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

DOUBLELINE YIELD OPPORTUNITI

DLY
持有机构数
92
机构合计市值 (Q2 2026)
$1.88亿
机构合计股数 (Q2 2026)
1,333.1万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+70.6万股
45 · 12 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-114.4万股
40 · 14 清仓 · ≈
⚖️ 净额
-43.8万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$1.88亿
持有机构数
92
新买入
12
加仓
33
减仓
26
清仓
14
持股不变
21
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
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#51$3,437.4万244.3万股$3,678.6万243.9万股+3,661股+0.15%加仓
富国银行WELLS FARGO & COMPANY/MN
0.01%0.01%#40$3,383.9万240.5万股$3,406.5万244.7万股-4.2万股-1.72%减仓
瑞银集团UBS Group AG
<0.01%<0.01%#50$1,587.4万112.8万股$1,413.1万101.5万股+11.3万股+11.13%加仓
SIT INVESTMENT ASSOCIATES INC
0.22%0.29%#12$1,184.1万84.2万股$1,425.5万102.4万股-18.2万股-17.82%减仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#55$948.0万67.4万股$987.2万70.9万股-3.6万股-5.01%减仓
Penserra Capital Management LLC
0.06%0.09%#21$805.0万57.2万股$766.0万55.0万股+2.2万股+3.96%加仓
HighTower顾问HighTower Advisors, LLC
0.01%0.01%#36$793.8万56.4万股$690.6万49.6万股+6.8万股+13.71%加仓
1607 Capital Partners, LLC
0.43%0.32%#5$499.2万35.5万股$447.6万32.2万股+3.3万股+10.35%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#56$479.9万34.1万股$638.0万45.8万股-11.7万股-25.59%减仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#78$426.6万30.3万股$402.2万28.9万股+1.4万股+4.93%加仓
LPL金融LPL Financial LLC
<0.01%<0.01%#63$367.8万26.1万股$409.9万29.4万股-3.3万股-11.22%减仓
Rareview Capital LLC
1.99%1.54%#1$355.1万22.8万股$262.5万16.8万股+5.9万股+35.27%加仓
独立金融集团INDEPENDENT FINANCIAL GROUP, LLC
0.06%0.3%#22$318.6万22.6万股$329.5万24.4万股-1.8万股-7.31%减仓
Journey Advisory Group, LLC
0.21%0.24%#13$278.1万19.8万股$276.7万19.9万股-1,107股-0.56%减仓
Pettinga Financial Advisors LLC
0.4%0.48%#6$249.7万17.7万股$255.0万18.3万股-5,769股-3.15%减仓
COHEN & STEERS, INC.
<0.01%<0.01%#43$246.2万17.5万股$243.6万17.5万股00.00%持仓不变
Maridea Wealth Management LLC
0.26%0.27%#8$241.5万17.2万股$188.1万13.5万股+3.7万股+27.01%加仓
Shaker Financial Services, LLC
0.7%0.94%#2$222.2万15.8万股$270.9万19.5万股-3.7万股-18.86%减仓
古根海姆资本GUGGENHEIM CAPITAL LLC
0.01%0.01%#33$204.3万14.5万股$190.5万13.7万股+8,310股+6.07%加仓
Noble Wealth Management PBC
0.69%0.7%#3$153.6万10.9万股$139.4万10.0万股+9,050股+9.04%加仓
Creekside Partners
0.52%0.38%#4$142.9万10.2万股$93.5万6.7万股+3.4万股+51.23%加仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#54$131.2万9.3万股$42.3万3.0万股+6.3万股+206.51%加仓
Logan Stone Capital, LLC
0.27%1.24%#7$127.5万9.1万股$447.0万32.1万股-23.1万股-71.78%减仓
WEDBUSH SECURITIES INC
0.03%0.04%#26$114.7万8.2万股$121.3万8.7万股-5,648股-6.48%减仓
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC
0.21%0.21%#14$109.4万7.8万股$103.5万7.4万股+3,360股+4.52%加仓
Sanctuary顾问Sanctuary Advisors, LLC
0.01%0.01%#42$108.4万7.7万股$98.6万7.1万股+6,159股+8.69%加仓
Pathstone控股Pathstone Holdings, LLC
<0.01%0.01%#47$85.5万6.1万股$215.4万15.5万股-9.4万股-60.75%减仓
Stifel金融STIFEL FINANCIAL CORP
<0.01%<0.01%#68$85.3万6.1万股$89.4万6.4万股-3,585股-5.58%减仓
奥本海默公司OPPENHEIMER & CO INC
0.01%0.01%#35$76.5万5.4万股$69.0万5.0万股+4,850股+9.79%加仓
NewEdge顾问NewEdge Advisors, LLC
<0.01%<0.01%#48$75.8万5.4万股$76.8万5.5万股-1,300股-2.36%减仓
五三银行FIFTH THIRD BANCORP
<0.01%<0.01%#59$66.6万4.7万股$69.4万5.0万股-2,573股-5.16%减仓
景顺Invesco Ltd.
<0.01%<0.01%#86$64.3万4.6万股$63.1万4.5万股+366股+0.81%加仓
Aviance Capital Partners, LLC
0.06%0.07%#19$62.4万4.4万股$60.6万4.4万股+842股+1.93%加仓
&Partners&PARTNERS
<0.01%<0.01%#46$60.9万4.2万股$59.1万4.2万股-949股-2.23%减仓
ROBINSON CAPITAL MANAGEMENT, LLC
0.26%0.25%#9$59.1万4.2万股$60.0万4.2万股00.00%持仓不变
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC
0.14%0.16%#15$56.5万4.0万股$55.9万4.0万股00.00%持仓不变
第一信托顾问FIRST TRUST ADVISORS LP
<0.01%<0.01%#77$54.7万3.9万股$49.5万3.6万股+3,317股+9.33%加仓
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#72$53.8万3.8万股$51.9万3.7万股+940股+2.52%加仓
CAPTRUST金融顾问CAPTRUST FINANCIAL ADVISORS
<0.01%<0.01%#64$53.6万3.8万股$53.1万3.8万股00.00%持仓不变
简街集团JANE STREET GROUP, LLC
<0.01%<0.01%#87$53.6万3.8万股$33.8万2.4万股+1.4万股+56.85%加仓
Pathway Financial Advisers, LLC
0.12%0.13%#17$46.3万3.3万股$45.4万3.3万股+250股+0.77%加仓
Gridiron Partners, LLC
0.24%0.24%#11$46.0万3.3万股$39.5万2.8万股+4,318股+15.21%加仓
Atlas Wealth LLC
0.06%#20$44.4万3.2万股$00股+3.2万股新买入
洛克菲勒资本管理Rockefeller Capital Management L.P.
<0.01%<0.01%#70$40.7万2.9万股$44.6万3.2万股-3,102股-9.68%减仓
MGO资本MGO ONE SEVEN LLC
0.01%0.01%#37$38.2万2.7万股$39.1万2.8万股-961股-3.42%减仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#83$35.4万2.5万股$31.5万2.3万股+2,507股+11.08%加仓
IFC Advisors LLC
0.04%#24$34.2万2.4万股$00股+2.4万股新买入
城堡顾问CITADEL ADVISORS LLC
<0.01%#88$32.3万2.3万股$00股+2.3万股新买入
Lido顾问Lido Advisors, LLC
<0.01%#65$30.1万2.1万股$00股+2.1万股新买入
Janney Montgomery Scott LLC
<0.01%<0.01%#71$29.5万2.1万股$31.3万2.3万股-1,500股-6.67%减仓

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