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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 15
增持 60
减持 70
清仓 5
方向
标的
Δ市值
现股数(环比)
减持
QLD
PROSHARES TR
-$5.1M
191,587
-6%
减持
SOXX
ISHARES TR
-$3.9M
29,300
-33%
减持
MSFT
MICROSOFT CORP
-$3.4M
62,847
-2%
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
AAPL
APPLE INC
-$3.3M
89,259
-3%
减持
GOOGL
ALPHABET INC
-$3.1M
78,347
-3%
减持
URTY
PROSHARES TR
-$2.8M
27,577
-64%
减持
ROM
PROSHARES TR
-$2.7M
29,922
-51%
减持
ORCL
ORACLE CORP
-$2.6M
84,020
-3%
增持
MCK
MCKESSON CORP
+$2.4M
17,183
+7%
增持
ABT
ABBOTT LABS
+$2.3M
105,706
+2%
增持
AVGO
BROADCOM INC
-$2.1M
34,767
+2%
减持
JMSB
JOHN MARSHALL BANCORP INC
-$1.8M
416,544
-4%
减持
XLK
SELECT SECTOR SPDR TR
-$1.8M
53,926
-3%
增持
ABBV
ABBVIE INC
+$1.7M
42,162
+6%
减持
SSO
PROSHARES TR
-$1.7M
139,964
-3%
增持
AZO
AUTOZONE INC
+$1.6M
2,508
+0%
增持
JNJ
JOHNSON & JOHNSON
+$1.5M
62,799
+2%
减持
TROW
PRICE T ROWE GROUP INC
-$1.5M
54,049
-5%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$1.5M
91,496
+25%
减持
STZ
CONSTELLATION BRANDS INC
-$1.4M
15,195
-20%
减持
XLB
SELECT SECTOR SPDR TR
-$1.3M
19,758
-45%
减持
TQQQ
PROSHARES TR
-$1.3M
54,439
-3%
减持
AMGN
AMGEN INC
+$1.2M
25,180
-1%
减持
DPST
DIREXION SHS ETF TR
-$1.1M
3,196
-75%
增持
MIDU
DIREXION SHS ETF TR
+$1.1M
42,827
+249%
减持
NVDA
NVIDIA CORPORATION
-$1.1M
41,936
-0%
增持
D
DOMINION ENERGY INC
+$1.1M
118,419
+15%
减持
SOXL
DIREXION SHS ETF TR
-$1.1M
31,189
-46%
增持
CVS
CVS HEALTH CORP
+$1.1M
37,149
+15%
减持
FISV
FISERV INC
+$1.1M
129,355
-3%
增持
KO
COCA COLA CO
+$988.4K
97,682
+1%
减持
UWM
PROSHARES TR
-$986.2K
51,825
-20%
增持
WM
WASTE MGMT INC DEL
+$963.4K
19,139
+11%
建仓
TLT
ISHARES TR
+$954.6K
10,487
减持
ORLY
OREILLY AUTOMOTIVE INC
+$936.2K
4,327
-3%
减持
UPRO
PROSHARES TR
-$924.2K
19,452
-27%
减持
WMT
WALMART INC
-$914.8K
131,716
-5%
增持
UITB
VICTORY PORTFOLIOS II
+$887.8K
150,032
+12%
增持
CTRA
COTERRA ENERGY INC
+$877.5K
30,450
+30350%
增持
XLF
SELECT SECTOR SPDR TR
+$873.8K
205,319
+6%
增持
—
MEDTRONIC PLC
+$864.5K
62,848
+5%
减持
—
CYBERARK SOFTWARE LTD
-$864.4K
100
-96%
增持
ECL
ECOLAB INC
+$850.1K
39,541
+1%
建仓
—
ASCENDIS PHARMA A/S
+$831.5K
5,335
减持
UYG
PROSHARES TR
-$817.3K
46,708
-20%
增持
XLE
SELECT SECTOR SPDR TR
+$815.7K
90,907
+1%
增持
RRC
RANGE RES CORP
+$814.2K
23,725
+541%
减持
—
WIX COM LTD
-$790.5K
355
-91%
清仓
KKR
KKR & CO INC
-$770.6K
0
-100%
增持
TSLA
TESLA INC
-$759.8K
7,158
+11%
减持
HOOD
ROBINHOOD MKTS INC
-$734.2K
16,200
-57%
增持
FAST
FASTENAL CO
+$733.4K
77,697
+6%
减持
GWW
GRAINGER W W INC
-$726.0K
10,935
-0%
增持
XLY
SELECT SECTOR SPDR TR
-$720.7K
27,352
+0%
增持
AFL
AFLAC INC
+$718.1K
76,590
+2%
减持
MDLZ
MONDELEZ INTL INC
+$699.0K
127,717
-4%
增持
MCD
MCDONALDS CORP
+$688.9K
27,955
+1%
减持
UTHR
UNITED THERAPEUTICS CORP DEL
-$679.4K
1,310
-57%
建仓
RYAN
RYAN SPECIALTY HOLDINGS INC
+$664.8K
9,000
增持
UNP
UNION PAC CORP
+$657.8K
21,489
+11%
减持
PYPL
PAYPAL HLDGS INC
-$656.4K
3,283
-68%
减持
LOW
LOWES COS INC
-$649.5K
40,008
-1%
减持
—
TECHNIPFMC PLC
-$627.6K
4,395
-83%
减持
AMZN
AMAZON COM INC
-$613.3K
19,805
-1%
建仓
—
CLEARWATER ANALYTICS HLDGS I
+$603.5K
22,520
减持
QQQ
INVESCO QQQ TR
-$601.6K
6,486
-9%
增持
USTB
VICTORY PORTFOLIOS II
+$600.4K
175,177
+6%
增持
DIS
DISNEY WALT CO
-$597.2K
64,857
+3%
增持
TEAM
ATLASSIAN CORPORATION
+$589.1K
3,235
+709%
减持
SQ
BLOCK INC
-$577.5K
790
-89%
建仓
ALK
ALASKA AIR GROUP INC
+$574.2K
11,665
增持
DGX
QUEST DIAGNOSTICS INC
+$568.6K
22,369
+5%
增持
BDX
BECTON DICKINSON & CO
+$567.2K
27,647
+9%
减持
AMD
ADVANCED MICRO DEVICES INC
-$562.3K
1,567
-74%
减持
SYK
STRYKER CORPORATION
+$538.6K
51,024
-0%
减持
IWM
ISHARES TR
-$526.5K
2,593
-45%
增持
WTRG
ESSENTIAL UTILS INC
+$514.8K
92,735
+7%
减持
GIS
GENERAL MLS INC
-$509.8K
64,289
-6%
增持
ROP
ROPER TECHNOLOGIES INC
+$482.5K
4,600
+7%
清仓
DECK
DECKERS OUTDOOR CORP
-$480.5K
0
-100%
减持
MA
MASTERCARD INCORPORATED
+$472.8K
27,824
-1%
增持
TRU
TRANSUNION
-$455.9K
79,851
+5%
建仓
TW
TRADEWEB MKTS INC
+$447.6K
3,015
减持
QQQM
INVESCO EXCH TRADED FD TR II
-$443.1K
23,123
-1%
增持
MSCI
MSCI INC
+$442.3K
1,720
+95%
增持
DASH
DOORDASH INC
+$430.5K
4,650
+86%
增持
BMRN
BIOMARIN PHARMACEUTICAL INC
+$418.1K
6,105
+2878%
减持
BWXT
BWX TECHNOLOGIES INC
-$416.2K
320
-92%
建仓
BFH
BREAD FINANCIAL HOLDINGS INC
+$415.7K
8,300
建仓
EXE
EXPAND ENERGY CORPORATION
+$400.8K
3,600
建仓
HEI/A
HEICO CORP NEW
+$395.6K
1,875
减持
XLV
SELECT SECTOR SPDR TR
+$389.4K
63,934
-2%
增持
SHW
SHERWIN WILLIAMS CO
+$389.3K
29,736
+1%
建仓
JD
JD.COM INC
+$378.3K
9,200
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$374.1K
28,793
-7%
减持
CDW
CDW CORP
-$357.3K
16,858
-4%
建仓
CRM
SALESFORCE INC
+$357.2K
1,331
减持
KMB
KIMBERLY-CLARK CORP
+$342.6K
32,406
-0%
减持
DDOG
DATADOG INC
-$337.7K
10
-100%
减持
NOBL
PROSHARES TR
+$336.3K
162,275
-1%
清仓
BURL
BURLINGTON STORES INC
-$322.1K
0
-100%
增持
MKC
MCCORMICK & CO INC
+$313.5K
33,687
+4%
增持
CPRX
CATALYST PHARMACEUTICALS INC
+$311.3K
59,525
+10%
减持
SBUX
STARBUCKS CORP
+$310.5K
50,306
-1%
增持
CTAS
CINTAS CORP
+$300.4K
4,452
+32%
增持
FDN
FIRST TR EXCHANGE-TRADED FD
-$294.9K
14,271
+0%
增持
CLX
CLOROX CO DEL
+$294.8K
18,741
+23%
减持
DUSL
DIREXION SHS ETF TR
-$292.9K
5,775
-47%
清仓
HAYW
HAYWARD HLDGS INC
-$290.5K
0
-100%
减持
CSCO
CISCO SYS INC
+$290.5K
213,493
-2%
增持
SMDV
PROSHARES TR
-$288.2K
194,239
+1%
增持
EFX
EQUIFAX INC
-$282.2K
33,153
+1%
建仓
—
MONDAY COM LTD
+$279.6K
1,150
清仓
WT
WISDOMTREE INC
-$278.3K
0
-100%
增持
MRK
MERCK & CO INC
+$276.9K
3,754
+522%
建仓
BKNG
BOOKING HOLDINGS INC
+$276.4K
60
减持
HD
HOME DEPOT INC
-$274.8K
8,916
-2%
建仓
RGTI
RIGETTI COMPUTING INC
+$273.2K
34,500
减持
XHB
SPDR SER TR
-$269.6K
24,899
-3%
增持
PLMR
PALOMAR HLDGS INC
+$269.1K
7,625
+4%
增持
REGL
PROSHARES TR
+$266.5K
207,582
+2%
增持
KTOS
KRATOS DEFENSE & SEC SOLUTIO
+$261.2K
35,720
+18%
减持
V
VISA INC
+$260.0K
47,577
-8%
增持
—
ACCENTURE PLC IRELAND
-$253.0K
8,763
+3%
减持
ELV
ELEVANCE HEALTH INC
+$250.3K
4,956
-4%
减持
ADP
AUTOMATIC DATA PROCESSING IN
+$244.0K
22,153
-1%
减持
DHR
DANAHER CORPORATION
-$238.4K
5,877
-7%
减持
AMTM
AMENTUM HOLDINGS INC
-$236.6K
8,024
-56%
增持
TSCO
TRACTOR SUPPLY CO
+$231.3K
30,858
+11%
减持
MMM
3M CO
-$228.2K
20,484
-18%
减持
TNA
DIREXION SHS ETF TR
-$226.1K
825
-86%
减持
SYY
SYSCO CORP
-$214.9K
137,251
-0%
增持
NTNX
NUTANIX INC
+$197.6K
13,890
+10%
增持
XLP
SELECT SECTOR SPDR TR
+$197.5K
45,847
+2%
增持
J
JACOBS SOLUTIONS INC
-$195.8K
53,606
+7%
减持
IVV
ISHARES TR
-$188.3K
2,411
-8%
增持
SHOP
SHOPIFY INC
+$183.7K
8,775
+43%
减持
NKE
NIKE INC
-$176.7K
9,788
-7%
增持
GOOG
ALPHABET INC
-$173.8K
5,261
+1%
增持
INTC
INTEL CORP
+$168.4K
52,509
+3%
减持
BIB
PROSHARES TR
-$167.5K
5,626
-35%
减持
BF/B
BROWN FORMAN CORP
-$165.7K
15,390
-15%
增持
OWL
BLUE OWL CAPITAL INC
-$160.0K
56,900
+2%
建仓
HIMU
BLACKROCK ETF TRUST II
+$157.5K
3,180
减持
CHD
CHURCH & DWIGHT CO INC
+$154.1K
40,531
-1%
增持
GVA
GRANITE CONSTR INC
+$152.3K
9,005
+50%
减持
SJM
SMUCKER J M CO
+$148.2K
26,976
-2%
减持
UNH
UNITEDHEALTH GROUP INC
+$147.5K
19,795
-2%
增持
BALL
BALL CORP
-$145.3K
53,359
+1%
增持
HON
HONEYWELL INTL INC
-$140.5K
18,960
+3%
