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 4 季 13F 持有人
Eaton Vance Risk-Managed Diversified Equity Income Fund 在 2022/12/31 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
- 94
- 較 2022 年第 3 季 +17 家
- 持有股數
- 913.4 萬
- 較 2022 年第 3 季 +70.0 萬 (+8.3%)
- 總市值
- $6,785 萬
- 較 2022 年第 3 季 −$196.5 萬 (−2.8%)
- 新進機構
- 23
- 另有 29 家加碼
- 清倉機構
- 6
- 另有 28 家減碼
另有 2 家機構在 2022 年第 3 季持有、還沒有申報 2022 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 |
2022 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 2022 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Advisor Group Holdings, Inc. | 1,068,267 | $801.1 萬 | 0.02% | +82,037+8.3% | 加碼 |
| Morgan Stanley | 1,039,721 | $779.8 萬 | 0.00% | −184,401−15.1% | 減碼 |
| Guggenheim Capital LLC | 670,418 | $502.8 萬 | 0.04% | −159,926−19.3% | 減碼 |
| Invesco Ltd. | 586,514 | $439.9 萬 | 0.00% | +39,925+7.3% | 加碼 |
| Janney Montgomery Scott LLC | 507,758 | $380.8 萬 | 0.01% | −3,780−0.7% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 492,580 | $369.4 萬 | 0.01% | −230,450−31.9% | 減碼 |
| Ameriprise Financial Inc | 416,644 | $312.5 萬 | 0.00% | −36,221−8.0% | 減碼 |
| Shaker Financial Services, LLC | 403,096 | $302.3 萬 | 1.41% | +403,096 | 新進 |
| Financial Alternatives, Inc | 372,342 | $279.3 萬 | 2.77% | +372,342 | 新進 |
| LPL Financial LLC | 253,584 | $190.2 萬 | 0.00% | +1,593+0.6% | 加碼 |
| Wells Fargo & Company | 231,754 | $173.8 萬 | 0.00% | −8,429−3.5% | 減碼 |
| Advisory Services Network, LLC | 199,806 | $149.9 萬 | 0.05% | +1,178+0.6% | 加碼 |
| IHT Wealth Management, LLC | 185,759 | $139.3 萬 | 0.09% | −44,029−19.2% | 減碼 |
| Bank of America Corp | 163,736 | $122.8 萬 | 0.00% | −9,914−5.7% | 減碼 |
| Stifel Financial Corp | 161,260 | $120.9 萬 | 0.00% | −11,711−6.8% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 145,464 | $109.1 萬 | 0.01% | −1,337−0.9% | 減碼 |
| Elequin Capital LP | 135,506 | $101.6 萬 | 0.29% | +135,506 | 新進 |
| Raymond James & Associates | 102,005 | $76.5 萬 | 0.00% | +12,441+13.9% | 加碼 |
| Commonwealth Equity Services, LLC | 89,571 | $67.1 萬 | 0.00% | −7,469−7.7% | 減碼 |
| Bluefin Capital Management, LLC | 87,177 | $65.4 萬 | 0.12% | +55,137+172.1% | 加碼 |
| UBS Group AG | 74,298 | $55.7 萬 | 0.00% | +11,770+18.8% | 加碼 |
| IFP Advisors, Inc | 57,946 | $53.8 萬 | 0.02% | −3,750−6.1% | 減碼 |
| Pointe Capital Management LLC | 68,356 | $51.3 萬 | 0.40% | +343+0.5% | 加碼 |
| Landscape Capital Management, L.L.C. | 67,675 | $50.8 萬 | 0.07% | +67,675 | 新進 |
| Semus Wealth Partners LLC | 64,589 | $48.4 萬 | 0.59% | +64,589 | 新進 |
| Royal Bank of Canada | 61,992 | $46.5 萬 | 0.00% | −8,287−11.8% | 減碼 |
| Centaurus Financial, Inc. | 60,952 | $45.7 萬 | 0.04% | −3,044−4.8% | 減碼 |
| First Heartland Consultants, Inc. | 54,442 | $40.8 萬 | 0.07% | +33,789+163.6% | 加碼 |
| Rockefeller Capital Management L.P. | 51,687 | $38.7 萬 | 0.00% | −14,850−22.3% | 減碼 |
| Ausdal Financial Partners, Inc. | 48,838 | $36.6 萬 | 0.05% | +510+1.1% | 加碼 |
| Alpine Global Management, LLC | 48,854 | $36.6 萬 | 0.12% | +48,854 | 新進 |
| Garden State Investment Advisory Services LLC | 45,196 | $33.9 萬 | 0.20% | +45,196 | 新進 |
| GWM Advisors LLC | 44,172 | $32.6 萬 | 0.01% | +400+0.9% | 加碼 |
| Formidable Asset Management, LLC | 39,927 | $29.9 萬 | 0.07% | +116+0.3% | 加碼 |
| Resources Investment Advisors, LLC. | 37,676 | $28.3 萬 | 0.01% | +144+0.4% | 加碼 |
| Walleye Capital LLC | 34,961 | $26.2 萬 | 0.01% | +34,961 | 新進 |
| ELCO Management Co., LLC | 34,725 | $26.0 萬 | 0.20% | +650+1.9% | 加碼 |
| Weiss Asset Management LP | 32,791 | $24.6 萬 | 0.01% | +32,791 | 新進 |
| Ameritas Advisory Services, LLC | 31,156 | $23.4 萬 | 0.01% | +14,828+90.8% | 加碼 |
| Stratos Wealth Advisors, LLC | 31,000 | $23.3 萬 | 0.02% | +31,000 | 新進 |
| Transcend Wealth Collective, LLC | 30,609 | $23.0 萬 | 0.02% | 00.0% | 不變 |
| Successful Portfolios LLC | 27,629 | $20.7 萬 | 0.14% | −4,147−13.1% | 減碼 |
| National Asset Management, Inc. | 27,287 | $20.5 萬 | 0.01% | +5,537+25.5% | 加碼 |
| Sigma Planning Corp | 27,126 | $20.3 萬 | 0.01% | −165−0.6% | 減碼 |
| GPS Wealth Strategies Group, LLC | 26,955 | $20.2 萬 | 0.06% | +63+0.2% | 加碼 |
| Flagship Harbor Advisors, LLC | 26,727 | $20.0 萬 | 0.02% | +208+0.8% | 加碼 |
| Syverson Strege & Co | 25,904 | $19.4 萬 | 0.09% | 00.0% | 不變 |
| Cetera Advisor Networks LLC | 25,599 | $19.2 萬 | 0.00% | +572+2.3% | 加碼 |
| J.W. Cole Advisors, Inc. | 24,418 | $18.3 萬 | 0.01% | −1,260−4.9% | 減碼 |
| Diversified, LLC | 23,347 | $17.5 萬 | 0.07% | −33,116−58.7% | 減碼 |
| Liberty Capital Management, Inc. | 23,340 | $17.5 萬 | 0.06% | 00.0% | 不變 |
| Primoris Wealth Advisors, LLC | 22,400 | $16.8 萬 | 0.26% | +2,000+9.8% | 加碼 |
| JPMorgan Chase & Co | 22,051 | $16.5 萬 | 0.00% | +22,051 | 新進 |
| Financial Advisors Network, Inc. | 21,935 | $16.5 萬 | 0.04% | 00.0% | 不變 |
| Boenning & Scattergood, Inc. | 15,942 | $15.8 萬 | 0.03% | −373−2.3% | 減碼 |
| Marshall Financial Group LLC | 20,468 | $15.4 萬 | 0.06% | 00.0% | 不變 |
| Heritage Trust Co | 20,310 | $15.2 萬 | 0.02% | −24,790−55.0% | 減碼 |
| Wealth Effects LLC | 19,394 | $14.5 萬 | 0.08% | +352+1.8% | 加碼 |
| Avantax Advisory Services, Inc. | 19,319 | $14.5 萬 | 0.00% | +2,660+16.0% | 加碼 |
| Virtu Financial LLC | 17,315 | $13.0 萬 | 0.02% | +17,315 | 新進 |
| Atria Wealth Solutions, Inc. | 15,882 | $11.9 萬 | 0.00% | +15,882 | 新進 |
| Gladstone Institutional Advisory LLC | 15,697 | $11.8 萬 | 0.01% | +15,697 | 新進 |
| Susquehanna International Group, LLP | 15,685 | $11.8 萬 | 0.00% | +15,685 | 新進 |
| XML Financial, LLC | 15,578 | $11.7 萬 | 0.01% | 00.0% | 不變 |
| Congress Park Capital LLC | 15,000 | $11.3 萬 | 0.07% | 00.0% | 不變 |
| TD Private Client Wealth LLC | 14,466 | $10.8 萬 | 0.01% | 00.0% | 不變 |
| AE Wealth Management LLC | 14,001 | $10.5 萬 | 0.00% | −5,000−26.3% | 減碼 |
| Arete Wealth Advisors, LLC | 12,968 | $9.73 萬 | 0.01% | +584+4.7% | 加碼 |
| CoreCap Advisors, LLC | 12,325 | $9.24 萬 | 0.01% | +12,325 | 新進 |
| Retirement Group, LLC | 11,365 | $8.50 萬 | 0.04% | +4,285+60.5% | 加碼 |
| Jane Street Group, LLC | 11,050 | $8.29 萬 | 0.00% | +11,050 | 新進 |
| Stratos Wealth Partners, LTD. | 10,860 | $8.14 萬 | 0.00% | −2,500−18.7% | 減碼 |
| Sheaff Brock Investment Advisors, LLC | 10,625 | $7.97 萬 | 0.01% | 00.0% | 不變 |
| Aviance Capital Partners, LLC | 10,195 | $7.65 萬 | 0.02% | 00.0% | 不變 |
| Insight Advisors, LLC | 10,189 | $7.62 萬 | 0.03% | 00.0% | 不變 |
| Running Point Capital Advisors, LLC | 10,000 | $7.50 萬 | 0.05% | 00.0% | 不變 |
| FinTrust Capital Advisors, LLC | 6,708 | $5.03 萬 | 0.01% | −650−8.8% | 減碼 |
| US Bancorp | 6,017 | $4.51 萬 | 0.00% | 00.0% | 不變 |
| Princeton Global Asset Management LLC | 5,625 | $4.20 萬 | 0.01% | +139+2.5% | 加碼 |
| Oliver Lagore Vanvalin Investment Group | 5,600 | $4.20 萬 | 0.02% | +4,000+250.0% | 加碼 |
| Steward Partners Investment Advisory, LLC | 4,337 | $3.25 萬 | 0.00% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 4,309 | $3.23 萬 | 0.00% | −2,316−35.0% | 減碼 |
| Hoey Investments, Inc | 4,000 | $3.00 萬 | 0.01% | −6,000−60.0% | 減碼 |
| Parallel Advisors, LLC | 3,681 | $2.76 萬 | 0.00% | +33+0.9% | 加碼 |
| Creative Financial Designs Inc | 3,665 | $2.75 萬 | 0.00% | +93+2.6% | 加碼 |
| High Net Worth Advisory Group LLC | 2,000 | $1.50 萬 | 0.01% | −2,500−55.6% | 減碼 |
| Hollencrest Capital Management | 1,550 | $1.16 萬 | 0.00% | +1,550 | 新進 |
| ICA Group Wealth Management, LLC | 1,000 | $7,800 | 0.00% | +1,000 | 新進 |
| Money Concepts Capital Corp | 500 | $3,750 | 0.00% | +500 | 新進 |
| Cary Street Partner Investment Advisory LLC | 400 | $3,000 | 0.00% | +400 | 新進 |
| Sugarloaf Wealth Management, LLC | 327 | $2,451 | 0.00% | +8+2.5% | 加碼 |
| Proequities, Inc. | 231 | $1,732 | 0.00% | +231 | 新進 |
| Spire Wealth Management | 72 | $1,000 | 0.00% | +72 | 新進 |
| Private Advisor Group, LLC | 106,318 | $797 | 0.00% | −60,327−36.2% | 減碼 |
| CIBC Private Wealth Group, LLC | 0 | $0 | 0.00% | −31,000−100.0% | 清倉 |
| Western Wealth Management, LLC | 0 | $0 | 0.00% | −10,772−100.0% | 清倉 |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −10,209−100.0% | 清倉 |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −1,200−100.0% | 清倉 |
| CWM, LLC | 0 | $0 | 0.00% | −579−100.0% | 清倉 |
| Ellis Investment Partners, LLC | 0 | $0 | 0.00% | −403−100.0% | 清倉 |