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。
2024 年第 1 季 13F 持有人
Eaton Vance Risk-Managed Diversified Equity Income Fund 在 2024/3/31 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
- 96
- 較 2023 年第 4 季 +10 家
- 持有股數
- 1,226 萬
- 較 2023 年第 4 季 +81.8 萬 (+7.1%)
- 總市值
- $1.01 億
- 較 2023 年第 4 季 +$1,176 萬 (+13.1%)
- 新進機構
- 15
- 另有 29 家加碼
- 清倉機構
- 5
- 另有 27 家減碼
另有 1 家機構在 2023 年第 4 季持有、還沒有申報 2024 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 |
2024 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 2023 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Advisor Group Holdings, Inc. | 1,391,311 | $1,162 萬 | 0.03% | +28,265+2.1% | 加碼 |
| Guggenheim Capital LLC | 884,306 | $738.4 萬 | 0.05% | −105,616−10.7% | 減碼 |
| LPL Financial LLC | 841,281 | $702.5 萬 | 0.00% | +10,733+1.3% | 加碼 |
| Cornerstone Advisors, LLC | 799,923 | $667.9 萬 | 0.28% | +202,790+34.0% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 795,177 | $664.0 萬 | 0.01% | +164,574+26.1% | 加碼 |
| Invesco Ltd. | 782,556 | $653.4 萬 | 0.00% | −19,170−2.4% | 減碼 |
| Morgan Stanley | 712,074 | $594.6 萬 | 0.00% | −829−0.1% | 減碼 |
| Raymond James & Associates | 513,369 | $428.7 萬 | 0.00% | +75,901+17.4% | 加碼 |
| Janney Montgomery Scott LLC | 418,346 | $349.3 萬 | 0.01% | −29,380−6.6% | 減碼 |
| Advisors Asset Management, Inc. | 395,518 | $330.3 萬 | 0.06% | +38,777+10.9% | 加碼 |
| Cohen & Steers, Inc. | 392,446 | $327.7 萬 | 0.01% | +30,000+8.3% | 加碼 |
| Ameriprise Financial Inc | 353,562 | $295.3 萬 | 0.00% | −27,036−7.1% | 減碼 |
| Shaker Financial Services, LLC | 335,907 | $280.5 萬 | 1.09% | +126,348+60.3% | 加碼 |
| Maxwell Wealth Strategies Inc. | 310,425 | $263.9 萬 | 1.34% | +21,854+7.6% | 加碼 |
| Financial Alternatives, Inc | 294,184 | $245.6 萬 | 1.90% | −26,822−8.4% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 238,797 | $199.4 萬 | 0.01% | +7,664+3.3% | 加碼 |
| Wells Fargo & Company | 211,862 | $176.9 萬 | 0.00% | −63,652−23.1% | 減碼 |
| IHT Wealth Management, LLC | 191,467 | $159.9 萬 | 0.06% | −4,182−2.1% | 減碼 |
| Landscape Capital Management, L.L.C. | 177,706 | $148.4 萬 | 0.13% | +84,031+89.7% | 加碼 |
| Bank of America Corp | 165,136 | $137.9 萬 | 0.00% | −11,899−6.7% | 減碼 |
| Advisory Services Network, LLC | 105,971 | $88.5 萬 | 0.02% | −12,024−10.2% | 減碼 |
| Private Advisor Group, LLC | 105,075 | $87.7 萬 | 0.01% | −1,165−1.1% | 減碼 |
| First Heartland Consultants, Inc. | 91,161 | $76.1 萬 | 0.08% | +4,852+5.6% | 加碼 |
| Ausdal Financial Partners, Inc. | 83,121 | $69.4 萬 | 0.08% | +6,979+9.2% | 加碼 |
| Commonwealth Equity Services, LLC | 76,659 | $64.0 萬 | 0.00% | −4,959−6.1% | 減碼 |
| UBS Group AG | 69,355 | $57.9 萬 | 0.00% | +12,827+22.7% | 加碼 |
| Royal Bank of Canada | 69,283 | $57.9 萬 | 0.00% | +9,988+16.8% | 加碼 |
| Pointe Capital Management LLC | 67,872 | $56.7 萬 | 0.35% | +236+0.3% | 加碼 |
| Flow State Investments, L.P. | 66,137 | $55.2 萬 | 0.16% | +66,137 | 新進 |
| Semus Wealth Partners LLC | 61,235 | $51.1 萬 | 0.43% | −1,224−2.0% | 減碼 |
| Centaurus Financial, Inc. | 56,350 | $47.1 萬 | 0.03% | +2,668+5.0% | 加碼 |
| GWM Advisors LLC | 55,117 | $46.0 萬 | 0.00% | +2,295+4.3% | 加碼 |
| HighTower Advisors, LLC | 51,624 | $43.0 萬 | 0.00% | +51,624 | 新進 |
| Garden State Investment Advisory Services LLC | 48,590 | $40.6 萬 | 0.15% | −1,731−3.4% | 減碼 |
| Stifel Financial Corp | 44,766 | $37.4 萬 | 0.00% | −3,000−6.3% | 減碼 |
| Rockefeller Capital Management L.P. | 41,381 | $34.6 萬 | 0.00% | +10.0% | 加碼 |
| ELCO Management Co., LLC | 38,099 | $31.8 萬 | 0.19% | 00.0% | 不變 |
| Stonebrook Private Inc. | 33,637 | $28.1 萬 | 0.08% | −2,281−6.4% | 減碼 |
| Stratos Wealth Advisors, LLC | 31,200 | $26.1 萬 | 0.02% | −1,000−3.1% | 減碼 |
| Transcend Wealth Collective, LLC | 30,609 | $25.6 萬 | 0.02% | 00.0% | 不變 |
| Formidable Asset Management, LLC | 30,365 | $25.4 萬 | 0.04% | −2,270−7.0% | 減碼 |
| SageView Advisory Group, LLC | 30,053 | $25.1 萬 | 0.01% | 00.0% | 不變 |
| Cetera Investment Advisers | 29,743 | $24.8 萬 | 0.00% | +29,743 | 新進 |
| NBC Securities, Inc. | 29,351 | $24.5 萬 | 0.02% | −706−2.3% | 減碼 |
| Sigma Planning Corp | 28,286 | $23.6 萬 | 0.01% | +28,286 | 新進 |
| Successful Portfolios LLC | 27,533 | $23.0 萬 | 0.16% | −16−0.1% | 減碼 |
| Strategic Financial Concepts, LLC | 26,000 | $21.7 萬 | 0.05% | +26,000 | 新進 |
| Syverson Strege & Co | 25,904 | $21.6 萬 | 0.08% | 00.0% | 不變 |
| Susquehanna International Group, LLP | 22,732 | $19.0 萬 | 0.00% | +5,225+29.8% | 加碼 |
| Primoris Wealth Advisors, LLC | 22,395 | $18.7 萬 | 0.15% | +221+1.0% | 加碼 |
| Principal Securities, Inc. | 18,853 | $15.7 萬 | 0.00% | 00.0% | 不變 |
| Wealth Effects LLC | 18,822 | $15.7 萬 | 0.06% | 00.0% | 不變 |
| Ameritas Advisory Services, LLC | 17,228 | $14.2 萬 | 0.01% | +17,228 | 新進 |
| Flagship Harbor Advisors, LLC | 16,417 | $13.7 萬 | 0.01% | −620−3.6% | 減碼 |
| Liberty Capital Management, Inc. | 16,170 | $13.5 萬 | 0.03% | 00.0% | 不變 |
| National Asset Management, Inc. | 17,011 | $13.1 萬 | 0.00% | +17,011 | 新進 |
| Gladstone Institutional Advisory LLC | 15,536 | $13.0 萬 | 0.01% | −161−1.0% | 減碼 |
| NWF Advisory Services Inc. | 15,300 | $12.8 萬 | 0.02% | 00.0% | 不變 |
| International Assets Investment Management, LLC | 15,109 | $12.6 萬 | 0.01% | 00.0% | 不變 |
| Diversified, LLC | 15,078 | $12.6 萬 | 0.02% | +151+1.0% | 加碼 |
| Congress Park Capital LLC | 15,000 | $12.5 萬 | 0.06% | 00.0% | 不變 |
| David J Yvars Group | 14,966 | $12.5 萬 | 0.08% | +282+1.9% | 加碼 |
| Kestra Advisory Services, LLC | 14,954 | $12.5 萬 | 0.00% | +2,485+19.9% | 加碼 |
| Marshall Financial Group LLC | 14,910 | $12.4 萬 | 0.04% | −5,558−27.2% | 減碼 |
| TD Private Client Wealth LLC | 14,466 | $12.1 萬 | 0.00% | 00.0% | 不變 |
| Steward Partners Investment Advisory, LLC | 14,018 | $11.7 萬 | 0.00% | +1,301+10.2% | 加碼 |
| CNH Partners LLC | 13,871 | $11.6 萬 | 0.00% | +13,871 | 新進 |
| Raymond James Trust N.A. | 13,077 | $10.9 萬 | 0.00% | +13,077 | 新進 |
| Walleye Capital LLC | 13,009 | $10.9 萬 | 0.00% | +13,009 | 新進 |
| MML Investors Services, LLC | 12,559 | $10.5 萬 | 0.00% | +1,470+13.3% | 加碼 |
| Stratos Wealth Partners, LTD. | 12,488 | $10.4 萬 | 0.00% | −1,844−12.9% | 減碼 |
| Atria Wealth Solutions, Inc. | 11,835 | $9.88 萬 | 0.00% | +29+0.2% | 加碼 |
| GPS Wealth Strategies Group, LLC | 11,509 | $9.61 萬 | 0.02% | 00.0% | 不變 |
| Sheaff Brock Investment Advisors, LLC | 10,625 | $8.87 萬 | 0.01% | 00.0% | 不變 |
| Insight Advisors, LLC | 10,189 | $8.51 萬 | 0.02% | 00.0% | 不變 |
| Oliver Lagore Vanvalin Investment Group | 9,700 | $8.10 萬 | 0.02% | 00.0% | 不變 |
| Spire Wealth Management | 7,712 | $6.44 萬 | 0.00% | 00.0% | 不變 |
| CoreCap Advisors, LLC | 6,760 | $5.64 萬 | 0.00% | +6,760 | 新進 |
| US Bancorp | 6,017 | $5.02 萬 | 0.00% | 00.0% | 不變 |
| Princeton Global Asset Management LLC | 5,752 | $4.80 萬 | 0.01% | 00.0% | 不變 |
| ORG Partners LLC | 5,000 | $4.17 萬 | 0.08% | +5,000 | 新進 |
| Creative Capital Management Investments LLC | 4,694 | $3.92 萬 | 0.02% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 4,296 | $3.59 萬 | 0.00% | −4,502−51.2% | 減碼 |
| Parallel Advisors, LLC | 4,048 | $3.38 萬 | 0.00% | +80+2.0% | 加碼 |
| Retirement Group, LLC | 4,020 | $3.36 萬 | 0.01% | −3,635−47.5% | 減碼 |
| Hoey Investments, Inc | 4,000 | $3.34 萬 | 0.01% | 00.0% | 不變 |
| JPMorgan Chase & Co | 2,947 | $2.46 萬 | 0.00% | +2,947 | 新進 |
| Comerica Bank | 2,048 | $1.71 萬 | 0.00% | 00.0% | 不變 |
| Private Trust Co NA | 2,000 | $1.67 萬 | 0.00% | 00.0% | 不變 |
| Manchester Capital Management LLC | 2,000 | $1.67 萬 | 0.00% | 00.0% | 不變 |
| Global Assets Advisory, LLC | 112,725 | $1.35 萬 | 0.62% | +97,725+651.5% | 加碼 |
| Hollencrest Capital Management | 1,550 | $1.29 萬 | 0.00% | 00.0% | 不變 |
| Fernwood Investment Management, LLC | 1,500 | $1.25 萬 | 0.00% | +1,500 | 新進 |
| Smartleaf Asset Management LLC | 1,302 | $1.09 萬 | 0.00% | −39−2.9% | 減碼 |
| ICA Group Wealth Management, LLC | 1,000 | $8,350 | 0.00% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 202 | $1,687 | 0.00% | +202 | 新進 |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −31,641−100.0% | 清倉 |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −15,238−100.0% | 清倉 |
| J.W. Cole Advisors, Inc. | 0 | $0 | 0.00% | −13,403−100.0% | 清倉 |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −12,335−100.0% | 清倉 |