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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 126 项
建仓 1
增持 38
减持 42
清仓 45
方向
标的
Δ市值
现股数(环比)
减持
MSFT
MICROSOFT CORP
-$1.9M
1,075
-78%
减持
AMZN
AMAZON COM INC
-$1.2M
3,124
-64%
增持
IYW
ISHARES TR
+$1.2M
46,170
+2%
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
ITB
ISHARES TR
+$1.1M
57,212
+5%
增持
CLSE
TRUST FOR PROFESSIONAL MANAG
+$973.7K
338,548
+1%
增持
SOXX
ISHARES TR
+$970.1K
26,869
+2%
清仓
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$866.6K
0
-100%
减持
MA
MASTERCARD INCORPORATED
-$860.0K
369
-81%
减持
GOOGL
ALPHABET INC
-$824.4K
1,292
-80%
清仓
IBKR
INTERACTIVE BROKERS GROUP IN
-$774.7K
0
-100%
减持
JPM
JPMORGAN CHASE & CO.
-$627.7K
1,536
-60%
增持
IGV
ISHARES TR
+$582.5K
47,237
+7%
减持
AAPL
APPLE INC
-$573.8K
6,343
-41%
增持
ITA
ISHARES TR
+$528.9K
23,066
+1%
清仓
GDDY
GODADDY INC
-$526.3K
0
-100%
清仓
CI
THE CIGNA GROUP
-$470.1K
0
-100%
清仓
COR
CENCORA INC
-$451.9K
0
-100%
清仓
PGR
PROGRESSIVE CORP
-$445.9K
0
-100%
清仓
TXN
TEXAS INSTRS INC
-$414.8K
0
-100%
减持
AVGO
BROADCOM INC
-$405.2K
717
-69%
清仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$378.0K
0
-100%
清仓
MORN
MORNINGSTAR INC
-$356.3K
0
-100%
清仓
—
EXXON MOBIL CORP
-$351.7K
0
-100%
增持
SKOR
FLEXSHARES TR
+$349.1K
36,372
+23%
清仓
INTU
INTUIT
-$336.3K
0
-100%
清仓
AXP
AMERICAN EXPRESS CO
-$325.5K
0
-100%
减持
RDVY
FIRST TR EXCHANGE TRADED FD
+$312.9K
91,144
-2%
清仓
—
TRANE TECHNOLOGIES PLC
-$307.9K
0
-100%
清仓
KD
KYNDRYL HLDGS INC
-$296.2K
0
-100%
清仓
ANET
ARISTA NETWORKS INC
-$295.1K
0
-100%
清仓
META
META PLATFORMS INC
-$293.0K
0
-100%
增持
IAK
ISHARES TR
+$285.1K
25,739
+9%
清仓
GWW
GRAINGER W W INC
-$285.0K
0
-100%
增持
HYDB
ISHARES TR
+$278.8K
121,730
+4%
减持
TDIV
FIRST TR EXCHANGE TRADED FD
+$278.3K
40,209
-2%
清仓
—
ONESTREAM INC
-$273.9K
0
-100%
清仓
AMAT
APPLIED MATLS INC
-$267.3K
0
-100%
减持
PM
PHILIP MORRIS INTL INC
-$264.8K
1,411
-48%
清仓
—
EATON CORP PLC
-$252.7K
0
-100%
清仓
APH
AMPHENOL CORP NEW
-$252.1K
0
-100%
清仓
FISV
FISERV INC
-$247.4K
0
-100%
清仓
GSHD
GOOSEHEAD INS INC
-$245.0K
0
-100%
清仓
SFBS
SERVISFIRST BANCSHARES INC
-$243.5K
0
-100%
清仓
MDLZ
MONDELEZ INTL INC
-$239.3K
0
-100%
清仓
MSI
MOTOROLA SOLUTIONS INC
-$239.2K
0
-100%
清仓
NCNO
NCINO INC
-$234.5K
0
-100%
减持
WMT
WALMART INC
-$232.2K
3,731
-41%
清仓
URI
UNITED RENTALS INC
-$232.0K
0
-100%
清仓
—
UNILEVER PLC
-$232.0K
0
-100%
清仓
RYAN
RYAN SPECIALTY HOLDINGS INC
-$231.5K
0
-100%
减持
BAC
BANK AMERICA CORP
-$231.0K
4,704
-53%
减持
FTA
FIRST TR EXCHANGE-TRADED ALP
+$227.6K
60,232
-1%
建仓
GOOG
ALPHABET INC
+$227.2K
933
清仓
OLLI
OLLIES BARGAIN OUTLET HLDGS
-$226.1K
0
-100%
清仓
SAP
SAP SE
-$217.4K
0
-100%
清仓
EPAC
ENERPAC TOOL GROUP CORP
-$217.4K
0
-100%
清仓
HON
HONEYWELL INTL INC
-$216.3K
0
-100%
清仓
NEE
NEXTERA ENERGY INC
-$215.2K
0
-100%
清仓
—
LINDE PLC
-$213.9K
0
-100%
清仓
SONY
SONY GROUP CORP
-$213.8K
0
-100%
清仓
CL
COLGATE PALMOLIVE CO
-$208.9K
0
-100%
清仓
—
ACCENTURE PLC IRELAND
-$207.7K
0
-100%
清仓
AMT
AMERICAN TOWER CORP NEW
-$205.8K
0
-100%
清仓
TJX
TJX COS INC NEW
-$203.4K
0
-100%
清仓
APPF
APPFOLIO INC
-$201.7K
0
-100%
清仓
YUM
YUM BRANDS INC
-$200.6K
0
-100%
清仓
MUFG
MITSUBISHI UFJ FINL GROUP IN
-$196.1K
0
-100%
减持
COST
COSTCO WHSL CORP NEW
-$190.6K
270
-39%
增持
FGM
FIRST TR EXCH TRD ALPHDX FD
+$187.3K
15,864
+20%
减持
MCD
MCDONALDS CORP
-$180.7K
3,158
-19%
减持
IAI
ISHARES TR
+$130.7K
19,397
-1%
增持
FVD
FIRST TR EXCHANGE-TRADED FD
+$130.4K
78,945
+0%
增持
IYC
ISHARES TR
+$128.7K
24,821
+0%
增持
FGD
FIRST TR EXCHANGE TRADED FD
+$124.2K
37,323
+8%
增持
MBSD
FLEXSHARES TR
+$116.7K
352,031
+1%
增持
FXD
FIRST TR EXCHANGE TRADED FD
+$112.2K
22,072
+0%
减持
CVX
CHEVRON CORP NEW
-$106.5K
3,740
-22%
增持
FV
FIRST TR EXCHANGE TRADED FD
+$105.3K
37,297
+0%
减持
UNP
UNION PAC CORP
-$101.0K
3,123
-14%
增持
FLN
FIRST TR EXCH TRD ALPHDX FD
+$94.5K
30,495
+9%
减持
IEZ
ISHARES TR
+$94.1K
51,932
-3%
减持
CWB
SPDR SERIES TRUST
+$83.5K
11,043
-0%
减持
IEO
ISHARES TR
+$77.2K
20,786
-0%
增持
ILF
ISHARES TR
+$74.5K
11,465
+17%
减持
NFTY
FIRST TR EXCH TRD ALPHDX FD
-$71.6K
15,325
-3%
减持
PEP
PEPSICO INC
-$64.3K
4,449
-15%
增持
FSZ
FIRST TR EXCH TRD ALPHDX FD
+$63.4K
21,786
+3%
增持
IYG
ISHARES TR
+$62.9K
12,490
+1%
减持
KBA
KRANESHARES TRUST
+$62.1K
10,772
-0%
增持
FPX
FIRST TR EXCHANGE-TRADED FD
+$60.8K
2,416
+3%
增持
FJP
FIRST TR EXCH TRD ALPHDX FD
+$56.1K
8,282
+2%
增持
FKU
FIRST TR EXCH TRD ALPHDX FD
+$55.6K
10,352
+9%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
+$53.2K
19,512
-0%
减持
ZION
ZIONS BANCORPORATION N A
+$52.2K
11,390
-0%
减持
EMLP
FIRST TR EXCHANGE-TRADED FD
-$40.1K
27,733
-6%
减持
PG
PROCTER AND GAMBLE CO
-$39.9K
5,104
-1%
增持
BKF
ISHARES INC
+$38.1K
9,862
+0%
增持
FCVT
FIRST TR EXCHANGE-TRADED FD
+$34.2K
7,888
+1%
增持
IYM
ISHARES TR
+$33.1K
3,680
+1%
减持
IYE
ISHARES TR
+$33.1K
20,589
-2%
增持
FXU
FIRST TR EXCHANGE TRADED FD
+$32.9K
9,995
+1%
减持
VRP
INVESCO EXCH TRADED FD TR II
+$31.0K
137,041
-0%
增持
MO
ALTRIA GROUP INC
+$29.4K
3,737
+1%
减持
FAB
FIRST TR EXCHANGE-TRADED ALP
+$28.9K
4,855
-0%
增持
HYLS
FIRST TR EXCHANGE-TRADED FD
+$28.6K
25,847
+2%
减持
SDVY
FIRST TR EXCHANGE-TRADED FD
+$28.3K
10,905
-0%
增持
FDD
FIRST TR EXCHANGE-TRADED FD
+$24.9K
33,459
+1%
增持
IDU
ISHARES TR
+$24.2K
3,308
+1%
增持
FRI
FIRST TR EXCHANGE-TRADED FD
+$23.6K
19,343
+1%
减持
FXN
FIRST TR EXCHANGE TRADED FD
+$23.6K
21,303
-0%
增持
IVE
ISHARES TR
+$23.5K
1,312
+4%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$23.5K
1,630
-1%
清仓
HLLY
HOLLEY INC
-$21.1K
0
-100%
增持
MDIV
FIRST TR EXCHANGE TRADED FD
+$19.9K
66,879
+0%
减持
ITW
ILLINOIS TOOL WKS INC
+$15.3K
1,406
-1%
减持
IYK
ISHARES TR
-$15.2K
5,799
-1%
增持
FEMB
FIRST TR EXCH TRADED FD III
+$15.0K
30,520
+0%
增持
WFC
WELLS FARGO CO NEW
+$14.4K
3,829
+0%
增持
TIP
ISHARES TR
+$14.1K
2,245
+5%
减持
MRK
MERCK & CO INC
+$10.9K
5,954
-4%
增持
FIXD
FIRST TR EXCHNG TRADED FD VI
+$10.1K
12,929
+1%
减持
FMB
FIRST TR EXCH TRADED FD III
+$8.8K
13,138
-0%
减持
CGSM
CAPITAL GRP FIXED INCM ETF T
+$7.5K
62,250
-1%
减持
LMBS
FIRST TR EXCHANGE-TRADED FD
-$2.8K
40,492
-1%
减持
CIBR
FIRST TR EXCHANGE TRADED FD
-$1.0K
6,758
-1%
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$953
8,955
-0%
