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。
2023 年第 1 季 13F 持有人
Eaton Vance Risk-Managed Diversified Equity Income Fund 在 2023/3/31 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 2022 年第 4 季 −2 家
- 持有股數
- 869.7 萬
- 較 2022 年第 4 季 −38.7 萬 (−4.3%)
- 總市值
- $6,913 萬
- 較 2022 年第 4 季 +$170.2 萬 (+2.5%)
- 新進機構
- 14
- 另有 23 家加碼
- 清倉機構
- 16
- 另有 31 家減碼
另有 3 家機構在 2022 年第 4 季持有、還沒有申報 2023 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 |
2023 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 2022 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Advisor Group Holdings, Inc. | 1,049,593 | $834.4 萬 | 0.02% | −18,674−1.7% | 減碼 |
| Morgan Stanley | 790,383 | $628.4 萬 | 0.00% | −249,338−24.0% | 減碼 |
| Invesco Ltd. | 712,700 | $566.6 萬 | 0.00% | +126,186+21.5% | 加碼 |
| Guggenheim Capital LLC | 682,206 | $542.4 萬 | 0.05% | +11,788+1.8% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 460,394 | $366.0 萬 | 0.01% | −32,186−6.5% | 減碼 |
| Ameriprise Financial Inc | 445,776 | $354.4 萬 | 0.00% | +29,132+7.0% | 加碼 |
| Janney Montgomery Scott LLC | 416,644 | $331.2 萬 | 0.01% | −91,114−17.9% | 減碼 |
| Financial Alternatives, Inc | 366,002 | $291.0 萬 | 2.79% | −6,340−1.7% | 減碼 |
| Wells Fargo & Company | 274,296 | $218.1 萬 | 0.00% | +42,542+18.4% | 加碼 |
| LPL Financial LLC | 243,598 | $193.7 萬 | 0.00% | −9,986−3.9% | 減碼 |
| Shaker Financial Services, LLC | 242,493 | $192.8 萬 | 0.84% | −160,603−39.8% | 減碼 |
| Bank of America Corp | 186,808 | $148.5 萬 | 0.00% | +23,072+14.1% | 加碼 |
| Cohen & Steers, Inc. | 176,694 | $140.5 萬 | 0.00% | +176,694 | 新進 |
| IHT Wealth Management, LLC | 161,137 | $128.1 萬 | 0.07% | −24,622−13.3% | 減碼 |
| Stifel Financial Corp | 160,073 | $127.3 萬 | 0.00% | −1,187−0.7% | 減碼 |
| Advisors Asset Management, Inc. | 139,909 | $111.2 萬 | 0.02% | +139,909 | 新進 |
| Cambridge Investment Research Advisors, Inc. | 138,370 | $110.0 萬 | 0.01% | −7,094−4.9% | 減碼 |
| Advisory Services Network, LLC | 138,075 | $109.8 萬 | 0.03% | −61,731−30.9% | 減碼 |
| Raymond James & Associates | 119,258 | $94.8 萬 | 0.00% | +17,253+16.9% | 加碼 |
| Private Advisor Group, LLC | 100,975 | $80.3 萬 | 0.01% | −5,343−5.0% | 減碼 |
| Commonwealth Equity Services, LLC | 95,682 | $76.0 萬 | 0.00% | +6,111+6.8% | 加碼 |
| First Heartland Consultants, Inc. | 87,575 | $69.6 萬 | 0.10% | +33,133+60.9% | 加碼 |
| Landscape Capital Management, L.L.C. | 72,949 | $58.0 萬 | 0.08% | +5,274+7.8% | 加碼 |
| Pointe Capital Management LLC | 66,778 | $53.1 萬 | 0.39% | −1,578−2.3% | 減碼 |
| Semus Wealth Partners LLC | 63,161 | $50.2 萬 | 0.54% | −1,428−2.2% | 減碼 |
| Centaurus Financial, Inc. | 62,962 | $50.1 萬 | 0.04% | +2,010+3.3% | 加碼 |
| Elequin Capital LP | 59,881 | $47.6 萬 | 0.33% | −75,625−55.8% | 減碼 |
| Royal Bank of Canada | 59,135 | $47.0 萬 | 0.00% | −2,857−4.6% | 減碼 |
| Rockefeller Capital Management L.P. | 52,387 | $41.6 萬 | 0.00% | +700+1.4% | 加碼 |
| UBS Group AG | 52,278 | $41.6 萬 | 0.00% | −22,020−29.6% | 減碼 |
| Ausdal Financial Partners, Inc. | 49,874 | $39.6 萬 | 0.05% | +1,036+2.1% | 加碼 |
| GWM Advisors LLC | 49,172 | $38.3 萬 | 0.00% | +5,000+11.3% | 加碼 |
| Garden State Investment Advisory Services LLC | 45,320 | $36.0 萬 | 0.18% | +124+0.3% | 加碼 |
| Global Assets Advisory, LLC | 40,000 | $31.6 萬 | 0.32% | +40,000 | 新進 |
| Formidable Asset Management, LLC | 39,090 | $30.6 萬 | 0.06% | −837−2.1% | 減碼 |
| Resources Investment Advisors, LLC. | 37,855 | $30.1 萬 | 0.01% | +179+0.5% | 加碼 |
| ELCO Management Co., LLC | 34,625 | $27.5 萬 | 0.20% | −100−0.3% | 減碼 |
| Stratos Wealth Advisors, LLC | 31,000 | $24.6 萬 | 0.02% | 00.0% | 不變 |
| Transcend Wealth Collective, LLC | 30,609 | $24.3 萬 | 0.03% | 00.0% | 不變 |
| Successful Portfolios LLC | 27,615 | $22.0 萬 | 0.14% | −14−0.1% | 減碼 |
| National Asset Management, Inc. | 27,405 | $21.8 萬 | 0.01% | +118+0.4% | 加碼 |
| GPS Wealth Strategies Group, LLC | 27,015 | $21.5 萬 | 0.04% | +60+0.2% | 加碼 |
| Syverson Strege & Co | 25,904 | $20.6 萬 | 0.09% | 00.0% | 不變 |
| Sigma Planning Corp | 25,289 | $20.1 萬 | 0.01% | −1,837−6.8% | 減碼 |
| Cetera Advisor Networks LLC | 25,027 | $19.9 萬 | 0.00% | −572−2.2% | 減碼 |
| Liberty Capital Management, Inc. | 23,340 | $18.6 萬 | 0.06% | 00.0% | 不變 |
| Strategic Financial Concepts, LLC | 23,000 | $18.3 萬 | 0.07% | +23,000 | 新進 |
| Primoris Wealth Advisors, LLC | 22,467 | $17.9 萬 | 0.22% | +67+0.3% | 加碼 |
| Flagship Harbor Advisors, LLC | 22,024 | $17.5 萬 | 0.02% | −4,703−17.6% | 減碼 |
| J.W. Cole Advisors, Inc. | 20,921 | $16.6 萬 | 0.01% | −3,497−14.3% | 減碼 |
| Marshall Financial Group LLC | 20,468 | $16.3 萬 | 0.06% | 00.0% | 不變 |
| Heritage Trust Co | 20,310 | $16.1 萬 | 0.03% | 00.0% | 不變 |
| Wealth Effects LLC | 19,394 | $15.4 萬 | 0.08% | 00.0% | 不變 |
| Bank of Montreal | 17,665 | $14.3 萬 | 0.00% | +17,665 | 新進 |
| Ameritas Advisory Services, LLC | 17,228 | $13.7 萬 | 0.01% | −13,928−44.7% | 減碼 |
| Diversified, LLC | 17,063 | $13.6 萬 | 0.05% | −6,284−26.9% | 減碼 |
| International Assets Investment Management, LLC | 16,909 | $13.4 萬 | 0.02% | +16,909 | 新進 |
| NWF Advisory Services Inc. | 15,500 | $12.7 萬 | 0.03% | +15,500 | 新進 |
| Gladstone Institutional Advisory LLC | 15,697 | $12.5 萬 | 0.01% | 00.0% | 不變 |
| Congress Park Capital LLC | 15,000 | $11.9 萬 | 0.07% | 00.0% | 不變 |
| TD Private Client Wealth LLC | 14,466 | $11.5 萬 | 0.01% | 00.0% | 不變 |
| AE Wealth Management LLC | 14,001 | $11.1 萬 | 0.00% | 00.0% | 不變 |
| David J Yvars Group | 13,858 | $11.0 萬 | 0.10% | +13,858 | 新進 |
| MML Investors Services, LLC | 13,168 | $10.5 萬 | 0.00% | +13,168 | 新進 |
| Relative Value Partners Group, LLC | 12,742 | $10.1 萬 | 0.01% | +12,742 | 新進 |
| Arete Wealth Advisors, LLC | 12,273 | $9.80 萬 | 0.01% | −695−5.4% | 減碼 |
| Armor Investment Advisors, LLC | 11,450 | $9.10 萬 | 0.05% | +11,450 | 新進 |
| Retirement Group, LLC | 11,365 | $9.00 萬 | 0.04% | 00.0% | 不變 |
| Stratos Wealth Partners, LTD. | 10,873 | $8.64 萬 | 0.00% | +13+0.1% | 加碼 |
| Sheaff Brock Investment Advisors, LLC | 10,625 | $8.45 萬 | 0.01% | 00.0% | 不變 |
| Atria Wealth Solutions, Inc. | 10,313 | $8.20 萬 | 0.00% | −5,569−35.1% | 減碼 |
| Aviance Capital Partners, LLC | 10,195 | $8.11 萬 | 0.02% | 00.0% | 不變 |
| Insight Advisors, LLC | 10,189 | $8.10 萬 | 0.02% | 00.0% | 不變 |
| Avantax Advisory Services, Inc. | 10,175 | $8.09 萬 | 0.00% | −9,144−47.3% | 減碼 |
| Spire Wealth Management | 7,786 | $6.19 萬 | 0.00% | +7,714+10,713.9% | 加碼 |
| Oliver Lagore Vanvalin Investment Group | 6,525 | $5.19 萬 | 0.02% | +925+16.5% | 加碼 |
| FinTrust Capital Advisors, LLC | 6,708 | $5.03 萬 | 0.01% | 00.0% | 不變 |
| US Bancorp | 6,017 | $4.78 萬 | 0.00% | 00.0% | 不變 |
| Princeton Global Asset Management LLC | 5,752 | $4.57 萬 | 0.01% | +127+2.3% | 加碼 |
| Hoey Investments, Inc | 4,000 | $3.18 萬 | 0.01% | 00.0% | 不變 |
| Parallel Advisors, LLC | 3,731 | $2.97 萬 | 0.00% | +50+1.4% | 加碼 |
| Northwestern Mutual Wealth Management Co | 3,409 | $2.71 萬 | 0.00% | −900−20.9% | 減碼 |
| Steward Partners Investment Advisory, LLC | 2,500 | $1.99 萬 | 0.00% | −1,837−42.4% | 減碼 |
| Hollencrest Capital Management | 1,550 | $1.23 萬 | 0.00% | 00.0% | 不變 |
| ICA Group Wealth Management, LLC | 1,000 | $7,950 | 0.00% | 00.0% | 不變 |
| Ahrens Investment Partners LLC | 1,000 | $7,950 | 0.00% | +1,000 | 新進 |
| Cullen/Frost Bankers, Inc. | 413 | $3,283 | 0.00% | +413 | 新進 |
| Proequities, Inc. | 231 | $1,836 | 0.00% | 00.0% | 不變 |
| FMR LLC | 1 | $8 | 0.00% | +1 | 新進 |
| Bluefin Capital Management, LLC | 0 | $0 | 0.00% | −87,177−100.0% | 清倉 |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −57,946−100.0% | 清倉 |
| Alpine Global Management, LLC | 0 | $0 | 0.00% | −48,854−100.0% | 清倉 |
| Walleye Capital LLC | 0 | $0 | 0.00% | −34,961−100.0% | 清倉 |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −32,791−100.0% | 清倉 |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −22,051−100.0% | 清倉 |
| Virtu Financial LLC | 0 | $0 | 0.00% | −17,315−100.0% | 清倉 |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −15,685−100.0% | 清倉 |
| XML Financial, LLC | 0 | $0 | 0.00% | −15,578−100.0% | 清倉 |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −11,050−100.0% | 清倉 |
| Running Point Capital Advisors, LLC | 0 | $0 | 0.00% | −10,000−100.0% | 清倉 |