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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 11
增持 83
减持 44
清仓 12
方向
标的
Δ市值
现股数(环比)
减持
MSFT
MICROSOFT CORP
+$3.7M
70,806
-0%
增持
QLD
PROSHARES TR
+$3.5M
231,304
+0%
增持
GOOGL
ALPHABET INC
+$2.6M
51,166
+51%
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
FISV
FISERV INC
+$2.6M
146,031
+4%
减持
ORCL
ORACLE CORP
+$2.4M
94,040
-0%
减持
AAPL
APPLE INC
+$2.3M
97,852
-3%
减持
ABBV
ABBVIE INC
-$2.1M
41,695
-14%
增持
SOXX
ISHARES TR
+$2.0M
13,794
+23%
增持
XLK
SELECT SECTOR SPDR TR
+$1.9M
58,743
+7%
增持
TRU
TRANSUNION
+$1.6M
53,472
+28%
增持
MCK
MCKESSON CORP
+$1.6M
17,128
+6%
增持
TQQQ
PROSHARES TR
+$1.5M
113,417
+1%
增持
MA
MASTERCARD INCORPORATED
+$1.4M
26,625
+7%
增持
SSO
PROSHARES TR
+$1.4M
162,579
+1%
增持
LOW
LOWES COS INC
+$1.3M
43,880
+3%
增持
SHW
SHERWIN WILLIAMS CO
+$1.3M
29,748
+1%
增持
AVGO
BROADCOM INC
+$1.2M
2,743
+54%
增持
AMZN
AMAZON COM INC
+$1.2M
19,004
+56%
建仓
DPST
DIREXION SHS ETF TR
+$1.2M
22,120
增持
SOXL
DIREXION SHS ETF TR
+$1.2M
127,301
+18%
减持
GWW
GRAINGER W W INC
+$1.2M
13,200
-2%
增持
V
VISA INC
+$1.1M
53,859
+4%
增持
NOW
SERVICENOW INC
+$1.1M
2,154
+988%
减持
GIS
GENERAL MLS INC
-$1.1M
70,743
-8%
增持
EFX
EQUIFAX INC
+$1.1M
32,807
+1%
减持
DGX
QUEST DIAGNOSTICS INC
-$1.1M
22,098
-26%
增持
FAS
DIREXION SHS ETF TR
+$1.1M
31,140
+99%
增持
MIDU
DIREXION SHS ETF TR
+$1.0M
32,113
+359%
减持
ROM
PROSHARES TR
+$999.2K
108,529
-3%
增持
PANW
PALO ALTO NETWORKS INC
+$986.6K
3,991
+2304%
清仓
URI
UNITED RENTALS INC
-$946.7K
0
-100%
增持
UPRO
PROSHARES TR
+$926.9K
49,900
+34%
增持
ABT
ABBOTT LABS
+$922.2K
104,794
+1%
增持
URTY
PROSHARES TR
+$916.2K
84,263
+23%
减持
TMUS
T-MOBILE US INC
-$894.5K
1,841
-77%
减持
DE
DEERE & CO
-$877.5K
23
-99%
建仓
GSHD
GOOSEHEAD INS INC
+$872.0K
13,865
减持
GPK
GRAPHIC PACKAGING HLDG CO
-$871.2K
3,140
-92%
减持
SLB
SCHLUMBERGER LTD
-$862.3K
675
-96%
减持
NVDA
NVIDIA CORPORATION
+$857.7K
6,027
-1%
增持
ECL
ECOLAB INC
+$850.4K
39,900
+0%
清仓
EPAC
ENERPAC TOOL GROUP CORP
-$841.5K
0
-100%
增持
WMT
WALMART INC
+$838.4K
53,053
+4%
清仓
—
CERIDIAN HCM HLDG INC
-$836.6K
0
-100%
减持
QQQ
INVESCO QQQ TR
+$766.1K
17,711
-2%
减持
JMSB
JOHN MARSHALL BANCORP INC
-$752.8K
430,162
-1%
减持
TSLA
TESLA INC
-$742.3K
4,255
-52%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$726.7K
2,214
-78%
减持
AMGN
AMGEN INC
-$723.2K
27,733
-3%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$722.2K
93,290
-3%
减持
DIS
DISNEY WALT CO
-$702.4K
54,618
-2%
增持
NOBL
PROSHARES TR
+$687.2K
174,843
+1%
减持
KBE
SPDR SER TR
-$675.7K
4,400
-80%
减持
JNJ
JOHNSON & JOHNSON
+$667.3K
63,767
-0%
建仓
FLNC
FLUENCE ENERGY INC
+$666.0K
25,000
增持
—
MEDTRONIC PLC
+$641.7K
60,835
+4%
增持
FAST
FASTENAL CO
+$633.2K
69,651
+8%
增持
DKNG
DRAFTKINGS INC NEW
+$625.6K
35,750
+113%
清仓
LNTH
LANTHEUS HLDGS INC
-$619.2K
0
-100%
清仓
SPSC
SPS COMM INC
-$616.8K
0
-100%
增持
AFL
AFLAC INC
+$614.2K
83,240
+3%
增持
DXCM
DEXCOM INC
+$611.4K
5,356
+709%
减持
—
ARISTA NETWORKS INC
-$609.4K
510
-88%
增持
BDX
BECTON DICKINSON & CO
+$596.7K
23,902
+4%
增持
KRE
SPDR SER TR
+$588.5K
16,151
+898%
清仓
—
TRANE TECHNOLOGIES PLC
-$544.8K
0
-100%
减持
CVS
CVS HEALTH CORP
-$536.9K
87,236
-1%
减持
HUBS
HUBSPOT INC
-$534.9K
10
-99%
增持
FDN
FIRST TR EXCHANGE-TRADED FD
+$534.1K
12,330
+24%
增持
XLI
SELECT SECTOR SPDR TR
+$527.6K
72,240
+1%
增持
XLC
SELECT SECTOR SPDR TR
+$509.6K
23,416
+34%
建仓
EEFT
EURONET WORLDWIDE INC
+$504.7K
4,300
清仓
—
APTIV PLC
-$500.5K
0
-100%
清仓
KLIC
KULICKE & SOFFA INDS INC
-$497.9K
0
-100%
增持
XHB
SPDR SER TR
+$476.5K
25,655
+10%
增持
ELV
ELEVANCE HEALTH INC
+$465.5K
3,010
+59%
减持
USTB
VICTORY PORTFOLIOS II
-$446.8K
152,349
-5%
增持
META
META PLATFORMS INC
+$424.1K
2,516
+79%
增持
MOD
MODINE MFG CO
+$420.0K
36,000
+8%
增持
UBER
UBER TECHNOLOGIES INC
+$419.6K
10,536
+848%
增持
XLP
SELECT SECTOR SPDR TR
+$411.1K
37,488
+18%
减持
AZO
AUTOZONE INC
-$408.5K
2,012
-9%
增持
BALL
BALL CORP
+$402.6K
26,784
+28%
增持
FTNT
FORTINET INC
+$398.5K
11,365
+64%
增持
INTC
INTEL CORP
+$394.1K
39,238
+40%
减持
CDW
CDW CORP
-$392.9K
19,117
-4%
减持
MMM
3M CO
-$383.1K
19,173
-12%
增持
—
BLACKROCK INC
+$381.8K
7,824
+4%
增持
UYG
PROSHARES TR
+$371.9K
91,854
+2%
增持
TDG
TRANSDIGM GROUP INC
+$366.5K
700
+99%
减持
CHD
CHURCH & DWIGHT CO INC
+$361.3K
44,049
-4%
减持
ORLY
OREILLY AUTOMOTIVE INC
-$359.3K
3,919
-19%
增持
STZ
CONSTELLATION BRANDS INC
+$350.2K
16,193
+1%
建仓
—
GLOBAL E ONLINE LTD
+$345.9K
8,450
减持
GD
GENERAL DYNAMICS CORP
-$345.6K
20,673
-2%
增持
TDV
PROSHARES TR
+$342.2K
5,442
+1714%
增持
FLYW
FLYWIRE CORPORATION
+$338.7K
20,700
+100%
减持
MDLZ
MONDELEZ INTL INC
-$333.1K
137,811
-7%
建仓
FRSH
FRESHWORKS INC
+$313.4K
17,825
增持
TTD
THE TRADE DESK INC
+$311.1K
4,975
+315%
建仓
ASAN
ASANA INC
+$303.1K
13,750
清仓
CRUS
CIRRUS LOGIC INC
-$295.3K
0
-100%
增持
SHOP
SHOPIFY INC
+$294.0K
5,501
+330%
增持
ROP
ROPER TECHNOLOGIES INC
+$288.8K
3,012
+14%
建仓
PCOR
PROCORE TECHNOLOGIES INC
+$288.3K
4,430
清仓
DV
DOUBLEVERIFY HLDGS INC
-$286.4K
0
-100%
清仓
VC
VISTEON CORP
-$275.2K
0
-100%
清仓
UMC
UNITED MICROELECTRONICS CORP
-$271.6K
0
-100%
减持
XLY
SELECT SECTOR SPDR TR
+$269.0K
21,983
-5%
减持
MCD
MCDONALDS CORP
+$267.5K
28,075
-3%
增持
XLV
SELECT SECTOR SPDR TR
+$267.1K
62,557
+1%
增持
WM
WASTE MGMT INC DEL
+$264.6K
14,003
+6%
建仓
ING
ING GROEP N.V.
+$260.6K
19,350
增持
—
ACCENTURE PLC IRELAND
+$258.3K
4,529
+14%
减持
CRM
SALESFORCE INC
-$258.2K
47
-96%
增持
LMT
LOCKHEED MARTIN CORP
+$256.1K
814
+224%
增持
DDOG
DATADOG INC
+$255.1K
2,645
+3679%
增持
SJM
SMUCKER J M CO
-$250.9K
31,747
+1%
建仓
—
DEUTSCHE BANK A G
+$247.5K
23,500
增持
KMB
KIMBERLY-CLARK CORP
+$246.8K
32,425
+3%
增持
GNRC
GENERAC HLDGS INC
+$244.4K
1,740
+1143%
增持
DOCN
DIGITALOCEAN HLDGS INC
+$242.0K
6,225
+3013%
增持
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
+$241.3K
34,651
+4%
增持
HD
HOME DEPOT INC
+$235.9K
8,588
+4%
建仓
—
SHOCKWAVE MED INC
+$235.5K
825
增持
XLF
SELECT SECTOR SPDR TR
+$227.7K
121,057
+1%
增持
HON
HONEYWELL INTL INC
+$227.2K
10,996
+2%
减持
HSY
HERSHEY CO
-$226.7K
14,224
-4%
减持
DHR
DANAHER CORPORATION
-$226.4K
7,758
-6%
增持
UITB
VICTORY PORTFOLIOS II
+$218.1K
33,016
+18%
增持
MRVL
MARVELL TECHNOLOGY INC
+$217.7K
4,145
+496%
减持
D
DOMINION ENERGY INC
-$214.9K
49,472
-0%
增持
SCHW
SCHWAB CHARLES CORP
+$213.1K
5,521
+190%
增持
J
JACOBS SOLUTIONS INC
+$210.1K
23,390
+7%
增持
SMDV
PROSHARES TR
-$204.8K
177,632
+1%
增持
SPGI
S&P GLOBAL INC
+$197.6K
530
+1133%
增持
AMD
ADVANCED MICRO DEVICES INC
+$194.5K
9,876
+4%
增持
PG
PROCTER AND GAMBLE CO
+$189.9K
43,829
+1%
增持
UNP
UNION PAC CORP
+$189.8K
9,127
+9%
减持
NKE
NIKE INC
-$188.7K
13,632
-1%
减持
ERX
DIREXION SHS ETF TR
-$172.1K
8,883
-21%
增持
—
EXXON MOBIL CORP
+$166.6K
7,374
+30%
增持
SCHG
SCHWAB STRATEGIC TR
+$165.2K
2,434
+822%
减持
XLE
SELECT SECTOR SPDR TR
-$156.3K
75,640
-0%
增持
COST
COSTCO WHSL CORP NEW
+$154.1K
1,794
+10%
增持
TSCO
TRACTOR SUPPLY CO
+$153.6K
6,711
+19%
减持
SYK
STRYKER CORPORATION
+$142.0K
52,967
-6%
增持
FPE
FIRST TR EXCH TRADED FD III
+$142.0K
151,823
+6%
增持
IBB
ISHARES TR
+$138.4K
32,425
+5%
减持
VNQ
VANGUARD INDEX FDS
-$138.0K
1,285
-57%
