小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 71 项
建仓 2
增持 37
减持 32
方向
标的
Δ市值
现股数(环比)
减持
ITB
ISHARES TR
-$675.6K
56,702
-1%
减持
SOXX
ISHARES TR
+$658.1K
26,375
-2%
增持
CLSE
TRUST FOR PROFESSIONAL MANAG
+$462.2K
339,478
+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
IGV
ISHARES TR
-$350.1K
48,090
+2%
增持
SKOR
FLEXSHARES TR
+$284.0K
42,246
+16%
增持
FGM
FIRST TR EXCH TRD ALPHDX FD
+$256.9K
19,079
+20%
减持
VRP
INVESCO EXCH TRADED FD TR II
-$239.4K
129,285
-6%
增持
CGSM
CAPITAL GRP FIXED INCM ETF T
+$223.7K
70,790
+14%
建仓
—
EXXON MOBIL CORP
+$203.1K
1,688
建仓
COF
CAPITAL ONE FINL CORP
+$202.4K
835
增持
ITA
ISHARES TR
+$194.6K
23,389
+1%
增持
IAI
ISHARES TR
+$173.9K
20,098
+4%
增持
IYC
ISHARES TR
+$172.8K
26,899
+8%
增持
FGD
FIRST TR EXCHANGE TRADED FD
+$158.6K
40,687
+9%
减持
FTA
FIRST TR EXCHANGE-TRADED ALP
+$157.6K
60,088
-0%
减持
RDVY
FIRST TR EXCHANGE TRADED FD
+$146.9K
90,359
-1%
增持
MBSD
FLEXSHARES TR
+$139.6K
360,192
+2%
增持
EMLP
FIRST TR EXCHANGE-TRADED FD
+$138.0K
31,685
+14%
减持
LMBS
FIRST TR EXCHANGE-TRADED FD
-$109.4K
38,142
-6%
增持
IAK
ISHARES TR
+$106.0K
26,117
+1%
减持
AAPL
APPLE INC
+$103.4K
6,321
-0%
增持
FXU
FIRST TR EXCHANGE TRADED FD
+$93.1K
12,161
+22%
减持
TDIV
FIRST TR EXCHANGE TRADED FD
-$91.7K
39,989
-1%
减持
FVD
FIRST TR EXCHANGE-TRADED FD
-$89.4K
77,279
-2%
减持
IYW
ISHARES TR
+$85.2K
45,714
-1%
增持
IDU
ISHARES TR
+$78.5K
4,110
+24%
增持
FCVT
FIRST TR EXCHANGE-TRADED FD
+$78.1K
9,655
+22%
增持
FSZ
FIRST TR EXCH TRD ALPHDX FD
+$77.2K
21,861
+0%
增持
HYDB
ISHARES TR
+$73.2K
124,549
+2%
增持
IEO
ISHARES TR
-$69.1K
20,790
+0%
增持
IYG
ISHARES TR
+$69.1K
12,886
+3%
减持
IEZ
ISHARES TR
+$62.4K
50,988
-2%
增持
PG
PROCTER AND GAMBLE CO
-$52.1K
5,108
+0%
减持
FDD
FIRST TR EXCHANGE-TRADED FD
+$42.3K
33,297
-0%
增持
ILF
ISHARES TR
+$39.5K
12,175
+6%
增持
FKU
FIRST TR EXCH TRD ALPHDX FD
+$39.4K
10,630
+3%
减持
FEMB
FIRST TR EXCH TRADED FD III
-$37.9K
28,778
-6%
增持
MSFT
MICROSOFT CORP
-$36.8K
1,076
+0%
增持
WFC
WELLS FARGO CO NEW
+$36.1K
3,832
+0%
减持
CIBR
FIRST TR EXCHANGE TRADED FD
-$31.5K
6,749
-0%
增持
MO
ALTRIA GROUP INC
-$29.9K
3,762
+1%
增持
FJP
FIRST TR EXCH TRD ALPHDX FD
+$24.3K
8,396
+1%
减持
MDIV
FIRST TR EXCHANGE TRADED FD
-$23.2K
66,765
-0%
增持
ZION
ZIONS BANCORPORATION N A
+$22.4K
11,391
+0%
增持
FTCS
FIRST TR EXCHANGE-TRADED FD
-$21.8K
19,514
+0%
减持
FLN
FIRST TR EXCH TRD ALPHDX FD
-$20.1K
27,905
-8%
减持
IYE
ISHARES TR
-$18.3K
20,200
-2%
增持
BAC
BANK AMERICA CORP
+$16.9K
4,719
+0%
减持
CWB
SPDR SERIES TRUST
-$16.7K
11,017
-0%
减持
FRI
FIRST TR EXCHANGE-TRADED FD
-$15.6K
19,340
-0%
增持
UNP
UNION PAC CORP
-$14.9K
3,127
+0%
增持
BKF
ISHARES INC
-$14.0K
9,863
+0%
减持
NFTY
FIRST TR EXCH TRD ALPHDX FD
+$11.6K
15,156
-1%
减持
IYK
ISHARES TR
-$10.9K
5,763
-1%
增持
CVX
CHEVRON CORP NEW
-$9.2K
3,751
+0%
减持
FAB
FIRST TR EXCHANGE-TRADED ALP
+$9.1K
4,854
-0%
增持
KBA
KRANESHARES TRUST
+$9.0K
10,775
+0%
减持
PEP
PEPSICO INC
+$8.2K
4,411
-1%
减持
FPX
FIRST TR EXCHANGE-TRADED FD
-$7.7K
2,407
-0%
减持
FV
FIRST TR EXCHANGE TRADED FD
-$5.6K
36,615
-2%
减持
FMB
FIRST TR EXCH TRADED FD III
+$5.1K
13,128
-0%
增持
HYLS
FIRST TR EXCHANGE-TRADED FD
-$4.9K
25,848
+0%
减持
MCD
MCDONALDS CORP
+$4.0K
3,153
-0%
减持
JPM
JPMORGAN CHASE & CO.
-$3.9K
1,492
-3%
增持
SDVY
FIRST TR EXCHANGE-TRADED FD
+$3.6K
10,913
+0%
减持
FXN
FIRST TR EXCHANGE TRADED FD
+$3.3K
21,283
-0%
减持
FXD
FIRST TR EXCHANGE TRADED FD
+$2.1K
22,055
-0%
减持
FIXD
FIRST TR EXCHNG TRADED FD VI
-$1.7K
12,919
-0%
增持
PM
PHILIP MORRIS INTL INC
-$1.4K
1,418
+0%
减持
AVGO
BROADCOM INC
+$1.2K
687
-4%
增持
FTSM
FIRST TR EXCHANGE-TRADED FD
+$722
8,964
+0%
