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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 8
增持 67
减持 64
清仓 11
方向
标的
Δ市值
现股数(环比)
减持
FISV
FISERV INC
+$4.1M
138,897
-1%
增持
SHW
SHERWIN WILLIAMS CO
+$2.5M
29,095
+0%
减持
ORCL
ORACLE CORP
+$2.3M
90,080
-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
TRU
TRANSUNION
+$2.3M
69,655
+2%
增持
XLU
SELECT SECTOR SPDR TR
+$2.2M
63,114
+46%
减持
GOOGL
ALPHABET INC
-$1.9M
68,304
-6%
减持
AAPL
APPLE INC
+$1.9M
93,224
-1%
减持
MSFT
MICROSOFT CORP
-$1.8M
64,649
-3%
减持
LOW
LOWES COS INC
+$1.7M
41,242
-4%
增持
MA
MASTERCARD INCORPORATED
+$1.7M
27,890
+2%
增持
—
BLACKROCK INC
+$1.7M
9,703
+1%
增持
GWW
GRAINGER W W INC
+$1.6M
11,235
+1%
建仓
AMTM
AMENTUM HOLDINGS INC
+$1.6M
48,956
减持
AFL
AFLAC INC
+$1.5M
75,499
-2%
减持
EFX
EQUIFAX INC
+$1.5M
32,497
-2%
减持
—
KELLANOVA
-$1.5M
54
-100%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$1.5M
32,024
-0%
减持
WMT
WALMART INC
+$1.5M
139,985
-3%
减持
UNH
UNITEDHEALTH GROUP INC
+$1.5M
20,001
-0%
减持
MCK
MCKESSON CORP
-$1.5M
15,552
-1%
减持
SOXL
DIREXION SHS ETF TR
-$1.4M
57,929
-9%
增持
D
DOMINION ENERGY INC
+$1.4M
82,524
+20%
减持
ROM
PROSHARES TR
-$1.4M
68,877
-20%
减持
REGL
PROSHARES TR
+$1.4M
199,275
-2%
增持
IBB
ISHARES TR
+$1.3M
41,862
+19%
减持
MCD
MCDONALDS CORP
+$1.2M
27,447
-2%
减持
SMDV
PROSHARES TR
+$1.2M
188,864
-1%
增持
SYY
SYSCO CORP
+$1.2M
135,708
+3%
增持
XLF
SELECT SECTOR SPDR TR
+$1.2M
184,643
+6%
增持
XLI
SELECT SECTOR SPDR TR
+$1.2M
69,591
+3%
减持
CSCO
CISCO SYS INC
+$1.1M
216,452
-1%
增持
OSCR
OSCAR HEALTH INC
+$1.1M
51,300
+73186%
减持
SSO
PROSHARES TR
+$1.1M
143,387
-0%
增持
TSLA
TESLA INC
+$1.0M
6,579
+91%
清仓
ALV
AUTOLIV INC
-$1.0M
0
-100%
减持
SYK
STRYKER CORPORATION
+$1.0M
51,231
-0%
减持
MDLZ
MONDELEZ INTL INC
+$1.0M
134,515
-1%
建仓
CPRX
CATALYST PHARMACEUTICALS INC
+$1.0M
50,500
增持
WTRG
ESSENTIAL UTILS INC
+$933.2K
73,394
+44%
减持
CVS
CVS HEALTH CORP
-$919.4K
48,408
-28%
减持
JNJ
JOHNSON & JOHNSON
+$914.9K
61,654
-1%
增持
LNG
CHENIERE ENERGY INC
+$910.5K
5,346
+1737%
清仓
WDC
WESTERN DIGITAL CORP.
-$898.6K
0
-100%
增持
WAL
WESTERN ALLIANCE BANCORP
+$898.0K
10,734
+2118%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$883.5K
22,598
+0%
减持
UBER
UBER TECHNOLOGIES INC
-$863.9K
754
-94%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$844.6K
896
-69%
增持
UITB
VICTORY PORTFOLIOS II
+$839.7K
107,247
+15%
增持
UWM
PROSHARES TR
+$836.5K
45,602
+51%
清仓
PSTG
PURE STORAGE INC
-$834.7K
0
-100%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$819.2K
56,977
+11%
减持
QLD
PROSHARES TR
-$797.0K
208,089
-5%
清仓
NBIX
NEUROCRINE BIOSCIENCES INC
-$782.0K
0
-100%
清仓
WWD
WOODWARD INC
-$767.3K
0
-100%
增持
BALL
BALL CORP
+$766.5K
50,167
+14%
建仓
SAFE
SAFEHOLD INC
+$765.9K
29,200
减持
KO
COCA COLA CO
+$764.0K
93,539
-0%
减持
GIS
GENERAL MLS INC
+$751.9K
71,163
-0%
增持
AZO
AUTOZONE INC
+$749.3K
2,356
+5%
减持
TQQQ
PROSHARES TR
-$725.9K
58,764
-13%
减持
CMG
CHIPOTLE MEXICAN GRILL INC
-$714.9K
750
-94%
减持
INTC
INTEL CORP
-$698.9K
56,344
-14%
增持
SJM
SMUCKER J M CO
+$687.9K
29,351
+12%
建仓
KTOS
KRATOS DEFENSE & SEC SOLUTIO
+$678.0K
29,100
增持
—
MEDTRONIC PLC
+$675.0K
54,863
+1%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$674.0K
1,550
+1450%
建仓
—
WIX COM LTD
+$661.2K
3,955
清仓
NAIL
DBX ETF TR
-$653.9K
0
-100%
减持
TROW
PRICE T ROWE GROUP INC
-$653.8K
49,862
-6%
减持
NOBL
PROSHARES TR
+$632.1K
159,314
-6%
增持
UTHR
UNITED THERAPEUTICS CORP DEL
+$621.5K
2,890
+122%
减持
—
DEUTSCHE BANK A G
-$616.6K
25,200
-62%
增持
SOXX
ISHARES TR
-$607.0K
44,881
+1%
减持
PINS
PINTEREST INC
-$570.8K
200
-98%
减持
JMSB
JOHN MARSHALL BANCORP INC
+$569.8K
443,517
-6%
减持
FAST
FASTENAL CO
+$568.7K
72,256
-1%
减持
ABT
ABBOTT LABS
+$566.6K
95,886
-4%
增持
XLV
SELECT SECTOR SPDR TR
+$560.1K
63,482
+0%
增持
XLY
SELECT SECTOR SPDR TR
+$557.9K
27,005
+1%
增持
ORLY
OREILLY AUTOMOTIVE INC
+$556.4K
4,453
+3%
减持
V
VISA INC
+$549.1K
51,211
-1%
减持
HD
HOME DEPOT INC
+$541.0K
9,242
-1%
增持
TKO
TKO GROUP HOLDINGS INC
+$533.8K
5,550
+292%
增持
UNP
UNION PAC CORP
+$525.8K
17,255
+5%
减持
ECL
ECOLAB INC
+$504.2K
38,435
-2%
减持
XHB
SPDR SER TR
+$494.3K
25,943
-4%
减持
DIS
DISNEY WALT CO
-$490.6K
58,210
-5%
增持
ELV
ELEVANCE HEALTH INC
+$487.4K
9,835
+15%
减持
SBUX
STARBUCKS CORP
+$473.3K
45,021
-10%
减持
MMM
3M CO
+$459.3K
25,677
-14%
减持
URTY
PROSHARES TR
+$441.7K
78,901
-7%
清仓
—
BANK MONTREAL MEDIUM
-$435.1K
0
-100%
增持
XLC
SELECT SECTOR SPDR TR
+$428.4K
42,535
+7%
增持
—
ACCENTURE PLC IRELAND
+$412.8K
7,274
+2%
增持
FAS
DIREXION SHS ETF TR
+$411.2K
13,403
+2%
增持
DGX
QUEST DIAGNOSTICS INC
+$406.9K
20,570
+1%
增持
BWXT
BWX TECHNOLOGIES INC
+$406.6K
4,020
+1156%
增持
SHOP
SHOPIFY INC
+$406.5K
6,135
+376%
建仓
NTNX
NUTANIX INC
+$405.9K
6,850
增持
GD
GENERAL DYNAMICS CORP
+$397.2K
22,359
+2%
建仓
—
ON HLDG AG
+$396.2K
7,900
增持
AVGO
BROADCOM INC
+$391.4K
32,843
+900%
增持
DPST
DIREXION SHS ETF TR
+$391.2K
9,047
+25%
增持
KKR
KKR & CO INC
+$389.6K
5,200
+89%
清仓
BROS
DUTCH BROS INC
-$382.9K
0
-100%
增持
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
+$382.6K
36,216
+2%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$374.0K
2,348
-48%
增持
XLB
SELECT SECTOR SPDR TR
+$372.6K
33,589
+4%
增持
PLMR
PALOMAR HLDGS INC
+$371.2K
7,350
+84%
增持
CLX
CLOROX CO DEL
+$371.0K
11,103
+5%
减持
XLE
SELECT SECTOR SPDR TR
-$368.5K
87,973
-1%
建仓
DASH
DOORDASH INC
+$356.8K
2,500
增持
HON
HONEYWELL INTL INC
+$356.4K
16,536
+15%
减持
CL
COLGATE PALMOLIVE CO
+$352.9K
54,995
-0%
减持
—
ASML HOLDING N V
-$348.6K
145
-68%
增持
USTB
VICTORY PORTFOLIOS II
+$340.3K
163,585
+2%
增持
XLP
SELECT SECTOR SPDR TR
+$337.2K
43,611
+2%
增持
SCHW
SCHWAB CHARLES CORP
+$337.1K
6,602
+436%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$336.7K
3,337
+110%
减持
MKC
MCCORMICK & CO INC
+$334.1K
30,992
-1%
清仓
ARHS
ARHAUS INC
-$321.0K
0
-100%
减持
OIH
VANECK ETF TRUST
-$308.5K
6
-99%
减持
KBR
KBR INC
-$307.4K
500
-91%
增持
MSCI
MSCI INC
+$301.1K
857
+108%
减持
—
STAR BULK CARRIERS CORP.
-$300.7K
182
-99%
减持
PEP
PEPSICO INC
+$297.6K
59,092
-0%
减持
HQY
HEALTHEQUITY INC
-$290.9K
290
-92%
减持
NVDA
NVIDIA CORPORATION
-$287.8K
37,853
-4%
增持
HOOD
ROBINHOOD MKTS INC
+$279.2K
41,400
+36%
减持
PG
PROCTER AND GAMBLE CO
+$242.7K
43,260
-2%
增持
IYT
ISHARES TR
+$238.0K
26,552
+9%
增持
DUSL
DIREXION SHS ETF TR
+$226.3K
13,095
+3%
减持
JAAA
JANUS DETROIT STR TR
-$224.2K
20,423
-18%
增持
EEM
ISHARES TR
+$220.2K
12,031
+55%
增持
CTAS
CINTAS CORP
+$213.4K
2,836
+436%
增持
BDX
BECTON DICKINSON & CO
+$208.6K
25,241
+0%
减持
—
NVENT ELECTRIC PLC
-$205.0K
15
-99%
增持
PYPL
PAYPAL HLDGS INC
+$198.2K
2,715
+1055%
减持
ERX
DIREXION SHS ETF TR
-$194.1K
8,426
-21%
增持
MIDU
DIREXION SHS ETF TR
+$183.6K
9,028
+38%
增持
DHR
DANAHER CORPORATION
+$182.7K
6,175
+1%
增持
TDV
PROSHARES TR
+$182.4K
40,630
+3%
增持
FPE
FIRST TR EXCH TRADED FD III
+$169.8K
162,003
+2%
增持
FSLR
FIRST SOLAR INC
+$169.4K
3,960
+9%
增持
FDN
FIRST TR EXCHANGE-TRADED FD
+$158.0K
14,369
+2%
增持
IVV
ISHARES TR
+$156.3K
2,485
+6%
减持
KBE
SPDR SER TR
-$156.0K
1,690
-68%
清仓
HLX
HELIX ENERGY SOLUTIONS GRP I
-$155.2K
0
-100%
减持
LMT
LOCKHEED MARTIN CORP
+$153.8K
1,333
-0%
清仓
DKNG
DRAFTKINGS INC NEW
-$152.7K
0
-100%
