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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 11
增持 77
减持 56
清仓 6
方向
标的
Δ市值
现股数(环比)
建仓
BLK
BLACKROCK INC
+$9.8M
9,544
清仓
—
BLACKROCK INC
-$9.2M
0
-100%
增持
GOOGL
ALPHABET INC
+$3.9M
80,451
+18%
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。
减持
ELV
ELEVANCE HEALTH INC
-$3.2M
5,165
-47%
减持
FISV
FISERV INC
+$2.6M
133,895
-4%
增持
V
VISA INC
+$2.3M
51,936
+1%
增持
AVGO
BROADCOM INC
+$2.2M
34,118
+4%
减持
MDLZ
MONDELEZ INTL INC
-$1.9M
133,378
-1%
减持
AMGN
AMGEN INC
-$1.8M
25,562
-2%
减持
CVS
CVS HEALTH CORP
-$1.6M
32,303
-33%
增持
MCK
MCKESSON CORP
+$1.5M
16,079
+3%
增持
UNH
UNITEDHEALTH GROUP INC
-$1.5M
20,204
+1%
增持
DIS
DISNEY WALT CO
+$1.4M
62,852
+8%
减持
AAPL
APPLE INC
+$1.4M
92,199
-1%
增持
CSCO
CISCO SYS INC
+$1.4M
217,638
+1%
减持
PEP
PEPSICO INC
-$1.3M
57,792
-2%
减持
AMTM
AMENTUM HOLDINGS INC
-$1.2M
18,194
-63%
增持
EFX
EQUIFAX INC
-$1.2M
32,791
+1%
减持
CDW
CDW CORP
-$1.2M
17,576
-6%
减持
LOW
LOWES COS INC
-$1.2M
40,440
-2%
减持
QLD
PROSHARES TR
+$1.2M
204,516
-2%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$1.2M
73,018
+28%
减持
WMT
WALMART INC
+$1.2M
138,108
-1%
减持
JNJ
JOHNSON & JOHNSON
-$1.1M
61,370
-0%
增持
SHW
SHERWIN WILLIAMS CO
-$1.1M
29,401
+1%
减持
OSCR
OSCAR HEALTH INC
-$1.1M
100
-100%
增持
NVDA
NVIDIA CORPORATION
+$1.1M
42,142
+11%
增持
TROW
PRICE T ROWE GROUP INC
+$1.0M
57,190
+15%
增持
UITB
VICTORY PORTFOLIOS II
+$1.0M
133,914
+25%
增持
MA
MASTERCARD INCORPORATED
+$1.0M
28,065
+1%
增持
XLF
SELECT SECTOR SPDR TR
+$985.1K
193,527
+5%
减持
ORCL
ORACLE CORP
-$959.0K
86,358
-4%
减持
FSLR
FIRST SOLAR INC
-$954.3K
190
-95%
减持
SOXX
ISHARES TR
-$914.1K
43,783
-2%
减持
IBB
ISHARES TR
-$903.1K
39,271
-6%
减持
GIS
GENERAL MLS INC
-$901.7K
68,271
-4%
减持
TSLA
TESLA INC
+$893.6K
6,475
-2%
增持
XLV
SELECT SECTOR SPDR TR
-$831.9K
65,026
+2%
减持
MSFT
MICROSOFT CORP
-$805.1K
64,088
-1%
增持
ABT
ABBOTT LABS
+$797.6K
103,700
+8%
清仓
BCO
BRINKS CO
-$792.1K
0
-100%
增持
GD
GENERAL DYNAMICS CORP
-$786.8K
22,658
+1%
增持
AMZN
AMAZON COM INC
+$768.5K
19,971
+3%
清仓
SAFE
SAFEHOLD INC
-$765.9K
0
-100%
增持
NOBL
PROSHARES TR
-$763.4K
163,184
+2%
增持
UWM
PROSHARES TR
+$761.5K
64,975
+42%
增持
D
DOMINION ENERGY INC
+$758.2K
102,623
+24%
增持
HON
HONEYWELL INTL INC
+$736.9K
18,395
+11%
增持
—
TECHNIPFMC PLC
+$714.5K
26,500
+1225%
增持
KO
COCA COLA CO
-$714.1K
96,492
+3%
增持
XLY
SELECT SECTOR SPDR TR
+$710.6K
27,286
+1%
增持
PYPL
PAYPAL HLDGS INC
+$658.7K
10,200
+276%
增持
CLX
CLOROX CO DEL
+$656.0K
15,177
+37%
增持
STZ
CONSTELLATION BRANDS INC
-$651.8K
18,925
+1%
减持
AFL
AFLAC INC
-$642.8K
75,386
-0%
增持
ECL
ECOLAB INC
-$639.2K
39,153
+2%
增持
CL
COLGATE PALMOLIVE CO
-$629.1K
55,878
+2%
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$628.3K
230
-85%
增持
SQ
BLOCK INC
+$617.7K
7,300
+18150%
增持
ABBV
ABBVIE INC
-$610.5K
39,911
+2%
减持
HSY
HERSHEY CO
-$608.1K
9,683
-17%
增持
AZO
AUTOZONE INC
+$577.1K
2,498
+6%
减持
SOXL
DIREXION SHS ETF TR
-$549.9K
57,669
-0%
减持
XHB
SPDR SER TR
-$549.2K
25,668
-1%
减持
SJM
SMUCKER J M CO
-$508.4K
27,662
-6%
增持
DPST
DIREXION SHS ETF TR
+$497.5K
12,723
+41%
增持
BALL
BALL CORP
-$483.1K
53,034
+6%
减持
UYG
PROSHARES TR
-$439.5K
58,294
-18%
减持
HOOD
ROBINHOOD MKTS INC
+$438.8K
37,800
-9%
减持
GVA
GRANITE CONSTR INC
-$422.7K
6,005
-50%
减持
FDN
FIRST TR EXCHANGE-TRADED FD
+$421.4K
14,250
-1%
增持
—
ACCENTURE PLC IRELAND
+$416.2K
8,492
+17%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$404.2K
23,314
+4%
增持
IYT
ISHARES TR
+$387.9K
32,819
+24%
减持
URTY
PROSHARES TR
-$384.5K
75,786
-4%
增持
NTNX
NUTANIX INC
+$366.2K
12,620
+84%
减持
SCHW
SCHWAB CHARLES CORP
-$363.5K
870
-87%
增持
SSO
PROSHARES TR
+$361.2K
143,665
+0%
增持
DDOG
DATADOG INC
+$336.3K
2,370
+11750%
建仓
BURL
BURLINGTON STORES INC
+$322.1K
1,130
减持
—
DEUTSCHE BANK A G
-$322.0K
6,700
-73%
减持
ROM
PROSHARES TR
-$320.5K
61,654
-10%
增持
WTRG
ESSENTIAL UTILS INC
+$320.2K
86,756
+18%
增持
BDX
BECTON DICKINSON & CO
-$320.0K
25,414
+1%
增持
MCD
MCDONALDS CORP
-$314.5K
27,746
+1%
减持
XLK
SELECT SECTOR SPDR TR
+$302.7K
55,526
-1%
减持
INTC
INTEL CORP
-$297.8K
51,074
-9%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$294.3K
30,867
-4%
减持
BIB
PROSHARES TR
-$291.8K
8,656
-24%
建仓
HAYW
HAYWARD HLDGS INC
+$290.5K
19,000
建仓
WT
WISDOMTREE INC
+$278.3K
26,500
增持
DHR
DANAHER CORPORATION
-$273.6K
6,287
+2%
减持
MMM
3M CO
-$273.5K
25,072
-2%
减持
ADP
AUTOMATIC DATA PROCESSING IN
+$271.0K
22,288
-1%
增持
WM
WASTE MGMT INC DEL
+$265.2K
17,183
+11%
减持
XLC
SELECT SECTOR SPDR TR
+$263.9K
42,445
-0%
减持
NFLX
NETFLIX INC
+$262.7K
1,564
-2%
减持
DUSL
DIREXION SHS ETF TR
-$257.4K
10,800
-18%
增持
J
JACOBS SOLUTIONS INC
+$253.2K
49,964
+2%
增持
AMD
ADVANCED MICRO DEVICES INC
-$240.4K
5,988
+2%
减持
ERX
DIREXION SHS ETF TR
-$236.6K
4,725
-44%
增持
SBUX
STARBUCKS CORP
+$235.0K
50,674
+13%
增持
TRU
TRANSUNION
-$210.2K
76,396
+10%
减持
OWL
BLUE OWL CAPITAL INC
+$208.3K
55,900
-1%
减持
HD
HOME DEPOT INC
-$202.3K
9,107
-1%
增持
IWM
ISHARES TR
+$201.6K
4,724
+24%
减持
TQQQ
PROSHARES TR
+$197.6K
56,331
-4%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$194.8K
561
+156%
增持
XLB
SELECT SECTOR SPDR TR
-$189.2K
36,226
+8%
增持
REGL
PROSHARES TR
+$178.3K
204,253
+2%
增持
JAAA
JANUS DETROIT STR TR
+$176.9K
23,980
+17%
增持
UNP
UNION PAC CORP
+$165.8K
19,377
+12%
建仓
ANET
ARISTA NETWORKS INC
+$163.6K
1,480
清仓
—
ARISTA NETWORKS INC
-$163.1K
0
-100%
增持
XLU
SELECT SECTOR SPDR TR
+$163.1K
69,512
+10%
增持
KRE
SPDR SER TR
+$162.6K
6,700
+57%
增持
SHOP
SHOPIFY INC
+$162.5K
6,152
+0%
清仓
—
BROOKFIELD INFRASTRUCTURE CO
-$156.4K
0
-100%
增持
—
MEDTRONIC PLC
-$156.3K
59,878
+9%
增持
BF/B
BROWN FORMAN CORP
-$155.5K
18,117
+6%
增持
MIDU
DIREXION SHS ETF TR
+$152.0K
12,277
+36%
增持
BWIN
THE BALDWIN INSURANCE GRP IN
-$147.0K
16,785
+5%
建仓
BIPC
BROOKFIELD INFRASTRUCTURE CO
+$144.1K
3,602
减持
FAS
DIREXION SHS ETF TR
+$143.9K
12,475
-7%
减持
GWW
GRAINGER W W INC
-$143.8K
10,936
-3%
减持
QQQ
INVESCO QQQ TR
+$134.6K
7,126
-1%
减持
ORLY
OREILLY AUTOMOTIVE INC
+$134.5K
4,438
-0%
建仓
RRC
RANGE RES CORP
+$133.1K
3,700
增持
FAST
FASTENAL CO
+$131.6K
73,593
+2%
建仓
CRGY
CRESCENT ENERGY COMPANY
+$131.5K
9,000
增持
LMT
LOCKHEED MARTIN CORP
-$129.8K
1,336
+0%
增持
CPRX
CATALYST PHARMACEUTICALS INC
+$128.3K
54,250
+7%
增持
HRL
HORMEL FOODS CORP
+$124.5K
47,297
+10%
增持
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
+$123.7K
37,956
+5%
建仓
SVIX
VS TRUST
+$123.6K
4,870
减持
EEM
ISHARES TR
-$122.0K
10,277
-15%
增持
KTOS
KRATOS DEFENSE & SEC SOLUTIO
+$121.3K
30,300
+4%
减持
GOOG
ALPHABET INC
+$120.8K
5,228
-0%
建仓
REPX
RILEY EXPLORATION PERMIAN IN
+$114.6K
3,590
增持
ROP
ROPER TECHNOLOGIES INC
+$112.5K
4,289
+13%
增持
IVV
ISHARES TR
+$109.7K
2,621
+5%
减持
EDC
DIREXION SHS ETF TR
-$104.3K
3,570
-35%
增持
RXL
PROSHARES TR
-$103.1K
8,640
+100%
增持
BA
BOEING CO
+$102.8K
2,816
+8%
减持
CAT
CATERPILLAR INC
-$102.7K
2,755
-2%
建仓
AES
AES CORP
+$95.2K
7,400
增持
KKR
KKR & CO INC
+$91.6K
5,210
+0%
增持
MKC
MCCORMICK & CO INC
-$91.3K
32,257
+4%
增持
META
META PLATFORMS INC
+$85.5K
1,326
+10%
清仓
—
LAM RESEARCH CORP
-$81.6K
0
-100%
