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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 120 项
建仓 5
增持 17
减持 86
清仓 12
方向
标的
Δ市值
现股数(环比)
增持
IYW
ISHARES TR
+$1.1M
42,738
+0%
增持
SOXX
ISHARES TR
+$1.0M
22,438
+1%
增持
CLSE
TRUST FOR PROFESSIONAL MANAG
+$759.5K
268,273
+8%
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
RDVY
FIRST TR EXCHANGE-TRADED FD
-$616.8K
110,531
-11%
减持
AAPL
APPLE INC
+$581.8K
12,212
-5%
增持
MBSD
FLEXSHARES TR
+$439.6K
224,075
+8%
增持
HYDB
ISHARES TR
+$439.0K
50,931
+21%
减持
IEO
ISHARES TR
-$382.7K
27,319
-3%
增持
IGV
ISHARES TR
+$356.5K
27,866
+9%
建仓
RYAN
RYAN SPECIALTY HOLDINGS INC
+$340.6K
6,044
减持
IEZ
ISHARES TR
-$333.6K
69,932
-12%
增持
NVDA
NVIDIA CORPORATION
+$308.0K
7,038
+882%
减持
FIXD
FIRST TR EXCHNG TRADED FD VI
-$299.9K
17,065
-31%
建仓
MORN
MORNINGSTAR INC
+$298.2K
1,008
增持
ITB
ISHARES TR
-$294.8K
45,319
+1%
减持
TDIV
FIRST TR EXCHANGE-TRADED FD
+$292.0K
47,127
-6%
建仓
AAON
AAON INC
+$278.3K
3,314
清仓
GWW
GRAINGER W W INC
-$258.9K
0
-100%
清仓
ZBRA
ZEBRA TECHNOLOGIES CORPORATI
-$256.4K
0
-100%
清仓
COR
CENCORA INC
-$250.1K
0
-100%
清仓
WRB
BERKLEY W R CORP
-$240.6K
0
-100%
清仓
SCHW
SCHWAB CHARLES CORP
-$233.8K
0
-100%
增持
ITA
ISHARES TR
+$226.4K
12,103
+11%
清仓
PLD
PROLOGIS INC.
-$225.6K
0
-100%
清仓
ELV
ELEVANCE HEALTH INC
-$212.0K
0
-100%
建仓
IX
ORIX CORP
+$210.7K
1,869
清仓
ABT
ABBOTT LABS
-$209.9K
0
-100%
清仓
WSO
WATSCO INC
-$206.6K
0
-100%
清仓
ILF
ISHARES TR
-$206.2K
0
-100%
清仓
BP
BP PLC
-$203.9K
0
-100%
建仓
QCOM
QUALCOMM INC
+$202.8K
979
清仓
SPGI
S&P GLOBAL INC
-$202.7K
0
-100%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$175.5K
2,230
+32%
减持
FTA
FIRST TR LRG CP VL ALPHADEX
-$167.9K
75,784
-3%
增持
IAK
ISHARES TR
+$166.2K
11,961
+12%
减持
IAI
ISHARES TR
+$144.8K
24,484
-3%
减持
IBKR
INTERACTIVE BROKERS GROUP IN
-$132.2K
1,837
-45%
增持
GOOG
ALPHABET INC
+$126.8K
2,593
+10%
减持
LMBS
FIRST TR EXCHANGE-TRADED FD
-$122.3K
50,231
-6%
减持
IYE
ISHARES TR
-$118.4K
27,374
-3%
减持
FVD
FIRST TR VALUE LINE DIVID IN
-$107.7K
97,250
-3%
减持
DE
DEERE & CO
-$102.4K
2,268
-0%
减持
CI
THE CIGNA GROUP
-$96.7K
903
-20%
减持
FV
FIRST TR EXCHANGE-TRADED FD
+$92.5K
50,184
-3%
减持
GOOGL
ALPHABET INC
+$90.0K
4,212
-8%
减持
MCD
MCDONALDS CORP
-$88.2K
3,956
-1%
减持
TXN
TEXAS INSTRS INC
-$83.1K
1,391
-36%
减持
IYC
ISHARES TR
+$81.8K
29,189
-3%
减持
LLY
ELI LILLY & CO
+$78.1K
463
-2%
增持
NFTY
FIRST TR EXCH TRD ALPHDX FD
+$77.2K
14,393
+0%
减持
MA
MASTERCARD INCORPORATED
-$76.6K
1,753
-6%
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$73.3K
9,942
-11%
减持
LOW
LOWES COS INC
-$72.7K
996
-21%
减持
PGR
PROGRESSIVE CORP
-$72.7K
996
-27%
减持
AVGO
BROADCOM INC
+$72.0K
425
-16%
减持
PEP
PEPSICO INC
-$71.0K
5,300
-5%
减持
MSFT
MICROSOFT CORP
+$60.1K
5,896
-8%
减持
UNP
UNION PAC CORP
-$60.0K
3,649
-2%
减持
—
LINDE PLC
-$60.0K
619
-16%
减持
FEMB
FIRST TR EXCH TRADED FD III
-$59.0K
33,069
-6%
减持
AMZN
AMAZON COM INC
+$56.1K
8,524
-5%
减持
FSZ
FIRST TR EXCH TRD ALPHDX FD
+$54.9K
18,501
-0%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$54.3K
1,101
-13%
减持
—
ACCENTURE PLC IRELAND
-$53.9K
742
-15%
减持
—
EXXON MOBIL CORP
-$52.1K
3,375
-5%
减持
PG
PROCTER AND GAMBLE CO
+$50.3K
5,326
-0%
减持
—
ARISTA NETWORKS INC
-$49.4K
622
-41%
增持
ZION
ZIONS BANCORPORATION N A
+$48.8K
13,926
+0%
减持
—
EATON CORP PLC
-$47.2K
1,027
-14%
减持
CVX
CHEVRON CORP NEW
-$43.6K
4,871
-3%
减持
CMCSA
COMCAST CORP NEW
-$37.7K
5,697
-11%
减持
FGM
FIRST TR EXCH TRD ALPHDX FD
-$36.6K
15,815
-3%
减持
GDDY
GODADDY INC
-$34.0K
1,718
-26%
增持
FGD
FIRST TR EXCHANGE TRADED FD
+$32.3K
23,264
+4%
减持
WMB
WILLIAMS COS INC
+$31.0K
7,461
-1%
减持
EMLP
FIRST TR EXCHANGE-TRADED FD
+$30.9K
27,662
-3%
减持
ITW
ILLINOIS TOOL WKS INC
-$30.5K
1,492
-0%
减持
IYG
ISHARES TR
+$28.0K
14,694
-2%
减持
MELI
MERCADOLIBRE INC
+$26.9K
134
-7%
减持
BKF
ISHARES INC
+$26.8K
11,569
-2%
减持
IYM
ISHARES TR
-$26.7K
4,577
-1%
减持
IDU
ISHARES TR
+$24.0K
4,549
-2%
减持
—
ASML HOLDING N V
+$21.9K
217
-0%
减持
FPX
FIRST TR EXCHANGE-TRADED FD
+$21.7K
27,727
-1%
减持
FMB
FIRST TR EXCHANGE-TRADED FD
-$21.6K
15,589
-3%
减持
FRI
FIRST TR S&P REIT INDEX FD
+$21.0K
27,605
-2%
减持
FKU
FIRST TR EXCH TRD ALPHDX FD
+$18.4K
11,035
-2%
减持
HON
HONEYWELL INTL INC
+$17.5K
1,258
-1%
减持
MDLZ
MONDELEZ INTL INC
-$17.4K
4,005
-5%
减持
CIBR
FIRST TR EXCHANGE TRADED FD
+$14.9K
9,490
-3%
减持
VRP
INVESCO EXCH TRADED FD TR II
-$13.9K
169,989
-2%
减持
EMR
EMERSON ELEC CO
-$13.8K
5,898
-0%
减持
AXP
AMERICAN EXPRESS CO
-$12.6K
1,071
-12%
减持
FXD
FIRST TR EXCHANGE TRADED FD
-$12.0K
24,965
-0%
减持
COST
COSTCO WHSL CORP NEW
+$11.3K
395
-16%
增持
WFC
WELLS FARGO CO NEW
+$11.3K
3,817
+0%
减持
META
META PLATFORMS INC
+$11.0K
907
-3%
减持
MDIV
FIRST TR EXCHANGE-TRADED FD
+$10.8K
89,627
-2%
减持
UNH
UNITEDHEALTH GROUP INC
-$9.9K
688
-12%
减持
PM
PHILIP MORRIS INTL INC
-$9.0K
2,806
-16%
减持
CWB
SPDR SER TR
+$9.0K
13,783
-1%
减持
WMT
WALMART INC
+$8.4K
6,411
-13%
减持
SDVY
FIRST TR EXCHANGE-TRADED FD
-$7.5K
11,718
-2%
减持
FCVT
FIRST TR EXCHANGE-TRADED FD
+$7.1K
11,853
-1%
减持
AMAT
APPLIED MATLS INC
+$6.5K
893
-16%
减持
MRK
MERCK & CO INC
-$5.9K
6,349
-1%
减持
IVE
ISHARES TR
+$5.2K
1,644
-1%
减持
INTU
INTUIT
+$4.1K
378
-4%
减持
MSI
MOTOROLA SOLUTIONS INC
-$3.8K
824
-14%
减持
FDD
FIRST TR STOXX EUROPEAN SELE
-$3.7K
42,770
-2%
减持
IYK
ISHARES TR
+$3.6K
7,301
-1%
减持
FAB
FIRST TR MULTI CP VAL ALPHA
-$3.0K
5,035
-0%
减持
HYLS
FIRST TR EXCHANGE-TRADED FD
+$3.0K
31,360
-1%
减持
BAC
BANK AMERICA CORP
-$2.5K
8,205
-14%
减持
NEE
NEXTERA ENERGY INC
+$1.9K
3,307
-12%
减持
JPM
JPMORGAN CHASE & CO.
-$1.1K
3,614
-12%
减持
—
TRANE TECHNOLOGIES PLC
-$757
910
-12%
减持
KBA
KRANESHARES TRUST
-$697
11,274
-2%
减持
FXU
FIRST TR EXCHANGE TRADED FD
+$540
12,554
-5%
增持
FLN
FIRST TR EXCH TRD ALPHDX FD
-$313
18,203
+6%
