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。
2022 年第 1 季 13F 持有人
Eaton Vance Risk-Managed Diversified Equity Income Fund 在 2022/3/31 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
- 89
- 較 2021 年第 4 季 +2 家
- 持有股數
- 858.1 萬
- 較 2021 年第 4 季 +62.8 萬 (+7.9%)
- 總市值
- $7,839 萬
- 較 2021 年第 4 季 −$661.5 萬 (−7.8%)
- 新進機構
- 16
- 另有 34 家加碼
- 清倉機構
- 14
- 另有 14 家減碼
另有 1 家機構在 2021 年第 4 季持有、還沒有申報 2022 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 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 |
2022 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Morgan Stanley | 1,158,315 | $1,144 萬 | 0.00% | +77,124+7.1% | 加碼 |
| Advisor Group Holdings, Inc. | 883,725 | $873.1 萬 | 0.02% | +26,255+3.1% | 加碼 |
| Guggenheim Capital LLC | 868,485 | $858.1 萬 | 0.05% | +124,935+16.8% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 688,463 | $680.2 萬 | 0.01% | +48,355+7.6% | 加碼 |
| Invesco Ltd. | 571,416 | $564.5 萬 | 0.00% | −24,198−4.1% | 減碼 |
| Janney Montgomery Scott LLC | 450,245 | $444.8 萬 | 0.02% | +53,622+13.5% | 加碼 |
| Ameriprise Financial Inc | 411,407 | $406.7 萬 | 0.00% | +10,210+2.5% | 加碼 |
| LPL Financial LLC | 304,030 | $300.4 萬 | 0.00% | −499,115−62.1% | 減碼 |
| IHT Wealth Management, LLC | 214,503 | $211.9 萬 | 0.16% | +46,028+27.3% | 加碼 |
| Wells Fargo & Company | 196,207 | $193.8 萬 | 0.00% | +21,223+12.1% | 加碼 |
| Bank of America Corp | 164,883 | $162.9 萬 | 0.00% | −7,661−4.4% | 減碼 |
| Private Advisor Group, LLC | 159,234 | $157.3 萬 | 0.01% | +20,161+14.5% | 加碼 |
| Advisory Services Network, LLC | 155,526 | $153.7 萬 | 0.05% | +27,733+21.7% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 143,230 | $141.5 萬 | 0.01% | +2,837+2.0% | 加碼 |
| Raymond James & Associates | 112,963 | $111.6 萬 | 0.00% | +41,207+57.4% | 加碼 |
| Commonwealth Equity Services, LLC | 88,367 | $87.3 萬 | 0.00% | +17,213+24.2% | 加碼 |
| Pointe Capital Management LLC | 714,699 | $70.6 萬 | 0.45% | +643,425+902.7% | 加碼 |
| Diversified, LLC | 70,198 | $69.4 萬 | 0.28% | −2,094−2.9% | 減碼 |
| Royal Bank of Canada | 68,802 | $68.0 萬 | 0.00% | +14,751+27.3% | 加碼 |
| UBS Group AG | 65,968 | $65.2 萬 | 0.00% | −7,069−9.7% | 減碼 |
| Centaurus Financial, Inc. | 60,617 | $59.9 萬 | 0.05% | +8,478+16.3% | 加碼 |
| IFP Advisors, Inc | 56,546 | $52.4 萬 | 0.01% | +56,546 | 新進 |
| MML Investors Services, LLC | 52,970 | $52.3 萬 | 0.00% | −53,690−50.3% | 減碼 |
| Stifel Financial Corp | 46,443 | $45.9 萬 | 0.00% | −3,427−6.9% | 減碼 |
| Ausdal Financial Partners, Inc. | 42,246 | $41.7 萬 | 0.06% | +3,902+10.2% | 加碼 |
| GWM Advisors LLC | 39,372 | $38.9 萬 | 0.01% | +18,860+91.9% | 加碼 |
| Formidable Asset Management, LLC | 39,388 | $38.9 萬 | 0.07% | +39,388 | 新進 |
| ELCO Management Co., LLC | 34,275 | $33.9 萬 | 0.23% | 00.0% | 不變 |
| CIBC Private Wealth Group, LLC | 31,000 | $30.6 萬 | 0.00% | 00.0% | 不變 |
| Transcend Wealth Collective, LLC | 30,609 | $30.2 萬 | 0.03% | 00.0% | 不變 |
| Bluefin Capital Management, LLC | 27,803 | $27.5 萬 | 0.05% | +27,803 | 新進 |
| Resources Investment Advisors, LLC. | 27,330 | $27.0 萬 | 0.01% | +2,070+8.2% | 加碼 |
| Sigma Planning Corp | 26,258 | $25.9 萬 | 0.01% | +356+1.4% | 加碼 |
| J.W. Cole Advisors, Inc. | 25,086 | $24.8 萬 | 0.02% | +25,086 | 新進 |
| Flagship Harbor Advisors, LLC | 24,504 | $24.2 萬 | 0.02% | −1,138−4.4% | 減碼 |
| Liberty Capital Management, Inc. | 23,340 | $23.1 萬 | 0.07% | +23,340 | 新進 |
| Cetera Advisor Networks LLC | 22,472 | $22.2 萬 | 0.00% | +11,148+98.4% | 加碼 |
| Successful Portfolios LLC | 21,898 | $21.6 萬 | 0.12% | −30−0.1% | 減碼 |
| Retirement Group, LLC | 21,319 | $21.1 萬 | 0.08% | +3,582+20.2% | 加碼 |
| Primoris Wealth Advisors, LLC | 20,550 | $20.5 萬 | 0.19% | 00.0% | 不變 |
| Marshall Financial Group LLC | 20,468 | $20.2 萬 | 0.08% | 00.0% | 不變 |
| Syverson Strege & Co | 20,439 | $20.2 萬 | 0.22% | +12,524+158.2% | 加碼 |
| Wealth Effects LLC | 19,042 | $18.8 萬 | 0.09% | 00.0% | 不變 |
| TriaGen Wealth Management LLC | 16,850 | $16.6 萬 | 0.09% | +16,850 | 新進 |
| Spire Wealth Management | 16,532 | $16.3 萬 | 0.00% | −15,545−48.5% | 減碼 |
| Boenning & Scattergood, Inc. | 15,942 | $15.8 萬 | 0.03% | +355+2.3% | 加碼 |
| Ameritas Advisory Services, LLC | 15,578 | $15.4 萬 | 0.01% | −3,220−17.1% | 減碼 |
| XML Financial, LLC | 15,578 | $15.4 萬 | 0.02% | 00.0% | 不變 |
| National Asset Management, Inc. | 15,562 | $15.4 萬 | 0.01% | +5,152+49.5% | 加碼 |
| Stratos Wealth Partners, LTD. | 15,360 | $15.2 萬 | 0.00% | 00.0% | 不變 |
| Congress Park Capital LLC | 15,000 | $14.8 萬 | 0.08% | 00.0% | 不變 |
| Western Wealth Management, LLC | 15,034 | $14.8 萬 | 0.01% | +15,034 | 新進 |
| TD Private Client Wealth LLC | 14,466 | $14.3 萬 | 0.01% | 00.0% | 不變 |
| Avantax Advisory Services, Inc. | 14,191 | $14.0 萬 | 0.00% | +214+1.5% | 加碼 |
| 9258 Wealth Management, LLC | 12,913 | $12.8 萬 | 0.03% | 00.0% | 不變 |
| Integrated Wealth Concepts LLC | 12,580 | $12.4 萬 | 0.00% | 00.0% | 不變 |
| CoreCap Advisors, LLC | 12,445 | $12.3 萬 | 0.01% | +3,990+47.2% | 加碼 |
| AE Wealth Management LLC | 12,301 | $12.2 萬 | 0.00% | 00.0% | 不變 |
| Hollencrest Capital Management | 11,350 | $11.2 萬 | 0.01% | 00.0% | 不變 |
| Raymond James Trust N.A. | 10,837 | $10.7 萬 | 0.00% | 00.0% | 不變 |
| Sheaff Brock Investment Advisors, LLC | 10,625 | $10.5 萬 | 0.01% | 00.0% | 不變 |
| Wealthcare Advisory Partners LLC | 10,261 | $10.1 萬 | 0.01% | −1,075−9.5% | 減碼 |
| Aviance Capital Partners, LLC | 10,195 | $10.1 萬 | 0.02% | 00.0% | 不變 |
| Insight Advisors, LLC | 10,189 | $10.1 萬 | 0.03% | 00.0% | 不變 |
| Hoey Investments, Inc | 10,000 | $9.90 萬 | 0.03% | 00.0% | 不變 |
| Running Point Capital Advisors, LLC | 10,000 | $9.90 萬 | 0.06% | +10,000 | 新進 |
| Parallel Advisors, LLC | 6,095 | $6.10 萬 | 0.00% | +3,473+132.5% | 加碼 |
| US Bancorp | 6,017 | $5.90 萬 | 0.00% | −13,500−69.2% | 減碼 |
| Princeton Global Asset Management LLC | 5,441 | $5.40 萬 | 0.01% | 00.0% | 不變 |
| Rockefeller Capital Management L.P. | 4,878 | $4.80 萬 | 0.00% | +1,600+48.8% | 加碼 |
| High Net Worth Advisory Group LLC | 4,500 | $4.40 萬 | 0.02% | 00.0% | 不變 |
| GPS Wealth Strategies Group, LLC | 3,702 | $3.70 萬 | 0.01% | +3,702 | 新進 |
| Northwestern Mutual Wealth Management Co | 3,599 | $3.60 萬 | 0.00% | +900+33.3% | 加碼 |
| Steward Partners Investment Advisory, LLC | 3,500 | $3.50 萬 | 0.00% | +550+18.6% | 加碼 |
| Creative Financial Designs Inc | 3,394 | $3.40 萬 | 0.01% | +3,394 | 新進 |
| American Portfolios Advisors | 3,237 | $3.20 萬 | 0.00% | +1,687+108.8% | 加碼 |
| Ahrens Investment Partners LLC | 2,500 | $2.50 萬 | 0.01% | −12,735−83.6% | 減碼 |
| CoreFirst Bank & Trust | 1,125 | $1.10 萬 | 0.01% | 00.0% | 不變 |
| Prospera Financial Services Inc | 1,000 | $1.00 萬 | 0.00% | +1,000 | 新進 |
| CWM, LLC | 579 | $6,000 | 0.00% | 00.0% | 不變 |
| FinTrust Capital Advisors, LLC | 500 | $5,000 | 0.00% | 00.0% | 不變 |
| Money Concepts Capital Corp | 500 | $5,000 | 0.00% | +500 | 新進 |
| Financial Management Professionals, Inc. | 447 | $4,000 | 0.00% | +447 | 新進 |
| Ellis Investment Partners, LLC | 383 | $3,000 | 0.00% | +9+2.4% | 加碼 |
| Sugarloaf Wealth Management, LLC | 303 | $3,000 | 0.00% | +7+2.4% | 加碼 |
| JPMorgan Chase & Co | 231 | $2,000 | 0.00% | +231 | 新進 |
| Bartlett & Co. Wealth Management LLC | 150 | $1,482 | 0.00% | +150 | 新進 |
| Bartlett & Co. LLC | 150 | $1,000 | 0.00% | +150 | 新進 |
| FourThought Financial, LLC | 12 | $0 | 0.00% | 00.0% | 不變 |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −67,850−100.0% | 清倉 |
| Advisor Resource Council | 0 | $0 | 0.00% | −38,426−100.0% | 清倉 |
| Coastal Bridge Advisors, LLC | 0 | $0 | 0.00% | −35,959−100.0% | 清倉 |
| OTA Financial Group L.P. | 0 | $0 | 0.00% | −20,996−100.0% | 清倉 |
| Truist Financial Corp | 0 | $0 | 0.00% | −18,332−100.0% | 清倉 |
| Titus Wealth Management | 0 | $0 | 0.00% | −16,600−100.0% | 清倉 |
| FSB Premier Wealth Management, Inc. | 0 | $0 | 0.00% | −2,055−100.0% | 清倉 |
| Gradient Investments LLC | 0 | $0 | 0.00% | −1,552−100.0% | 清倉 |
| Cornerstone Advisory, LLC | 0 | $0 | 0.00% | −1,336−100.0% | 清倉 |
| Paragon Capital Management Ltd | 0 | $0 | 0.00% | −439−100.0% | 清倉 |
| Masso Torrence Wealth Management Inc. | 0 | $0 | 0.00% | −500−100.0% | 清倉 |