COTTONWOOD CAPITAL ADVISORS, LLC
SALT LAKE CITY UT · SEC CIK 0001903321
$1.42亿2026Q1 申报市值
86持仓数
49.3%前十大占比 · 第一大 8.2%
2 / 5新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
IYW 加仓+$329.46万
IYF 新建仓+$68.35万
HYDB 加仓+$44.45万
FLEXSHARES TR 加仓+$37.45万
IYC 加仓+$36.27万
2026Q1 卖出最多 按季末市值估算
IAK 清仓-$355.58万
ABT 清仓-$22.36万
MA 清仓-$21.07万
FTA 减仓-$21.05万
COF 清仓-$20.24万
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| IAK | ISHARES TR | $0 | 0.00% | 0 | -26,117 | -100.0% | -$355.58万 | 清仓 |
| ABT | ABBOTT LABS | $0 | 0.00% | 0 | -1,785 | -100.0% | -$22.36万 | 清仓 |
| MA | MASTERCARD INCORPORATED | $0 | 0.00% | 0 | -369 | -100.0% | -$21.07万 | 清仓 |
| COF | CAPITAL ONE FINL CORP | $0 | 0.00% | 0 | -835 | -100.0% | -$20.24万 | 清仓 |
| MELI | MERCADOLIBRE INC | $0 | 0.00% | 0 | -100 | -100.0% | -$20.14万 | 清仓 |
| AVGO | BROADCOM INC | $21.26万 | 0.15% | 687 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA CORP | $23.10万 | 0.16% | 4,738 | 19 | 0.4% | $926 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $23.56万 | 0.17% | 1,425 | 7 | 0.5% | $1,157 | 加仓 |
| BP | BP PLC | $24.53万 | 0.17% | 5,220 | 5,220 | — | $24.53万 | 新建仓 |
| TIP | ISHARES TR | $24.78万 | 0.17% | 2,245 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $25.02万 | 0.18% | 3,792 | 30 | 0.8% | $1,980 | 加仓 |
| GOOG | ALPHABET INC | $26.76万 | 0.19% | 933 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $26.90万 | 0.19% | 270 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES TR | $27.30万 | 0.19% | 1,293 | -19 | -1.4% | -$4,012 | 减仓 |
| — | EXXON MOBIL CORP | $28.75万 | 0.20% | 1,694 | 6 | 0.4% | $1,018 | 加仓 |
| WFC | WELLS FARGO & CO | $30.53万 | 0.22% | 3,834 | 2 | 0.1% | $159 | 加仓 |
| — | KRANESHARES TRUST | $32.60万 | 0.23% | 10,775 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WKS INC | $36.60万 | 0.26% | 1,406 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $37.15万 | 0.26% | 1,292 | 0 | 0.0% | — | 不变 |
| FPX | FIRST TR EXCHANGE-TRADED FD | $38.23万 | 0.27% | 2,407 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $39.51万 | 0.28% | 1,630 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $39.83万 | 0.28% | 1,076 | 0 | 0.0% | — | 不变 |
| — | ISHARES INC | $40.01万 | 0.28% | 9,837 | -26 | -0.3% | -$1,057 | 减仓 |
| IYK | ISHARES TR | $40.30万 | 0.28% | 5,754 | -9 | -0.2% | -$630 | 减仓 |
| NVDA | NVIDIA CORPORATION | $40.60万 | 0.29% | 2,328 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHANGE-TRADED FD | $41.21万 | 0.29% | 9,328 | -327 | -3.4% | -$1.44万 | 减仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $42.27万 | 0.30% | 6,744 | -5 | -0.1% | -$313 | 减仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $42.90万 | 0.30% | 10,880 | -33 | -0.3% | -$1,301 | 减仓 |
| ILF | ISHARES TR | $43.25万 | 0.30% | 12,175 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $44.00万 | 0.31% | 1,496 | 4 | 0.3% | $1,176 | 加仓 |
| — | FIRST TR EXCHANGE-TRADED ALP | $45.88万 | 0.32% | 4,853 | -1 | -0.0% | -$95 | 减仓 |
| WMT | WALMART INC | $46.39万 | 0.33% | 3,733 | 2 | 0.1% | $249 | 加仓 |
| IDU | ISHARES TR | $47.73万 | 0.34% | 4,111 | 1 | 0.0% | $116 | 加仓 |
| FXN | FIRST TR EXCHANGE-TRADED FD | $47.80万 | 0.34% | 21,283 | 0 | 0.0% | — | 不变 |
| WMB | WILLIAMS COS INC | $50.24万 | 0.35% | 6,903 | 0 | 0.0% | — | 不变 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $50.24万 | 0.35% | 8,404 | -560 | -6.2% | -$3.35万 | 减仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $52.38万 | 0.37% | 18,405 | -935 | -4.8% | -$2.66万 | 减仓 |
| FIXD | FIRST TR EXCHNG TRADED FD VI | $56.15万 | 0.40% | 12,882 | -37 | -0.3% | -$1,613 | 减仓 |
| FDD | FIRST TR EXCHANGE-TRADED FD | $58.98万 | 0.42% | 33,115 | -182 | -0.5% | -$3,241 | 减仓 |
| — | FIRST TR EXCH TRD ALPHDX FD | $59.37万 | 0.42% | 11,788 | 1,158 | 10.9% | $5.83万 | 加仓 |
| FXU | FIRST TR EXCHANGE-TRADED FD | $60.20万 | 0.42% | 12,140 | -21 | -0.2% | -$1,041 | 减仓 |
| FJP | FIRST TR EXCH TRD ALPHDX FD | $60.26万 | 0.42% | 8,300 | -96 | -1.1% | -$6,970 | 减仓 |
| IYM | ISHARES TR | $63.48万 | 0.45% | 3,608 | -72 | -2.0% | -$1.27万 | 减仓 |
| AMZN | AMAZON COM INC | $65.06万 | 0.46% | 3,124 | 0 | 0.0% | — | 不变 |
| ZION | ZIONS BANCORPORATION NATL AS | $65.64万 | 0.46% | 11,392 | 1 | 0.0% | $58 | 加仓 |
| FMB | FIRST TR EXCH TRADED FD III | $66.67万 | 0.47% | 13,161 | 33 | 0.3% | $1,672 | 加仓 |
| IYF | ISHARES TR | $68.35万 | 0.48% | 5,809 | 5,809 | — | $68.35万 | 新建仓 |
| PEP | PEPSICO INC | $68.49万 | 0.48% | 4,411 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCH TRD ALPHDX FD | $70.32万 | 0.50% | 27,551 | -354 | -1.3% | -$9,035 | 减仓 |
| MRK | MERCK & CO INC | $71.61万 | 0.51% | 5,954 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $73.71万 | 0.52% | 5,103 | -5 | -0.1% | -$722 | 减仓 |
| EMR | EMERSON ELEC CO | $75.80万 | 0.53% | 5,786 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $75.97万 | 0.54% | 3,131 | 4 | 0.1% | $970 | 加仓 |
| — | FIRST TR EXCH TRD ALPHDX FD | $77.48万 | 0.55% | 15,045 | -111 | -0.7% | -$5,716 | 减仓 |
| CVX | CHEVRON CORPORATION | $77.79万 | 0.55% | 3,760 | 9 | 0.2% | $1,862 | 加仓 |
| FEMB | FIRST TR EXCH TRADED FD III | $81.66万 | 0.58% | 28,416 | -362 | -1.3% | -$1.04万 | 减仓 |
| MCD | MCDONALDS CORP | $97.98万 | 0.69% | 3,153 | 0 | 0.0% | — | 不变 |
| CWB | SPDR SERIES TRUST | $98.81万 | 0.70% | 10,796 | -221 | -2.0% | -$2.02万 | 减仓 |
| MDIV | FIRST TR EXCHANGE TRADED FD | $100.57万 | 0.71% | 62,196 | -4,569 | -6.8% | -$7.39万 | 减仓 |
| HYLS | FIRST TR EXCHANGE-TRADED FD | $103.62万 | 0.73% | 25,542 | -306 | -1.2% | -$1.24万 | 减仓 |
| IYG | ISHARES TR | $106.40万 | 0.75% | 12,844 | -42 | -0.3% | -$3,479 | 减仓 |
| — | FIRST TR EXCH TRD ALPHDX FD | $120.02万 | 0.85% | 19,998 | 919 | 4.8% | $5.52万 | 加仓 |
| DE | DEERE & CO | $125.90万 | 0.89% | 2,235 | 0 | 0.0% | — | 不变 |
| FGD | FIRST TR EXCHANGE-TRADED FD | $128.01万 | 0.90% | 40,091 | -596 | -1.5% | -$1.90万 | 减仓 |
| IYE | ISHARES TR | $129.32万 | 0.91% | 19,966 | -234 | -1.2% | -$1.52万 | 减仓 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $138.00万 | 0.97% | 31,609 | -76 | -0.2% | -$3,318 | 减仓 |
| FXD | FIRST TR EXCHANGE-TRADED FD | $141.20万 | 1.00% | 22,055 | 0 | 0.0% | — | 不变 |
| IEZ | ISHARES TR | $146.09万 | 1.03% | 50,464 | -524 | -1.0% | -$1.52万 | 减仓 |
| AAPL | APPLE INC | $160.43万 | 1.13% | 6,321 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCH TRD ALPHDX FD | $172.24万 | 1.21% | 21,714 | -147 | -0.7% | -$1.17万 | 减仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $179.46万 | 1.27% | 19,347 | -167 | -0.9% | -$1.55万 | 减仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $185.02万 | 1.30% | 37,145 | -997 | -2.6% | -$4.97万 | 减仓 |
| CGSM | CAPITAL GRP FIXED INCM ETF T | $196.94万 | 1.39% | 74,941 | 4,151 | 5.9% | $10.91万 | 加仓 |
| FV | FIRST TR EXCHANGE TRADED FD | $215.98万 | 1.52% | 35,736 | -879 | -2.4% | -$5.31万 | 减仓 |
| SKOR | FLEXSHARES TR | $235.24万 | 1.66% | 48,383 | 6,137 | 14.5% | $29.84万 | 加仓 |
| IEO | ISHARES TR | $257.19万 | 1.81% | 20,592 | -198 | -1.0% | -$2.47万 | 减仓 |
| IYC | ISHARES TR | $296.97万 | 2.09% | 30,641 | 3,742 | 13.9% | $36.27万 | 加仓 |
| VRP | INVESCO EXCH TRADED FD TR II | $299.63万 | 2.11% | 124,948 | -4,337 | -3.4% | -$10.40万 | 减仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $355.02万 | 2.50% | 75,488 | -1,791 | -2.3% | -$8.42万 | 减仓 |
| IAI | ISHARES TR | $360.19万 | 2.54% | 21,939 | 1,841 | 9.2% | $30.22万 | 加仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $364.14万 | 2.57% | 38,879 | -1,110 | -2.8% | -$10.40万 | 减仓 |
| IGV | ISHARES TR | $381.17万 | 2.69% | 47,616 | -474 | -1.0% | -$3.79万 | 减仓 |
| ITB | ISHARES TR | $507.80万 | 3.58% | 56,080 | -622 | -1.1% | -$5.63万 | 减仓 |
| FTA | FIRST TR EXCHANGE-TRADED ALP | $533.87万 | 3.76% | 57,809 | -2,279 | -3.8% | -$21.05万 | 减仓 |
| ITA | ISHARES TR | $540.65万 | 3.81% | 24,715 | 1,326 | 5.7% | $29.01万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $598.33万 | 4.22% | 87,629 | -2,730 | -3.0% | -$18.64万 | 减仓 |
| HYDB | ISHARES TR | $623.85万 | 4.40% | 134,104 | 9,555 | 7.7% | $44.45万 | 加仓 |
| — | FLEXSHARES TR | $783.24万 | 5.52% | 378,279 | 18,087 | 5.0% | $37.45万 | 加仓 |
| SOXX | ISHARES TR | $883.45万 | 6.23% | 26,881 | 506 | 1.9% | $16.63万 | 加仓 |
| CLSE | TRUST FOR PROFESSIONAL MANAG | $975.81万 | 6.88% | 346,769 | 7,291 | 2.1% | $20.52万 | 加仓 |
| IYW | ISHARES TR | $1,158.80万 | 8.17% | 63,874 | 18,160 | 39.7% | $329.46万 | 加仓 |