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 3 季 13F 持有人
Eaton Vance Risk-Managed Diversified Equity Income Fund 在 2022/9/30 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
- 79
- 較 2022 年第 2 季 −8 家
- 持有股數
- 843.8 萬
- 較 2022 年第 2 季 +40.5 萬 (+5.0%)
- 總市值
- $6,984 萬
- 較 2022 年第 2 季 +$241.9 萬 (+3.6%)
- 新進機構
- 5
- 另有 38 家加碼
- 清倉機構
- 13
- 另有 17 家減碼
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 3 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 2022 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Morgan Stanley | 1,224,122 | $1,012 萬 | 0.00% | +290,603+31.1% | 加碼 |
| Advisor Group Holdings, Inc. | 986,230 | $815.6 萬 | 0.02% | +58,511+6.3% | 加碼 |
| Guggenheim Capital LLC | 830,344 | $686.7 萬 | 0.06% | −97,404−10.5% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 723,030 | $597.9 萬 | 0.01% | +19,655+2.8% | 加碼 |
| Invesco Ltd. | 546,589 | $452.0 萬 | 0.00% | +21,282+4.1% | 加碼 |
| Janney Montgomery Scott LLC | 511,538 | $423.0 萬 | 0.02% | +32,302+6.7% | 加碼 |
| Ameriprise Financial Inc | 452,865 | $374.6 萬 | 0.00% | −1,165−0.3% | 減碼 |
| LPL Financial LLC | 251,991 | $208.4 萬 | 0.00% | −29,847−10.6% | 減碼 |
| Wells Fargo & Company | 240,183 | $198.6 萬 | 0.00% | +8,868+3.8% | 加碼 |
| IHT Wealth Management, LLC | 229,788 | $190.0 萬 | 0.14% | +9,497+4.3% | 加碼 |
| Advisory Services Network, LLC | 198,628 | $164.3 萬 | 0.06% | +30,342+18.0% | 加碼 |
| Bank of America Corp | 173,650 | $143.6 萬 | 0.00% | +12,320+7.6% | 加碼 |
| Stifel Financial Corp | 172,971 | $143.0 萬 | 0.00% | +99,966+136.9% | 加碼 |
| Private Advisor Group, LLC | 166,645 | $137.8 萬 | 0.02% | +6,137+3.8% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 146,801 | $121.4 萬 | 0.01% | −2,797−1.9% | 減碼 |
| Commonwealth Equity Services, LLC | 97,040 | $80.2 萬 | 0.00% | +1,270+1.3% | 加碼 |
| Raymond James & Associates | 89,564 | $74.1 萬 | 0.00% | −21,371−19.3% | 減碼 |
| Royal Bank of Canada | 70,279 | $58.1 萬 | 0.00% | −300.0% | 減碼 |
| IFP Advisors, Inc | 61,696 | $57.2 萬 | 0.02% | +5,150+9.1% | 加碼 |
| Pointe Capital Management LLC | 68,013 | $56.2 萬 | 0.45% | +215+0.3% | 加碼 |
| Rockefeller Capital Management L.P. | 66,537 | $55.0 萬 | 0.00% | +16,500+33.0% | 加碼 |
| Centaurus Financial, Inc. | 63,996 | $52.9 萬 | 0.05% | +946+1.5% | 加碼 |
| UBS Group AG | 62,528 | $51.7 萬 | 0.00% | −1,856−2.9% | 減碼 |
| Diversified, LLC | 56,463 | $46.7 萬 | 0.24% | −8,681−13.3% | 減碼 |
| Ausdal Financial Partners, Inc. | 48,328 | $40.0 萬 | 0.06% | +1,976+4.3% | 加碼 |
| Heritage Trust Co | 45,100 | $37.3 萬 | 0.07% | 00.0% | 不變 |
| GWM Advisors LLC | 43,772 | $36.2 萬 | 0.01% | +1,600+3.8% | 加碼 |
| Formidable Asset Management, LLC | 39,811 | $33.1 萬 | 0.08% | +253+0.6% | 加碼 |
| Resources Investment Advisors, LLC. | 37,532 | $31.0 萬 | 0.01% | +7,467+24.8% | 加碼 |
| ELCO Management Co., LLC | 34,075 | $28.2 萬 | 0.22% | −200−0.6% | 減碼 |
| Bluefin Capital Management, LLC | 32,040 | $26.5 萬 | 0.03% | +614+2.0% | 加碼 |
| Successful Portfolios LLC | 31,776 | $26.3 萬 | 0.19% | −110−0.3% | 減碼 |
| CIBC Private Wealth Group, LLC | 31,000 | $25.6 萬 | 0.00% | 00.0% | 不變 |
| Transcend Wealth Collective, LLC | 30,609 | $25.3 萬 | 0.03% | 00.0% | 不變 |
| Sigma Planning Corp | 27,291 | $22.6 萬 | 0.01% | +386+1.4% | 加碼 |
| GPS Wealth Strategies Group, LLC | 26,892 | $22.2 萬 | 0.06% | +2,631+10.8% | 加碼 |
| Flagship Harbor Advisors, LLC | 26,519 | $21.9 萬 | 0.03% | +1,764+7.1% | 加碼 |
| Syverson Strege & Co | 25,904 | $21.4 萬 | 0.11% | 00.0% | 不變 |
| J.W. Cole Advisors, Inc. | 25,678 | $21.2 萬 | 0.02% | −2,159−7.8% | 減碼 |
| Cetera Advisor Networks LLC | 25,027 | $20.7 萬 | 0.00% | +1,555+6.6% | 加碼 |
| Liberty Capital Management, Inc. | 23,340 | $19.3 萬 | 0.07% | 00.0% | 不變 |
| Financial Advisors Network, Inc. | 21,935 | $18.1 萬 | 0.05% | +21,935 | 新進 |
| National Asset Management, Inc. | 21,750 | $18.0 萬 | 0.01% | +9,517+77.8% | 加碼 |
| Primoris Wealth Advisors, LLC | 20,400 | $17.0 萬 | 0.30% | +500+2.5% | 加碼 |
| First Heartland Consultants, Inc. | 20,653 | $17.0 萬 | 0.03% | +20,653 | 新進 |
| Marshall Financial Group LLC | 20,468 | $16.9 萬 | 0.07% | 00.0% | 不變 |
| Wealth Effects LLC | 19,042 | $15.7 萬 | 0.10% | 00.0% | 不變 |
| AE Wealth Management LLC | 19,001 | $15.7 萬 | 0.00% | +2,600+15.9% | 加碼 |
| Avantax Advisory Services, Inc. | 16,659 | $13.8 萬 | 0.00% | +2,229+15.4% | 加碼 |
| Boenning & Scattergood, Inc. | 16,315 | $13.5 萬 | 0.03% | +147+0.9% | 加碼 |
| Ameritas Advisory Services, LLC | 16,328 | $13.5 萬 | 0.01% | +750+4.8% | 加碼 |
| XML Financial, LLC | 15,578 | $12.9 萬 | 0.02% | 00.0% | 不變 |
| Congress Park Capital LLC | 15,000 | $12.4 萬 | 0.08% | 00.0% | 不變 |
| TD Private Client Wealth LLC | 14,466 | $12.0 萬 | 0.01% | 00.0% | 不變 |
| Stratos Wealth Partners, LTD. | 13,360 | $11.0 萬 | 0.00% | −2,000−13.0% | 減碼 |
| Arete Wealth Advisors, LLC | 12,384 | $10.2 萬 | 0.01% | −8,081−39.5% | 減碼 |
| Western Wealth Management, LLC | 10,772 | $9.00 萬 | 0.01% | −4,490−29.4% | 減碼 |
| Sheaff Brock Investment Advisors, LLC | 10,625 | $8.80 萬 | 0.01% | 00.0% | 不變 |
| Insight Advisors, LLC | 10,189 | $8.40 萬 | 0.03% | 00.0% | 不變 |
| Aviance Capital Partners, LLC | 10,195 | $8.40 萬 | 0.02% | 00.0% | 不變 |
| International Assets Investment Management, LLC | 10,209 | $8.40 萬 | 0.02% | +10,209 | 新進 |
| Hoey Investments, Inc | 10,000 | $8.30 萬 | 0.03% | 00.0% | 不變 |
| Running Point Capital Advisors, LLC | 10,000 | $8.30 萬 | 0.05% | 00.0% | 不變 |
| FinTrust Capital Advisors, LLC | 7,358 | $6.10 萬 | 0.02% | +1,606+27.9% | 加碼 |
| Retirement Group, LLC | 7,080 | $5.90 萬 | 0.05% | −7,669−52.0% | 減碼 |
| Northwestern Mutual Wealth Management Co | 6,625 | $5.50 萬 | 0.00% | +3,026+84.1% | 加碼 |
| US Bancorp | 6,017 | $5.00 萬 | 0.00% | 00.0% | 不變 |
| Princeton Global Asset Management LLC | 5,486 | $4.50 萬 | 0.02% | +45+0.8% | 加碼 |
| High Net Worth Advisory Group LLC | 4,500 | $3.70 萬 | 0.02% | 00.0% | 不變 |
| Steward Partners Investment Advisory, LLC | 4,337 | $3.60 萬 | 0.00% | +837+23.9% | 加碼 |
| Parallel Advisors, LLC | 3,648 | $3.00 萬 | 0.00% | −2,447−40.1% | 減碼 |
| Creative Financial Designs Inc | 3,572 | $3.00 萬 | 0.00% | +92+2.6% | 加碼 |
| American Portfolios Advisors | 3,605 | $2.98 萬 | 0.00% | −1,687−31.9% | 減碼 |
| Oliver Lagore Vanvalin Investment Group | 1,600 | $1.30 萬 | 0.01% | +1,600 | 新進 |
| Tower Research Capital LLC (TRC) | 1,200 | $1.00 萬 | 0.00% | +1,200 | 新進 |
| CWM, LLC | 579 | $5,000 | 0.00% | 00.0% | 不變 |
| Sugarloaf Wealth Management, LLC | 319 | $3,000 | 0.00% | +8+2.6% | 加碼 |
| Ellis Investment Partners, LLC | 403 | $3,000 | 0.00% | +11+2.8% | 加碼 |
| FourThought Financial, LLC | 12 | $0 | 0.00% | 00.0% | 不變 |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −18,545−100.0% | 清倉 |
| Advisor Resource Council | 0 | $0 | 0.00% | −18,370−100.0% | 清倉 |
| 9258 Wealth Management, LLC | 0 | $0 | 0.00% | −11,763−100.0% | 清倉 |
| Hollencrest Capital Management | 0 | $0 | 0.00% | −11,350−100.0% | 清倉 |
| Raymond James Trust N.A. | 0 | $0 | 0.00% | −10,837−100.0% | 清倉 |
| Wealthcare Advisory Partners LLC | 0 | $0 | 0.00% | −10,300−100.0% | 清倉 |
| MML Investors Services, LLC | 0 | $0 | 0.00% | −10,050−100.0% | 清倉 |
| Spire Wealth Management | 0 | $0 | 0.00% | −8,363−100.0% | 清倉 |
| SeaCrest Wealth Management, LLC | 0 | $0 | 0.00% | −6,646−100.0% | 清倉 |
| Ahrens Investment Partners LLC | 0 | $0 | 0.00% | −2,500−100.0% | 清倉 |
| ACG Wealth | 0 | $0 | 0.00% | −1,230−100.0% | 清倉 |
| CoreFirst Bank & Trust | 0 | $0 | 0.00% | −1,125−100.0% | 清倉 |
| Financial Management Professionals, Inc. | 0 | $0 | 0.00% | −447−100.0% | 清倉 |