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

DOUBLELINE MORTGAGE ETF

DMBS
持有机构数
103
机构合计市值 (Q2 2026)
$7.49亿
机构合计股数 (Q2 2026)
1,526.0万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+203.7万股
74 · 19 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-105.2万股
32 · 13 清仓 · ≈
⚖️ 净额
+98.5万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$7.49亿
持有机构数
103
新买入
19
加仓
55
减仓
19
清仓
13
持股不变
10
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
梯度投资Gradient Investments LLC
2.09%2.35%#16$1.51亿308.1万股$1.52亿307.0万股+1.1万股+0.35%加仓
OSAIC控股OSAIC HOLDINGS, INC.
0.06%0.07%#47$5,445.7万110.9万股$4,521.6万91.6万股+19.4万股+21.15%加仓
Advocacy Wealth Management, LLC
2.28%2.29%#14$5,172.9万104.8万股$5,172.9万104.8万股00.00%持仓不变
基础投资顾问FOUNDATIONS INVESTMENT ADVISORS, LLC
0.39%0.39%#30$3,765.1万76.7万股$3,146.6万63.7万股+13.0万股+20.36%加仓
纽约梅隆银行Bank of New York Mellon Corp
0.01%0.01%#73$3,683.2万75.0万股$3,591.3万72.7万股+2.3万股+3.17%加仓
长青资本管理EVERGREEN CAPITAL MANAGEMENT LLC
0.58%0.73%#28$3,331.5万67.9万股$3,389.6万68.6万股-7,777股-1.13%减仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
0.01%0.01%#72$2,627.0万53.5万股$2,369.3万48.0万股+5.5万股+11.54%加仓
Astoria Portfolio Advisors LLC.
3.75%3.36%#7$2,224.2万45.3万股$1,580.1万31.9万股+13.4万股+41.95%加仓
剑桥联合CAMBRIDGE ASSOCIATES LLC /MA/ /ADV
0.31%#33$2,168.0万44.2万股$00股+44.2万股新买入
Signal Advisors Wealth, LLC
0.94%0.99%#22$1,869.1万38.1万股$1,440.0万29.2万股+8.9万股+30.56%加仓
Mattson Financial Services, LLC
3.55%3.87%#10$1,729.9万35.5万股$1,619.4万32.8万股+2.7万股+8.38%加仓
PARK AVENUE SECURITIES LLC
0.11%0.12%#44$1,720.9万35.1万股$1,538.6万31.2万股+3.9万股+12.51%加仓
Legacy CG, LLC
4.28%4.58%#3$1,673.3万34.1万股$1,650.0万33.4万股+6,713股+2.01%加仓
Hobbs Group Advisors, LLC
4.13%3.16%#5$1,568.5万32.0万股$1,056.4万21.4万股+10.6万股+49.35%加仓
TPG Financial Advisors, LLC
5.17%4.95%#1$1,522.2万30.8万股$1,522.2万30.8万股00.00%持仓不变
Compound Planning, Inc.
0.36%0.36%#32$1,389.0万28.3万股$1,182.6万23.9万股+4.3万股+18.15%加仓
AMI INVESTMENT MANAGEMENT INC
2.68%2.76%#13$1,262.1万25.7万股$1,225.2万24.8万股+8,983股+3.62%加仓
Savvy Advisors, Inc.
0.26%0.31%#38$1,217.8万24.8万股$1,144.7万23.2万股+1.6万股+7.01%加仓
Brown Financial Advisors
3.72%3.81%#8$1,064.9万21.7万股$1,005.7万20.4万股+1.3万股+6.52%加仓
W.G. Shaheen & Associates DBA Whitney & Co
0.75%0.81%#25$1,021.7万20.8万股$975.2万19.7万股+1.1万股+5.39%加仓
MarinerMariner, LLC
0.01%0.01%#67$949.5万19.3万股$942.0万19.1万股+2,671股+1.40%加仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#91$882.2万18.0万股$1,771.9万35.7万股-17.7万股-49.61%减仓
Motley Fool Wealth Management, LLC
0.86%0.87%#24$765.7万15.5万股$765.7万15.5万股00.00%持仓不变
New Republic Capital, LLC
1.76%2.31%#18$762.4万15.5万股$685.9万13.9万股+1.6万股+11.82%加仓
Compass Financial Group, Inc. (Ohio)
4.69%4.46%#2$701.1万14.3万股$608.9万12.3万股+2.0万股+15.83%加仓
MML投资者服务MML INVESTORS SERVICES, LLC
0.01%0.01%#63$671.9万13.7万股$442.2万9.0万股+4.7万股+52.87%加仓
Paladin Wealth, LLC
3.58%3.71%#9$615.9万12.5万股$539.4万10.9万股+1.6万股+14.85%加仓
INTEGRATED CAPITAL MANAGEMENT, INC.
4.08%3.95%#6$584.2万11.9万股$594.4万12.0万股-1,372股-1.14%减仓
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
0.03%0.04%#55$558.5万11.4万股$484.0万9.8万股+1.6万股+16.06%加仓
CAPTRUST金融顾问CAPTRUST FINANCIAL ADVISORS
0.01%0.02%#68$555.2万11.3万股$866.5万17.5万股-6.2万股-35.55%减仓
Lord & Richards Wealth Management, LLC
4.27%4.55%#4$545.7万11.1万股$518.3万10.5万股+6,217股+5.92%加仓
Mather集团MATHER GROUP, LLC.
0.04%0.04%#51$423.9万8.6万股$415.7万8.4万股+2,169股+2.58%加仓
Global Wealth Management Investment Advisory, Inc.
0.6%0.66%#27$423.1万8.6万股$419.1万8.5万股+1,331股+1.57%加仓
阿波罗财富管理Apollon Wealth Management, LLC
0.05%#49$403.8万8.2万股$00股+8.2万股新买入
MARIPAU WEALTH MANAGEMENT LLC
1.38%1.61%#20$388.2万7.8万股$365.3万7.4万股+4,434股+5.99%加仓
Mendel Money Management
1.41%1.08%#19$383.9万7.8万股$257.9万5.2万股+2.6万股+49.71%加仓
Oregon Pacific Wealth Management, LLC
3.53%3.97%#11$376.2万7.7万股$380.2万7.7万股-352股-0.46%减仓
Key FInancial Inc
0.62%#26$376.1万7.7万股$00股+7.7万股新买入
Tailwinds Wealth, LLC
2.21%3.08%#15$374.5万7.6万股$125.8万2.5万股+5.1万股+199.50%加仓
PUFF WEALTH MANAGEMENT, LLC
3.13%#12$307.2万6.3万股$00股+6.3万股新买入
Ashton Thomas Private Wealth, LLC
0.06%#48$300.7万6.1万股$00股+6.1万股新买入
Cushing Capital Partners, LLC
1.99%2.18%#17$288.6万5.9万股$283.8万5.7万股+1,326股+2.31%加仓
Great Diamond Partners, LLC
0.46%0.5%#29$268.8万5.5万股$257.4万5.2万股+2,647股+5.08%加仓
五三银行FIFTH THIRD BANCORP
<0.01%<0.01%#79$219.2万4.5万股$28.4万5,752股+3.9万股+676.22%加仓
瑞银集团UBS Group AG
<0.01%<0.01%#92$212.5万4.3万股$208.9万4.2万股+991股+2.34%加仓
里霍尔茨财富管理RITHOLTZ WEALTH MANAGEMENT
0.03%0.04%#54$203.4万4.1万股$211.6万4.3万股-1,423股-3.32%减仓
OmniStar Financial Group, Inc.
0.93%0.97%#23$202.9万4.1万股$187.6万3.8万股+3,321股+8.74%加仓
Aptus资本顾问Aptus Capital Advisors, LLC
0.01%0.01%#65$162.3万3.3万股$127.1万2.6万股+7,304股+28.37%加仓
Milestones Private Investment Advisors LLC
1.28%1.43%#21$161.3万3.3万股$162.4万3.3万股-26股-0.08%减仓
SILVERLAKE WEALTH MANAGEMENT LLC
0.28%0.24%#34$145.2万3.0万股$114.7万2.3万股+6,357股+27.37%加仓

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