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。
2026 年第 1 季 13F 持有人
PIMCO Dynamic Income Opportunities 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
- 137
- 較 2025 年第 4 季 +9 家
- 持有股數
- 2,786 萬
- 較 2025 年第 4 季 +20.7 萬 (+0.7%)
- 總市值
- $3.61 億
- 較 2025 年第 4 季 −$2,274 萬 (−5.9%)
- 新進機構
- 25
- 另有 46 家加碼
- 清倉機構
- 16
- 另有 37 家減碼
另有 2 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 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 |
2026 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Morgan Stanley | 5,089,711 | $6,581 萬 | 0.00% | −307,754−5.7% | 減碼 |
| UBS Group AG | 3,565,457 | $4,610 萬 | 0.01% | +43,630+1.2% | 加碼 |
| Wells Fargo & Company | 2,374,387 | $3,070 萬 | 0.01% | −26,978−1.1% | 減碼 |
| Royal Bank of Canada | 2,347,194 | $3,035 萬 | 0.01% | +152,711+7.0% | 加碼 |
| Cerity Partners LLC | 1,745,837 | $2,257 萬 | 0.03% | +1,745,837 | 新進 |
| Cohen & Steers, Inc. | 1,267,824 | $1,639 萬 | 0.03% | +37,254+3.0% | 加碼 |
| Invesco Ltd. | 983,369 | $1,271 萬 | 0.00% | +54,122+5.8% | 加碼 |
| Guggenheim Capital LLC | 865,387 | $1,119 萬 | 0.09% | +60,655+7.5% | 加碼 |
| Bank of America Corp | 840,793 | $1,087 萬 | 0.00% | +40,810+5.1% | 加碼 |
| Raymond James Financial Inc | 657,563 | $850.2 萬 | 0.00% | −48,446−6.9% | 減碼 |
| Commonwealth Equity Services, LLC | 656,529 | $848.9 萬 | 0.01% | +6,087+0.9% | 加碼 |
| HighTower Advisors, LLC | 566,992 | $733.1 萬 | 0.01% | −19,060−3.3% | 減碼 |
| Leavell Investment Management, Inc. | 392,835 | $512.9 萬 | 0.21% | +7,283+1.9% | 加碼 |
| LPL Financial LLC | 365,731 | $472.9 萬 | 0.00% | +59,229+19.3% | 加碼 |
| International Assets Investment Management, LLC | 327,028 | $431.7 萬 | 0.30% | +54,290+19.9% | 加碼 |
| Cornerstone Advisory, LLC | 306,042 | $395.7 萬 | 0.37% | −16,450−5.1% | 減碼 |
| Private Advisor Group, LLC | 286,227 | $370.1 萬 | 0.02% | +1,787+0.6% | 加碼 |
| Integrity Wealth Partners, LLC | 233,197 | $301.5 萬 | 2.71% | +233,197 | 新進 |
| Element Wealth, LLC | 224,499 | $290.3 萬 | 1.20% | +810.0% | 加碼 |
| Advisor Group Holdings, Inc. | 220,773 | $285.5 萬 | 0.00% | −3,159−1.4% | 減碼 |
| Capital Investment Advisors, LLC | 196,990 | $254.7 萬 | 0.04% | −7,158−3.5% | 減碼 |
| Cetera Investment Advisers | 195,582 | $252.9 萬 | 0.00% | +26,136+15.4% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 187,823 | $242.9 萬 | 0.01% | +46,828+33.2% | 加碼 |
| Venture Visionary Partners LLC | 187,532 | $242.5 萬 | 0.08% | +60,000+47.0% | 加碼 |
| GWM Advisors LLC | 175,873 | $227.4 萬 | 0.01% | −7,611−4.1% | 減碼 |
| Jane Street Group, LLC | 175,425 | $226.8 萬 | 0.00% | +74,095+73.1% | 加碼 |
| Estate Planners Group, LLC | 151,178 | $195.5 萬 | 0.94% | −8,666−5.4% | 減碼 |
| Anchor Capital Management Group Inc | 134,500 | $173.9 萬 | 1.21% | 00.0% | 不變 |
| Wiley Bros.-Aintree Capital, LLC | 132,772 | $171.7 萬 | 0.01% | −56,812−30.0% | 減碼 |
| Shaker Financial Services, LLC | 128,530 | $166.2 萬 | 0.58% | +128,530 | 新進 |
| Independent Financial Group, LLC | 124,157 | $160.5 萬 | 0.04% | −1,407−1.1% | 減碼 |
| Belpointe Asset Management LLC | 107,372 | $138.8 萬 | 0.05% | −10,370−8.8% | 減碼 |
| Wedbush Securities Inc | 99,325 | $128.4 萬 | 0.04% | +480+0.5% | 加碼 |
| Concurrent Investment Advisors, LLC | 97,775 | $126.4 萬 | 0.01% | +5,050+5.4% | 加碼 |
| Rivernorth Capital Management, LLC | 95,649 | $123.7 萬 | 0.06% | +95,649 | 新進 |
| Navis Wealth Advisors, LLC | 90,524 | $117.0 萬 | 0.60% | +90,524 | 新進 |
| Triumph Capital Management | 89,634 | $117.0 萬 | 0.24% | +8,439+10.4% | 加碼 |
| Palogic Value Management, L.P. | 90,184 | $116.6 萬 | 0.51% | 00.0% | 不變 |
| Americana Partners, LLC | 79,317 | $102.6 萬 | 0.03% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 68,998 | $89.2 萬 | 0.00% | +22,341+47.9% | 加碼 |
| Thomas J. Herzfeld Advisors, Inc. | 66,751 | $86.3 萬 | 0.29% | −278,681−80.7% | 減碼 |
| Samalin Investment Counsel, LLC | 65,560 | $84.8 萬 | 0.30% | −7,673−10.5% | 減碼 |
| Goldstone Financial Group, LLC | 64,610 | $83.5 萬 | 0.09% | −2,125−3.2% | 減碼 |
| Susquehanna International Group, LLP | 63,535 | $82.2 萬 | 0.00% | +63,535 | 新進 |
| Sit Investment Associates Inc | 60,514 | $78.2 萬 | 0.02% | +60,514 | 新進 |
| XTX Topco Ltd | 60,268 | $77.9 萬 | 0.01% | +60,268 | 新進 |
| Bramshill Investments, LLC | 52,116 | $67.4 萬 | 0.06% | −332−0.6% | 減碼 |
| RFG Advisory, LLC | 52,073 | $67.3 萬 | 0.01% | −1,200−2.3% | 減碼 |
| HBK Sorce Advisory LLC | 50,000 | $66.5 萬 | 0.01% | +29,000+138.1% | 加碼 |
| AlphaCore Capital LLC | 49,833 | $65.1 萬 | 0.02% | +1,209+2.5% | 加碼 |
| Boreal Capital Management LLC | – | $64.8 萬 | 0.56% | – | – |
| Envestnet Asset Management Inc | 47,146 | $61.0 萬 | 0.00% | −273,661−85.3% | 減碼 |
| McDonald Partners LLC | 46,000 | $59.5 萬 | 0.14% | 00.0% | 不變 |
| First Trust Advisors LP | 45,224 | $58.5 萬 | 0.00% | −7,803−14.7% | 減碼 |
| Logan Stone Capital, LLC | 44,056 | $57.0 萬 | 0.16% | +44,056 | 新進 |
| Stifel Financial Corp | 43,814 | $56.7 萬 | 0.00% | −548−1.2% | 減碼 |
| Kestra Advisory Services, LLC | 43,158 | $55.8 萬 | 0.00% | −1,662−3.7% | 減碼 |
| Maridea Wealth Management LLC | 37,428 | $48.4 萬 | 0.07% | +2,039+5.8% | 加碼 |
| Rockefeller Capital Management L.P. | 35,742 | $46.2 萬 | 0.00% | +1,721+5.1% | 加碼 |
| Change Path, LLC | 35,631 | $46.1 萬 | 0.01% | +131+0.4% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 33,589 | $44.4 萬 | 0.00% | +22,261+196.5% | 加碼 |
| Stratos Wealth Partners, LTD. | 31,555 | $40.8 萬 | 0.00% | +321+1.0% | 加碼 |
| Central Trust Co | 31,500 | $40.7 萬 | 0.01% | +31,500 | 新進 |
| Fund Advisors of America Inc | 30,241 | $39.1 萬 | 0.40% | +885+3.0% | 加碼 |
| PFG Investments, LLC | 30,136 | $39.0 萬 | 0.02% | −227−0.7% | 減碼 |
| Davenport & Co LLC | 28,350 | $36.7 萬 | 0.00% | −3,000−9.6% | 減碼 |
| Shay Capital LLC | 27,720 | $35.8 萬 | 0.05% | +27,720 | 新進 |
| Gridiron Partners, LLC | 26,433 | $34.2 萬 | 0.21% | −3,537−11.8% | 減碼 |
| West Michigan Advisors, LLC | 25,000 | $32.6 萬 | 0.07% | +25,000 | 新進 |
| Crumly & Associates Inc. | 25,000 | $32.3 萬 | 0.07% | +10,000+66.7% | 加碼 |
| First Foundation Advisors | 24,928 | $32.2 萬 | 0.01% | 00.0% | 不變 |
| Fifth Third Bancorp | 23,796 | $30.8 萬 | 0.00% | +23,796 | 新進 |
| CWM, LLC | 23,236 | $30.0 萬 | 0.00% | +10,058+76.3% | 加碼 |
| D.A. Davidson & Co. | 22,773 | $29.4 萬 | 0.00% | +1,140+5.3% | 加碼 |
| Creative Planning | 22,518 | $29.1 萬 | 0.00% | +1,634+7.8% | 加碼 |
| Brookwood Investment Group LLC | 22,371 | $28.9 萬 | 0.04% | −2,169−8.8% | 減碼 |
| StoneX Group Inc. | 21,155 | $27.5 萬 | 0.01% | +5,854+38.3% | 加碼 |
| Buska Wealth Management, LLC | 21,147 | $27.3 萬 | 0.11% | −691−3.2% | 減碼 |
| Private Wealth Asset Management, LLC | 20,484 | $26.5 萬 | 0.03% | +552+2.8% | 加碼 |
| Essential Investment Partners LLC | 20,000 | $25.9 萬 | 0.24% | +10,700+115.1% | 加碼 |
| VestGen Advisors, LLC | 19,790 | $25.6 萬 | 0.01% | +554+2.9% | 加碼 |
| Williams Jones Wealth Management, LLC. | 19,275 | $24.9 萬 | 0.00% | −3,532−15.5% | 減碼 |
| MML Investors Services, LLC | 18,251 | $23.6 萬 | 0.00% | +2,314+14.5% | 加碼 |
| Pensionmark Financial Group, LLC | 18,059 | $23.4 萬 | 0.00% | +653+3.8% | 加碼 |
| Scotia Capital Inc. | 17,012 | $22.0 萬 | 0.00% | −65−0.4% | 減碼 |
| Clearview Wealth Management LLC | 16,354 | $21.1 萬 | 0.15% | +16,354 | 新進 |
| Courier Capital LLC | 16,269 | $21.0 萬 | 0.01% | 00.0% | 不變 |
| NWF Advisory Services Inc. | 16,115 | $20.8 萬 | 0.02% | +107+0.7% | 加碼 |
| IHT Wealth Management, LLC | 15,982 | $20.7 萬 | 0.00% | +15,982 | 新進 |
| Tennessee Valley Asset Management Partners | 15,778 | $20.4 萬 | 0.03% | 00.0% | 不變 |
| AE Wealth Management LLC | 15,502 | $20.0 萬 | 0.00% | +472+3.1% | 加碼 |
| Carnegie Capital Asset Management, LLC | 15,000 | $19.4 萬 | 0.00% | 00.0% | 不變 |
| Sovran Advisors, LLC | 13,785 | $18.4 萬 | 0.01% | +13,785 | 新進 |
| Perigon Wealth Management, LLC | 13,677 | $17.7 萬 | 0.00% | −2,551−15.7% | 減碼 |
| Onyx Bridge Wealth Group LLC | 13,167 | $17.0 萬 | 0.02% | 00.0% | 不變 |
| Mercer Global Advisors Inc | 12,553 | $16.2 萬 | 0.00% | −8,187−39.5% | 減碼 |
| Lowe Brockenbrough & Co Inc | 12,050 | $15.6 萬 | 0.01% | −8,950−42.6% | 減碼 |
| Kingswood Wealth Advisors, LLC | 11,430 | $14.8 萬 | 0.01% | −700−5.8% | 減碼 |
| Equitable Holdings, Inc. | 10,631 | $14.7 萬 | 0.00% | +10,631 | 新進 |
| Gateway Wealth Partners, LLC | 11,222 | $14.5 萬 | 0.01% | +11,222 | 新進 |