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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 14
增持 63
减持 68
清仓 5
方向
标的
Δ市值
现股数(环比)
建仓
SGOV
ISHARES TR
+$18.2M
180,867
减持
MSFT
MICROSOFT CORP
-$8.5M
56,765
-7%
增持
XLE
SELECT SECTOR SPDR TR
+$5.1M
169,584
+43%
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
-$4.6M
55,558
-15%
增持
XLB
SELECT SECTOR SPDR TR
+$3.4M
145,903
+72%
减持
FISV
FISERV INC
-$3.3M
110,683
-22%
减持
QLD
PROSHARES TR
-$3.2M
250,901
-4%
减持
ABT
ABBOTT LABORATORIES
-$2.8M
112,770
-2%
增持
BALL
BALL CORP
+$2.4M
107,724
+45%
减持
UNH
UNITEDHEALTH GROUP INC
-$2.4M
20,932
-15%
减持
SSO
PROSHARES TR
-$2.4M
232,286
-7%
减持
TRU
TRANSUNION
-$2.4M
89,226
-10%
减持
TQQQ
PROSHARES TR
-$2.4M
76,572
-27%
增持
V
VISA INC
-$2.3M
49,847
+1%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$2.1M
14,682
-26%
增持
MA
MASTERCARD INCORPORATED
-$2.0M
27,945
+0%
增持
GOOGL
ALPHABET INC
-$1.9M
82,121
+1%
增持
WMT
WALMART INC
+$1.8M
130,385
+1%
减持
DIS
DISNEY WALT CO
-$1.8M
63,328
-9%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$1.8M
93,021
+29%
增持
GWW
WW GRAINGER INC
+$1.7M
11,687
+7%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$1.6M
28,117
-1%
减持
TROW
PRICE T ROWE GROUP INC
-$1.4M
36,391
-21%
减持
APP
APPLOVIN CORP
-$1.4M
896
-66%
增持
FAST
FASTENAL CO
+$1.4M
173,120
+5%
减持
XLF
SELECT SECTOR SPDR TR
-$1.4M
224,603
-2%
减持
FDN
FIRST TR EXCHANGE-TRADED FD
-$1.4M
11,833
-23%
减持
JNJ
JOHNSON & JOHNSON
+$1.4M
64,917
-7%
减持
TSLA
TESLA INC
-$1.4M
6,487
-23%
增持
EQT
EQT CORP
+$1.3M
21,215
+42330%
减持
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
-$1.3M
37,330
-14%
建仓
DAR
DARLING INGREDIENTS INC
+$1.3M
21,115
减持
EFX
EQUIFAX INC
-$1.3M
33,646
-1%
建仓
—
JAZZ PHARMACEUTICALS PLC
+$1.2M
6,600
减持
SYK
STRYKER CORPORATION
-$1.2M
51,726
-0%
增持
HON
HONEYWELL INTL INC
+$1.2M
23,674
+12%
增持
AVGO
BROADCOM INC
-$1.2M
32,595
+0%
增持
D
DOMINION ENERGY INC
+$1.2M
159,465
+8%
增持
AAPL
APPLE INC
-$1.2M
86,777
+2%
清仓
—
REV GROUP INC
-$1.2M
0
-100%
增持
PEP
PEPSICO INC
+$1.2M
62,666
+5%
清仓
FSLR
FIRST SOLAR INC
-$1.2M
0
-100%
建仓
TEX
TEREX CORP NEW
+$1.1M
19,096
减持
ROP
ROPER TECHNOLOGIES INC
-$1.1M
1,573
-57%
减持
META
META PLATFORMS INC
-$1.0M
53
-97%
增持
CVX
CHEVRON CORPORATION
+$996.0K
7,230
+120%
增持
XLK
SELECT SECTOR SPDR TR
-$980.3K
93,819
+0%
增持
USTB
VICTORY PORTFOLIOS II
+$949.0K
210,516
+10%
减持
BAC
BANK AMERICA CORP
-$943.4K
15,950
-49%
减持
LLY
ELI LILLY & CO
-$940.9K
316
-72%
减持
MKC
MCCORMICK & CO INC
-$905.9K
23,999
-23%
增持
ABBV
ABBVIE INC
+$897.6K
58,003
+13%
减持
BDX
BECTON DICKINSON & CO
-$858.5K
22,971
-0%
建仓
FCG
FIRST TR EXCHANGE-TRADED FD
+$855.6K
27,000
减持
NU
NU HLDGS LTD
-$838.3K
1,678
-97%
增持
GD
GENERAL DYNAMICS CORP
+$832.2K
28,289
+7%
增持
VRT
VERTIV HOLDINGS CO
+$828.5K
5,330
+70%
减持
HOOD
ROBINHOOD MKTS INC
-$813.4K
8,203
-33%
减持
SNOW
SNOWFLAKE INC
-$811.7K
1
-100%
增持
—
EXXON MOBIL CORP
+$809.6K
10,379
+31%
增持
AMGN
AMGEN INC
+$801.7K
27,113
+2%
增持
XLU
SELECT SECTOR SPDR TR
+$790.1K
184,368
+3%
减持
MU
MICRON TECHNOLOGY INC
-$786.2K
6,877
-37%
清仓
AFRM
AFFIRM HLDGS INC
-$759.2K
0
-100%
增持
UNP
UNION PAC CORP
+$758.4K
26,042
+8%
减持
SOXX
ISHARES TR
+$744.5K
38,554
-3%
减持
LMND
LEMONADE INC
-$716.5K
720
-93%
增持
DGX
QUEST DIAGNOSTICS INC
+$704.3K
29,761
+1%
增持
COST
COSTCO WHOLESALE CORPORATION
+$694.4K
2,547
+19%
减持
UYG
PROSHARES TR
-$684.9K
27,995
-6%
减持
GIS
GENERAL MILLS INC
-$679.3K
23,631
-30%
增持
BLK
BLACKROCK INC
-$673.7K
12,138
+5%
减持
SBCF
SEACOAST BKG CORP FLA
-$672.3K
6,590
-76%
增持
CHD
CHURCH & DWIGHT CO INC
+$653.4K
41,980
+8%
增持
UITB
VICTORY PORTFOLIOS II
+$633.0K
195,919
+8%
增持
XLI
SELECT SECTOR SPDR TR
+$623.8K
46,643
+5%
增持
NSC
NORFOLK SOUTHN CORP
+$623.0K
3,051
+249%
减持
BOOT
BOOT BARN HLDGS INC
-$620.7K
100
-97%
增持
SBUX
STARBUCKS CORP
+$620.6K
49,662
+9%
建仓
WAT
WATERS CORP
+$619.7K
2,081
减持
RGTI
RIGETTI COMPUTING INC
-$619.1K
1,500
-95%
减持
AMZN
AMAZON COM INC
-$613.8K
16,381
-6%
增持
LOW
LOWES COS INC
+$578.4K
45,969
+8%
增持
AVEM
AMERICAN CENTY ETF TR
+$574.6K
18,748
+54%
减持
NVDA
NVIDIA CORPORATION
-$572.3K
35,292
-2%
增持
GEV
GE VERNOVA INC
+$564.9K
2,397
+3%
减持
FBK
FB FINL CORP
-$559.6K
9,295
-50%
建仓
EWZ
ISHARES INC
+$537.5K
14,000
增持
REGL
PROSHARES TR
+$534.7K
228,310
+0%
增持
XLY
SELECT SECTOR SPDR TR
-$506.2K
53,701
+1%
增持
WM
WASTE MGMT INC DEL
+$503.9K
24,250
+5%
减持
QQQ
INVESCO QQQ TR
-$499.6K
5,250
-9%
增持
STRL
STERLING INFRASTRUCTURE INC
+$499.1K
1,263
+2426%
建仓
CFG
CITIZENS FINL GROUP INC
+$496.6K
8,280
减持
SMDV
PROSHARES TR
+$496.3K
190,213
-0%
增持
EQIX
EQUINIX INC
+$495.9K
533
+1423%
增持
XLP
SELECT SECTOR SPDR TR
+$491.2K
55,477
+6%
减持
INTC
INTEL CORP
+$484.6K
72,354
-1%
减持
KO
COCA COLA CO
+$480.7K
99,127
-2%
减持
ELV
ELEVANCE HEALTH INC FORMERLY
-$472.6K
4,837
-10%
增持
PG
PROCTER & GAMBLE CO
+$466.0K
47,778
+6%
减持
SHOP
SHOPIFY INC
-$464.2K
2,634
-45%
增持
CL
COLGATE PALMOLIVE CO
+$451.4K
52,980
+3%
增持
IBB
ISHARES TR
+$451.0K
37,499
+8%
减持
COF
CAPITAL ONE FINL CORP
-$447.1K
586
-74%
减持
EXE
EXPAND ENERGY CORPORATION
-$442.7K
2,171
-65%
减持
QQQM
INVESCO EXCH TRADED FD TR II
-$428.7K
21,547
-2%
减持
SYY
SYSCO CORP
-$426.8K
137,654
-1%
减持
KMB
KIMBERLY-CLARK CORP
-$402.6K
19,172
-14%
减持
TSCO
TRACTOR SUPPLY CO
-$401.1K
40,537
-9%
减持
DHR
DANAHER CORP DEL
-$396.1K
8,053
-4%
增持
MCD
MCDONALDS CORP
+$384.6K
30,301
+3%
减持
CDW
CDW CORP
-$383.8K
4,648
-33%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$369.5K
9,337
+155%
减持
J
JACOBS SOLUTIONS INC
-$358.2K
65,035
-0%
清仓
ANIP
ANI PHARMACEUTICALS INC
-$355.2K
0
-100%
增持
IYT
ISHARES TR
+$340.0K
27,749
+20%
减持
CAT
CATERPILLAR INC
+$332.9K
2,639
-2%
增持
CSCO
CISCO SYS INC
+$331.1K
211,432
+1%
减持
CEG
CONSTELLATION ENERGY CORP
-$331.0K
5
-99%
建仓
—
SHARKNINJA INC
+$330.9K
3,125
增持
HSY
HERSHEY CO
+$329.1K
8,507
+8%
增持
WCPB
NORTHERN LTS FD TR II
+$318.3K
14,211
+784%
建仓
TIMB
TIM S A
+$312.6K
11,800
减持
UPRO
PROSHARES TR
-$312.0K
13,631
-3%
清仓
DAVE
DAVE INC
-$310.0K
0
-100%
增持
ECL
ECOLAB INC
+$307.2K
42,890
+1%
减持
CTAS
CINTAS CORP
-$298.3K
4,899
-18%
减持
MCK
MCKESSON CORP
+$297.7K
15,837
-3%
增持
TFC
TRUIST FINL CORP
+$291.9K
20,157
+56%
减持
PODD
INSULET CORP
-$284.4K
2
-100%
增持
—
MEDTRONIC PLC
-$282.9K
79,070
+6%
增持
VOO
VANGUARD INDEX FDS
+$267.2K
3,597
+20%
减持
DOCN
DIGITALOCEAN HLDGS INC
-$265.7K
100
-98%
减持
NKE
NIKE INC
-$264.8K
14,378
-11%
建仓
ILF
ISHARES TR
+$262.8K
7,400
增持
IWM
ISHARES TR
+$260.4K
8,518
+13%
增持
—
ASCENDIS PHARMA A/S
+$257.1K
5,450
+17%
增持
—
STAR BULK CARRIERS CORP.
+$253.4K
11,182
+6044%
增持
—
ACCENTURE PLC IRELAND
-$252.2K
8,059
+17%
减持
RKLB
ROCKET LAB CORP
-$234.5K
5,300
-36%
建仓
INFU
INFUSYSTEM HLDGS INC
+$230.8K
25,000
增持
IJR
ISHARES TR
+$228.2K
3,752
+89%
减持
FTGC
FIRST TR EXCHANGE TRAD FD VI
-$221.2K
43
-100%
增持
FLS
FLOWSERVE CORP
+$221.0K
3,950
+295%
增持
UWM
PROSHARES TR
+$216.7K
88,701
+6%
建仓
GPC
GENUINE PARTS CO
+$213.9K
2,023
建仓
—
NVENT ELEC PLC
+$198.1K
1,675
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$195.9K
4,889
-17%
减持
AXON
AXON ENTERPRISE INC
-$195.7K
375
-40%
