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COTTONWOOD CAPITAL ADVISORS, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
COTTONWOOD CAPITAL ADVISORS, LLC
报告期 2026-03-31 · CIK 0001903321
持仓数
86
前50大市值合计
$127.6M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 94 项
建仓 4
增持 24
减持 61
清仓 5
方向
标的
Δ市值
现股数(环比)
减持
HYLS
FIRST TR EXCHANGE-TRADED FD
-$3.6M
35,875
-72%
减持
IYW
ISHARES TR
+$832.1K
46,688
-1%
减持
SOXX
ISHARES TR
+$763.0K
8,148
-1%
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
IAT
ISHARES TR
-$690.7K
56,199
-1%
减持
LMBS
FIRST TR EXCHANGE-TRADED FD
-$641.6K
82,358
-15%
清仓
—
FIRST TR EXCHANGE TRADED FD
-$505.2K
0
-100%
减持
ITB
ISHARES TR
+$454.1K
48,592
-1%
减持
TDIV
FIRST TR EXCHANGE-TRADED FD
+$368.1K
59,447
-0%
减持
FTSL
FIRST TR EXCHANGE-TRADED FD
-$364.8K
68,725
-12%
减持
IGV
ISHARES TR
+$311.1K
6,599
-1%
建仓
ZBRA
ZEBRA TECHNOLOGIES CORPORATI
+$261.7K
823
增持
MSFT
MICROSOFT CORP
+$247.9K
4,554
+3%
增持
IEO
ISHARES TR
-$231.7K
38,843
+1%
建仓
BABA
ALIBABA GROUP HLDG LTD
+$227.5K
2,226
减持
IYC
ISHARES TR
+$220.6K
39,271
-4%
清仓
GOOG
ALPHABET INC
-$217.4K
0
-100%
减持
CWB
SPDR SER TR
-$212.5K
16,520
-20%
减持
AAPL
APPLE INC
+$211.2K
12,551
-12%
建仓
BP
BP PLC
+$206.0K
5,429
减持
IEZ
ISHARES TR
-$204.1K
77,486
-3%
清仓
HON
HONEYWELL INTL INC
-$202.9K
0
-100%
清仓
JNJ
JOHNSON & JOHNSON
-$201.0K
0
-100%
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$176.9K
15,656
-16%
建仓
ING
ING GROEP N.V.
+$162.8K
13,711
增持
AMZN
AMAZON COM INC
+$141.7K
6,681
+2%
增持
ZION
ZIONS BANCORPORATION N A
-$119.4K
14,654
+29%
减持
IDU
ISHARES TR
-$117.0K
6,607
-15%
减持
FSZ
FIRST TR EXCH TRD ALPHDX FD
+$111.9K
20,433
-1%
增持
IAI
ISHARES TR
-$105.0K
32,450
+1%
减持
VRP
INVESCO EXCH TRADED FD TR II
-$102.4K
231,795
-1%
减持
FXD
FIRST TR EXCHANGE TRADED FD
+$101.9K
27,469
-0%
减持
FV
FIRST TR EXCHANGE-TRADED FD
-$93.6K
58,096
-0%
增持
IYM
ISHARES TR
+$92.7K
4,739
+10%
减持
DE
DEERE & CO
-$89.1K
2,237
-5%
减持
CVX
CHEVRON CORP NEW
-$82.2K
4,519
-1%
减持
PFE
PFIZER INC
-$62.5K
5,700
-1%
减持
FDD
FIRST TR STOXX EUROPEAN SELE
-$58.9K
48,790
-12%
减持
EMR
EMERSON ELEC CO
-$58.3K
6,088
-1%
增持
FTCS
FIRST TR EXCHANGE-TRADED FD
-$58.2K
30,299
+0%
增持
CI
THE CIGNA GROUP
-$56.5K
1,239
+10%
增持
IYK
ISHARES TR
+$54.3K
1,744
+21%
减持
CSCO
CISCO SYS INC
-$53.8K
5,197
-24%
减持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$53.7K
150,850
-1%
增持
TXN
TEXAS INSTRS INC
+$52.9K
2,115
+3%
增持
IYE
ISHARES TR
-$52.0K
34,594
+3%
减持
UNH
UNITEDHEALTH GROUP INC
-$51.6K
639
-4%
减持
FEMB
FIRST TR EXCH TRADED FD III
+$51.5K
41,898
-1%
减持
FGM
FIRST TR EXCH TRD ALPHDX FD
+$50.6K
20,238
-1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$44.9K
1,375
+12%
减持
CIBR
FIRST TR EXCHANGE TRADED FD
+$44.8K
11,213
-0%
减持
MDIV
FIRST TR EXCHANGE-TRADED FD
-$44.6K
111,241
-1%
减持
IYG
ISHARES TR
-$43.9K
6,655
-0%
减持
WMB
WILLIAMS COS INC
-$39.3K
10,544
-2%
增持
BAC
BANK AMERICA CORP
-$38.9K
11,746
+4%
增持
IAK
ISHARES TR
+$38.5K
3,814
+21%
减持
MRK
MERCK & CO INC
-$35.9K
6,773
-1%
减持
ITW
ILLINOIS TOOL WKS INC
+$32.6K
1,521
-1%
增持
MA
MASTERCARD INCORPORATED
+$31.4K
1,358
+2%
减持
GOOGL
ALPHABET INC
-$31.0K
4,651
-20%
减持
FTA
FIRST TR LRG CP VL ALPHADEX
+$29.9K
93,739
-0%
减持
FKU
FIRST TR EXCH TRD ALPHDX FD
+$27.5K
13,720
-1%
增持
COST
COSTCO WHSL CORP NEW
+$24.4K
548
+1%
减持
ITA
ISHARES TR
+$23.3K
7,282
-0%
减持
ABT
ABBOTT LABS
-$21.7K
2,134
-1%
减持
UNP
UNION PAC CORP
-$21.4K
3,653
-0%
增持
SDVY
FIRST TR EXCHANGE-TRADED FD
+$20.1K
11,254
+5%
增持
NFTY
FIRST TR EXCH TRD ALPHDX FD
-$20.1K
15,160
+1%
减持
PG
PROCTER AND GAMBLE CO
-$19.9K
5,681
-0%
清仓
—
SUPERIOR DRILLING PRODS INC
-$18.4K
0
-100%
增持
MDLZ
MONDELEZ INTL INC
+$17.8K
3,434
+3%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$16.8K
1,687
-0%
增持
LYG
LLOYDS BANKING GROUP PLC
+$15.6K
58,883
+7%
增持
JPM
JPMORGAN CHASE & CO
-$15.2K
4,193
+0%
增持
FLN
FIRST TR EXCH TRD ALPHDX FD
+$13.6K
14,386
+3%
减持
FXU
FIRST TR EXCHANGE TRADED FD
-$13.3K
16,285
-1%
减持
IVE
ISHARES TR
+$11.6K
1,886
-0%
减持
FMB
FIRST TR EXCH TRADED FD III
+$10.6K
23,058
-1%
减持
PM
PHILIP MORRIS INTL INC
-$9.9K
2,251
-0%
减持
WMT
WALMART INC
+$9.5K
2,228
-1%
减持
NKE
NIKE INC
+$9.0K
1,737
-0%
增持
FGD
FIRST TR EXCHANGE TRADED FD
+$8.4K
20,571
+1%
减持
PEP
PEPSICO INC
+$8.1K
5,377
-0%
减持
EMLP
FIRST TR EXCHANGE-TRADED FD
-$7.7K
30,888
-1%
减持
PGR
PROGRESSIVE CORP
+$7.6K
1,647
-6%
减持
FRI
FIRST TR S&P REIT INDEX FD
+$6.9K
33,313
-1%
增持
FCVT
FIRST TR EXCHANGE-TRADED FD
+$6.0K
14,422
+1%
减持
BKF
ISHARES INC
-$4.7K
14,604
-2%
减持
—
UNILEVER PLC
+$4.5K
4,258
-1%
减持
FVD
FIRST TR VALUE LINE DIVID IN
+$4.0K
119,808
-1%
减持
KBA
KRANESHARES TR
-$3.6K
13,245
-3%
减持
FIXD
FIRST TR EXCHNG TRADED FD VI
+$2.5K
30,359
-2%
减持
MCD
MCDONALDS CORP
+$715
3,650
-6%
减持
AVGO
BROADCOM INC
-$496
340
-13%
减持
FAB
FIRST TR MULTI CP VAL ALPHA
+$333
6,229
-1%
