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

DOUBLELINE ETF TRUST DOUBLELINE OPPORTUNISTIC CORE BOND ETF

DBND
持有机构数
103
机构合计市值 (Q2 2026)
$5.92亿
机构合计股数 (Q2 2026)
1,298.9万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+135.4万股
66 · 17 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-246.2万股
43 · 14 清仓 · ≈
⚖️ 净额
-110.8万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$5.92亿
持有机构数
103
新买入
17
加仓
49
减仓
29
清仓
14
持股不变
8
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
基础投资顾问FOUNDATIONS INVESTMENT ADVISORS, LLC
0.55%0.55%#24$5,301.8万116.3万股$4,431.3万96.7万股+19.6万股+20.22%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.01%0.01%#65$3,573.5万78.4万股$3,625.8万79.1万股-7,648股-0.97%减仓
Boothe Investment Group, Inc.
10.84%10.02%#1$3,439.7万75.4万股$3,113.6万68.0万股+7.5万股+11.00%加仓
NewEdge顾问NewEdge Advisors, LLC
0.1%0.11%#46$3,305.5万72.5万股$3,134.6万68.4万股+4.1万股+5.96%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
0.01%0.01%#69$3,214.6万70.5万股$3,431.6万74.9万股-4.4万股-5.87%减仓
Seascape Capital Management
7.14%8.37%#2$2,978.1万65.3万股$2,908.0万63.5万股+1.8万股+2.90%加仓
瑞银集团UBS Group AG
<0.01%<0.01%#77$2,946.6万64.6万股$2,826.3万61.7万股+2.9万股+4.76%加仓
W.G. Shaheen & Associates DBA Whitney & Co
2.05%2.22%#11$2,808.9万61.6万股$2,662.6万58.1万股+3.5万股+6.00%加仓
Benchmark Financial Wealth Advisors, LLC
5.86%6.62%#4$2,377.5万52.1万股$2,391.7万52.2万股-607股-0.12%减仓
MarinerMariner, LLC
0.02%0.03%#58$2,251.2万49.4万股$2,171.1万47.4万股+2.0万股+4.19%加仓
SilverOak Wealth Management LLC
1.93%0.36%#13$1,497.3万32.8万股$227.0万5.0万股+27.9万股+562.76%加仓
Aptus资本顾问Aptus Capital Advisors, LLC
0.1%0.11%#47$1,399.6万30.7万股$1,413.8万30.9万股-1,625股-0.53%减仓
GUARDIAN WEALTH ADVISORS, LLC / NC
0.79%0.89%#18$1,399.6万30.7万股$1,413.8万30.9万股-1,625股-0.53%减仓
Journey Advisory Group, LLC
0.95%1.94%#16$1,240.3万27.2万股$2,272.7万49.6万股-22.4万股-45.16%减仓
Holcombe Financial, Inc.
6.91%7%#3$1,224.3万26.9万股$1,190.9万26.0万股+8,578股+3.30%加仓
Stratos Wealth Advisors, LLC
0.59%0.58%#23$1,083.3万23.8万股$948.6万20.7万股+3.1万股+14.75%加仓
Beckerman Institutional, LLC
5.11%5.41%#6$1,073.9万23.6万股$1,018.1万22.2万股+1.3万股+5.99%加仓
MML投资者服务MML INVESTORS SERVICES, LLC
0.02%0.03%#59$1,073.6万23.5万股$906.8万19.8万股+3.8万股+18.97%加仓
Visionary Wealth 顾问Visionary Wealth Advisors
0.41%0.41%#27$1,040.6万22.8万股$925.8万20.2万股+2.6万股+12.95%加仓
Aprio Wealth Management, LLC
0.51%0.58%#25$1,029.0万22.6万股$1,057.1万23.1万股-5,040股-2.18%减仓
Hippocratic Financial Advisors, LLC
3.47%3.82%#8$919.4万20.2万股$870.0万19.0万股+1.2万股+6.19%加仓
Cravens & Co Advisors, LLC
5.77%6.45%#5$859.0万18.8万股$993.3万21.7万股-2.8万股-13.10%减仓
Landmark Wealth Management, LLC
2.04%2.18%#12$850.6万18.7万股$813.0万17.7万股+9,111股+5.13%加仓
WADDELL & ASSOCIATES, LLC
0.38%0.42%#29$768.6万16.9万股$742.8万16.2万股+6,434股+3.97%加仓
Fortis Advisors, LLC
3.54%3.78%#7$756.4万16.6万股$754.3万16.5万股+1,271股+0.77%加仓
Ausdal Financial Partners, Inc.
0.27%0.39%#35$695.0万15.2万股$869.2万19.0万股-3.7万股-19.66%减仓
CARY STREET PARTNERS FINANCIAL LLC
0.14%0.16%#40$642.3万14.1万股$649.5万14.2万股-911股-0.64%减仓
Elyxium Wealth, LLC
0.66%1.99%#20$625.5万13.7万股$619.5万13.5万股+1,972股+1.46%加仓
OPTIMA CAPITAL LLC
2.23%2.71%#10$565.9万12.4万股$583.9万12.7万股-3,331股-2.61%减仓
Premier Path Wealth Partners, LLC
0.64%0.68%#21$560.5万12.3万股$520.8万11.4万股+9,267股+8.15%加仓
Ashton Thomas Private Wealth, LLC
0.11%#44$524.5万11.5万股$00股+11.5万股新买入
OSAIC控股OSAIC HOLDINGS, INC.
0.01%0.01%#72$477.6万10.5万股$472.0万10.3万股+1,729股+1.68%加仓
提升点财富ELEVATION POINT WEALTH PARTNERS, LLC
0.08%0.1%#49$440.7万9.7万股$426.2万9.3万股+3,608股+3.88%加仓
Vestmark顾问方案Vestmark Advisory Solutions, Inc.
0.04%0.04%#54$397.9万8.7万股$386.0万8.4万股+3,017股+3.58%加仓
BlueChip Wealth Advisors LLC
1.49%1.7%#14$391.8万8.6万股$388.3万8.5万股+1,179股+1.39%加仓
January Capital Advisors LLC
3.21%9.43%#9$383.8万8.4万股$699.6万15.3万股-6.9万股-44.88%减仓
Cornerstone Wealth Group, LLC
0.22%0.16%#37$379.0万8.3万股$250.4万5.4万股+2.9万股+52.82%加仓
Austin Wealth Management, LLC
0.63%0.73%#22$297.0万6.6万股$322.8万7.1万股-5,106股-7.22%减仓
Corient私人财富Corient Private Wealth LLC
<0.01%0.01%#81$288.3万6.3万股$379.8万8.3万股-2.0万股-23.72%减仓
Vise科技Vise Technologies, Inc.
0.03%#55$278.2万6.1万股$00股+6.1万股新买入
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#95$225.3万4.9万股$4.5万975股+4.8万股+4,968.21%加仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#94$199.0万4.4万股$64.4万1.4万股+3.0万股+210.51%加仓
ENTREWEALTH, LLC
0.66%0.47%#19$179.4万4.0万股$103.9万2.3万股+1.7万股+76.07%加仓
LPL金融LPL Financial LLC
<0.01%<0.01%#91$171.0万3.7万股$292.2万6.4万股-2.6万股-41.21%减仓
Pettinga Financial Advisors LLC
0.26%0.22%#36$165.1万3.6万股$115.1万2.5万股+1.1万股+44.20%加仓
AQR资本管理AQR CAPITAL MANAGEMENT LLC
<0.01%<0.01%#89$150.0万3.3万股$143.9万3.1万股+1,495股+4.76%加仓
L & S Advisors Inc
0.15%#39$145.6万3.2万股$00股+3.2万股新买入
Centurion Wealth Management LLC
0.33%0.3%#30$136.9万3.0万股$134.8万2.9万股+600股+2.04%加仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#93$134.7万3.0万股$187.3万4.1万股-1.1万股-27.75%减仓
Smartleaf 资产管理Smartleaf Asset Management LLC
0.04%0.05%#53$134.3万2.9万股$134.1万2.9万股00.00%持仓不变

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