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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 13
增持 77
减持 55
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
MSFT
MICROSOFT CORP
+$4.7M
69,270
+3%
减持
QLD
PROSHARES TR
+$3.8M
230,451
-0%
增持
JMSB
JOHN MARSHALL BANCORP INC
+$3.4M
484,644
+14%
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
+$2.9M
142,492
+1%
增持
EFX
EQUIFAX INC
+$2.1M
32,675
+0%
增持
SSO
PROSHARES TR
+$2.1M
166,287
+1%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$2.0M
53,539
-35%
增持
INTC
INTEL CORP
+$1.9M
69,904
+58%
增持
SOXX
ISHARES TR
+$1.9M
15,251
+4%
增持
TQQQ
PROSHARES TR
+$1.8M
114,146
+2%
增持
SHW
SHERWIN WILLIAMS CO
+$1.7M
30,301
+0%
减持
GWW
GRAINGER W W INC
+$1.7M
12,863
-0%
减持
AAPL
APPLE INC
+$1.7M
93,226
-2%
增持
V
VISA INC
+$1.7M
54,308
+0%
增持
—
BLACKROCK INC
+$1.5M
8,252
+2%
减持
SMDV
PROSHARES TR
+$1.5M
178,984
-0%
减持
FAS
DIREXION SHS ETF TR
-$1.5M
5,247
-84%
减持
XLK
SELECT SECTOR SPDR TR
+$1.4M
57,664
-3%
减持
SYK
STRYKER CORPORATION
+$1.4M
52,716
-0%
减持
ABT
ABBOTT LABS
+$1.3M
103,628
-0%
增持
AVGO
BROADCOM INC
+$1.2M
3,396
+11%
增持
ECL
ECOLAB INC
+$1.2M
40,145
+1%
减持
REGL
PROSHARES TR
+$1.2M
196,010
-1%
增持
UITB
VICTORY PORTFOLIOS II
+$1.2M
62,375
+58%
减持
ROM
PROSHARES TR
+$1.1M
99,805
-6%
增持
UYG
PROSHARES TR
+$1.1M
91,353
+2%
增持
XHB
SPDR SER TR
+$1.1M
31,805
+26%
增持
XLF
SELECT SECTOR SPDR TR
+$1.1M
142,356
+11%
减持
SOXL
DIREXION SHS ETF TR
+$1.1M
111,259
-13%
增持
GD
GENERAL DYNAMICS CORP
+$1.1M
21,619
+5%
增持
ELV
ELEVANCE HEALTH INC
+$1.0M
5,193
+58%
减持
DPST
DIREXION SHS ETF TR
+$994.6K
23,418
-1%
增持
QQQ
INVESCO QQQ TR
+$958.4K
17,762
+1%
增持
MCD
MCDONALDS CORP
+$953.5K
28,066
+0%
增持
MA
MASTERCARD INCORPORATED
+$941.4K
27,538
+1%
增持
MCK
MCKESSON CORP
+$905.3K
18,303
+5%
增持
SYY
SYSCO CORP
+$880.2K
123,147
+0%
增持
UNP
UNION PAC CORP
+$875.5K
13,425
+13%
减持
TRU
TRANSUNION
-$873.7K
48,700
-17%
增持
FAST
FASTENAL CO
+$870.8K
74,241
+3%
增持
TNA
DIREXION SHS ETF TR
+$861.5K
22,048
+7556%
减持
NOBL
PROSHARES TR
+$801.4K
167,012
-2%
建仓
ALG
ALAMO GROUP INC
+$796.2K
3,788
减持
XLI
SELECT SECTOR SPDR TR
+$783.4K
70,844
-2%
减持
ERX
DIREXION SHS ETF TR
-$779.6K
16,840
-35%
增持
CDW
CDW CORP
+$771.7K
21,744
+5%
建仓
NAIL
DBX ETF TR
+$768.0K
7,000
增持
TDV
PROSHARES TR
+$760.6K
30,500
+39%
增持
UPRO
PROSHARES TR
+$759.4K
52,135
+2%
减持
CSCO
CISCO SYS INC
-$757.6K
221,141
-0%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$738.6K
38,691
-3%
建仓
FCNCA
FIRST CTZNS BANCSHARES INC N
+$737.9K
520
减持
CAT
CATERPILLAR INC
-$737.3K
3,015
-49%
减持
MIDU
DIREXION SHS ETF TR
-$736.5K
8,638
-74%
减持
EXTR
EXTREME NETWORKS
-$725.1K
70
-100%
减持
URTY
PROSHARES TR
+$702.2K
78,274
-10%
增持
AMGN
AMGEN INC
+$700.3K
28,086
+2%
清仓
EXEL
EXELIXIS INC
-$655.5K
0
-100%
减持
LOW
LOWES COS INC
+$643.8K
44,132
-0%
增持
DIS
DISNEY WALT CO
+$626.5K
54,367
+3%
增持
XLY
SELECT SECTOR SPDR TR
+$615.9K
25,136
+4%
增持
UNH
UNITEDHEALTH GROUP INC
+$610.7K
19,722
+2%
增持
BALL
BALL CORP
+$604.3K
39,491
+18%
增持
AMZN
AMAZON COM INC
+$601.5K
20,359
+4%
清仓
FLS
FLOWSERVE CORP
-$596.5K
0
-100%
增持
CL
COLGATE PALMOLIVE CO
+$596.4K
58,323
+2%
减持
—
GLOBANT S A
-$589.5K
100
-97%
清仓
PCOR
PROCORE TECHNOLOGIES INC
-$587.9K
0
-100%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$583.7K
2,850
+231%
建仓
MDB
MONGODB INC
+$572.4K
1,400
建仓
—
CYBERARK SOFTWARE LTD
+$568.7K
2,596
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$566.5K
33,671
+4544%
建仓
WEAV
WEAVE COMMUNICATIONS INC
+$563.3K
49,114
减持
—
KELLANOVA
-$562.2K
17,894
-32%
增持
NFLX
NETFLIX INC
+$561.1K
1,593
+180%
增持
J
JACOBS SOLUTIONS INC
+$545.7K
39,404
+18%
建仓
SNOW
SNOWFLAKE INC
+$540.7K
2,717
建仓
NBIX
NEUROCRINE BIOSCIENCES INC
+$538.5K
4,087
增持
WM
WASTE MGMT INC DEL
+$534.5K
14,698
+7%
减持
GOOGL
ALPHABET INC
+$533.8K
66,069
-1%
增持
ZS
ZSCALER INC
+$531.8K
3,875
+85%
建仓
AROC
ARCHROCK INC
+$527.0K
34,222
增持
RAMP
LIVERAMP HLDGS INC
+$501.7K
22,000
+91%
增持
XLB
SELECT SECTOR SPDR TR
+$488.7K
23,352
+22%
增持
XLV
SELECT SECTOR SPDR TR
+$474.6K
62,114
+0%
增持
XLC
SELECT SECTOR SPDR TR
+$470.4K
30,117
+15%
增持
PEP
PEPSICO INC
+$468.5K
55,970
+5%
增持
—
ACCENTURE PLC IRELAND
+$466.2K
5,897
+13%
增持
BRZE
BRAZE INC
+$458.2K
15,000
+107%
增持
HD
HOME DEPOT INC
+$453.0K
9,297
+1%
减持
HRL
HORMEL FOODS CORP
-$450.6K
46,435
-9%
减持
BDX
BECTON DICKINSON & CO
-$450.2K
24,137
-2%
减持
STIP
ISHARES TR
-$443.6K
6,813
-41%
增持
XLE
SELECT SECTOR SPDR TR
-$426.1K
83,786
+2%
增持
OWL
BLUE OWL CAPITAL INC
+$425.9K
52,500
+91%
增持
SPY
SPDR S&P 500 ETF TR
+$413.3K
4,793
+10%
增持
NEM
NEWMONT CORP
+$411.9K
10,055
+8494%
建仓
PDD
PDD HOLDINGS INC
+$406.7K
2,780
增持
NET
CLOUDFLARE INC
+$404.8K
4,900
+9700%
减持
HSY
HERSHEY CO
-$403.1K
12,783
-8%
增持
FDN
FIRST TR EXCHANGE-TRADED FD
+$400.2K
13,523
+2%
减持
MKC
MCCORMICK & CO INC
-$396.5K
30,211
-7%
清仓
YETI
YETI HLDGS INC
-$395.4K
0
-100%
减持
AFL
AFLAC INC
+$395.1K
80,614
-1%
增持
ALV
AUTOLIV INC
+$385.2K
7,874
+57%
增持
SBUX
STARBUCKS CORP
+$380.1K
50,238
+3%
减持
IBB
ISHARES TR
+$371.9K
32,187
-2%
增持
COST
COSTCO WHSL CORP NEW
+$356.8K
2,170
+14%
减持
MDLZ
MONDELEZ INTL INC
+$354.9K
137,289
-1%
减持
KMB
KIMBERLY-CLARK CORP
-$353.2K
29,439
-9%
减持
SJM
SMUCKER J M CO
-$340.5K
27,228
-11%
减持
—
MEDTRONIC PLC
-$328.3K
50,922
-12%
增持
UWM
PROSHARES TR
+$321.9K
20,452
+35%
清仓
ARRY
ARRAY TECHNOLOGIES INC
-$316.2K
0
-100%
增持
NVDA
NVIDIA CORPORATION
+$310.3K
4,992
+0%
增持
AZO
AUTOZONE INC
+$309.8K
2,226
+4%
增持
—
CHUBB LIMITED
+$306.6K
1,434
+1607%
建仓
IWL
ISHARES TR
+$301.0K
2,615
建仓
WWD
WOODWARD INC
+$300.8K
2,210
减持
DGX
QUEST DIAGNOSTICS INC
+$298.9K
18,794
-0%
减持
MSCI
MSCI INC
-$292.7K
142
-80%
建仓
FIVN
FIVE9 INC
+$291.5K
3,705
增持
TEAM
ATLASSIAN CORPORATION
+$289.2K
4,275
+18%
增持
NKE
NIKE INC
+$283.7K
14,600
+7%
减持
MMM
3M CO
+$278.0K
21,627
-3%
增持
ROP
ROPER TECHNOLOGIES INC
+$276.2K
3,230
+5%
增持
CMG
CHIPOTLE MEXICAN GRILL INC
+$273.9K
135
+611%
减持
CVS
CVS HEALTH CORP
+$270.3K
78,719
-8%
增持
IYT
ISHARES TR
+$263.3K
1,178
+501%
减持
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
+$257.2K
35,048
-1%
增持
VOO
VANGUARD INDEX FDS
+$254.6K
2,349
+20%
增持
ABBV
ABBVIE INC
+$251.9K
38,688
+0%
减持
DHR
DANAHER CORPORATION
-$244.6K
6,624
-8%
减持
UBER
UBER TECHNOLOGIES INC
+$243.1K
16,634
-2%
减持
HON
HONEYWELL INTL INC
+$241.8K
11,009
-2%
增持
ORLY
OREILLY AUTOMOTIVE INC
+$238.1K
4,078
+2%
减持
TROW
PRICE T ROWE GROUP INC
-$233.1K
44,148
-7%
增持
—
DEUTSCHE BANK A G
+$232.3K
63,250
+11%
减持
—
BERRY GLOBAL GROUP INC
-$231.2K
100
-97%
减持
PG
PROCTER AND GAMBLE CO
-$221.9K
42,870
-4%
增持
DUSL
DIREXION SHS ETF TR
+$218.0K
18,170
+0%
减持
CLX
CLOROX CO DEL
-$207.6K
8,818
-21%
增持
USTB
VICTORY PORTFOLIOS II
+$190.6K
149,150
+1%
减持
STZ
CONSTELLATION BRANDS INC
-$186.2K
16,110
-1%
减持
BA
BOEING CO
+$181.6K
2,911
-3%
增持
BIB
PROSHARES TR
+$181.5K
11,241
+17%
增持
NOW
SERVICENOW INC
+$179.7K
1,195
+1%
减持
AIR
AAR CORP
-$172.2K
975
-75%
减持
KO
COCA COLA CO
+$170.1K
83,961
-2%
减持
—
EXXON MOBIL CORP
-$168.4K
7,031
-5%
