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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 69 项
建仓 2
增持 24
减持 38
清仓 5
方向
标的
Δ市值
现股数(环比)
清仓
IAK
ISHARES TR
-$3.6M
0
-100%
增持
IYW
ISHARES TR
+$2.5M
63,874
+40%
减持
IGV
ISHARES TR
-$1.3M
47,616
-1%
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
SOXX
ISHARES TR
+$891.8K
26,881
+2%
减持
IEO
ISHARES TR
+$716.2K
20,592
-1%
建仓
IYF
ISHARES TR
+$683.5K
5,809
增持
CLSE
TRUST FOR PROFESSIONAL MANAG
+$480.1K
346,769
+2%
减持
IEZ
ISHARES TR
+$396.8K
50,464
-1%
增持
ITA
ISHARES TR
+$385.1K
24,715
+6%
减持
ITB
ISHARES TR
-$382.3K
56,080
-1%
增持
MBSD
FLEXSHARES TR
+$349.4K
378,279
+5%
增持
HYDB
ISHARES TR
+$341.1K
134,104
+8%
减持
IYE
ISHARES TR
+$333.1K
19,966
-1%
减持
RDVY
FIRST TR EXCHANGE TRADED FD
-$294.0K
87,629
-3%
增持
SKOR
FLEXSHARES TR
+$277.0K
48,383
+15%
建仓
BP
BP PLC
+$245.3K
5,220
减持
TDIV
FIRST TR EXCHANGE TRADED FD
-$231.1K
38,879
-3%
清仓
ABT
ABBOTT LABS
-$223.6K
0
-100%
清仓
MA
MASTERCARD INCORPORATED
-$210.7K
0
-100%
增持
CVX
CHEVRON CORPORATION
+$206.2K
3,760
+0%
清仓
COF
CAPITAL ONE FINL CORP
-$202.4K
0
-100%
清仓
MELI
MERCADOLIBRE INC
-$201.4K
0
-100%
增持
IYC
ISHARES TR
+$195.7K
30,641
+14%
减持
EMLP
FIRST TR EXCHANGE-TRADED FD
+$180.1K
31,609
-0%
减持
FTA
FIRST TR EXCHANGE-TRADED ALP
+$162.2K
57,809
-4%
减持
VRP
INVESCO EXCH TRADED FD TR II
-$149.2K
124,948
-3%
减持
FV
FIRST TR EXCHANGE TRADED FD
-$144.0K
35,736
-2%
减持
IYG
ISHARES TR
-$124.7K
12,844
-0%
减持
NFTY
FIRST TR EXCH TRD ALPHDX FD
-$109.2K
15,045
-1%
增持
CGSM
CAPITAL GRP FIXED INCM ETF T
+$104.8K
74,941
+6%
增持
—
EXXON MOBIL CORP
+$84.4K
1,694
+0%
减持
FLN
FIRST TR EXCH TRD ALPHDX FD
+$70.3K
27,551
-1%
减持
IYM
ISHARES TR
+$68.2K
3,608
-2%
减持
CIBR
FIRST TR EXCHANGE-TRADED FD
-$59.5K
6,744
-0%
减持
LMBS
FIRST TR EXCHANGE-TRADED FD
-$56.5K
37,145
-3%
减持
FXU
FIRST TR EXCHANGE-TRADED FD
+$54.6K
12,140
-0%
增持
FKU
FIRST TR EXCH TRD ALPHDX FD
+$52.5K
11,788
+11%
增持
WFC
WELLS FARGO & CO
-$51.9K
3,834
+0%
减持
FGD
FIRST TR EXCHANGE-TRADED FD
+$48.5K
40,091
-1%
增持
WMT
WALMART INC
+$48.2K
3,733
+0%
减持
HYLS
FIRST TR EXCHANGE-TRADED FD
-$45.8K
25,542
-1%
减持
MDIV
FIRST TR EXCHANGE TRADED FD
-$43.8K
62,196
-7%
减持
FEMB
FIRST TR EXCH TRADED FD III
-$41.0K
28,416
-1%
增持
JPM
JPMORGAN CHASE & CO
-$40.7K
1,496
+0%
减持
FJP
FIRST TR EXCH TRD ALPHDX FD
+$38.6K
8,300
-1%
增持
UNP
UNION PAC CORP
+$36.3K
3,131
+0%
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$34.8K
8,404
-6%
增持
MO
ALTRIA GROUP INC
+$33.3K
3,792
+1%
减持
BKF
ISHARES INC
-$32.0K
9,837
-0%
增持
IDU
ISHARES TR
+$31.9K
4,111
+0%
增持
BAC
BANK AMERICA CORP
-$28.6K
4,738
+0%
减持
FSZ
FIRST TR EXCH TRD ALPHDX FD
-$28.5K
21,714
-1%
减持
FAB
FIRST TR EXCHANGE-TRADED ALP
+$26.1K
4,853
-0%
减持
IYK
ISHARES TR
+$17.3K
5,754
-0%
减持
FIXD
FIRST TR EXCHNG TRADED FD VI
-$11.0K
12,882
-0%
减持
FVD
FIRST TR EXCHANGE-TRADED FD
-$10.8K
75,488
-2%
减持
SDVY
FIRST TR EXCHANGE TRADED FD
+$10.8K
10,880
-0%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
-$10.6K
19,347
-1%
增持
FGM
FIRST TR EXCH TRD ALPHDX FD
+$10.4K
19,998
+5%
增持
ZION
ZIONS BANCORPORATION NATL AS
-$10.4K
11,392
+0%
增持
PM
PHILIP MORRIS INTL INC
+$8.1K
1,425
+0%
减持
FDD
FIRST TR EXCHANGE-TRADED FD
+$7.1K
33,115
-1%
减持
CWB
SPDR SERIES TRUST
+$5.4K
10,796
-2%
减持
IVE
ISHARES TR
-$5.2K
1,293
-1%
减持
PG
PROCTER & GAMBLE CO
+$5.1K
5,103
-0%
增持
FMB
FIRST TR EXCH TRADED FD III
-$4.6K
13,161
+0%
减持
FRI
FIRST TR EXCHANGE-TRADED FD
-$4.4K
18,405
-5%
减持
FCVT
FIRST TR EXCHANGE-TRADED FD
-$3.4K
9,328
-3%
增持
IAI
ISHARES TR
-$3.0K
21,939
+9%
