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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 107 项
建仓 15
增持 29
减持 58
清仓 5
方向
标的
Δ市值
现股数(环比)
减持
LMBS
FIRST TR EXCHANGE-TRADED FD
-$734.6K
64,836
-19%
增持
USHY
ISHARES TR
+$707.2K
30,767
+201%
减持
VRP
INVESCO EXCH TRADED FD TR II
-$667.4K
193,511
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。
-14%
减持
FVD
FIRST TR VALUE LINE DIVID IN
-$494.2K
109,235
-4%
减持
AAPL
APPLE INC
-$481.8K
11,279
-9%
减持
RDVY
FIRST TR EXCHANGE-TRADED FD
-$478.8K
136,085
-5%
减持
FTA
FIRST TR LRG CP VL ALPHADEX
-$458.9K
84,980
-5%
增持
FTSL
FIRST TR EXCHANGE-TRADED FD
+$423.8K
79,907
+12%
减持
ITB
ISHARES TR
-$379.2K
46,596
-1%
减持
SOXX
ISHARES TR
-$374.4K
7,547
-3%
减持
IYC
ISHARES TR
-$358.5K
34,261
-8%
建仓
V
VISA INC
+$351.7K
1,529
建仓
HD
HOME DEPOT INC
+$345.1K
1,142
减持
IYW
ISHARES TR
-$340.1K
43,767
-3%
建仓
CSCO
CISCO SYS INC
+$321.2K
5,976
建仓
—
LINDE PLC
+$316.9K
851
减持
FMB
FIRST TR EXCH TRADED FD III
-$298.3K
17,049
-24%
建仓
COP
CONOCOPHILLIPS
+$294.9K
2,462
建仓
GOOG
ALPHABET INC
+$275.8K
2,092
建仓
BDX
BECTON DICKINSON & CO
+$269.4K
1,042
增持
CMCSA
COMCAST CORP NEW
+$265.0K
10,510
+117%
减持
TDIV
FIRST TR EXCHANGE-TRADED FD
-$262.1K
53,622
-4%
建仓
SAP
SAP SE
+$250.6K
1,938
减持
IAI
ISHARES TR
-$249.8K
29,646
-9%
增持
IAK
ISHARES TR
+$232.6K
7,188
+48%
建仓
WFC
WELLS FARGO CO NEW
+$228.0K
5,579
建仓
IBKR
INTERACTIVE BROKERS GROUP IN
+$227.0K
2,622
建仓
KO
COCA COLA CO
+$222.9K
3,982
建仓
APO
APOLLO GLOBAL MGMT INC
+$220.1K
2,452
清仓
ZBRA
ZEBRA TECHNOLOGIES CORPORATI
-$215.1K
0
-100%
减持
FV
FIRST TR EXCHANGE-TRADED FD
-$209.7K
56,084
-2%
建仓
BP
BP PLC
+$209.3K
5,405
建仓
—
ACCENTURE PLC IRELAND
+$208.5K
679
清仓
GWW
GRAINGER W W INC
-$208.2K
0
-100%
清仓
META
META PLATFORMS INC
-$206.9K
0
-100%
清仓
PFE
PFIZER INC
-$205.3K
0
-100%
建仓
LOW
LOWES COS INC
+$204.7K
985
减持
IEZ
ISHARES TR
+$194.8K
71,703
-6%
减持
MDIV
FIRST TR EXCHANGE-TRADED FD
-$182.1K
94,571
-12%
减持
IGV
ISHARES TR
-$180.0K
5,974
-7%
减持
FEMB
FIRST TR EXCH TRADED FD III
-$179.5K
38,890
-9%
减持
FIXD
FIRST TR EXCHNG TRADED FD VI
-$172.8K
27,294
-9%
减持
FXD
FIRST TR EXCHANGE TRADED FD
-$159.2K
26,234
-3%
增持
MDLZ
MONDELEZ INTL INC
+$158.2K
5,801
+73%
增持
—
EXXON MOBIL CORP
+$131.6K
3,456
+35%
增持
ITA
ISHARES TR
+$123.2K
8,426
+28%
增持
CVX
CHEVRON CORP NEW
+$114.3K
4,811
+9%
减持
ZION
ZIONS BANCORPORATION N A
+$114.0K
14,554
-1%
增持
IYK
ISHARES TR
+$105.7K
2,910
+33%
减持
FRI
FIRST TR S&P REIT INDEX FD
-$101.8K
29,714
-6%
增持
WMB
WILLIAMS COS INC
+$97.3K
13,092
+24%
增持
MA
MASTERCARD INCORPORATED
+$96.5K
1,563
+18%
减持
MRK
MERCK & CO INC
-$93.8K
6,520
-2%
减持
FXU
FIRST TR EXCHANGE TRADED FD
-$93.7K
14,494
-9%
增持
MCD
MCDONALDS CORP
-$92.5K
3,703
+3%
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$92.1K
13,711
-10%
减持
CWB
SPDR SER TR
-$87.6K
15,449
-5%
减持
EMLP
FIRST TR EXCHANGE-TRADED FD
-$85.0K
28,118
-8%
减持
HYLS
FIRST TR EXCHANGE-TRADED FD
-$80.3K
34,043
-5%
增持
PEP
PEPSICO INC
-$80.1K
5,355
+0%
减持
FGM
FIRST TR EXCH TRD ALPHDX FD
-$80.0K
18,687
-4%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
-$77.1K
29,416
-2%
增持
AMZN
AMAZON COM INC
+$75.0K
7,220
+12%
减持
IYG
ISHARES TR
-$72.2K
6,001
-5%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$65.4K
1,103
-17%
增持
TXN
TEXAS INSTRS INC
+$64.7K
2,659
+34%
减持
FSZ
FIRST TR EXCH TRD ALPHDX FD
-$62.1K
19,705
-1%
减持
IYM
ISHARES TR
-$56.9K
5,173
-3%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$56.8K
2,008
+19%
减持
IDU
ISHARES TR
-$56.2K
5,923
-2%
增持
PG
PROCTER AND GAMBLE CO
+$50.6K
6,156
+10%
减持
FCVT
FIRST TR EXCHANGE-TRADED FD
-$48.5K
13,212
-6%
减持
LYG
LLOYDS BANKING GROUP PLC
-$47.9K
29,475
-41%
减持
IEO
ISHARES TR
+$45.4K
32,640
-12%
减持
FDD
FIRST TR STOXX EUROPEAN SELE
-$44.3K
46,090
-4%
减持
IVE
ISHARES TR
-$44.2K
1,653
-11%
减持
CI
THE CIGNA GROUP
-$41.3K
1,025
-14%
减持
COST
COSTCO WHSL CORP NEW
-$37.2K
444
-17%
增持
PM
PHILIP MORRIS INTL INC
+$36.6K
2,819
+23%
减持
FKU
FIRST TR EXCH TRD ALPHDX FD
-$36.4K
12,726
-6%
减持
FAB
FIRST TR MULTI CP VAL ALPHA
-$34.5K
5,498
-7%
增持
AVGO
BROADCOM INC
+$31.8K
356
+17%
减持
ITW
ILLINOIS TOOL WKS INC
-$30.4K
1,517
-0%
减持
EMR
EMERSON ELEC CO
+$28.3K
5,956
-2%
增持
PGR
PROGRESSIVE CORP
+$27.5K
1,694
+8%
减持
BKF
ISHARES INC
-$24.3K
13,343
-3%
减持
TIP
ISHARES TR
-$23.4K
2,680
-4%
增持
UNP
UNION PAC CORP
+$22.9K
3,782
+4%
减持
UNH
UNITEDHEALTH GROUP INC
-$21.3K
543
-12%
减持
IYE
ISHARES TR
+$21.1K
33,100
-8%
减持
FPX
FIRST TR EXCHANGE TRADED FD
-$19.1K
2,737
-3%
增持
DE
DEERE & CO
-$18.4K
2,353
+5%
减持
SDVY
FIRST TR EXCHANGE-TRADED FD
-$16.4K
10,352
-5%
减持
GOOGL
ALPHABET INC
-$14.1K
4,005
-11%
减持
—
UNILEVER PLC
-$13.3K
4,090
-1%
增持
MSFT
MICROSOFT CORP
-$13.1K
4,638
+7%
清仓
—
ILLUMINA INC
-$11.9K
0
-100%
减持
CIBR
FIRST TR EXCHANGE TRADED FD
-$9.9K
10,865
-2%
减持
WMT
WALMART INC
-$7.9K
2,108
-4%
减持
KBA
KRANESHARES TR
-$6.5K
12,593
-0%
增持
JPM
JPMORGAN CHASE & CO
+$3.9K
4,108
+1%
增持
FLN
FIRST TR EXCH TRD ALPHDX FD
+$3.7K
15,703
+5%
增持
COR
CENCORA INC
+$2.7K
1,157
+8%
增持
ABT
ABBOTT LABS
-$2.3K
2,290
+11%
增持
FGD
FIRST TR EXCHANGE TRADED FD
-$2.2K
21,752
+4%
减持
NFTY
FIRST TR EXCH TRD ALPHDX FD
+$631
14,774
-2%
增持
BAC
BANK AMERICA CORP
+$240
11,884
+5%
