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 |
|---|---|---|---|---|---|
| SOA Wealth Advisors, LLC. | 870 | $870 | 0.00% | 00.0% | 不變 |
| Wolff Wiese Magana LLC | 80 | $1,035 | 0.00% | 00.0% | 不變 |
| Highline Wealth Partners LLC | 200 | $2,586 | 0.00% | 00.0% | 不變 |
| Sound Income Strategies, LLC | 300 | $3,960 | 0.00% | +300 | 新進 |
| Caldwell Sutter Capital, Inc. | 330 | $4,267 | 0.00% | +330 | 新進 |
| Toth Financial Advisory Corp | 400 | $5,172 | 0.00% | 00.0% | 不變 |
| SRS Capital Advisors, Inc. | 500 | $6,465 | 0.00% | 00.0% | 不變 |
| Beaird Harris Wealth Management, LLC | 547 | $7,073 | 0.00% | +547 | 新進 |
| SHP Wealth Management | 842 | $1.09 萬 | 0.00% | −179−17.5% | 減碼 |
| Allworth Financial LP | 1,029 | $1.33 萬 | 0.00% | 00.0% | 不變 |
| Aspect Partners, LLC | 1,269 | $1.64 萬 | 0.01% | +36+2.9% | 加碼 |
| Geneos Wealth Management Inc. | 1,440 | $1.86 萬 | 0.00% | 00.0% | 不變 |
| Harbour Investments, Inc. | 1,533 | $1.98 萬 | 0.00% | −4,601−75.0% | 減碼 |
| FNY Investment Advisers, LLC | 1,600 | $2.00 萬 | 0.01% | 00.0% | 不變 |
| Larson Financial Group LLC | 1,932 | $2.50 萬 | 0.00% | 00.0% | 不變 |
| Financial Management Professionals, Inc. | 1,980 | $2.59 萬 | 0.00% | +54+2.8% | 加碼 |
| CoreCap Advisors, LLC | 2,803 | $3.62 萬 | 0.00% | −4,171−59.8% | 減碼 |
| Sunbelt Securities, Inc. | 3,000 | $3.88 萬 | 0.00% | −31,584−91.3% | 減碼 |
| Advisory Services Network, LLC | 3,377 | $4.37 萬 | 0.00% | +3,377 | 新進 |
| Osbon Capital Management LLC | 3,604 | $4.66 萬 | 0.04% | +3,604 | 新進 |
| Bank of New Hampshire | 3,725 | $4.82 萬 | 0.01% | 00.0% | 不變 |
| Spire Wealth Management | 3,733 | $4.83 萬 | 0.00% | 00.0% | 不變 |
| Steward Partners Investment Advisory, LLC | 3,750 | $4.85 萬 | 0.00% | +2,350+167.9% | 加碼 |
| Huntington National Bank | – | $4.89 萬 | 0.00% | – | – |
| Activest Wealth Management | 4,945 | $6.39 萬 | 0.01% | 00.0% | 不變 |
| IFP Advisors, Inc | 5,500 | $7.11 萬 | 0.00% | +400+7.8% | 加碼 |
| EverSource Wealth Advisors, LLC | 7,000 | $9.05 萬 | 0.00% | 00.0% | 不變 |
| Anfield Capital Management, LLC | 7,147 | $9.24 萬 | 0.03% | 00.0% | 不變 |
| TD Waterhouse Canada Inc. | 7,800 | $10.3 萬 | 0.00% | 00.0% | 不變 |
| National Bank of Canada | 8,030 | $10.5 萬 | 0.00% | 00.0% | 不變 |
| Noble Wealth Management PBC | 9,931 | $12.8 萬 | 0.07% | +1,648+19.9% | 加碼 |
| Ethos Financial Group, LLC | 10,000 | $13.1 萬 | 0.01% | 00.0% | 不變 |
| TCG Advisory Services, LLC | 10,205 | $13.2 萬 | 0.00% | +10,205 | 新進 |
| Burney Co | 10,600 | $13.7 萬 | 0.00% | 00.0% | 不變 |
| Beacon Financial Advisory LLC | 10,639 | $13.8 萬 | 0.03% | +46+0.4% | 加碼 |
| BlackRock, Inc. | 10,721 | $13.9 萬 | 0.00% | −41−0.4% | 減碼 |
| Sanctuary Advisors, LLC | 11,000 | $14.2 萬 | 0.00% | +11,000 | 新進 |
| Gateway Wealth Partners, LLC | 11,222 | $14.5 萬 | 0.01% | +11,222 | 新進 |
| Equitable Holdings, Inc. | 10,631 | $14.7 萬 | 0.00% | +10,631 | 新進 |
| Kingswood Wealth Advisors, LLC | 11,430 | $14.8 萬 | 0.01% | −700−5.8% | 減碼 |
| Lowe Brockenbrough & Co Inc | 12,050 | $15.6 萬 | 0.01% | −8,950−42.6% | 減碼 |
| Mercer Global Advisors Inc | 12,553 | $16.2 萬 | 0.00% | −8,187−39.5% | 減碼 |
| Onyx Bridge Wealth Group LLC | 13,167 | $17.0 萬 | 0.02% | 00.0% | 不變 |
| Perigon Wealth Management, LLC | 13,677 | $17.7 萬 | 0.00% | −2,551−15.7% | 減碼 |
| Sovran Advisors, LLC | 13,785 | $18.4 萬 | 0.01% | +13,785 | 新進 |
| Carnegie Capital Asset Management, LLC | 15,000 | $19.4 萬 | 0.00% | 00.0% | 不變 |
| AE Wealth Management LLC | 15,502 | $20.0 萬 | 0.00% | +472+3.1% | 加碼 |
| Tennessee Valley Asset Management Partners | 15,778 | $20.4 萬 | 0.03% | 00.0% | 不變 |
| IHT Wealth Management, LLC | 15,982 | $20.7 萬 | 0.00% | +15,982 | 新進 |
| NWF Advisory Services Inc. | 16,115 | $20.8 萬 | 0.02% | +107+0.7% | 加碼 |
| Courier Capital LLC | 16,269 | $21.0 萬 | 0.01% | 00.0% | 不變 |
| Clearview Wealth Management LLC | 16,354 | $21.1 萬 | 0.15% | +16,354 | 新進 |
| Scotia Capital Inc. | 17,012 | $22.0 萬 | 0.00% | −65−0.4% | 減碼 |
| Pensionmark Financial Group, LLC | 18,059 | $23.4 萬 | 0.00% | +653+3.8% | 加碼 |
| MML Investors Services, LLC | 18,251 | $23.6 萬 | 0.00% | +2,314+14.5% | 加碼 |
| Williams Jones Wealth Management, LLC. | 19,275 | $24.9 萬 | 0.00% | −3,532−15.5% | 減碼 |
| VestGen Advisors, LLC | 19,790 | $25.6 萬 | 0.01% | +554+2.9% | 加碼 |
| Essential Investment Partners LLC | 20,000 | $25.9 萬 | 0.24% | +10,700+115.1% | 加碼 |
| Private Wealth Asset Management, LLC | 20,484 | $26.5 萬 | 0.03% | +552+2.8% | 加碼 |
| Buska Wealth Management, LLC | 21,147 | $27.3 萬 | 0.11% | −691−3.2% | 減碼 |
| StoneX Group Inc. | 21,155 | $27.5 萬 | 0.01% | +5,854+38.3% | 加碼 |
| Brookwood Investment Group LLC | 22,371 | $28.9 萬 | 0.04% | −2,169−8.8% | 減碼 |
| Creative Planning | 22,518 | $29.1 萬 | 0.00% | +1,634+7.8% | 加碼 |
| D.A. Davidson & Co. | 22,773 | $29.4 萬 | 0.00% | +1,140+5.3% | 加碼 |
| CWM, LLC | 23,236 | $30.0 萬 | 0.00% | +10,058+76.3% | 加碼 |
| Fifth Third Bancorp | 23,796 | $30.8 萬 | 0.00% | +23,796 | 新進 |
| First Foundation Advisors | 24,928 | $32.2 萬 | 0.01% | 00.0% | 不變 |
| Crumly & Associates Inc. | 25,000 | $32.3 萬 | 0.07% | +10,000+66.7% | 加碼 |
| West Michigan Advisors, LLC | 25,000 | $32.6 萬 | 0.07% | +25,000 | 新進 |
| Gridiron Partners, LLC | 26,433 | $34.2 萬 | 0.21% | −3,537−11.8% | 減碼 |
| Shay Capital LLC | 27,720 | $35.8 萬 | 0.05% | +27,720 | 新進 |
| Davenport & Co LLC | 28,350 | $36.7 萬 | 0.00% | −3,000−9.6% | 減碼 |
| PFG Investments, LLC | 30,136 | $39.0 萬 | 0.02% | −227−0.7% | 減碼 |
| Fund Advisors of America Inc | 30,241 | $39.1 萬 | 0.40% | +885+3.0% | 加碼 |
| Central Trust Co | 31,500 | $40.7 萬 | 0.01% | +31,500 | 新進 |
| Stratos Wealth Partners, LTD. | 31,555 | $40.8 萬 | 0.00% | +321+1.0% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 33,589 | $44.4 萬 | 0.00% | +22,261+196.5% | 加碼 |
| Change Path, LLC | 35,631 | $46.1 萬 | 0.01% | +131+0.4% | 加碼 |
| Rockefeller Capital Management L.P. | 35,742 | $46.2 萬 | 0.00% | +1,721+5.1% | 加碼 |
| Maridea Wealth Management LLC | 37,428 | $48.4 萬 | 0.07% | +2,039+5.8% | 加碼 |
| Kestra Advisory Services, LLC | 43,158 | $55.8 萬 | 0.00% | −1,662−3.7% | 減碼 |
| Stifel Financial Corp | 43,814 | $56.7 萬 | 0.00% | −548−1.2% | 減碼 |
| Logan Stone Capital, LLC | 44,056 | $57.0 萬 | 0.16% | +44,056 | 新進 |
| First Trust Advisors LP | 45,224 | $58.5 萬 | 0.00% | −7,803−14.7% | 減碼 |
| McDonald Partners LLC | 46,000 | $59.5 萬 | 0.14% | 00.0% | 不變 |
| Envestnet Asset Management Inc | 47,146 | $61.0 萬 | 0.00% | −273,661−85.3% | 減碼 |
| Boreal Capital Management LLC | – | $64.8 萬 | 0.56% | – | – |
| AlphaCore Capital LLC | 49,833 | $65.1 萬 | 0.02% | +1,209+2.5% | 加碼 |
| HBK Sorce Advisory LLC | 50,000 | $66.5 萬 | 0.01% | +29,000+138.1% | 加碼 |
| RFG Advisory, LLC | 52,073 | $67.3 萬 | 0.01% | −1,200−2.3% | 減碼 |
| Bramshill Investments, LLC | 52,116 | $67.4 萬 | 0.06% | −332−0.6% | 減碼 |
| XTX Topco Ltd | 60,268 | $77.9 萬 | 0.01% | +60,268 | 新進 |
| Sit Investment Associates Inc | 60,514 | $78.2 萬 | 0.02% | +60,514 | 新進 |
| Susquehanna International Group, LLP | 63,535 | $82.2 萬 | 0.00% | +63,535 | 新進 |
| Goldstone Financial Group, LLC | 64,610 | $83.5 萬 | 0.09% | −2,125−3.2% | 減碼 |
| Samalin Investment Counsel, LLC | 65,560 | $84.8 萬 | 0.30% | −7,673−10.5% | 減碼 |
| Thomas J. Herzfeld Advisors, Inc. | 66,751 | $86.3 萬 | 0.29% | −278,681−80.7% | 減碼 |
| Northwestern Mutual Wealth Management Co | 68,998 | $89.2 萬 | 0.00% | +22,341+47.9% | 加碼 |
| Americana Partners, LLC | 79,317 | $102.6 萬 | 0.03% | 00.0% | 不變 |
| Palogic Value Management, L.P. | 90,184 | $116.6 萬 | 0.51% | 00.0% | 不變 |