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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 95 项
建仓 6
增持 12
减持 72
清仓 5
方向
标的
Δ市值
现股数(环比)
清仓
IAT
ISHARES TR
-$2.0M
0
-100%
减持
ITB
ISHARES TR
+$621.1K
47,244
-3%
减持
IYW
ISHARES TR
+$599.1K
45,303
-3%
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。
建仓
USHY
ISHARES TR
+$360.7K
10,218
减持
AAPL
APPLE INC
+$343.2K
12,439
-1%
减持
SOXX
ISHARES TR
+$326.0K
7,785
-4%
清仓
CSCO
CISCO SYS INC
-$271.6K
0
-100%
减持
FTA
FIRST TR LRG CP VL ALPHADEX
-$260.0K
89,441
-5%
减持
FVD
FIRST TR VALUE LINE DIVID IN
-$233.0K
114,205
-5%
清仓
BABA
ALIBABA GROUP HLDG LTD
-$227.5K
0
-100%
建仓
ILF
ISHARES TR
+$217.9K
8,019
清仓
NKE
NIKE INC
-$213.0K
0
-100%
建仓
GWW
GRAINGER W W INC
+$208.2K
264
减持
IGV
ISHARES TR
+$208.0K
6,414
-3%
建仓
META
META PLATFORMS INC
+$206.9K
721
清仓
BP
BP PLC
-$206.0K
0
-100%
建仓
COR
AMERISOURCEBERGEN CORP
+$205.5K
1,068
建仓
CMCSA
COMCAST CORP NEW
+$201.0K
4,838
减持
IEO
ISHARES TR
-$195.2K
36,948
-5%
减持
MSFT
MICROSOFT CORP
+$164.7K
4,339
-5%
减持
AMZN
AMAZON COM INC
+$152.7K
6,465
-3%
减持
LMBS
FIRST TR EXCHANGE-TRADED FD
-$145.0K
79,661
-3%
减持
VRP
INVESCO EXCH TRADED FD TR II
-$138.0K
224,551
-3%
增持
FTSL
FIRST TR EXCHANGE-TRADED FD
+$122.0K
71,328
+4%
减持
IYC
ISHARES TR
+$111.9K
37,268
-5%
增持
IAK
ISHARES TR
+$99.7K
4,849
+27%
增持
IYK
ISHARES TR
+$89.4K
2,182
+25%
增持
IYM
ISHARES TR
+$82.4K
5,339
+13%
减持
NFTY
FIRST TR EXCH TRD ALPHDX FD
+$81.4K
15,011
-1%
减持
FV
FIRST TR EXCHANGE-TRADED FD
+$75.2K
57,434
-1%
减持
FXD
FIRST TR EXCHANGE TRADED FD
+$70.9K
27,121
-1%
增持
FEMB
FIRST TR EXCH TRADED FD III
+$70.9K
42,939
+2%
减持
ITA
ISHARES TR
-$68.4K
6,597
-9%
减持
MDIV
FIRST TR EXCHANGE-TRADED FD
-$68.4K
107,307
-4%
增持
—
EXXON MOBIL CORP
+$68.0K
2,562
+36%
减持
IDU
ISHARES TR
-$61.1K
6,018
-9%
减持
GOOGL
ALPHABET INC
+$55.7K
4,496
-3%
减持
TDIV
FIRST TR EXCHANGE-TRADED FD
+$54.3K
55,741
-6%
减持
KBA
KRANESHARES TR
-$51.1K
12,644
-5%
减持
MCD
MCDONALDS CORP
+$47.4K
3,579
-2%
减持
FIXD
FIRST TR EXCHNG TRADED FD VI
-$47.4K
29,898
-2%
减持
FSZ
FIRST TR EXCH TRD ALPHDX FD
-$47.1K
19,964
-2%
减持
ZBRA
ZEBRA TECHNOLOGIES CORPORATI
-$46.6K
727
-12%
减持
AVGO
BROADCOM INC
+$45.6K
304
-11%
减持
JPM
JPMORGAN CHASE & CO
+$45.4K
4,069
-3%
增持
ZION
ZIONS BANCORPORATION N A
-$44.8K
14,661
+0%
减持
MRK
MERCK & CO INC
+$44.5K
6,630
-2%
减持
FMB
FIRST TR EXCH TRADED FD III
-$42.8K
22,329
-3%
减持
CVX
CHEVRON CORP NEW
-$40.4K
4,429
-2%
减持
RDVY
FIRST TR EXCHANGE-TRADED FD
-$36.7K
142,928
-5%
减持
TXN
TEXAS INSTRS INC
-$35.4K
1,989
-6%
增持
IYE
ISHARES TR
+$35.3K
36,153
+5%
增持
FLN
FIRST TR EXCH TRD ALPHDX FD
+$34.9K
14,933
+4%
减持
BKF
ISHARES INC
-$34.3K
13,822
-5%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
+$33.0K
29,875
-1%
减持
IEZ
ISHARES TR
+$31.9K
75,990
-2%
减持
FRI
FIRST TR S&P REIT INDEX FD
-$30.4K
31,722
-5%
减持
WMB
WILLIAMS COS INC
+$28.9K
10,536
-0%
减持
MA
MASTERCARD INCORPORATED
+$28.8K
1,328
-2%
减持
PFE
PFIZER INC
-$27.3K
5,596
-2%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$27.3K
1,325
-4%
减持
PGR
PROGRESSIVE CORP
-$27.1K
1,575
-4%
减持
CWB
SPDR SER TR
+$27.0K
16,226
-2%
减持
FXU
FIRST TR EXCHANGE TRADED FD
-$27.0K
15,968
-2%
减持
LYG
LLOYDS BANKING GROUP PLC
-$25.9K
50,317
-15%
增持
IAI
ISHARES TR
-$25.3K
32,490
+0%
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$24.9K
15,263
-3%
减持
CIBR
FIRST TR EXCHANGE TRADED FD
+$24.1K
11,088
-1%
减持
FDD
FIRST TR STOXX EUROPEAN SELE
-$22.9K
48,129
-1%
减持
ING
ING GROEP N.V.
+$20.1K
13,571
-1%
减持
CI
THE CIGNA GROUP
+$17.9K
1,192
-4%
减持
FGM
FIRST TR EXCH TRD ALPHDX FD
-$17.9K
19,476
-4%
减持
WMT
WALMART INC
+$16.5K
2,195
-1%
减持
FAB
FIRST TR MULTI CP VAL ALPHA
-$16.5K
5,888
-5%
减持
EMR
EMERSON ELEC CO
+$16.4K
6,050
-1%
减持
COST
COSTCO WHSL CORP NEW
+$15.7K
535
-2%
减持
FKU
FIRST TR EXCH TRD ALPHDX FD
-$14.3K
13,504
-2%
减持
IVE
ISHARES TR
+$12.3K
1,852
-2%
减持
UNP
UNION PAC CORP
+$12.1K
3,652
-0%
减持
BAC
BANK AMERICA CORP
-$10.8K
11,333
-4%
减持
HYLS
FIRST TR EXCHANGE-TRADED FD
-$10.6K
35,726
-0%
减持
ITW
ILLINOIS TOOL WKS INC
+$9.5K
1,518
-0%
减持
SDVY
FIRST TR EXCHANGE-TRADED FD
+$8.7K
10,903
-3%
减持
ABT
ABBOTT LABS
+$7.9K
2,055
-4%
减持
PEP
PEPSICO INC
+$7.2K
5,331
-1%
减持
UNH
UNITEDHEALTH GROUP INC
-$6.9K
614
-4%
减持
—
UNILEVER PLC
-$5.8K
4,131
-3%
增持
PM
PHILIP MORRIS INTL INC
+$5.5K
2,299
+2%
减持
EMLP
FIRST TR EXCHANGE-TRADED FD
+$5.3K
30,661
-1%
减持
MDLZ
MONDELEZ INTL INC
+$5.0K
3,351
-2%
减持
IYG
ISHARES TR
-$4.5K
6,331
-5%
增持
FGD
FIRST TR EXCHANGE TRADED FD
-$4.4K
21,011
+2%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$3.8K
1,681
-0%
减持
PG
PROCTER AND GAMBLE CO
+$2.6K
5,584
-2%
减持
FCVT
FIRST TR EXCHANGE-TRADED FD
-$1.2K
14,053
-3%
