Eaton Vance Risk-Managed Diversified Equity Income Fund
ETJ- 交易所
- NYSE
- SEC CIK
- 0001395325
近 90 天，Eaton Vance Risk-Managed Diversified Equity Income Fund 沒有內部人公開市場買賣的申報；2026 年第 2 季末有 122 家機構在 13F 申報持有，市值合計 $1.19 億；沒有大師持有。
2021 年第 4 季 13F 持有人
Eaton Vance Risk-Managed Diversified Equity Income Fund 在 2021/12/31 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
- 88
- 較 2021 年第 3 季 +10 家
- 持有股數
- 796.1 萬
- 較 2021 年第 3 季 +33.2 萬 (+4.3%)
- 總市值
- $8,509 萬
- 較 2021 年第 3 季 +$349.5 萬 (+4.3%)
- 新進機構
- 21
- 另有 30 家加碼
- 清倉機構
- 11
- 另有 14 家減碼
另有 1 家機構在 2021 年第 3 季持有、還沒有申報 2021 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 ETJ 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 | 122 | $1.19 億 |
| 2026 年第 1 季 | 119 | $1.16 億 |
| 2025 年第 4 季 | 119 | $1.32 億 |
| 2025 年第 3 季 | 110 | $1.32 億 |
| 2025 年第 2 季 | 105 | $1.28 億 |
| 2025 年第 1 季 | 93 | $1.15 億 |
| 2024 年第 4 季 | 97 | $1.13 億 |
| 2024 年第 3 季 | 86 | $1.08 億 |
| 2024 年第 2 季 | 89 | $1.06 億 |
| 2024 年第 1 季 | 96 | $1.01 億 |
| 2023 年第 4 季 | 87 | $8,970 萬 |
| 2023 年第 3 季 | 91 | $7,970 萬 |
| 2023 年第 2 季 | 84 | $7,513 萬 |
| 2023 年第 1 季 | 89 | $6,913 萬 |
| 2022 年第 4 季 | 94 | $6,785 萬 |
| 2022 年第 3 季 | 79 | $6,984 萬 |
| 2022 年第 2 季 | 87 | $6,742 萬 |
| 2022 年第 1 季 | 89 | $7,839 萬 |
| 2021 年第 4 季 | 88 | $8,509 萬 |
| 2021 年第 3 季 | 79 | $8,180 萬 |
| 2021 年第 2 季 | 87 | $9,075 萬 |
| 2021 年第 1 季 | 87 | $8,756 萬 |
2021 年第 4 季持有機構
每家機構持有 Eaton Vance Risk-Managed Diversified Equity Income Fund 的股數、市值與佔組合比重；股數變化跟 2021 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Morgan Stanley | 1,081,191 | $1,156 萬 | 0.00% | −5,652−0.5% | 減碼 |
| Advisor Group Holdings, Inc. | 857,470 | $916.6 萬 | 0.02% | +30,842+3.7% | 加碼 |
| LPL Financial LLC | 803,145 | $858.6 萬 | 0.01% | +73,010+10.0% | 加碼 |
| Guggenheim Capital LLC | 743,550 | $794.9 萬 | 0.04% | +102,703+16.0% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 640,108 | $684.3 萬 | 0.01% | −3,644−0.6% | 減碼 |
| Invesco Ltd. | 595,614 | $636.7 萬 | 0.00% | −12,652−2.1% | 減碼 |
| Ameriprise Financial Inc | 401,197 | $429.9 萬 | 0.00% | +34,238+9.3% | 加碼 |
| Janney Montgomery Scott LLC | 396,623 | $424.0 萬 | 0.02% | +115,330+41.0% | 加碼 |
| Wells Fargo & Company | 174,984 | $187.1 萬 | 0.00% | +19,718+12.7% | 加碼 |
| Bank of America Corp | 172,544 | $184.4 萬 | 0.00% | +1,988+1.2% | 加碼 |
| IHT Wealth Management, LLC | 168,475 | $180.1 萬 | 0.13% | +7,394+4.6% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 140,393 | $150.1 萬 | 0.01% | +7,314+5.5% | 加碼 |
| Private Advisor Group, LLC | 139,073 | $148.7 萬 | 0.01% | −40,883−22.7% | 減碼 |
| Advisory Services Network, LLC | 127,793 | $136.6 萬 | 0.04% | +3,881+3.1% | 加碼 |
| MML Investors Services, LLC | 106,660 | $114.0 萬 | 0.01% | −42,903−28.7% | 減碼 |
| UBS Group AG | 73,037 | $78.0 萬 | 0.00% | +195+0.3% | 加碼 |
| Diversified, LLC | 72,292 | $77.3 萬 | 0.33% | −8,190−10.2% | 減碼 |
| Raymond James & Associates | 71,756 | $76.7 萬 | 0.00% | −11,210−13.5% | 減碼 |
| Pointe Capital Management LLC | 71,274 | $76.2 萬 | 0.48% | +2,389+3.5% | 加碼 |
| Commonwealth Equity Services, LLC | 71,154 | $76.0 萬 | 0.00% | +2,703+3.9% | 加碼 |
| Advisors Asset Management, Inc. | 67,850 | $72.5 萬 | 0.01% | −544−0.8% | 減碼 |
| Royal Bank of Canada | 54,051 | $57.8 萬 | 0.00% | −2,949−5.2% | 減碼 |
| Centaurus Financial, Inc. | 52,139 | $55.7 萬 | 0.04% | +13,026+33.3% | 加碼 |
| Stifel Financial Corp | 49,870 | $53.3 萬 | 0.00% | +3,427+7.4% | 加碼 |
| Advisor Resource Council | 38,426 | $41.1 萬 | 0.03% | +38,426 | 新進 |
| Ausdal Financial Partners, Inc. | 38,344 | $41.0 萬 | 0.06% | +1,295+3.5% | 加碼 |
| Coastal Bridge Advisors, LLC | 35,959 | $37.3 萬 | 0.08% | +35,959 | 新進 |
| ELCO Management Co., LLC | 34,275 | $36.6 萬 | 0.26% | +102+0.3% | 加碼 |
| Spire Wealth Management | 32,077 | $34.3 萬 | 0.01% | +338+1.1% | 加碼 |
| CIBC Private Wealth Group, LLC | 31,000 | $33.1 萬 | 0.00% | 00.0% | 不變 |
| Transcend Wealth Collective, LLC | 30,609 | $32.7 萬 | 0.03% | 00.0% | 不變 |
| Sigma Planning Corp | 25,902 | $27.7 萬 | 0.01% | −495−1.9% | 減碼 |
| Flagship Harbor Advisors, LLC | 25,642 | $27.4 萬 | 0.03% | +5,056+24.6% | 加碼 |
| Resources Investment Advisors, LLC. | 25,260 | $27.0 萬 | 0.01% | +569+2.3% | 加碼 |
| Successful Portfolios LLC | 21,928 | $23.4 萬 | 0.13% | 00.0% | 不變 |
| OTA Financial Group L.P. | 20,996 | $22.4 萬 | 0.15% | +20,996 | 新進 |
| Marshall Financial Group LLC | 20,468 | $21.9 萬 | 0.08% | 00.0% | 不變 |
| GWM Advisors LLC | 20,512 | $21.9 萬 | 0.00% | +20,512 | 新進 |
| Primoris Wealth Advisors, LLC | 20,550 | $21.9 萬 | 0.18% | +20,550 | 新進 |
| US Bancorp | 19,517 | $20.9 萬 | 0.00% | 00.0% | 不變 |
| Wealth Effects LLC | 19,042 | $20.4 萬 | 0.08% | +19,042 | 新進 |
| Ameritas Advisory Services, LLC | 18,798 | $20.1 萬 | 0.01% | +18,798 | 新進 |
| Truist Financial Corp | 18,332 | $19.6 萬 | 0.00% | +700+4.0% | 加碼 |
| Retirement Group, LLC | 17,737 | $19.0 萬 | 0.08% | +32+0.2% | 加碼 |
| Titus Wealth Management | 16,600 | $17.7 萬 | 0.08% | −23,000−58.1% | 減碼 |
| XML Financial, LLC | 15,578 | $16.7 萬 | 0.02% | 00.0% | 不變 |
| Boenning & Scattergood, Inc. | 15,587 | $16.7 萬 | 0.03% | +335+2.2% | 加碼 |
| Stratos Wealth Partners, LTD. | 15,360 | $16.4 萬 | 0.00% | 00.0% | 不變 |
| Ahrens Investment Partners LLC | 15,235 | $16.3 萬 | 0.07% | −80,174−84.0% | 減碼 |
| Congress Park Capital LLC | 15,000 | $16.0 萬 | 0.08% | 00.0% | 不變 |
| TD Private Client Wealth LLC | 14,466 | $15.5 萬 | 0.01% | 00.0% | 不變 |
| Avantax Advisory Services, Inc. | 13,977 | $14.9 萬 | 0.00% | +157+1.1% | 加碼 |
| 9258 Wealth Management, LLC | 12,913 | $13.8 萬 | 0.03% | 00.0% | 不變 |
| Integrated Wealth Concepts LLC | 12,580 | $13.4 萬 | 0.00% | +1,945+18.3% | 加碼 |
| AE Wealth Management LLC | 12,301 | $13.1 萬 | 0.00% | +12,301 | 新進 |
| Hollencrest Capital Management | 11,350 | $12.1 萬 | 0.01% | −7,000−38.1% | 減碼 |
| Wealthcare Advisory Partners LLC | 11,336 | $12.1 萬 | 0.01% | +31+0.3% | 加碼 |
| Cetera Advisor Networks LLC | 11,324 | $12.1 萬 | 0.00% | +11,324 | 新進 |
| Raymond James Trust N.A. | 10,837 | $11.6 萬 | 0.00% | 00.0% | 不變 |
| Sheaff Brock Investment Advisors, LLC | 10,625 | $11.4 萬 | 0.01% | 00.0% | 不變 |
| National Asset Management, Inc. | 10,410 | $11.2 萬 | 0.00% | +10,410 | 新進 |
| Insight Advisors, LLC | 10,189 | $10.9 萬 | 0.03% | 00.0% | 不變 |
| Aviance Capital Partners, LLC | 10,195 | $10.9 萬 | 0.02% | 00.0% | 不變 |
| Hoey Investments, Inc | 10,000 | $10.7 萬 | 0.03% | 00.0% | 不變 |
| CoreCap Advisors, LLC | 8,455 | $9.00 萬 | 0.01% | +8,455 | 新進 |
| NEXT Financial Group, Inc | 8,276 | $8.80 萬 | 0.01% | −75−0.9% | 減碼 |
| Syverson Strege & Co | 7,915 | $8.50 萬 | 0.06% | +7,915 | 新進 |
| Princeton Global Asset Management LLC | 5,441 | $5.80 萬 | 0.02% | 00.0% | 不變 |
| High Net Worth Advisory Group LLC | 4,500 | $4.80 萬 | 0.02% | +4,500 | 新進 |
| Rockefeller Capital Management L.P. | 3,278 | $3.50 萬 | 0.00% | +1,748+114.2% | 加碼 |
| Steward Partners Investment Advisory, LLC | 2,950 | $3.20 萬 | 0.00% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 2,699 | $2.90 萬 | 0.00% | +383+16.5% | 加碼 |
| Parallel Advisors, LLC | 2,622 | $2.80 萬 | 0.00% | 00.0% | 不變 |
| FSB Premier Wealth Management, Inc. | 2,055 | $2.10 萬 | 0.01% | +2,055 | 新進 |
| Gradient Investments LLC | 1,552 | $1.70 萬 | 0.00% | +1,552 | 新進 |
| American Portfolios Advisors | 1,550 | $1.66 萬 | 0.00% | 00.0% | 不變 |
| Cornerstone Advisory, LLC | 1,336 | $1.40 萬 | 0.00% | +1,336 | 新進 |
| CoreFirst Bank & Trust | 1,125 | $1.20 萬 | 0.01% | 00.0% | 不變 |
| CWM, LLC | 579 | $6,000 | 0.00% | +579 | 新進 |
| FinTrust Capital Advisors, LLC | 500 | $5,000 | 0.00% | 00.0% | 不變 |
| Paragon Capital Management Ltd | 439 | $5,000 | 0.00% | +439 | 新進 |
| Masso Torrence Wealth Management Inc. | 500 | $5,000 | 0.00% | +500 | 新進 |
| Fifth Third Bancorp | 415 | $4,000 | 0.00% | 00.0% | 不變 |
| Ellis Investment Partners, LLC | 374 | $4,000 | 0.00% | +8+2.2% | 加碼 |
| Sugarloaf Wealth Management, LLC | 296 | $3,000 | 0.00% | +6+2.1% | 加碼 |
| Tower Research Capital LLC (TRC) | 280 | $3,000 | 0.00% | +280 | 新進 |
| FMR LLC | 1 | $0 | 0.00% | +1 | 新進 |
| FourThought Financial, LLC | 12 | $0 | 0.00% | 00.0% | 不變 |
| Proequities, Inc. | 0 | $0 | 0.00% | −1,087−100.0% | 清倉 |
| Formidable Asset Management, LLC | 0 | $0 | 0.00% | −39,092−100.0% | 清倉 |
| Mirae Asset Global Investments Co., Ltd. | 0 | $0 | 0.00% | −29,034−100.0% | 清倉 |
| WESPAC Advisors, LLC | 0 | $0 | 0.00% | −12,000−100.0% | 清倉 |
| Harbour Investments, Inc. | 0 | $0 | 0.00% | −3,983−100.0% | 清倉 |
| Creative Financial Designs Inc | 0 | $0 | 0.00% | −3,246−100.0% | 清倉 |
| Carroll Financial Associates, Inc. | 0 | $0 | 0.00% | −2,768−100.0% | 清倉 |
| Citigroup Inc | 0 | $0 | 0.00% | −2,394−100.0% | 清倉 |
| Arkadios Wealth Advisors | 0 | $0 | 0.00% | −1,925−100.0% | 清倉 |
| Bartlett & Co. LLC | 0 | $0 | 0.00% | −150−100.0% | 清倉 |
| Bartlett & Co. Wealth Management LLC | 0 | $0 | 0.00% | −150−100.0% | 清倉 |
| Ameritas Investment Company, LLC | – | – | – | – | 本季未申報 |