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

DCRE
持有机构数
89
机构合计市值 (Q2 2026)
$4.27亿
机构合计股数 (Q2 2026)
830.4万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+139.8万股
62 · 20 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-37.0万股
28 · 8 清仓 · ≈
⚖️ 净额
+102.9万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$4.27亿
持有机构数
89
新买入
20
加仓
42
减仓
20
清仓
8
持股不变
7
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
SHUFRO ROSE & CO LLC
4.67%5.41%#1$8,130.6万156.9万股$7,956.8万153.1万股+3.8万股+2.49%加仓
基础投资顾问FOUNDATIONS INVESTMENT ADVISORS, LLC
0.5%0.51%#16$4,838.7万93.4万股$4,080.9万78.5万股+14.9万股+18.92%加仓
Sanctuary顾问Sanctuary Advisors, LLC
0.17%0.2%#30$3,610.7万69.7万股$3,638.7万70.0万股-3,315股-0.47%减仓
梯度投资Gradient Investments LLC
0.28%0.28%#25$2,031.0万39.2万股$1,781.8万34.3万股+4.9万股+14.33%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%0.01%#58$1,722.1万33.2万股$2,250.6万43.3万股-10.1万股-23.25%减仓
Cresset资产管理Cresset Asset Management, LLC
0.05%0.06%#39$1,494.5万28.8万股$1,468.8万28.3万股+5,800股+2.05%加仓
Tortoise Investment Management, LLC
1.06%1.17%#10$1,419.4万27.4万股$1,412.2万27.2万股+2,199股+0.81%加仓
HighTower顾问HighTower Advisors, LLC
0.01%#52$1,114.7万21.5万股$00股+21.5万股新买入
W.G. Shaheen & Associates DBA Whitney & Co
0.73%0.79%#14$1,004.9万19.4万股$946.7万18.2万股+1.2万股+6.47%加仓
THRIVENT FINANCIAL FOR LUTHERANS
0.02%0.02%#48$998.0万19.3万股$949.5万18.3万股+9,899股+5.42%加仓
Motley Fool Wealth Management, LLC
1.05%1.06%#11$935.8万18.0万股$935.8万18.0万股00.00%持仓不变
MIDLAND WEALTH ADVISORS, LLC
0.41%#20$876.7万16.9万股$00股+16.9万股新买入
LEAVELL INVESTMENT MANAGEMENT, INC.
0.31%0.31%#23$850.4万16.4万股$767.1万14.8万股+1.7万股+11.19%加仓
Seascape Capital Management
2%2.38%#5$833.5万16.1万股$827.5万15.9万股+1,628股+1.02%加仓
LPL金融LPL Financial LLC
<0.01%<0.01%#63$761.6万14.7万股$957.6万18.4万股-3.7万股-20.23%减仓
HUTCHINSON CAPITAL MANAGEMENT/CA
1.2%1.22%#9$699.4万13.5万股$664.2万12.8万股+7,180股+5.62%加仓
Steward合伙人投资顾问Steward Partners Investment Advisory, LLC
0.03%#42$657.0万12.7万股$00股+12.7万股新买入
富兰克林资源FRANKLIN RESOURCES INC
<0.01%<0.01%#66$651.7万12.6万股$552.4万10.6万股+1.9万股+18.33%加仓
Holcombe Financial, Inc.
3.46%3.69%#2$613.3万11.8万股$628.4万12.1万股-2,558股-2.12%减仓
Global Wealth Management Investment Advisory, Inc.
0.85%0.92%#13$599.0万11.6万股$590.1万11.4万股+2,071股+1.82%加仓
Virtu Financial LLC
0.18%0.03%#29$578.5万11.2万股$62.7万1.2万股+10.0万股+825.04%加仓
SBE LLC DBA CEDAR COVE WEALTH PARTNERS
2.39%2.57%#4$509.7万9.8万股$490.1万9.4万股+4,059股+4.30%加仓
SAXON INTERESTS, INC.
1.4%1.65%#7$507.7万9.8万股$478.2万9.2万股+5,971股+6.49%加仓
阿波罗财富管理Apollon Wealth Management, LLC
0.06%#37$490.4万9.5万股$00股+9.5万股新买入
CENTAURUS FINANCIAL, INC.
0.18%0.2%#28$474.1万9.2万股$417.3万8.0万股+1.1万股+13.95%加仓
Clark资本管理集团Clark Capital Management Group, Inc.
0.03%0.06%#45$467.8万9.0万股$901.4万17.3万股-8.3万股-47.94%减仓
Ashton Thomas Private Wealth, LLC
0.1%#34$460.5万8.9万股$00股+8.9万股新买入
Auour Investments LLC
1.27%#8$443.3万8.6万股$00股+8.6万股新买入
Clear Point Advisors Inc.
0.35%0.53%#22$442.9万14.4万股$442.9万14.4万股00.00%持仓不变
Independent Family Office, LLC
1.52%1.56%#6$378.5万7.3万股$379.6万7.3万股00.00%持仓不变
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%0.01%#59$279.8万5.4万股$382.4万7.4万股-2.0万股-26.60%减仓
信安证券PRINCIPAL SECURITIES, INC.
0.03%0.07%#43$264.1万5.1万股$482.6万9.3万股-4.2万股-45.13%减仓
Orion组合解决方案Orion Porfolio Solutions, LLC
0.02%0.02%#47$256.7万5.0万股$235.4万4.5万股+4,232股+9.34%加仓
高盛集团GOLDMAN SACHS GROUP INC
<0.01%#74$256.4万4.9万股$00股+4.9万股新买入
NAPLES GLOBAL ADVISORS, LLC
0.15%0.17%#32$242.9万4.7万股$233.5万4.5万股+1,951股+4.34%加仓
STAPP WEALTH MANAGEMENT, PLLC
2.91%2.81%#3$222.9万4.3万股$220.0万4.2万股+695股+1.64%加仓
财富关怀顾问Wealthcare Advisory Partners LLC
0.04%0.05%#40$221.3万4.3万股$239.1万4.6万股-3,302股-7.18%减仓
Walser Wealth Management Company, A Ltd Liability Co
0.64%0.17%#15$154.4万3.0万股$37.1万7,140股+2.3万股+317.55%加仓
里霍尔茨财富管理RITHOLTZ WEALTH MANAGEMENT
0.02%0.03%#46$148.8万2.9万股$153.0万2.9万股-712股-2.42%减仓
PARK AVENUE SECURITIES LLC
0.01%0.02%#53$137.0万2.6万股$213.7万4.1万股-1.5万股-35.67%减仓
简街集团JANE STREET GROUP, LLC
<0.01%#76$133.6万2.6万股$00股+2.6万股新买入
First Financial Group Corp
0.88%0.98%#12$121.9万2.4万股$120.2万2.3万股+389股+1.68%加仓
BALDWIN WEALTH PARTNERS LLC/MA
0.08%0.12%#35$121.8万2.4万股$168.8万3.2万股-8,981股-27.65%减仓
Belpointe 资产管理Belpointe Asset Management LLC
0.04%0.06%#41$116.2万2.2万股$163.1万3.1万股-8,974股-28.58%减仓
瑞银集团UBS Group AG
<0.01%<0.01%#75$103.4万2.0万股$29.7万5,714股+1.4万股+249.40%加仓
Brucke Financial, Inc.
0.45%0.43%#17$100.3万1.9万股$85.6万1.6万股+2,888股+17.52%加仓
MML投资者服务MML INVESTORS SERVICES, LLC
<0.01%<0.01%#62$93.6万1.8万股$128.8万2.5万股-6,731股-27.15%减仓
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC
0.22%0.27%#26$90.6万1.7万股$87.9万1.7万股+580股+3.43%加仓
Tidal投资Tidal Investments LLC
<0.01%<0.01%#64$88.8万1.7万股$102.8万2.0万股-2,662股-13.40%减仓
FreeGulliver LLC
0.29%#24$82.2万1.6万股$00股+1.6万股新买入

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