13FBOX
DOUBLELINE OPPORTUNISTIC CR · 13F 机构持仓分析
期权收益计算器 机构排行

DOUBLELINE OPPORTUNISTIC CR

DBL
持有机构数
81
机构合计市值 (Q2 2026)
$1.58亿
机构合计股数 (Q2 2026)
1,095.2万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+116.8万股
38 · 15 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-64.8万股
31 · 6 清仓 · ≈
⚖️ 净额
+52.1万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$1.58亿
持有机构数
81
新买入
15
加仓
23
减仓
25
清仓
6
持股不变
18
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
SIT INVESTMENT ASSOCIATES INC
0.85%0.92%#5$4,494.7万312.6万股$4,532.4万310.4万股+2.1万股+0.69%加仓
Avior Wealth Management, LLC
0.25%0.24%#10$838.0万57.4万股$838.0万57.4万股00.00%持仓不变
瑞银集团UBS Group AG
<0.01%<0.01%#52$834.4万58.0万股$831.1万56.9万股+1.1万股+1.93%加仓
长青资本管理EVERGREEN CAPITAL MANAGEMENT LLC
0.14%0.17%#14$806.2万56.1万股$801.2万54.9万股+1.2万股+2.17%加仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#63$763.3万53.1万股$852.1万54.7万股-1.6万股-2.95%减仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#56$632.6万44.0万股$548.7万37.6万股+6.4万股+17.05%加仓
Twelve Points Wealth Management LLC
1.17%1.17%#3$583.5万40.6万股$531.2万36.4万股+4.2万股+11.53%加仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
<0.01%<0.01%#53$503.8万35.0万股$455.9万31.2万股+3.8万股+12.20%加仓
Gridiron Partners, LLC
2.62%1.38%#1$498.2万34.6万股$225.9万15.5万股+19.2万股+123.94%加仓
Stratos Wealth Advisors, LLC
0.26%0.26%#9$469.3万32.6万股$421.4万28.9万股+3.8万股+13.08%加仓
Intellectus Partners, LLC
0.74%0.84%#6$424.6万29.5万股$411.5万28.2万股+1.3万股+4.75%加仓
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#58$378.9万26.4万股$401.2万27.5万股-1.1万股-4.10%减仓
Catawba River Capital
1.67%1.85%#2$373.0万25.9万股$384.3万26.2万股-3,081股-1.17%减仓
LPL金融LPL Financial LLC
<0.01%<0.01%#57$337.5万23.5万股$336.9万23.1万股+3,949股+1.71%加仓
Shaker Financial Services, LLC
0.95%0.07%#4$302.8万21.1万股$21.5万1.5万股+19.6万股+1,329.16%加仓
Journey Advisory Group, LLC
0.19%0.22%#12$247.3万17.2万股$253.1万17.3万股-1,430股-0.82%减仓
景顺Invesco Ltd.
<0.01%<0.01%#69$233.6万16.2万股$231.1万15.8万股+4,132股+2.61%加仓
独立金融集团INDEPENDENT FINANCIAL GROUP, LLC
0.04%#24$200.2万13.9万股$00股+13.9万股新买入
Stifel金融STIFEL FINANCIAL CORP
<0.01%<0.01%#46$192.4万13.4万股$255.9万17.5万股-4.2万股-23.68%减仓
古根海姆资本GUGGENHEIM CAPITAL LLC
0.01%0.02%#36$191.4万13.3万股$273.1万18.7万股-5.4万股-28.84%减仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#61$180.2万12.5万股$198.2万13.6万股-1.0万股-7.71%减仓
Ignite Planners, LLC
0.22%0.26%#11$161.3万11.2万股$167.6万11.5万股-2,627股-2.29%减仓
Aviance Capital Partners, LLC
0.17%0.16%#13$160.0万11.1万股$138.8万9.5万股+1.6万股+17.07%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#64$153.5万10.7万股$46.1万3.2万股+7.5万股+238.07%加仓
Berger Financial Group, Inc
0.08%0.09%#19$148.7万10.3万股$154.3万10.6万股-2,255股-2.13%减仓
ArchPoint Investors
0.31%0.35%#8$145.2万10.1万股$147.4万10.1万股00.00%持仓不变
Thompson David Blair
0.7%#7$140.9万9.8万股$00股+9.8万股新买入
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#77$131.1万9.1万股$212.9万14.6万股-5.5万股-37.48%减仓
ABSOLUTE INVESTMENT ADVISERS, LLC
0.09%0.08%#18$93.0万6.5万股$282.0万19.3万股-12.9万股-66.54%减仓
Strategic Wealth Partners, Ltd.
0.06%0.09%#20$92.3万6.4万股$128.9万8.8万股-2.4万股-27.35%减仓
PARK AVENUE SECURITIES LLC
0.01%#40$87.2万6.1万股$00股+6.1万股新买入
洛克菲勒资本管理Rockefeller Capital Management L.P.
<0.01%<0.01%#48$85.3万5.9万股$66.7万4.6万股+1.4万股+29.85%加仓
Janney Montgomery Scott LLC
<0.01%0.01%#51$55.4万3.8万股$301.3万20.6万股-16.8万股-81.35%减仓
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#55$41.7万2.9万股$42.4万2.9万股00.00%持仓不变
Marex集团Marex Group plc
<0.01%#45$41.6万2.9万股$00股+2.9万股新买入
贝尔德金融集团Baird Financial Group, Inc.
<0.01%<0.01%#60$37.0万2.6万股$28.8万2.0万股+6,000股+30.38%加仓
Quarry LP
0.03%0.2%#26$36.6万2.5万股$110.9万7.6万股-5.1万股-66.54%减仓
VERUS CAPITAL PARTNERS, LLC
0.02%0.03%#32$36.2万2.5万股$36.8万2.5万股+24股+0.10%加仓
WEDBUSH SECURITIES INC
0.01%0.01%#37$35.3万2.5万股$40.1万2.7万股-2,942股-10.71%减仓
United Advisor Group, LLC
0.04%0.04%#25$34.7万2.4万股$35.2万2.4万股00.00%持仓不变
NewEdge顾问NewEdge Advisors, LLC
<0.01%<0.01%#54$32.6万2.3万股$35.4万2.4万股-1,600股-6.60%减仓
Pettinga Financial Advisors LLC
0.05%#23$29.6万2.1万股$00股+2.1万股新买入
Ashton Thomas Private Wealth, LLC
0.01%0.01%#39$29.4万2.0万股$29.8万2.0万股00.00%持仓不变
Apriem Advisors
0.03%0.03%#28$28.9万2.0万股$35.2万2.4万股-4,000股-16.59%减仓
Horizon Kinetics资产管理HORIZON KINETICS ASSET MANAGEMENT LLC
<0.01%<0.01%#42$27.4万1.9万股$29.9万2.0万股-1,424股-6.96%减仓
Maridea Wealth Management LLC
0.03%0.03%#27$26.9万1.9万股$17.7万1.2万股+6,584股+54.16%加仓
Blueprint Investment Partners LLC
0.02%0.03%#31$25.2万1.8万股$31.8万2.2万股-4,300股-19.72%减仓
WORLD EQUITY GROUP, INC.
0.05%0.04%#21$23.9万1.7万股$16.2万1.1万股+5,500股+49.55%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#65$23.0万1.6万股$24.2万1.7万股-647股-3.90%减仓
Arax顾问Arax Advisory Partners
<0.01%#47$22.8万1.6万股$00股+1.6万股新买入

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