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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 12
增持 84
减持 48
清仓 6
方向
标的
Δ市值
现股数(环比)
减持
GOOGL
ALPHABET INC
+$5.4M
83,853
-1%
增持
FISV
FISERV INC
-$5.2M
134,425
+3%
增持
AAPL
APPLE INC
+$4.3M
86,233
+0%
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
ORCL
ORACLE CORP
+$3.5M
77,350
-7%
增持
SOXX
ISHARES TR
+$3.3M
40,204
+27%
增持
JNJ
JOHNSON & JOHNSON
+$3.2M
71,201
+9%
增持
ABBV
ABBVIE INC
+$2.7M
47,982
+6%
减持
QLD
PROSHARES TR
+$2.1M
152,789
-5%
增持
APP
APPLOVIN CORP
+$2.0M
2,746
+4634%
增持
J
JACOBS SOLUTIONS INC
+$1.8M
61,748
+9%
增持
MU
MICRON TECHNOLOGY INC
+$1.7M
10,685
+1344%
增持
NVDA
NVIDIA CORPORATION
+$1.7M
42,055
+7%
增持
TDV
PROSHARES TR
+$1.7M
41,005
+80%
增持
GD
GENERAL DYNAMICS CORP
+$1.6M
24,885
+5%
增持
XLB
SELECT SECTOR SPDR TR
+$1.5M
37,064
+84%
减持
AVGO
BROADCOM INC
+$1.5M
34,237
-3%
减持
SSO
PROSHARES TR
+$1.5M
139,763
-3%
增持
REGL
PROSHARES TR
+$1.5M
217,110
+4%
增持
AZO
AUTOZONE INC
+$1.5M
2,557
+0%
增持
UNH
UNITEDHEALTH GROUP INC
+$1.5M
23,696
+10%
增持
LOW
LOWES COS INC
+$1.4M
40,819
+2%
减持
XLK
SELECT SECTOR SPDR TR
+$1.3M
47,402
-0%
增持
BLK
BLACKROCK INC
+$1.3M
11,051
+0%
增持
XLY
SELECT SECTOR SPDR TR
+$1.3M
25,735
+15%
增持
SYK
STRYKER CORPORATION
-$1.3M
51,305
+0%
减持
CPRX
CATALYST PHARMACEUTICALS INC
-$1.3M
2,150
-96%
增持
XLU
SELECT SECTOR SPDR TR
+$1.2M
83,166
+13%
增持
CVS
CVS HEALTH CORP
+$1.2M
71,807
+17%
增持
IBB
ISHARES TR
+$1.1M
26,927
+24%
增持
INTC
INTEL CORP
+$1.1M
72,469
+25%
增持
NOBL
PROSHARES TR
+$1.1M
170,530
+4%
减持
ORLY
OREILLY AUTOMOTIVE INC
+$1.1M
64,806
-0%
增持
D
DOMINION ENERGY INC
+$1.1M
140,474
+6%
清仓
TDG
TRANSDIGM GROUP INC
-$1.1M
0
-100%
增持
MCK
MCKESSON CORP
+$1.1M
16,527
+4%
增持
SYY
SYSCO CORP
+$1.1M
141,024
+1%
减持
ELV
ELEVANCE HEALTH INC FORMERLY
-$1.1M
5,342
-25%
增持
UWM
PROSHARES TR
+$1.0M
69,523
+20%
减持
V
VISA INC
-$1.0M
47,915
-2%
增持
WTRG
ESSENTIAL UTILS INC
+$1.0M
127,799
+16%
减持
FAST
FASTENAL CO
+$993.2K
162,413
-2%
减持
TSLA
TESLA INC
+$987.6K
8,373
-3%
减持
EXE
EXPAND ENERGY CORPORATION
-$981.7K
1,150
-88%
增持
FSLR
FIRST SOLAR INC
+$958.7K
4,490
+2263%
增持
XLE
SELECT SECTOR SPDR TR
+$958.0K
49,153
+21%
增持
GWW
GRAINGER W W INC
-$925.1K
11,038
+0%
增持
SCHW
SCHWAB CHARLES CORP
+$887.1K
14,543
+165%
建仓
ZETA
ZETA GLOBAL HOLDINGS CORP
+$864.3K
43,500
增持
XLF
SELECT SECTOR SPDR TR
+$832.4K
242,237
+4%
减持
MDLZ
MONDELEZ INTL INC
-$829.8K
125,017
-2%
清仓
TW
TRADEWEB MKTS INC
-$778.1K
0
-100%
增持
COF
CAPITAL ONE FINL CORP
+$764.8K
6,085
+145%
减持
CL
COLGATE PALMOLIVE CO
-$757.3K
53,355
-3%
减持
RGTI
RIGETTI COMPUTING INC
+$738.2K
41,500
-1%
增持
IWM
ISHARES TR
+$732.3K
7,493
+50%
增持
—
MEDTRONIC PLC
+$727.6K
68,407
+3%
增持
XLV
SELECT SECTOR SPDR TR
+$718.0K
39,789
+11%
减持
STZ
CONSTELLATION BRANDS INC
-$708.9K
8,364
-26%
建仓
CVSA
ADTALEM GLOBAL ED INC
+$708.2K
4,585
增持
PEP
PEPSICO INC
+$706.3K
54,399
+4%
减持
UPRO
PROSHARES TR
-$699.3K
16,091
-41%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$696.7K
68,284
-16%
增持
WMT
WALMART INC
+$685.2K
128,743
+0%
减持
GIS
GENERAL MLS INC
-$679.9K
45,142
-21%
减持
NOW
SERVICENOW INC
-$654.4K
205
-75%
减持
—
ON HLDG AG
-$646.4K
2,250
-84%
减持
SBUX
STARBUCKS CORP
-$646.3K
45,407
-7%
增持
VOO
VANGUARD INDEX FDS
+$635.1K
2,845
+46%
建仓
URSP
PROSHARES TR
+$628.1K
15,405
增持
NKE
NIKE INC
+$611.7K
19,222
+87%
增持
LMND
LEMONADE INC
+$568.4K
10,700
+10600%
清仓
PLMR
PALOMAR HLDGS INC
-$559.2K
0
-100%
增持
SITM
SITIME CORP
+$545.4K
2,800
+100%
增持
—
KINIKSA PHARMACEUTICALS INTL
+$541.3K
21,565
+102%
减持
OSCR
OSCAR HEALTH INC
-$540.6K
1,000
-96%
增持
TSCO
TRACTOR SUPPLY CO
+$536.1K
39,080
+22%
减持
AMZN
AMAZON COM INC
-$529.8K
17,128
-12%
增持
IYT
ISHARES TR
+$527.5K
21,638
+45%
增持
UNP
UNION PAC CORP
+$525.4K
22,591
+8%
减持
HRL
HORMEL FOODS CORP
-$522.5K
38,507
-21%
增持
MIDU
DIREXION SHS ETF TR
+$521.7K
14,500
+206%
增持
UITB
VICTORY PORTFOLIOS II
+$521.7K
161,028
+6%
增持
XLC
SELECT SECTOR SPDR TR
+$521.1K
44,484
+2%
增持
IVV
ISHARES TR
+$518.1K
3,162
+23%
减持
CDW
CDW CORP
-$500.1K
13,215
-9%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$488.6K
24,134
+0%
减持
KO
COCA COLA CO
-$488.6K
99,664
-1%
减持
CHD
CHURCH & DWIGHT CO INC
-$474.7K
39,011
-4%
减持
—
ACCENTURE PLC IRELAND
-$474.7K
7,877
-3%
建仓
AVEM
AMERICAN CENTY ETF TR
+$468.0K
6,231
增持
VRT
VERTIV HOLDINGS CO
+$454.8K
3,100
+3000%
增持
XLI
SELECT SECTOR SPDR TR
+$453.9K
45,464
+2%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$452.5K
21,584
-2%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$451.7K
28,922
-1%
减持
HOOD
ROBINHOOD MKTS INC
-$442.0K
12,215
-48%
减持
DKNG
DRAFTKINGS INC NEW
-$440.8K
1,847
-84%
建仓
UBT
PROSHARES TR
+$435.6K
25,220
增持
MCD
MCDONALDS CORP
+$435.5K
28,841
+1%
减持
AFL
AFLAC INC
+$435.1K
76,079
-0%
减持
MSFT
MICROSOFT CORP
+$431.7K
60,862
-3%
增持
MMM
3M CO
+$419.7K
25,513
+10%
建仓
BABA
ALIBABA GROUP HLDG LTD
+$411.1K
2,300
增持
TROW
PRICE T ROWE GROUP INC
+$407.3K
47,503
+3%
增持
DGX
QUEST DIAGNOSTICS INC
+$405.7K
26,821
+2%
减持
PYPL
PAYPAL HLDGS INC
-$400.7K
865
-86%
增持
MA
MASTERCARD INCORPORATED
+$398.8K
27,355
+1%
建仓
—
COPA HOLDINGS SA
+$395.1K
3,325
建仓
RKLB
ROCKET LAB CORP
+$394.8K
8,240
增持
HD
HOME DEPOT INC
+$391.7K
9,156
+1%
减持
UBER
UBER TECHNOLOGIES INC
-$383.7K
712
-85%
增持
SMDV
PROSHARES TR
+$372.9K
192,530
+1%
增持
GOOG
ALPHABET INC
+$372.4K
5,332
+2%
清仓
WAY
WAYSTAR HLDG CORP
-$367.8K
0
-100%
减持
MKC
MCCORMICK & CO INC
-$363.8K
32,401
-3%
减持
CLX
CLOROX CO DEL
-$359.8K
15,014
-18%
建仓
AMSC
AMERICAN SUPERCONDUCTOR CORP
+$356.3K
6,000
清仓
BROS
DUTCH BROS INC
-$356.2K
0
-100%
增持
META
META PLATFORMS INC
+$343.7K
1,664
+40%
增持
FPE
FIRST TR EXCH TRADED FD III
+$340.9K
197,685
+8%
增持
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
-$337.2K
42,037
+4%
增持
XHB
SPDR SERIES TRUST
+$337.1K
22,868
+3%
清仓
PLNT
PLANET FITNESS INC
-$332.6K
0
-100%
增持
ECL
ECOLAB INC
+$322.2K
41,343
+1%
建仓
PCRX
PACIRA BIOSCIENCES INC
+$309.2K
12,000
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$305.7K
1,213
-69%
增持
DIS
DISNEY WALT CO
-$305.3K
66,534
+4%
增持
HON
HONEYWELL INTL INC
-$302.8K
21,141
+4%
增持
BOTZ
GLOBAL X FDS
+$300.2K
8,570
+8062%
增持
PODD
INSULET CORP
+$297.3K
3,102
+48%
增持
ABT
ABBOTT LABS
+$294.7K
112,085
+4%
增持
BOOT
BOOT BARN HLDGS INC
+$283.1K
1,800
+1700%
减持
PG
PROCTER AND GAMBLE CO
-$281.2K
45,368
-0%
减持
UYG
PROSHARES TR
-$279.1K
34,920
-11%
减持
JMSB
JOHN MARSHALL BANCORP INC
+$279.1K
390,747
-3%
增持
CLS
CELESTICA INC
+$278.2K
3,030
+1%
减持
CSCO
CISCO SYS INC
-$271.0K
213,354
-0%
减持
KMB
KIMBERLY-CLARK CORP
-$262.2K
32,034
-3%
增持
USTB
VICTORY PORTFOLIOS II
+$257.0K
174,371
+3%
增持
—
GRAB HOLDINGS LIMITED
+$253.0K
77,000
+84%
增持
BN
BROOKFIELD CORP
+$252.3K
4,400
+450%
增持
VTI
VANGUARD INDEX FDS
+$252.0K
850
+855%
减持
QQQ
INVESCO QQQ TR
+$250.4K
5,724
-1%
增持
CAT
CATERPILLAR INC
+$238.3K
2,674
+0%
建仓
SCSC
SCANSOURCE INC
+$233.1K
5,300
增持
SHOP
SHOPIFY INC
+$226.6K
5,065
+11%
增持
BAC
BANK AMERICA CORP
+$223.1K
14,262
+32%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$214.6K
2,975
+9%
减持
UPST
UPSTART HLDGS INC
-$213.1K
210
-94%
增持
ROP
ROPER TECHNOLOGIES INC
-$211.4K
5,600
+6%
建仓
VCIT
VANGUARD SCOTTSDALE FDS
+$201.9K
2,400
