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 3 季 13F 持有人
Eaton Vance Risk-Managed Diversified Equity Income Fund 在 2023/9/30 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
- 91
- 較 2023 年第 2 季 +7 家
- 持有股數
- 1,038 萬
- 較 2023 年第 2 季 +123.8 萬 (+13.5%)
- 總市值
- $7,970 萬
- 較 2023 年第 2 季 +$457.4 萬 (+6.1%)
- 新進機構
- 13
- 另有 30 家加碼
- 清倉機構
- 6
- 另有 25 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 |
2023 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 2023 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Advisor Group Holdings, Inc. | 1,364,132 | $1,048 萬 | 0.02% | +365,575+36.6% | 加碼 |
| Guggenheim Capital LLC | 936,535 | $719.3 萬 | 0.06% | +51,619+5.8% | 加碼 |
| Morgan Stanley | 774,810 | $595.1 萬 | 0.00% | +8,439+1.1% | 加碼 |
| Invesco Ltd. | 744,555 | $571.8 萬 | 0.00% | +90,404+13.8% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 646,270 | $496.3 萬 | 0.01% | +15,972+2.5% | 加碼 |
| Janney Montgomery Scott LLC | 447,593 | $343.8 萬 | 0.01% | +19,243+4.5% | 加碼 |
| Ameriprise Financial Inc | 430,464 | $330.6 萬 | 0.00% | −18,377−4.1% | 減碼 |
| Raymond James & Associates | 387,448 | $297.6 萬 | 0.00% | +27,323+7.6% | 加碼 |
| Cohen & Steers, Inc. | 362,446 | $278.4 萬 | 0.01% | +61,222+20.3% | 加碼 |
| Cornerstone Advisors, LLC | 357,079 | $274.2 萬 | 0.13% | +215,502+152.2% | 加碼 |
| Financial Alternatives, Inc | 355,981 | $273.4 萬 | 2.53% | −3,397−0.9% | 減碼 |
| Advisors Asset Management, Inc. | 311,152 | $239.0 萬 | 0.05% | +105,470+51.3% | 加碼 |
| Wells Fargo & Company | 277,354 | $213.0 萬 | 0.00% | +35,610+14.7% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 249,704 | $191.8 萬 | 0.01% | −2,026−0.8% | 減碼 |
| LPL Financial LLC | 246,314 | $189.2 萬 | 0.00% | +1,115+0.5% | 加碼 |
| IHT Wealth Management, LLC | 207,059 | $159.0 萬 | 0.08% | +37,856+22.4% | 加碼 |
| Shaker Financial Services, LLC | 186,572 | $143.3 萬 | 0.67% | +186,572 | 新進 |
| Bank of America Corp | 184,643 | $141.8 萬 | 0.00% | +537+0.3% | 加碼 |
| Advisory Services Network, LLC | 135,574 | $104.1 萬 | 0.03% | −6,349−4.5% | 減碼 |
| Private Advisor Group, LLC | 103,419 | $79.4 萬 | 0.01% | +2,085+2.1% | 加碼 |
| First Heartland Consultants, Inc. | 87,185 | $67.0 萬 | 0.08% | −720−0.8% | 減碼 |
| Ausdal Financial Partners, Inc. | 79,949 | $61.4 萬 | 0.08% | +23,408+41.4% | 加碼 |
| Commonwealth Equity Services, LLC | 75,751 | $58.2 萬 | 0.00% | −14,171−15.8% | 減碼 |
| Pointe Capital Management LLC | 67,410 | $51.8 萬 | 0.41% | +320+0.5% | 加碼 |
| Semus Wealth Partners LLC | 63,310 | $48.6 萬 | 0.45% | −50−0.1% | 減碼 |
| Royal Bank of Canada | 60,303 | $46.3 萬 | 0.00% | +1,207+2.0% | 加碼 |
| Centaurus Financial, Inc. | 52,315 | $40.2 萬 | 0.03% | −809−1.5% | 減碼 |
| Elequin Capital LP | 51,465 | $39.5 萬 | 0.08% | +51,465 | 新進 |
| Rockefeller Capital Management L.P. | 50,380 | $38.7 萬 | 0.00% | −657−1.3% | 減碼 |
| Garden State Investment Advisory Services LLC | 50,181 | $38.5 萬 | 0.18% | −168−0.3% | 減碼 |
| Stifel Financial Corp | 47,766 | $36.7 萬 | 0.00% | −103,887−68.5% | 減碼 |
| GWM Advisors LLC | 45,972 | $35.3 萬 | 0.00% | −4,800−9.5% | 減碼 |
| UBS Group AG | 43,582 | $33.5 萬 | 0.00% | −3,689−7.8% | 減碼 |
| ELCO Management Co., LLC | 38,449 | $29.5 萬 | 0.21% | −176−0.5% | 減碼 |
| Landscape Capital Management, L.L.C. | 37,959 | $29.2 萬 | 0.04% | +10,381+37.6% | 加碼 |
| Formidable Asset Management, LLC | 34,118 | $26.2 萬 | 0.06% | −638−1.8% | 減碼 |
| Stratos Wealth Advisors, LLC | 32,200 | $24.7 萬 | 0.02% | +1,200+3.9% | 加碼 |
| SageView Advisory Group, LLC | 31,492 | $24.2 萬 | 0.01% | +13,314+73.2% | 加碼 |
| Transcend Wealth Collective, LLC | 30,609 | $23.5 萬 | 0.02% | 00.0% | 不變 |
| NBC Securities, Inc. | 27,818 | $21.3 萬 | 0.02% | +27,818 | 新進 |
| Successful Portfolios LLC | 27,572 | $21.2 萬 | 0.19% | −19−0.1% | 減碼 |
| Cetera Advisor Networks LLC | 27,141 | $20.8 萬 | 0.00% | +5,214+23.8% | 加碼 |
| Sigma Planning Corp | 26,703 | $20.5 萬 | 0.01% | +1,071+4.2% | 加碼 |
| Syverson Strege & Co | 25,904 | $19.9 萬 | 0.09% | 00.0% | 不變 |
| GPS Wealth Strategies Group, LLC | 24,261 | $18.6 萬 | 0.04% | 00.0% | 不變 |
| Strategic Financial Concepts, LLC | 23,000 | $17.7 萬 | 0.06% | 00.0% | 不變 |
| Gladstone Institutional Advisory LLC | 22,352 | $17.2 萬 | 0.01% | +6,655+42.4% | 加碼 |
| Primoris Wealth Advisors, LLC | 22,102 | $17.0 萬 | 0.21% | −1,933−8.0% | 減碼 |
| Financial Advisors Network, Inc. | 21,935 | $16.8 萬 | 0.04% | +21,935 | 新進 |
| Flow State Investments, L.P. | 21,245 | $16.3 萬 | 0.06% | +21,245 | 新進 |
| Marshall Financial Group LLC | 20,468 | $15.7 萬 | 0.06% | 00.0% | 不變 |
| Global Assets Advisory, LLC | 20,000 | $15.4 萬 | 0.14% | −2,000−9.1% | 減碼 |
| Wealth Effects LLC | 19,174 | $14.7 萬 | 0.07% | −220−1.1% | 減碼 |
| Ameritas Advisory Services, LLC | 17,228 | $13.5 萬 | 0.01% | 00.0% | 不變 |
| Flagship Harbor Advisors, LLC | 17,143 | $13.2 萬 | 0.01% | +176+1.0% | 加碼 |
| National Asset Management, Inc. | 17,011 | $13.1 萬 | 0.00% | −6,058−26.3% | 減碼 |
| Liberty Capital Management, Inc. | 16,170 | $12.4 萬 | 0.04% | −7,170−30.7% | 減碼 |
| Diversified, LLC | 15,981 | $12.3 萬 | 0.03% | +39+0.2% | 加碼 |
| International Assets Investment Management, LLC | 16,109 | $12.2 萬 | 0.02% | −4,000−19.9% | 減碼 |
| NWF Advisory Services Inc. | 15,500 | $11.9 萬 | 0.03% | 00.0% | 不變 |
| Congress Park Capital LLC | 15,000 | $11.5 萬 | 0.07% | 00.0% | 不變 |
| TD Private Client Wealth LLC | 14,466 | $11.1 萬 | 0.00% | 00.0% | 不變 |
| David J Yvars Group | 14,397 | $11.1 萬 | 0.09% | +267+1.9% | 加碼 |
| Stratos Wealth Partners, LTD. | 14,290 | $11.0 萬 | 0.00% | +377+2.7% | 加碼 |
| J.W. Cole Advisors, Inc. | 13,533 | $10.4 萬 | 0.01% | −2,126−13.6% | 減碼 |
| AE Wealth Management LLC | 13,335 | $10.2 萬 | 0.00% | 00.0% | 不變 |
| MML Investors Services, LLC | 12,442 | $9.60 萬 | 0.00% | 00.0% | 不變 |
| Kestra Advisory Services, LLC | 12,413 | $9.53 萬 | 0.00% | +12,413 | 新進 |
| Steward Partners Investment Advisory, LLC | 12,339 | $9.48 萬 | 0.00% | +9,839+393.6% | 加碼 |
| Atria Wealth Solutions, Inc. | 11,776 | $9.04 萬 | 0.00% | +11,776 | 新進 |
| Armor Investment Advisors, LLC | 11,450 | $8.79 萬 | 0.05% | 00.0% | 不變 |
| Sheaff Brock Investment Advisors, LLC | 10,625 | $8.16 萬 | 0.01% | 00.0% | 不變 |
| Insight Advisors, LLC | 10,189 | $7.83 萬 | 0.02% | 00.0% | 不變 |
| Avantax Advisory Services, Inc. | 10,104 | $7.76 萬 | 0.00% | +10,104 | 新進 |
| Oliver Lagore Vanvalin Investment Group | 9,700 | $7.45 萬 | 0.03% | 00.0% | 不變 |
| Spire Wealth Management | 7,712 | $5.92 萬 | 0.00% | 00.0% | 不變 |
| Retirement Group, LLC | 7,655 | $5.88 萬 | 0.02% | −3,710−32.6% | 減碼 |
| US Bancorp | 6,017 | $4.62 萬 | 0.00% | 00.0% | 不變 |
| Princeton Global Asset Management LLC | 5,752 | $4.42 萬 | 0.01% | 00.0% | 不變 |
| LWM Advisory Services, LLC | 4,850 | $3.72 萬 | 0.04% | +4,850 | 新進 |
| Creative Capital Management Investments LLC | 4,694 | $3.60 萬 | 0.02% | +4,694 | 新進 |
| Hoey Investments, Inc | 4,000 | $3.07 萬 | 0.01% | 00.0% | 不變 |
| Parallel Advisors, LLC | 3,885 | $2.98 萬 | 0.00% | +76+2.0% | 加碼 |
| Northwestern Mutual Wealth Management Co | 3,026 | $2.32 萬 | 0.00% | 00.0% | 不變 |
| Comerica Bank | 2,048 | $1.57 萬 | 0.00% | +2,048 | 新進 |
| Private Trust Co NA | 2,000 | $1.54 萬 | 0.00% | +2,000 | 新進 |
| Manchester Capital Management LLC | 2,000 | $1.54 萬 | 0.00% | +2,000 | 新進 |
| Hollencrest Capital Management | 1,550 | $1.19 萬 | 0.00% | 00.0% | 不變 |
| Cary Street Partner Investment Advisory LLC | 867 | $6,656 | 0.00% | 00.0% | 不變 |
| FinTrust Capital Advisors, LLC | 500 | $3,840 | 0.00% | −6,208−92.5% | 減碼 |
| Cullen/Frost Bankers, Inc. | 413 | $3,172 | 0.00% | 00.0% | 不變 |
| Resources Investment Advisors, LLC. | 0 | $0 | 0.00% | −19,808−100.0% | 清倉 |
| Arete Wealth Advisors, LLC | 0 | $0 | 0.00% | −12,421−100.0% | 清倉 |
| ORG Partners LLC | 0 | $0 | 0.00% | −5,000−100.0% | 清倉 |
| ICA Group Wealth Management, LLC | 0 | $0 | 0.00% | −1,000−100.0% | 清倉 |
| FMR LLC | 0 | $0 | 0.00% | −558−100.0% | 清倉 |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −4−100.0% | 清倉 |