
3,035
-24%
建仓
TDG
TRANSDIGM GROUP INC
+$259.4K
352
增持
REGL
PROSHARES TR
+$253.0K
196,302
+3%
减持
—
KELLOGG CO
-$249.8K
31,880
-5%
减持
HRI
HERC HLDGS INC
-$244.6K
105
-95%
增持
VC
VISTEON CORP
+$243.8K
1,755
+631%
增持
AMZN
AMAZON COM INC
+$239.1K
12,218
+0%
减持
HAL
HALLIBURTON CO
-$235.8K
910
-86%
减持
USTB
VICTORY PORTFOLIOS II
-$234.8K
160,930
-4%
增持
LOW
LOWES COS INC
+$227.3K
42,798
+2%
减持
WTRG
ESSENTIAL UTILS INC
-$216.8K
23,295
-10%
减持
XLU
SELECT SECTOR SPDR TR
-$209.8K
47,648
-2%
增持
XLF
SELECT SECTOR SPDR TR
-$209.8K
119,850
+1%
增持
SYY
SYSCO CORP
+$201.9K
121,553
+1%
增持
HON
HONEYWELL INTL INC
-$200.2K
10,749
+2%
减持
ERX
DIREXION SHS ETF TR
-$182.5K
11,300
-11%
增持
HD
HOME DEPOT INC
+$180.3K
8,240
+16%
减持
BDX
BECTON DICKINSON & CO
-$180.1K
23,082
-0%
增持
UWM
PROSHARES TR
+$179.2K
11,147
+98%
增持
NKE
NIKE INC
+$178.0K
13,807
+7%
减持
FPE
FIRST TR EXCH TRADED FD III
-$176.1K
143,020
-2%
增持
IBB
ISHARES TR
+$163.8K
30,801
+6%
增持
KBE
SPDR SER TR
-$161.5K
22,500
+2%
增持
ELV
ELEVANCE HEALTH INC
+$154.4K
1,896
+36%
建仓
RTX
RAYTHEON TECHNOLOGIES CORP
+$152.4K
1,556
