13F 机构持仓

DBND DOUBLELINE ETF TRUST

OPPORTUNISTIC CO

持有机构数1012026Q2
26Q126Q2
机构合计持股(股)12,999,7092026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

历季机构持有情况

季度持有机构机构总持股申报市值新建仓加仓减仓清仓估算净买入
2026Q210112,999,709$5.93亿 12502813$2,855.55万
2026Q110114,159,077$6.49亿 1547264$1.02亿
付费方案可看全部 11 个季度 🔒
2026Q22026Q1 更早 9 个季度 🔒

2026Q1 买入最多

NewEdge Advisors, LLC新建仓$3,134.59万
ENVESTNET ASSET MANAGEMENT INC加仓$1,762.03万
Journey Advisory Group, LLC加仓$1,699.42万
Foundations Investment Advisors, LLC加仓$1,220.36万
CWM, LLC加仓$793.12万
RAYMOND JAMES FINANCIAL INC加仓$581.00万
W.G. Shaheen & Associates DBA Whitney & Co加仓$173.57万
Landmark Wealth Management, LLC加仓$167.52万
Mariner, LLC加仓$165.13万
Boothe Investment Group, Inc.加仓$156.71万
LPL Financial LLC加仓$155.59万
MML INVESTORS SERVICES, LLC加仓$150.69万
Benchmark Financial Wealth Advisors, LLC加仓$136.12万
CITADEL ADVISORS LLC新建仓$134.43万
Stratos Wealth Advisors, LLC加仓$128.77万
Pettinga Financial Advisors LLC新建仓$115.05万
Holcombe Financial, Inc.加仓$94.69万
SHELTON CAPITAL MANAGEMENT新建仓$92.73万
MORGAN STANLEY加仓$88.73万
Elyxium Wealth, LLC加仓$86.29万

2026Q1 卖出最多

Cerity Partners LLC减仓-$1,140.37万
Corient Private Wealth LP减仓-$409.19万
Fortis Advisors, LLC减仓-$180.76万
Premier Path Wealth Partners, LLC减仓-$92.58万
Austin Wealth Management, LLC减仓-$62.20万
Seascape Capital Management减仓-$51.19万
MERCER GLOBAL ADVISORS INC /ADV减仓-$15.30万
WADDELL & ASSOCIATES, LLC减仓-$11.05万
CARY STREET PARTNERS FINANCIAL LLC减仓-$10.71万
Steward Partners Investment Advisory, LLC减仓-$10.08万
Root Financial Partners, LLC减仓-$5.03万
ROYAL BANK OF CANADA减仓-$4.97万
Janney Montgomery Scott LLC减仓-$3.92万
Beacon Capital Management, Inc.清仓-$2.92万
OSAIC HOLDINGS, INC.减仓-$2.69万
Capital Analysts, LLC减仓-$1.93万
Sigma Planning Corp减仓-$1.92万
GUARDIAN WEALTH ADVISORS, LLC / NC减仓-$6,872
Aptus Capital Advisors, LLC减仓-$6,872
ENTREWEALTH, LLC减仓-$6,413

2026Q1 最大持有机构

导出全部持有机构 CSV 🔒
机构持股市值占该机构组合变动股数操作
CWM, LLC1,795,342$8,224.46万0.22%173,132加仓
Foundations Investment Advisors, LLC967,316$4,431.27万0.55%266,396加仓
RAYMOND JAMES FINANCIAL INC791,484$3,625.79万0.01%126,828加仓
ENVESTNET ASSET MANAGEMENT INC749,103$3,431.64万0.01%384,638加仓
NewEdge Advisors, LLC684,259$3,134.59万0.11%684,259新建仓
Boothe Investment Group, Inc.679,687$3,113.65万10.02%34,208加仓
Seascape Capital Management634,793$2,908.00万8.37%-11,175减仓
UBS Group AG616,971$2,826.34万0.00%10,987加仓
W.G. Shaheen & Associates DBA Whitney & Co581,228$2,662.61万2.22%37,890加仓
Benchmark Financial Wealth Advisors, LLC522,098$2,391.73万6.62%29,714加仓
Journey Advisory Group, LLC496,108$2,272.67万1.94%370,972加仓
Mariner, LLC473,936$2,171.10万0.03%36,047加仓
GUARDIAN WEALTH ADVISORS, LLC / NC308,616$1,413.77万0.89%-150减仓
Aptus Capital Advisors, LLC308,616$1,413.77万0.11%-150减仓
Holcombe Financial, Inc.259,959$1,190.87万7.00%20,670加仓
Aprio Wealth Management, LLC230,753$1,057.08万0.58%9,135加仓
Beckerman Institutional, LLC222,253$1,018.13万5.41%11,713加仓
Cravens & Co Advisors, LLC216,828$993.29万6.45%5,863加仓
Stratos Wealth Advisors, LLC207,064$948.56万0.58%28,109加仓
Visionary Wealth Advisors202,096$925.80万0.41%11,100加仓
MML INVESTORS SERVICES, LLC197,942$906.77万0.03%32,895加仓
Hippocratic Financial Advisors, LLC189,909$869.97万3.82%9,556加仓
Ausdal Financial Partners, Inc.189,738$869.19万0.39%14,859加仓
Landmark Wealth Management, LLC177,470$812.99万2.18%36,569加仓
Fortis Advisors, LLC164,649$754.26万3.78%-39,458减仓
WADDELL & ASSOCIATES, LLC162,154$742.83万0.42%-2,412减仓
January Capital Advisors LLC152,716$699.59万9.43%——
CARY STREET PARTNERS FINANCIAL LLC141,787$649.53万0.16%-2,339减仓
Elyxium Wealth, LLC135,234$619.51万1.99%18,836加仓
OPTIMA CAPITAL LLC127,454$583.87万2.71%7,414加仓
Premier Path Wealth Partners, LLC113,682$520.78万0.68%-20,209减仓
OSAIC HOLDINGS, INC.103,027$471.96万0.01%-588减仓
ELEVATION POINT WEALTH PARTNERS, LLC93,046$426.25万0.10%11,094加仓
BlueChip Wealth Advisors LLC84,754$388.26万1.70%12,392加仓
Vestmark Advisory Solutions, Inc.84,264$386.02万0.04%2,312加仓
Corient Private Wealth LP82,905$379.79万0.01%-89,323减仓
Austin Wealth Management, LLC70,705$322.80万0.73%-13,625减仓
LPL Financial LLC63,784$292.19万0.00%33,965加仓
Cornerstone Wealth Group, LLC54,393$250.43万0.15%6,589加仓
SilverOak Wealth Management LLC49,553$227.00万0.36%15,619加仓
ROYAL BANK OF CANADA40,882$187.30万0.00%-1,085减仓
GOLDMAN SACHS GROUP INC35,701$163.55万0.00%14,227加仓
L & S Advisors Inc31,930$146.27万0.18%0不变
AQR CAPITAL MANAGEMENT LLC31,402$143.85万0.00%6,761加仓
Centurion Wealth Management LLC29,422$134.78万0.30%1,000加仓
Private Advisor Group, LLC29,364$134.52万0.01%-60减仓
CITADEL ADVISORS LLC29,345$134.43万0.00%29,345新建仓
Smartleaf Asset Management LLC29,364$134.08万0.05%6加仓
Beaumont Financial Advisors, LLC27,496$125.96万0.09%1,102加仓
Algorithmic Investment Models, LLC26,243$120.22万1.48%-24减仓

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