PIMCO Dynamic Income Opportunities Fund
PDO- 交易所
- NYSE
- SEC CIK
- 0001798618
近 90 天，PIMCO Dynamic Income Opportunities Fund 沒有內部人公開市場買賣的申報；2026 年第 2 季末有 137 家機構在 13F 申報持有，市值合計 $3.84 億；沒有大師持有。
2025 年第 4 季 13F 持有人
PIMCO Dynamic Income Opportunities Fund 在 2025/12/31 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
- 130
- 較 2025 年第 3 季 −3 家
- 持有股數
- 2,772 萬
- 較 2025 年第 3 季 +26.9 萬 (+1.0%)
- 總市值
- $3.85 億
- 較 2025 年第 3 季 +$43.6 萬 (+0.1%)
- 新進機構
- 14
- 另有 52 家加碼
- 清倉機構
- 17
- 另有 34 家減碼
另有 2 家機構在 2025 年第 3 季持有、還沒有申報 2025 年第 4 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 PDO 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 | 137 | $3.84 億 |
| 2026 年第 1 季 | 137 | $3.61 億 |
| 2025 年第 4 季 | 130 | $3.85 億 |
| 2025 年第 3 季 | 135 | $3.85 億 |
| 2025 年第 2 季 | 117 | $3.55 億 |
| 2025 年第 1 季 | 119 | $3.51 億 |
| 2024 年第 4 季 | 116 | $3.18 億 |
| 2024 年第 3 季 | 105 | $2.90 億 |
| 2024 年第 2 季 | 109 | $2.86 億 |
| 2024 年第 1 季 | 109 | $2.82 億 |
| 2023 年第 4 季 | 112 | $2.69 億 |
| 2023 年第 3 季 | 110 | $2.54 億 |
| 2023 年第 2 季 | 105 | $2.82 億 |
| 2023 年第 1 季 | 103 | $2.70 億 |
| 2022 年第 4 季 | 97 | $2.89 億 |
| 2022 年第 3 季 | 80 | $3.12 億 |
| 2022 年第 2 季 | 79 | $3.45 億 |
| 2022 年第 1 季 | 63 | $3.99 億 |
| 2021 年第 4 季 | 54 | $3.19 億 |
| 2021 年第 3 季 | 50 | $3.01 億 |
| 2021 年第 2 季 | 43 | $2.67 億 |
| 2021 年第 1 季 | 28 | $1.81 億 |
2025 年第 4 季持有機構
每家機構持有 PIMCO Dynamic Income Opportunities Fund 的股數、市值與佔組合比重；股數變化跟 2025 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Morgan Stanley | 5,397,465 | $7,470 萬 | 0.00% | +698,797+14.9% | 加碼 |
| UBS Group AG | 3,521,827 | $4,874 萬 | 0.01% | +164,530+4.9% | 加碼 |
| Wells Fargo & Company | 2,401,365 | $3,323 萬 | 0.01% | −49,704−2.0% | 減碼 |
| Royal Bank of Canada | 2,194,483 | $3,037 萬 | 0.01% | +763,471+53.4% | 加碼 |
| SOL Capital Management CO | 1,698,816 | $2,351 萬 | 2.11% | +19,013+1.1% | 加碼 |
| Cohen & Steers, Inc. | 1,230,570 | $1,703 萬 | 0.03% | −17,431−1.4% | 減碼 |
| Invesco Ltd. | 929,247 | $1,286 萬 | 0.00% | −35,687−3.7% | 減碼 |
| Guggenheim Capital LLC | 804,732 | $1,114 萬 | 0.08% | −10,207−1.3% | 減碼 |
| Bank of America Corp | 799,983 | $1,107 萬 | 0.00% | +48,896+6.5% | 加碼 |
| Raymond James Financial Inc | 706,009 | $977.1 萬 | 0.00% | +81,431+13.0% | 加碼 |
| Commonwealth Equity Services, LLC | 650,442 | $900.2 萬 | 0.01% | +1030.0% | 加碼 |
| HighTower Advisors, LLC | 586,052 | $811.1 萬 | 0.01% | +5,605+1.0% | 加碼 |
| Leavell Investment Management, Inc. | 385,552 | $538.4 萬 | 0.22% | +66,194+20.7% | 加碼 |
| J.W. Cole Advisors, Inc. | 356,203 | $492.7 萬 | 0.12% | −27,603−7.2% | 減碼 |
| Thomas J. Herzfeld Advisors, Inc. | 345,432 | $478.1 萬 | 1.62% | +27,307+8.6% | 加碼 |
| Cornerstone Advisory, LLC | 322,492 | $446.3 萬 | 0.43% | −20,000−5.8% | 減碼 |
| Envestnet Asset Management Inc | 320,807 | $444.0 萬 | 0.00% | −60,693−15.9% | 減碼 |
| LPL Financial LLC | 306,502 | $424.2 萬 | 0.00% | +30,762+11.2% | 加碼 |
| Private Advisor Group, LLC | 284,440 | $393.7 萬 | 0.02% | +47,259+19.9% | 加碼 |
| International Assets Investment Management, LLC | 272,738 | $377.5 萬 | 0.26% | +111,905+69.6% | 加碼 |
| Element Wealth, LLC | 224,418 | $310.6 萬 | 1.28% | −2,468−1.1% | 減碼 |
| Advisor Group Holdings, Inc. | 223,932 | $309.9 萬 | 0.00% | +50,794+29.3% | 加碼 |
| Capital Investment Advisors, LLC | 204,148 | $282.5 萬 | 0.04% | −7,760−3.7% | 減碼 |
| Wiley Bros.-Aintree Capital, LLC | 189,584 | $262.4 萬 | 0.01% | −30,416−13.8% | 減碼 |
| GWM Advisors LLC | 183,484 | $253.9 萬 | 0.01% | +49,340+36.8% | 加碼 |
| Cetera Investment Advisers | 169,446 | $234.5 萬 | 0.00% | −4,855−2.8% | 減碼 |
| Estate Planners Group, LLC | 159,844 | $221.2 萬 | 0.96% | +159,844 | 新進 |
| Cambridge Investment Research Advisors, Inc. | 140,995 | $195.1 萬 | 0.01% | −5,912−4.0% | 減碼 |
| Anchor Capital Management Group Inc | 134,500 | $189.9 萬 | 0.96% | 00.0% | 不變 |
| Venture Visionary Partners LLC | 127,532 | $176.5 萬 | 0.06% | 00.0% | 不變 |
| Independent Financial Group, LLC | 125,564 | $173.8 萬 | 0.04% | +1,062+0.9% | 加碼 |
| Belpointe Asset Management LLC | 117,742 | $163.0 萬 | 0.06% | −9,323−7.3% | 減碼 |
| Jane Street Group, LLC | 101,330 | $140.2 萬 | 0.00% | +35,502+53.9% | 加碼 |
| Wedbush Securities Inc | 98,845 | $136.8 萬 | 0.04% | −5,046−4.9% | 減碼 |
| Concurrent Investment Advisors, LLC | 92,725 | $128.3 萬 | 0.01% | +4,050+4.6% | 加碼 |
| Palogic Value Management, L.P. | 90,184 | $124.8 萬 | 0.54% | 00.0% | 不變 |
| Triumph Capital Management | 81,195 | $112.4 萬 | 0.24% | +190+0.2% | 加碼 |
| Americana Partners, LLC | 79,317 | $109.8 萬 | 0.03% | 00.0% | 不變 |
| Samalin Investment Counsel, LLC | 73,233 | $101.4 萬 | 0.36% | −2,995−3.9% | 減碼 |
| Boreal Capital Management LLC | 0 | $100.8 萬 | 0.76% | 0 | 不變 |
| Comerica Bank | 72,112 | $99.8 萬 | 0.00% | +58,312+422.6% | 加碼 |
| Goldstone Financial Group, LLC | 66,735 | $92.4 萬 | 0.10% | +246+0.4% | 加碼 |
| RFG Advisory, LLC | 53,273 | $73.7 萬 | 0.01% | +7,495+16.4% | 加碼 |
| First Trust Advisors LP | 53,027 | $73.4 萬 | 0.00% | −21,746−29.1% | 減碼 |
| Bramshill Investments, LLC | 52,448 | $72.6 萬 | 0.04% | +337+0.6% | 加碼 |
| AlphaCore Capital LLC | 48,624 | $67.9 萬 | 0.02% | +14,189+41.2% | 加碼 |
| Northwestern Mutual Wealth Management Co | 46,657 | $64.6 萬 | 0.00% | +13,253+39.7% | 加碼 |
| McDonald Partners LLC | 46,000 | $63.7 萬 | 0.20% | +7,000+17.9% | 加碼 |
| Kestra Advisory Services, LLC | 44,820 | $62.0 萬 | 0.00% | +8,393+23.0% | 加碼 |
| Stifel Financial Corp | 44,362 | $61.4 萬 | 0.00% | +766+1.8% | 加碼 |
| Change Path, LLC | 35,500 | $49.1 萬 | 0.01% | −8,250−18.9% | 減碼 |
| Maridea Wealth Management LLC | 35,389 | $49.0 萬 | 0.07% | +97+0.3% | 加碼 |
| Sunbelt Securities, Inc. | 34,584 | $47.9 萬 | 0.03% | −8,439−19.6% | 減碼 |
| Rockefeller Capital Management L.P. | 34,021 | $47.1 萬 | 0.00% | +26,132+331.2% | 加碼 |
| RSM US Wealth Management LLC | 32,839 | $46.0 萬 | 0.01% | −9,169−21.8% | 減碼 |
| Meadowbrook Wealth Management, LLC | 32,970 | $45.6 萬 | 0.52% | +100+0.3% | 加碼 |
| Davenport & Co LLC | 31,350 | $43.4 萬 | 0.00% | 00.0% | 不變 |
| Stratos Wealth Partners, LTD. | 31,234 | $43.2 萬 | 0.00% | +2,470+8.6% | 加碼 |
| PFG Investments, LLC | 30,363 | $42.0 萬 | 0.02% | +1,551+5.4% | 加碼 |
| Gridiron Partners, LLC | 29,970 | $41.5 萬 | 0.24% | −97,754−76.5% | 減碼 |
| Fund Advisors of America Inc | 29,356 | $40.6 萬 | 0.37% | +29,356 | 新進 |
| First Foundation Advisors | 24,928 | $34.5 萬 | 0.01% | 00.0% | 不變 |
| Brookwood Investment Group LLC | 24,540 | $34.0 萬 | 0.04% | −1,681−6.4% | 減碼 |
| Williams Jones Wealth Management, LLC. | 22,807 | $31.6 萬 | 0.00% | 00.0% | 不變 |
| Tectonic Advisors LLC | 22,557 | $31.2 萬 | 0.02% | −1,500−6.2% | 減碼 |
| Buska Wealth Management, LLC | 21,838 | $30.2 萬 | 0.11% | +5,057+30.1% | 加碼 |
| D.A. Davidson & Co. | 21,633 | $29.9 萬 | 0.00% | −2,131−9.0% | 減碼 |
| HBK Sorce Advisory LLC | 21,000 | $29.6 萬 | 0.01% | +1,000+5.0% | 加碼 |
| Jaffetilchin Investment Partners, LLC | 21,206 | $29.3 萬 | 0.02% | +21,206 | 新進 |
| Lowe Brockenbrough & Co Inc | 21,000 | $29.1 萬 | 0.01% | −3,400−13.9% | 減碼 |
| Creative Planning | 20,884 | $28.9 萬 | 0.00% | +5,498+35.7% | 加碼 |
| Mercer Global Advisors Inc | 20,740 | $28.7 萬 | 0.00% | +20,740 | 新進 |
| Private Wealth Asset Management, LLC | 19,932 | $27.6 萬 | 0.03% | +19,932 | 新進 |
| VestGen Advisors, LLC | 19,236 | $26.6 萬 | 0.01% | +3,236+20.2% | 加碼 |
| Pensionmark Financial Group, LLC | 17,406 | $24.1 萬 | 0.00% | +17,406 | 新進 |
| Two Sigma Securities, LLC | 17,281 | $23.9 萬 | 0.03% | +5,544+47.2% | 加碼 |
| Scotia Capital Inc. | 17,077 | $23.6 萬 | 0.00% | +719+4.4% | 加碼 |
| Courier Capital LLC | 16,269 | $22.5 萬 | 0.01% | 00.0% | 不變 |
| Perigon Wealth Management, LLC | 16,228 | $22.5 萬 | 0.00% | +173+1.1% | 加碼 |
| NWF Advisory Services Inc. | 16,008 | $22.2 萬 | 0.02% | −8,245−34.0% | 減碼 |
| MML Investors Services, LLC | 15,937 | $22.1 萬 | 0.00% | +136+0.9% | 加碼 |
| Tennessee Valley Asset Management Partners | 15,778 | $21.8 萬 | 0.03% | 00.0% | 不變 |
| StoneX Group Inc. | 15,301 | $21.4 萬 | 0.01% | −4,386−22.3% | 減碼 |
| AE Wealth Management LLC | 15,030 | $20.8 萬 | 0.00% | +809+5.7% | 加碼 |
| Carnegie Capital Asset Management, LLC | 15,000 | $20.8 萬 | 0.00% | 00.0% | 不變 |
| Crumly & Associates Inc. | 15,000 | $20.8 萬 | 0.04% | +2,500+20.0% | 加碼 |
| Onyx Bridge Wealth Group LLC | 13,167 | $18.2 萬 | 0.02% | 00.0% | 不變 |
| CWM, LLC | 13,178 | $18.2 萬 | 0.00% | +2,184+19.9% | 加碼 |
| Kingswood Wealth Advisors, LLC | 12,130 | $16.8 萬 | 0.01% | +1,500+14.1% | 加碼 |
| Clearstead Advisors, LLC | 11,768 | $16.3 萬 | 0.00% | +11,768 | 新進 |
| Wealth Enhancement Advisory Services, LLC | 11,328 | $15.8 萬 | 0.00% | +29+0.3% | 加碼 |
| Park National Corp | 10,974 | $15.2 萬 | 0.00% | 00.0% | 不變 |
| BlackRock, Inc. | 10,762 | $14.9 萬 | 0.00% | +10,718+24,359.1% | 加碼 |
| Burney Co | 10,600 | $14.7 萬 | 0.00% | +10,600 | 新進 |
| Beacon Financial Advisory LLC | 10,593 | $14.7 萬 | 0.03% | +10,593 | 新進 |
| Ethos Financial Group, LLC | 10,000 | $14.0 萬 | 0.01% | 00.0% | 不變 |
| National Asset Management, Inc. | 10,022 | $13.9 萬 | 0.01% | −8,245−45.1% | 減碼 |
| Essential Investment Partners LLC | 9,300 | $12.9 萬 | 0.12% | +9,300 | 新進 |
| Noble Wealth Management PBC | 8,283 | $11.5 萬 | 0.06% | +1,769+27.2% | 加碼 |
| National Bank of Canada | 8,030 | $11.1 萬 | 0.00% | −2,970−27.0% | 減碼 |