Cottonwood Capital Advisors, LLC 13F 持仓 · 2026年Q2
Cottonwood Capital Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 88 只证券，申报市值合计 1.66 亿美元。前几大持仓：IYW（9.85%）、SOXX（8.42%）、CLSE（7.43%）。本季前 25 大持仓中：增持 9 只、减持 15 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IYW | ISHARES TR | $16.3M | 9.85% | 64,798 | 增持 |
| 2 | SOXX | ISHARES TR | $14.0M | 8.42% | 21,813 | 减持 |
| 3 | CLSE | TRUST FOR PROFESSIONAL MANAG | $12.3M | 7.43% | 361,235 | 增持 |
| 4 | MBSD | FLEXSHARES TR | $8.0M | 4.79% | 385,784 | 增持 |
| 5 | ITA | ISHARES TR | $7.7M | 4.64% | 31,762 | 增持 |
| 6 | RDVY | FIRST TR EXCHANGE TRADED FD | $7.1M | 4.26% | 87,248 | 减持 |
| 7 | HYDB | ISHARES TR | $6.5M | 3.92% | 138,985 | 增持 |
| 8 | ITB | ISHARES TR | $5.8M | 3.51% | 55,786 | 减持 |
| 9 | FTA | FIRST TR EXCHANGE-TRADED ALP | $5.6M | 3.36% | 57,559 | 减持 |
| 10 | IYC | ISHARES TR | $4.9M | 2.95% | 48,382 | 增持 |
| 11 | TDIV | FIRST TR EXCHANGE TRADED FD | $4.4M | 2.68% | 38,669 | 减持 |
| 12 | IGV | ISHARES TR | $4.3M | 2.58% | 47,225 | 减持 |
| 13 | IAI | ISHARES TR | $4.1M | 2.48% | 23,514 | 增持 |
| 14 | FVD | FIRST TR EXCHANGE-TRADED FD | $3.6M | 2.19% | 75,439 | 减持 |
| 15 | VRP | INVESCO EXCH TRADED FD TR II | $3.0M | 1.83% | 124,753 | 减持 |
| 16 | FV | FIRST TR EXCHANGE TRADED FD | $2.7M | 1.61% | 35,213 | 减持 |
| 17 | SKOR | FLEXSHARES TR | $2.6M | 1.54% | 52,718 | 增持 |
| 18 | IEO | ISHARES TR | $2.3M | 1.36% | 20,565 | 减持 |
| 19 | CGSM | CAPITAL GRP FIXED INCM ETF T | $2.0M | 1.23% | 77,177 | 增持 |
| 20 | LMBS | FIRST TR EXCHANGE-TRADED FD | $1.8M | 1.11% | 37,120 | 减持 |
| 21 | AAPL | APPLE INC | $1.8M | 1.10% | 6,314 | 减持 |
| 22 | FTCS | FIRST TR EXCHANGE-TRADED FD | $1.8M | 1.08% | 19,163 | 减持 |
| 23 | FSZ | FIRST TR EXCH TRD ALPHDX FD | $1.8M | 1.07% | 21,607 | 减持 |
| 24 | FXD | FIRST TR EXCHANGE-TRADED FD | $1.5M | 0.92% | 21,987 | 减持 |
| 25 | DE | DEERE & CO | $1.4M | 0.85% | 2,235 | 持平 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR