DoubleLine Opportunistic Credit Fund
DBL- 交易所
- NYSE
- SEC CIK
- 0001525201
近 90 天，DoubleLine Opportunistic Credit Fund 沒有內部人公開市場買賣的申報；2026 年第 2 季末有 78 家機構在 13F 申報持有，市值合計 $1.57 億；沒有大師持有。
2026 年第 1 季 13F 持有人
DoubleLine Opportunistic Credit Fund 在 2026/3/31 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 75
- 較 2025 年第 4 季 +9 家
- 持有股數
- 1,071 萬
- 較 2025 年第 4 季 +44.7 萬 (+4.4%)
- 總市值
- $1.56 億
- 較 2025 年第 4 季 −$12.7 萬 (−0.1%)
- 新進機構
- 12
- 另有 24 家加碼
- 清倉機構
- 3
- 另有 22 家減碼
另有 1 家機構在 2025 年第 4 季持有、還沒有申報 2026 年第 1 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 DBL 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 78 | $1.57 億 |
| 2026 年第 1 季 | 75 | $1.56 億 |
| 2025 年第 4 季 | 67 | $1.57 億 |
| 2025 年第 3 季 | 70 | $1.65 億 |
| 2025 年第 2 季 | 73 | $1.61 億 |
| 2025 年第 1 季 | 69 | $1.58 億 |
| 2024 年第 4 季 | 76 | $1.30 億 |
| 2024 年第 3 季 | 66 | $1.27 億 |
| 2024 年第 2 季 | 62 | $1.24 億 |
| 2024 年第 1 季 | 62 | $1.21 億 |
| 2023 年第 4 季 | 62 | $1.20 億 |
| 2023 年第 3 季 | 60 | $1.01 億 |
| 2023 年第 2 季 | 62 | $9,864 萬 |
| 2023 年第 1 季 | 65 | $9,560 萬 |
| 2022 年第 4 季 | 62 | $9,626 萬 |
| 2022 年第 3 季 | 59 | $8,270 萬 |
| 2022 年第 2 季 | 70 | $9,088 萬 |
| 2022 年第 1 季 | 66 | $9,844 萬 |
| 2021 年第 4 季 | 69 | $1.22 億 |
| 2021 年第 3 季 | 72 | $1.16 億 |
| 2021 年第 2 季 | 73 | $1.14 億 |
| 2021 年第 1 季 | 74 | $1.14 億 |
2026 年第 1 季持有機構
每家機構持有 DoubleLine Opportunistic Credit Fund 的股數、市值與佔組合比重；股數變化跟 2025 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Sit Investment Associates Inc | 3,104,408 | $4,532 萬 | 0.92% | −365,320−10.5% | 減碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 573,966 | $838.0 萬 | 0.24% | +573,966 | 新進 |
| UBS Group AG | 569,216 | $831.1 萬 | 0.00% | +863+0.2% | 加碼 |
| Morgan Stanley | 562,535 | $821.3 萬 | 0.00% | +2,037+0.4% | 加碼 |
| Evergreen Capital Management LLC | 548,752 | $801.2 萬 | 0.17% | +21,522+4.1% | 加碼 |
| Royal Bank of Canada | 375,823 | $548.7 萬 | 0.00% | +69,621+22.7% | 加碼 |
| Twelve Points Wealth Management LLC | 363,804 | $531.2 萬 | 1.17% | +18,235+5.3% | 加碼 |
| Ameriprise Financial Inc | 312,285 | $455.9 萬 | 0.00% | +5,895+1.9% | 加碼 |
| Stratos Wealth Advisors, LLC | 288,641 | $421.4 萬 | 0.26% | +29,274+11.3% | 加碼 |
| Intellectus Partners, LLC | 281,849 | $411.5 萬 | 0.84% | −8,412−2.9% | 減碼 |
| Wells Fargo & Company | 274,790 | $401.2 萬 | 0.00% | +6,349+2.4% | 加碼 |
| R.P. Boggs & Co. | 262,477 | $384.3 萬 | 1.85% | +4,838+1.9% | 加碼 |
| LPL Financial LLC | 230,759 | $336.9 萬 | 0.00% | −3,740−1.6% | 減碼 |
| Janney Montgomery Scott LLC | 206,395 | $301.3 萬 | 0.01% | −29,861−12.6% | 減碼 |
| Absolute Investment Advisers LLC | 193,182 | $282.0 萬 | 0.33% | +193,182 | 新進 |
| Guggenheim Capital LLC | 187,042 | $273.1 萬 | 0.02% | −715−0.4% | 減碼 |
| Stifel Financial Corp | 175,298 | $255.9 萬 | 0.00% | −25,341−12.6% | 減碼 |
| Journey Advisory Group, LLC | 173,374 | $253.1 萬 | 0.22% | +1,944+1.1% | 加碼 |
| Invesco Ltd. | 158,310 | $231.1 萬 | 0.00% | +2,248+1.4% | 加碼 |
| Gridiron Partners, LLC | 154,710 | $225.9 萬 | 1.38% | +110,793+252.3% | 加碼 |
| Bank of America Corp | 145,851 | $212.9 萬 | 0.00% | −330,022−69.4% | 減碼 |
| Independent Financial Group, LLC | 142,900 | $208.6 萬 | 0.05% | −4,900−3.3% | 減碼 |
| Raymond James Financial Inc | 135,782 | $198.2 萬 | 0.00% | −18,997−12.3% | 減碼 |
| Ignite Planners, LLC | 114,817 | $167.6 萬 | 0.26% | −6,722−5.5% | 減碼 |
| Thompson David Blair | 114,459 | $167.1 萬 | 0.96% | +87,360+322.4% | 加碼 |
| Berger Financial Group, Inc | 105,664 | $154.3 萬 | 0.09% | −2,281−2.1% | 減碼 |
| Botty Investors LLC | 100,964 | $147.4 萬 | 0.35% | 00.0% | 不變 |
| Aviance Capital Partners, LLC | 95,072 | $138.8 萬 | 0.16% | +5,523+6.2% | 加碼 |
| Strategic Wealth Partners, Ltd. | 88,316 | $128.9 萬 | 0.09% | 00.0% | 不變 |
| Quarry LP | 75,986 | $110.9 萬 | 0.22% | +75,986 | 新進 |
| Rockefeller Capital Management L.P. | 45,658 | $66.7 萬 | 0.00% | +2,897+6.8% | 加碼 |
| Envestnet Asset Management Inc | 31,583 | $46.1 萬 | 0.00% | +10,489+49.7% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 29,018 | $42.4 萬 | 0.00% | 00.0% | 不變 |
| Wedbush Securities Inc | 27,482 | $40.1 萬 | 0.01% | −459−1.6% | 減碼 |
| Cetera Investment Advisers | 25,950 | $37.9 萬 | 0.00% | +8,837+51.6% | 加碼 |
| Verus Capital Partners, LLC | 25,180 | $36.8 萬 | 0.03% | −3,091−10.9% | 減碼 |
| GWM Advisors LLC | 24,249 | $35.4 萬 | 0.00% | −2,591−9.7% | 減碼 |
| United Advisor Group, LLC | 24,141 | $35.2 萬 | 0.04% | 00.0% | 不變 |
| Apriem Advisors | 24,110 | $35.2 萬 | 0.03% | 00.0% | 不變 |
| Blueprint Investment Partners LLC | 21,800 | $31.8 萬 | 0.03% | +21,800 | 新進 |
| Horizon Kinetics Asset Management LLC | 20,471 | $29.9 萬 | 0.00% | −306−1.5% | 減碼 |
| Ashton Thomas Private Wealth, LLC | 20,441 | $29.8 萬 | 0.01% | +1,804+9.7% | 加碼 |
| Baird Financial Group, Inc. | 19,750 | $28.8 萬 | 0.00% | +6,950+54.3% | 加碼 |
| Commonwealth Equity Services, LLC | 16,607 | $24.2 萬 | 0.00% | −1,958−10.5% | 減碼 |
| Fort Sheridan Advisors LLC | 15,781 | $23.0 萬 | 0.03% | 00.0% | 不變 |
| Melfa Wealth Management, LLC | 15,609 | $22.8 萬 | 0.13% | 00.0% | 不變 |
| Shaker Financial Services, LLC | 14,732 | $21.5 萬 | 0.07% | +14,732 | 新進 |
| U.S. Capital Wealth Advisors, LLC | 14,000 | $20.4 萬 | 0.01% | −51,774−78.7% | 減碼 |
| Kestra Advisory Services, LLC | 13,740 | $20.1 萬 | 0.00% | +470+3.5% | 加碼 |
| Mallini Complete Financial Planning LLC | 13,074 | $19.1 萬 | 0.15% | +660+5.3% | 加碼 |
| Advisor Group Holdings, Inc. | 12,954 | $18.9 萬 | 0.00% | −4,639−26.4% | 減碼 |
| ARS Wealth Advisors Group, LLC | 12,350 | $18.0 萬 | 0.02% | −1,650−11.8% | 減碼 |
| Susquehanna International Group, LLP | 12,291 | $17.9 萬 | 0.00% | +12,291 | 新進 |
| Maridea Wealth Management LLC | 12,156 | $17.7 萬 | 0.03% | +12,156 | 新進 |
| Kercheville Advisors, LLC | 11,897 | $17.4 萬 | 0.06% | −710−5.6% | 減碼 |
| SkyOak Wealth, LLC | 11,437 | $16.7 萬 | 0.03% | +189+1.7% | 加碼 |
| World Equity Group, Inc. | 11,100 | $16.2 萬 | 0.04% | 00.0% | 不變 |
| Readystate Asset Management LP | 10,907 | $15.9 萬 | 0.01% | −3,790−25.8% | 減碼 |
| Colony Group, LLC | 10,800 | $15.8 萬 | 0.00% | 00.0% | 不變 |
| Papamarkou Wellner Asset Management inc. | 10,500 | $15.3 萬 | 0.09% | 00.0% | 不變 |
| Golden State Equity Partners | 7,377 | $10.8 萬 | 0.01% | +7,377 | 新進 |
| TD Waterhouse Canada Inc. | 5,487 | $8.03 萬 | 0.00% | 00.0% | 不變 |
| Fifth Third Bancorp | 3,750 | $5.47 萬 | 0.00% | +3,750 | 新進 |
| Principia Wealth Advisory, LLC | 2,249 | $3.28 萬 | 0.02% | +246+12.3% | 加碼 |
| Golden State Wealth Management, LLC | 2,212 | $3.23 萬 | 0.00% | −14−0.6% | 減碼 |
| MPWM Advisory Solutions, LLC | 2,000 | $2.92 萬 | 0.02% | 00.0% | 不變 |
| Morse Asset Management, Inc | 1,823 | $2.66 萬 | 0.01% | +40+2.2% | 加碼 |
| Harbour Investments, Inc. | 1,065 | $1.55 萬 | 0.00% | +1,065 | 新進 |
| JNBA Financial Advisors | 1,059 | $1.55 萬 | 0.00% | 00.0% | 不變 |
| CoreCap Advisors, LLC | 500 | $7,300 | 0.00% | 00.0% | 不變 |
| NBC Securities, Inc. | 426 | $6,219 | 0.00% | 00.0% | 不變 |
| Highline Wealth Partners LLC | 400 | $5,840 | 0.00% | 00.0% | 不變 |
| Holos Integrated Wealth LLC | 400 | $5,752 | 0.00% | +400 | 新進 |
| IFP Advisors, Inc | 156 | $2,278 | 0.00% | 00.0% | 不變 |
| Advisory Services Network, LLC | 75 | $1,095 | 0.00% | +75 | 新進 |
| Jones Financial Companies LLLP | 0 | $0 | 0.00% | −673−100.0% | 清倉 |
| Cape Investment Advisory, Inc. | 0 | $0 | 0.00% | −481−100.0% | 清倉 |
| Flagship Harbor Advisors, LLC | 0 | $0 | 0.00% | −112−100.0% | 清倉 |
| Comerica Bank | – | – | – | – | 本季未申報 |