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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 124 项
建仓 10
增持 14
减持 90
清仓 10
方向
标的
Δ市值
现股数(环比)
建仓
CLSE
TRUST FOR PROFESSIONAL MANAG
+$5.1M
249,476
建仓
MBSD
FLEXSHARES TR
+$4.1M
206,590
清仓
FTSL
FIRST TR EXCHANGE-TRADED FD
-$4.0M
0
-100%
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。
清仓
FTCS
FIRST TR EXCHANGE-TRADED FD
-$2.2M
0
-100%
增持
FPX
FIRST TR EXCHANGE-TRADED FD
+$2.1M
28,120
+927%
建仓
HYDB
ISHARES TR
+$1.9M
42,185
清仓
USHY
ISHARES TR
-$1.6M
0
-100%
减持
AAPL
APPLE INC
-$448.3K
12,802
-7%
增持
IAK
ISHARES TR
+$321.6K
10,703
+25%
增持
SOXX
ISHARES TR
+$307.4K
22,176
+186%
减持
LMBS
FIRST TR EXCHANGE-TRADED FD
-$306.3K
53,456
-10%
增持
ITB
ISHARES TR
+$296.9K
44,995
+3%
清仓
AMT
AMERICAN TOWER CORP NEW
-$269.2K
0
-100%
清仓
ZTS
ZOETIS INC
-$242.6K
0
-100%
建仓
WRB
BERKLEY W R CORP
+$240.6K
2,934
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$236.0K
1,684
清仓
MRSH
MARSH & MCLENNAN COS INC
-$220.2K
0
-100%
减持
FVD
FIRST TR VALUE LINE DIVID IN
-$219.1K
100,659
-4%
建仓
AMAT
APPLIED MATLS INC
+$218.0K
1,060
建仓
WFC
WELLS FARGO CO NEW
+$217.3K
3,814
清仓
TJX
TJX COS INC NEW
-$217.2K
0
-100%
建仓
ELV
ELEVANCE HEALTH INC
+$212.0K
424
建仓
—
ASML HOLDING N V
+$208.2K
218
减持
NVDA
NVIDIA CORPORATION
+$205.1K
717
-14%
清仓
BSY
BENTLEY SYS INC
-$204.1K
0
-100%
建仓
BP
BP PLC
+$203.9K
5,220
清仓
ING
ING GROEP N.V.
-$203.8K
0
-100%
清仓
POOL
POOL CORP
-$202.9K
0
-100%
减持
MSFT
MICROSOFT CORP
+$190.5K
6,404
-2%
减持
VRP
INVESCO EXCH TRADED FD TR II
-$186.6K
174,136
-6%
减持
IAI
ISHARES TR
-$184.7K
25,356
-7%
减持
IYW
ISHARES TR
+$181.9K
42,621
-3%
减持
AMZN
AMAZON COM INC
+$172.6K
8,948
-8%
增持
IGV
ISHARES TR
-$167.6K
25,583
+366%
增持
ITA
ISHARES TR
+$165.0K
10,870
+13%
减持
IEO
ISHARES TR
+$159.5K
28,040
-9%
减持
CWB
SPDR SER TR
-$122.5K
13,984
-9%
增持
IEZ
ISHARES TR
+$119.9K
79,031
+1%
减持
FIXD
FIRST TR EXCHNG TRADED FD VI
-$116.8K
24,598
-5%
减持
TXN
TEXAS INSTRS INC
-$110.0K
2,173
-21%
减持
MRK
MERCK & CO INC
+$106.4K
6,388
-0%
减持
UNH
UNITEDHEALTH GROUP INC
-$91.6K
782
-6%
减持
TDIV
FIRST TR EXCHANGE-TRADED FD
+$91.3K
50,136
-2%
减持
FRI
FIRST TR S&P REIT INDEX FD
-$85.9K
28,274
-4%
减持
EMR
EMERSON ELEC CO
+$82.4K
5,907
-0%
减持
FSZ
FIRST TR EXCH TRD ALPHDX FD
-$82.0K
18,544
-2%
减持
UNP
UNION PAC CORP
-$76.6K
3,716
-4%
减持
ZION
ZIONS BANCORPORATION N A
-$76.1K
13,923
-4%
增持
MCD
MCDONALDS CORP
-$74.1K
3,984
+4%
减持
MDLZ
MONDELEZ INTL INC
-$73.9K
4,231
-13%
减持
CMCSA
COMCAST CORP NEW
-$72.6K
6,376
-14%
减持
—
ACCENTURE PLC IRELAND
-$68.5K
878
-10%
减持
FEMB
FIRST TR EXCH TRADED FD III
-$67.3K
35,096
-1%
减持
IBKR
INTERACTIVE BROKERS GROUP IN
+$65.9K
3,319
-7%
减持
PLD
PROLOGIS INC.
-$63.2K
1,948
-10%
增持
IYK
ISHARES TR
-$59.3K
7,385
+166%
减持
CIBR
FIRST TR EXCHANGE TRADED FD
-$56.2K
9,803
-9%
增持
WMT
WALMART INC
+$56.0K
7,337
+202%
减持
MDIV
FIRST TR EXCHANGE-TRADED FD
-$55.2K
91,316
-2%
减持
LOW
LOWES COS INC
-$53.0K
1,253
-18%
减持
LLY
ELI LILLY & CO
+$51.7K
471
-9%
减持
FMB
FIRST TR EXCH TRADED FD III
-$48.5K
16,126
-4%
减持
HYLS
FIRST TR EXCHANGE-TRADED FD
-$48.0K
31,581
-1%
减持
PG
PROCTER AND GAMBLE CO
+$46.5K
5,352
-0%
减持
—
EXXON MOBIL CORP
+$44.1K
3,564
-7%
减持
PGR
PROGRESSIVE CORP
+$44.0K
1,362
-9%
减持
FXU
FIRST TR EXCHANGE TRADED FD
-$42.5K
13,213
-8%
减持
FKU
FIRST TR EXCH TRD ALPHDX FD
-$40.2K
11,229
-8%
减持
MELI
MERCADOLIBRE INC
-$39.7K
144
-7%
减持
DE
DEERE & CO
-$38.2K
2,269
-3%
减持
FXD
FIRST TR EXCHANGE TRADED FD
-$36.9K
25,032
-3%
减持
FDD
FIRST TR STOXX EUROPEAN SELE
-$34.8K
43,865
-3%
减持
IDU
ISHARES TR
-$34.4K
4,624
-11%
减持
FAB
FIRST TR MULTI CP VAL ALPHA
-$33.1K
5,043
-8%
减持
BKF
ISHARES INC
-$32.5K
11,767
-6%
减持
FV
FIRST TR EXCHANGE-TRADED FD
-$32.3K
51,901
-6%
减持
INTU
INTUIT
-$30.7K
395
-9%
减持
IYE
ISHARES TR
-$28.8K
28,165
-13%
减持
MA
MASTERCARD INCORPORATED
-$28.0K
1,862
-10%
增持
IYG
ISHARES TR
+$27.9K
15,061
+194%
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$27.1K
11,177
-4%
减持
ILF
ISHARES TR
-$26.9K
7,568
-6%
减持
NEE
NEXTERA ENERGY INC
-$26.3K
3,771
-13%
减持
—
EATON CORP PLC
+$25.1K
1,188
-18%
减持
FTA
FIRST TR LRG CP VL ALPHADEX
-$24.2K
78,044
-3%
减持
JPM
JPMORGAN CHASE & CO
+$23.8K
4,109
-4%
减持
—
LINDE PLC
+$23.8K
735
-0%
减持
GOOG
ALPHABET INC
+$23.3K
2,348
-4%
减持
EMLP
FIRST TR EXCHANGE-TRADED FD
+$22.4K
28,477
-0%
减持
WMB
WILLIAMS COS INC
+$22.4K
7,538
-0%
减持
TIP
ISHARES TR
-$22.0K
2,680
-6%
减持
HON
HONEYWELL INTL INC
-$21.4K
1,275
-1%
减持
CI
THE CIGNA GROUP
+$21.0K
1,127
-9%
减持
COST
COSTCO WHSL CORP NEW
+$20.9K
472
-2%
减持
GOOGL
ALPHABET INC
+$20.4K
4,559
-7%
增持
SDVY
FIRST TR EXCHANGE-TRADED FD
+$20.0K
11,955
+5%
减持
FGM
FIRST TR EXCH TRD ALPHDX FD
-$19.4K
16,252
-3%
减持
PM
PHILIP MORRIS INTL INC
-$19.2K
3,322
-0%
减持
IYM
ISHARES TR
-$19.1K
4,643
-6%
减持
NFTY
FIRST TR EXCH TRD ALPHDX FD
+$18.2K
14,338
-1%
减持
AVGO
BROADCOM INC
-$17.6K
507
-17%
减持
PEP
PEPSICO INC
-$17.3K
5,565
-0%
减持
WSO
WATSCO INC
-$15.7K
501
-3%
减持
FCVT
FIRST TR EXCHANGE-TRADED FD
-$15.2K
11,980
-3%
减持
MSI
MOTOROLA SOLUTIONS INC
-$14.9K
962
-12%
减持
IYC
ISHARES TR
+$14.6K
30,053
-2%
减持
—
TRANE TECHNOLOGIES PLC
-$13.6K
1,036
-21%
减持
AXP
AMERICAN EXPRESS CO
+$13.2K
1,223
-10%
减持
FGD
FIRST TR EXCHANGE TRADED FD
-$13.1K
22,421
-1%
减持
FXN
FIRST TR EXCHANGE TRADED FD
+$12.7K
21,488
-8%
增持
SPGI
S&P GLOBAL INC
-$12.2K
495
+1%
减持
KBA
KRANESHARES TRUST
-$11.9K
11,542
-8%
增持
FLN
FIRST TR EXCH TRD ALPHDX FD
-$11.3K
17,140
+3%
减持
GWW
GRAINGER W W INC
+$10.3K
271
-10%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$9.5K
1,265
-9%
减持
RDVY
FIRST TR EXCHANGE-TRADED FD
-$7.5K
124,007
-4%
减持
ZBRA
ZEBRA TECHNOLOGIES CORPORATI
-$7.1K
906
-6%
减持
META
META PLATFORMS INC
+$7.1K
939
-28%
减持
GDDY
GODADDY INC
+$5.4K
2,323
-11%
减持
ABT
ABBOTT LABS
-$5.2K
1,928
-1%
减持
COR
CENCORA INC
+$5.1K
1,068
-10%
减持
CVX
CHEVRON CORP NEW
+$3.6K
5,005
-5%
减持
BAC
BANK AMERICA CORP
-$2.7K
9,524
-7%
减持
—
ARISTA NETWORKS INC
-$1.5K
1,052
-11%
