13FBOX
DOUBLELINE ETF TRUST · 13F 机构持仓分析
期权收益计算器 机构排行
D

DOUBLELINE ETF TRUST

CAPE
持有机构数
46
机构合计市值 (Q2 2026)
$1.46亿
机构合计股数 (Q2 2026)
450.7万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+30.0万股
14 · 5 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-88.2万股
24 · 7 清仓 · ≈
⚖️ 净额
-58.2万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$1.46亿
持有机构数
46
新买入
5
加仓
9
减仓
17
清仓
7
持股不变
15
历史所有权投资组合占比上一季度占比排名Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
STRAIGHTLINE GROUP LLC
14.51%14.36%#1$3,076.3万94.8万股$2,888.5万93.6万股+1.2万股+1.30%加仓
基础投资顾问FOUNDATIONS INVESTMENT ADVISORS, LLC
0.3%0.28%#7$2,882.2万88.9万股$2,259.6万73.2万股+15.6万股+21.32%加仓
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC
6.61%7.36%#2$2,620.7万80.8万股$2,503.3万81.1万股-3,444股-0.42%减仓
瑞银集团UBS Group AG
<0.01%<0.01%#24$1,337.2万41.2万股$1,241.1万40.2万股+9,964股+2.48%加仓
WADDELL & ASSOCIATES, LLC
0.53%0.58%#6$1,066.2万32.9万股$1,030.3万33.4万股-5,264股-1.58%减仓
Santori & Peters, Inc.
2.15%2.44%#3$761.3万23.5万股$784.3万25.4万股-2.0万股-7.67%减仓
HF Advisory Group, LLC
1.5%1.45%#4$485.4万15.0万股$424.8万13.8万股+1.2万股+8.68%加仓
蒙特利尔银行BANK OF MONTREAL /CAN/
<0.01%<0.01%#26$400.9万12.4万股$367.9万11.9万股+4,349股+3.65%加仓
Main Street Financial Solutions, LLC
0.2%#9$322.9万10.0万股$00股+10.0万股新买入
Csenge Advisory 集团Csenge Advisory Group
0.12%0.14%#10$286.9万8.8万股$302.6万9.8万股-9,630股-9.82%减仓
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
0.08%0.16%#13$240.2万7.4万股$228.6万7.4万股00.00%持仓不变
Socha Financial Group, LLC
0.62%0.81%#5$153.2万4.7万股$159.8万5.2万股-4,561股-8.80%减仓
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#22$119.1万3.7万股$156.2万5.1万股-1.4万股-27.50%减仓
Southeast Asset Advisors, LLC
0.11%0.11%#11$108.7万3.4万股$103.4万3.4万股00.00%持仓不变
Kayne Anderson Rudnick投资管理KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC
<0.01%<0.01%#21$93.4万2.9万股$89.4万2.9万股-83股-0.29%减仓
AVAII WEALTH MANAGEMENT, LLC
0.22%0.25%#8$74.2万2.3万股$72.1万2.3万股-475股-2.03%减仓
资本投资顾问Capital Investment Advisors, LLC
0.01%0.03%#18$73.6万2.3万股$194.5万6.3万股-4.0万股-64.02%减仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#39$67.2万2.1万股$65.0万2.1万股-349股-1.66%减仓
Sepio Capital, LP
0.03%0.03%#15$56.2万1.7万股$53.4万1.7万股00.00%持仓不变
HRT金融HRT FINANCIAL LP
<0.01%<0.01%#28$55.5万1.7万股$46.1万1.5万股+2,178股+14.57%加仓
城堡顾问CITADEL ADVISORS LLC
<0.01%<0.01%#37$53.4万1.6万股$411.3万13.3万股-11.7万股-87.66%减仓
United Advisor Group, LLC
0.04%0.03%#14$35.0万1.1万股$26.0万8,431股+2,346股+27.83%加仓
Corient私人财富Corient Private Wealth LLC
<0.01%<0.01%#32$28.9万8,902股$27.5万8,902股00.00%持仓不变
AQR资本管理AQR CAPITAL MANAGEMENT LLC
<0.01%<0.01%#36$27.5万8,478股$26.2万8,478股00.00%持仓不变
Navis Wealth Advisors, LLC
0.1%0.13%#12$26.8万8,251股$25.5万8,251股00.00%持仓不变
KINGSWOOD WEALTH 顾问KINGSWOOD WEALTH ADVISORS, LLC
0.01%0.01%#17$25.6万7,900股$29.9万9,700股-1,800股-18.56%减仓
TRANSCEND CAPITAL ADVISORS, LLC
0.02%0.02%#16$25.5万7,867股$24.2万7,856股+11股+0.14%加仓
CIBC世界市场CIBC WORLD MARKET INC.
<0.01%<0.01%#31$23.7万7,300股$44.0万1.4万股-6,950股-48.77%减仓
Kestra顾问服务Kestra Advisory Services, LLC
<0.01%<0.01%#29$22.1万6,806股$21.0万6,806股00.00%持仓不变
LPL金融LPL Financial LLC
<0.01%<0.01%#40$22.0万6,791股$23.4万7,596股-805股-10.60%减仓
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
<0.01%<0.01%#38$10.5万3,227股$10.0万3,227股00.00%持仓不变
五三银行FIFTH THIRD BANCORP
<0.01%<0.01%#34$10.1万3,122股$9.6万3,122股00.00%持仓不变
Capital Analysts, LLC
<0.01%<0.01%#23$9.2万2,846股$9.2万2,846股00.00%持仓不变
CREATIVE FINANCIAL DESIGNS INC /ADV
<0.01%0.03%#25$3.2万990股$47.6万1.5万股-1.4万股-93.58%减仓
HANTZ FINANCIAL SERVICES, INC.
<0.01%<0.01%#30$2.8万852股$5.5万1,781股-929股-52.16%减仓
AE财富管理AE Wealth Management LLC
<0.01%#35$2.2万689股$00股+689股新买入
Evensky & Katz LLC
<0.01%0.86%#27$2.2万678股$1,511.8万49.0万股-48.9万股-99.86%减仓
Creative Capital Management Investments LLC
<0.01%<0.01%#20$1.7万519股$1.6万519股00.00%持仓不变
NewEdge顾问NewEdge Advisors, LLC
<0.01%<0.01%#41$1.6万500股$1.5万500股00.00%持仓不变
港湾投资HARBOUR INVESTMENTS, INC.
<0.01%<0.01%#33$1.3万400股$1.2万400股00.00%持仓不变
富国银行WELLS FARGO & COMPANY/MN
<0.01%#44$9,212284股$00股+284股新买入
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#46$5,482169股$5,495168股+1股+0.60%加仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#42$4,509139股$4,289139股00.00%持仓不变
琼斯金融JONES FINANCIAL COMPANIES LLLP
<0.01%#45$3,506107股$00股+107股新买入
洛克菲勒资本管理Rockefeller Capital Management L.P.
<0.01%<0.01%#43$2,39973股$2,27673股00.00%持仓不变
Imprint Wealth LLC
<0.01%#19$1,16836股$00股+36股新买入

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