13FBOX
TOTH FINANCIAL ADVISORY CORP · 13F 持仓分析
期权收益计算器 机构排行

TOTH FINANCIAL ADVISORY CORP

No.2741 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$10.24亿
环比变动 Q1 2026
+$1.13亿+12.4%
持仓股票数
875
新买入
114
加仓
220
减仓
221
清仓
150
持股不变
320
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
谷歌AGOOGL
2.83%2.59%$2,895.4万8.1万股$2,361.5万8.2万股-1,101股-1.34%减仓
苹果AAPL
2.56%2.42%$2,623.2万9.1万股$2,202.3万8.7万股+3,880股+4.47%加仓
思科CSCO
2.39%1.8%$2,449.3万20.9万股$1,640.5万21.1万股-2,909股-1.38%减仓
PProShares信托QLD
2.26%1.68%$2,318.4万24.0万股$1,530.5万25.1万股-1.1万股-4.50%减仓
IiShares安硕·TR ISHARES SEMICDTRSOXX
2.26%1.39%$2,313.3万3.6万股$1,267.1万3.9万股-2,451股-6.36%减仓
PProShares信托REGL
2.09%2.17%$2,136.2万23.3万股$1,972.8万22.8万股+4,971股+2.18%加仓
微软MSFT
2.06%2.31%$2,112.4万5.7万股$2,101.3万5.7万股-135股-0.24%减仓
PProShares信托NOBL
1.9%2.03%$1,947.8万34.7万股$1,844.9万17.4万股+17.3万股+99.30%加仓
SSPDR行业精选信托XLK
1.79%1.37%$1,831.8万9.6万股$1,246.9万9.4万股+2,328股+2.48%加仓
VisaV
1.71%1.65%$1,756.5万5.1万股$1,506.6万5.0万股+1,349股+2.71%加仓
固安捷GWW
1.64%1.4%$1,681.8万1.2万股$1,274.9万1.2万股+676股+5.78%加仓
强生JNJ
1.57%1.74%$1,612.5万6.3万股$1,586.8万6.5万股-1,423股-2.19%减仓
史赛克SYK
1.56%1.87%$1,599.7万5.1万股$1,699.7万5.2万股-916股-1.77%减仓
PProShares信托SSO
1.5%1.32%$1,540.4万22.9万股$1,205.1万23.2万股-3,668股-1.58%减仓
艾伯维ABBV
1.47%1.38%$1,502.4万6.0万股$1,261.5万5.8万股+1,702股+2.93%加仓
沃尔玛WMT
1.43%1.78%$1,463.6万12.9万股$1,620.4万13.0万股-1,156股-0.89%减仓
PPROSHARES RUSSELL 2000 DIVIDEND GROWERS ETFSMDV
1.41%1.44%$1,445.8万18.8万股$1,308.5万19.0万股-2,516股-1.32%减仓
万事达MA
1.39%1.53%$1,425.0万2.8万股$1,396.3万2.8万股-199股-0.71%减仓
CVS健康CVS
1.3%0.78%$1,331.2万12.9万股$708.7万9.9万股+3.0万股+30.40%加仓
博通AVGO
1.26%1.11%$1,286.0万3.4万股$1,008.8万3.3万股+1,448股+4.44%加仓
贝莱德·INC COMBLK
1.2%1.28%$1,234.1万1.3万股$1,167.3万1.2万股+697股+5.74%加仓
MCKESSON COMMCK
1.2%1.5%$1,227.6万1.6万股$1,370.4万1.6万股+410股+2.59%加仓
SSPDR行业精选信托XLF
1.18%1.22%$1,211.5万22.6万股$1,108.9万22.5万股+1,381股+0.61%加仓
艺康ECL
1.15%1.25%$1,182.2万4.2万股$1,141.0万4.3万股-457股-1.07%减仓
道明尼能源D
1.1%1.08%$1,124.0万16.5万股$985.8万15.9万股+5,121股+3.21%加仓
VVictory Portfolios Ii Victoryshares Short-Term Bond EtfUSTB
1.1%1.17%$1,122.4万22.2万股$1,064.8万21.1万股+1.1万股+5.32%加仓
联合健康UNH
1.06%0.62%$1,087.4万2.6万股$566.4万2.1万股+5,232股+25.00%加仓
SYSCO COMSYY
1.04%1.08%$1,060.6万12.7万股$981.9万13.8万股-1.1万股-7.81%减仓
通用动力GD
1.01%1.07%$1,039.1万2.9万股$970.9万2.8万股+1,044股+3.69%加仓
AMGEN COMAMGN
1%1.05%$1,029.2万2.8万股$954.0万2.7万股+1,308股+4.82%加仓
宣伟SHW
0.98%1.07%$1,008.9万2.9万股$970.6万3.0万股-978股-3.23%减仓
英特尔INTC
0.97%0.35%$994.1万7.1万股$319.3万7.2万股-1,160股-1.60%减仓
S道富·EET HEALTH CARE SELECT SECTOR SPDR ETFXLV
0.96%0.98%$984.3万6.2万股$896.1万6.1万股+914股+1.50%加仓
IiShares安硕信托SGOV
0.95%2%$973.1万9.7万股$1,820.6万18.1万股-8.4万股-46.56%减仓
SSPDR行业精选信托XLE
0.95%1.14%$971.2万18.3万股$1,038.9万17.0万股+1.3万股+7.83%加仓
J摩根大通·CORE PLUS BOND ETFJCPB
0.95%1.01%$970.8万20.7万股$921.2万19.6万股+1.1万股+5.79%加仓
AFLAC COMAFL
0.92%0.94%$939.4万8.0万股$853.9万7.8万股+2,285股+2.94%加仓
LOWES COS COMLOW
0.9%1.19%$919.5万4.2万股$1,086.2万4.6万股-4,268股-9.28%减仓
FFASTENAL COMFAST
0.88%0.88%$900.0万18.7万股$803.3万17.3万股+1.4万股+8.24%加仓
S道富·EET MATERIALS SELECT SECTOR SPDR ETFXLB
0.88%0.8%$899.1万17.7万股$729.1万14.6万股+3.1万股+21.23%加仓
S道富XLI
0.86%0.83%$882.6万4.8万股$754.4万4.7万股+1,004股+2.15%加仓
SSPDR行业精选信托XLU
0.84%0.93%$861.6万19.0万股$846.1万18.4万股+5,654股+3.07%加仓
汽车地带AZO
0.83%1%$852.0万2,666股$914.7万2,708股-42股-1.55%减仓
联合太平洋铁路UNP
0.83%0.69%$845.8万3.1万股$631.8万2.6万股+5,055股+19.41%加仓
百事可乐PEP
0.82%1.07%$836.8万6.2万股$973.1万6.3万股-864股-1.38%减仓
雅培ABT
0.82%1.27%$836.6万9.2万股$1,157.8万11.3万股-2.1万股-18.24%减仓
鲍尔公司BALL
0.8%0.7%$823.1万13.2万股$636.8万10.8万股+2.4万股+22.45%加仓
可口可乐KO
0.8%0.83%$815.9万10.0万股$753.9万9.9万股+1,267股+1.28%加仓
IiShares安硕·BIOTECHNOLOGYIBB
0.78%0.7%$803.8万4.2万股$633.2万3.7万股+4,762股+12.70%加仓
麦当劳MCD
0.77%1.03%$788.5万2.9万股$941.7万3.0万股-1,131股-3.73%减仓

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