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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 108 项
建仓 11
增持 28
减持 65
清仓 4
方向
标的
Δ市值
现股数(环比)
增持
IYW
ISHARES TR
+$1.5M
45,223
+0%
增持
SOXX
ISHARES TR
+$1.4M
26,454
+1%
减持
IGV
ISHARES TR
+$895.9K
44,294
-0%
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。
增持
ITA
ISHARES TR
+$813.2K
22,783
+0%
减持
TDIV
FIRST TR EXCHANGE TRADED FD
+$653.4K
40,878
-1%
增持
MSFT
MICROSOFT CORP
+$606.7K
4,959
+0%
减持
CLSE
TRUST FOR PROFESSIONAL MANAG
+$582.6K
335,561
-0%
增持
CGSM
CAPITAL GRP FIXED INCM ETF T
+$571.7K
62,631
+53%
增持
HYDB
ISHARES TR
+$568.1K
116,806
+11%
减持
IAI
ISHARES TR
+$540.2K
19,512
-1%
增持
MBSD
FLEXSHARES TR
+$398.5K
349,116
+6%
减持
AAPL
APPLE INC
-$304.1K
10,668
-5%
清仓
UNH
UNITEDHEALTH GROUP INC
-$294.9K
0
-100%
建仓
META
META PLATFORMS INC
+$293.0K
397
增持
SKOR
FLEXSHARES TR
+$284.8K
29,567
+23%
建仓
—
ONESTREAM INC
+$273.9K
9,677
减持
RDVY
FIRST TR EXCHANGE TRADED FD
+$263.7K
92,722
-2%
建仓
MELI
MERCADOLIBRE INC
+$261.4K
100
减持
IYC
ISHARES TR
+$257.0K
24,815
-1%
建仓
—
EATON CORP PLC
+$252.7K
708
建仓
APH
AMPHENOL CORP NEW
+$252.1K
2,553
减持
AMZN
AMAZON COM INC
+$243.1K
8,639
-1%
建仓
NCNO
NCINO INC
+$234.5K
8,383
建仓
URI
UNITED RENTALS INC
+$232.0K
308
建仓
OLLI
OLLIES BARGAIN OUTLET HLDGS
+$226.1K
1,716
清仓
MRSH
MARSH & MCLENNAN COS INC
-$218.7K
0
-100%
建仓
HON
HONEYWELL INTL INC
+$216.3K
929
清仓
SHW
SHERWIN WILLIAMS CO
-$205.3K
0
-100%
建仓
TJX
TJX COS INC NEW
+$203.4K
1,647
建仓
APPF
APPFOLIO INC
+$201.7K
876
清仓
ING
ING GROEP N.V.
-$198.1K
0
-100%
减持
AVGO
BROADCOM INC
+$191.5K
2,328
-13%
增持
IBKR
INTERACTIVE BROKERS GROUP IN
+$189.0K
13,982
+295%
增持
JPM
JPMORGAN CHASE & CO.
+$179.7K
3,837
+1%
减持
FSZ
FIRST TR EXCH TRD ALPHDX FD
+$173.4K
21,051
-1%
减持
IEO
ISHARES TR
-$172.1K
20,854
-2%
减持
FV
FIRST TR EXCHANGE TRADED FD
+$145.9K
37,193
-1%
减持
IEZ
ISHARES TR
-$142.2K
53,487
-1%
减持
GOOGL
ALPHABET INC
+$137.9K
6,460
-0%
减持
FGM
FIRST TR EXCH TRD ALPHDX FD
+$132.1K
13,229
-1%
减持
FXD
FIRST TR EXCHANGE TRADED FD
+$117.9K
21,966
-0%
增持
CVX
CHEVRON CORP NEW
-$113.9K
4,800
+0%
减持
FGD
FIRST TR EXCHANGE TRADED FD
+$106.1K
34,455
-1%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$96.1K
1,669
-2%
减持
IYE
ISHARES TR
-$87.4K
20,905
-0%
增持
—
TRANE TECHNOLOGIES PLC
+$80.2K
704
+4%
减持
CIBR
FIRST TR EXCHANGE TRADED FD
+$77.2K
6,810
-2%
减持
IYG
ISHARES TR
+$76.6K
12,345
-1%
减持
KD
KYNDRYL HLDGS INC
+$72.1K
7,059
-1%
减持
INTU
INTUIT
+$71.1K
427
-1%
增持
WMT
WALMART INC
+$69.5K
6,307
+1%
减持
FVD
FIRST TR EXCHANGE-TRADED FD
-$68.9K
78,749
-2%
减持
ANET
ARISTA NETWORKS INC
+$68.9K
2,884
-1%
增持
FISV
FISERV INC
-$68.2K
1,435
+0%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$67.0K
1,784
+2%
减持
FDD
FIRST TR EXCHANGE-TRADED FD
+$64.6K
33,170
-0%
增持
PM
PHILIP MORRIS INTL INC
+$64.5K
2,711
+0%
减持
FKU
FIRST TR EXCH TRD ALPHDX FD
+$63.4K
9,515
-0%
增持
ITB
ISHARES TR
-$63.3K
54,354
+1%
增持
MRK
MERCK & CO INC
-$61.3K
6,175
+1%
减持
FEMB
FIRST TR EXCH TRADED FD III
+$60.4K
30,488
-0%
减持
LMBS
FIRST TR EXCHANGE-TRADED FD
-$59.6K
40,984
-3%
减持
CWB
SPDR SERIES TRUST
+$58.9K
11,080
-1%
增持
PG
PROCTER AND GAMBLE CO
-$56.7K
5,172
+0%
减持
FLN
FIRST TR EXCH TRD ALPHDX FD
+$55.4K
28,038
-4%
减持
BAC
BANK AMERICA CORP
+$53.8K
10,009
-1%
减持
AMAT
APPLIED MATLS INC
+$53.1K
1,460
-1%
减持
TXN
TEXAS INSTRS INC
+$52.2K
1,998
-1%
增持
IAK
ISHARES TR
-$46.9K
23,537
+1%
减持
NFTY
FIRST TR EXCH TRD ALPHDX FD
+$46.3K
15,740
-2%
减持
FTA
FIRST TR EXCHANGE-TRADED ALP
+$37.8K
60,935
-2%
减持
SONY
SONY GROUP CORP
-$36.9K
8,214
-17%
减持
MDIV
FIRST TR EXCHANGE TRADED FD
-$36.3K
66,592
-0%
增持
ILF
ISHARES TR
+$36.2K
9,796
+5%
增持
—
EXXON MOBIL CORP
-$35.3K
3,263
+0%
减持
PGR
PROGRESSIVE CORP
-$32.6K
1,671
-1%
减持
FJP
FIRST TR EXCH TRD ALPHDX FD
+$32.2K
8,098
-2%
减持
EMLP
FIRST TR EXCHANGE-TRADED FD
-$32.2K
29,378
-3%
增持
WFC
WELLS FARGO CO NEW
+$32.1K
3,827
+0%
减持
COR
CENCORA INC
+$27.8K
1,507
-1%
减持
FCVT
FIRST TR EXCHANGE-TRADED FD
+$24.6K
7,811
-2%
增持
ZION
ZIONS BANCORPORATION N A
+$23.8K
11,402
+0%
增持
UNP
UNION PAC CORP
-$21.6K
3,647
+0%
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$21.1K
8,977
-4%
减持
FMB
FIRST TR EXCH TRADED FD III
-$19.4K
13,194
-2%
减持
MA
MASTERCARD INCORPORATED
+$19.2K
1,904
-1%
减持
HYLS
FIRST TR EXCHANGE-TRADED FD
+$19.1K
25,311
-0%
减持
SDVY
FIRST TR EXCHANGE-TRADED FD
+$18.9K
10,952
-0%
减持
IYM
ISHARES TR
+$18.4K
3,659
-0%
减持
FIXD
FIRST TR EXCHNG TRADED FD VI
-$16.2K
12,856
-3%
减持
SAP
SAP SE
+$15.0K
715
-5%
减持
FXU
FIRST TR EXCHANGE TRADED FD
+$12.7K
9,942
-0%
减持
GWW
GRAINGER W W INC
+$10.4K
274
-1%
减持
MUFG
MITSUBISHI UFJ FINL GROUP IN
-$10.4K
14,292
-6%
减持
BKF
ISHARES INC
+$10.0K
9,840
-1%
减持
FRI
FIRST TR EXCHANGE-TRADED FD
-$9.9K
19,229
-0%
减持
VRP
INVESCO EXCH TRADED FD TR II
+$8.4K
137,175
-1%
减持
FAB
FIRST TR EXCHANGE-TRADED ALP
+$8.4K
4,858
-0%
减持
IDU
ISHARES TR
-$7.7K
3,277
-5%
减持
IYK
ISHARES TR
-$7.1K
5,842
-0%
减持
GDDY
GODADDY INC
-$7.1K
2,923
-1%
减持
—
UNILEVER PLC
-$7.0K
3,793
-5%
减持
KBA
KRANESHARES TRUST
+$6.1K
10,784
-0%
增持
MO
ALTRIA GROUP INC
-$3.6K
3,710
+1%
减持
CI
THE CIGNA GROUP
-$3.0K
1,422
-1%
增持
YUM
YUM BRANDS INC
-$2.0K
1,354
+5%
增持
MSI
MOTOROLA SOLUTIONS INC
-$1.6K
569
+3%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
+$1.3K
19,517
-1%
