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 2 季 13F 持有人
Eaton Vance Risk-Managed Diversified Equity Income Fund 在 2024/6/30 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
- 89
- 較 2024 年第 1 季 −6 家
- 持有股數
- 1,234 萬
- 較 2024 年第 1 季 +8.49 萬 (+0.7%)
- 總市值
- $1.06 億
- 較 2024 年第 1 季 +$472.3 萬 (+4.7%)
- 新進機構
- 6
- 另有 34 家加碼
- 清倉機構
- 12
- 另有 26 家減碼
另有 1 家機構在 2024 年第 1 季持有、還沒有申報 2024 年第 2 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 2 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 2024 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Cornerstone Advisors, LLC | 1,293,780 | $1,136 萬 | 0.46% | +493,857+61.7% | 加碼 |
| Advisor Group Holdings, Inc. | 991,366 | $870.4 萬 | 0.02% | −399,945−28.7% | 減碼 |
| Guggenheim Capital LLC | 864,220 | $758.8 萬 | 0.05% | −20,086−2.3% | 減碼 |
| LPL Financial LLC | 852,161 | $748.2 萬 | 0.00% | +10,880+1.3% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 799,353 | $701.8 萬 | 0.01% | +4,176+0.5% | 加碼 |
| Morgan Stanley | 755,448 | $663.3 萬 | 0.00% | +43,374+6.1% | 加碼 |
| Invesco Ltd. | 753,956 | $662.0 萬 | 0.00% | −28,600−3.7% | 減碼 |
| Raymond James & Associates | 521,946 | $458.3 萬 | 0.00% | +8,577+1.7% | 加碼 |
| Janney Montgomery Scott LLC | 442,806 | $388.8 萬 | 0.01% | +24,460+5.8% | 加碼 |
| Cohen & Steers, Inc. | 442,446 | $388.5 萬 | 0.01% | +50,000+12.7% | 加碼 |
| Advisors Asset Management, Inc. | 393,153 | $345.2 萬 | 0.07% | −2,365−0.6% | 減碼 |
| Ameriprise Financial Inc | 359,414 | $315.6 萬 | 0.00% | +5,852+1.7% | 加碼 |
| Maxwell Wealth Strategies Inc. | 310,548 | $272.7 萬 | 1.34% | +1230.0% | 加碼 |
| Financial Alternatives, Inc | 272,906 | $239.6 萬 | 1.80% | −21,278−7.2% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 245,670 | $215.7 萬 | 0.01% | +6,873+2.9% | 加碼 |
| Wells Fargo & Company | 218,556 | $191.9 萬 | 0.00% | +6,694+3.2% | 加碼 |
| Shaker Financial Services, LLC | 209,915 | $184.3 萬 | 0.75% | −125,992−37.5% | 減碼 |
| IHT Wealth Management, LLC | 199,111 | $174.8 萬 | 0.07% | +7,644+4.0% | 加碼 |
| Bank of America Corp | 166,433 | $146.1 萬 | 0.00% | +1,297+0.8% | 加碼 |
| Landscape Capital Management, L.L.C. | 145,009 | $127.3 萬 | 0.11% | −32,697−18.4% | 減碼 |
| Private Advisor Group, LLC | 111,170 | $97.6 萬 | 0.01% | +6,095+5.8% | 加碼 |
| Advisory Services Network, LLC | 108,328 | $95.1 萬 | 0.02% | +2,357+2.2% | 加碼 |
| UBS Group AG | 95,797 | $84.1 萬 | 0.00% | +26,442+38.1% | 加碼 |
| First Heartland Consultants, Inc. | 88,721 | $77.9 萬 | 0.08% | −2,440−2.7% | 減碼 |
| Ausdal Financial Partners, Inc. | 85,884 | $75.4 萬 | 0.08% | +2,763+3.3% | 加碼 |
| Commonwealth Equity Services, LLC | 75,585 | $66.4 萬 | 0.00% | −1,074−1.4% | 減碼 |
| Royal Bank of Canada | 70,599 | $62.0 萬 | 0.00% | +1,316+1.9% | 加碼 |
| Pointe Capital Management LLC | 68,233 | $59.9 萬 | 0.37% | +361+0.5% | 加碼 |
| Centaurus Financial, Inc. | 66,658 | $58.5 萬 | 0.04% | +10,308+18.3% | 加碼 |
| Flow State Investments, L.P. | 60,236 | $52.9 萬 | 0.17% | −5,901−8.9% | 減碼 |
| Stifel Financial Corp | 53,594 | $47.1 萬 | 0.00% | +8,828+19.7% | 加碼 |
| Semus Wealth Partners LLC | 52,653 | $46.2 萬 | 0.36% | −8,582−14.0% | 減碼 |
| Garden State Investment Advisory Services LLC | 48,811 | $42.9 萬 | 0.15% | +221+0.5% | 加碼 |
| GWM Advisors LLC | 47,772 | $41.9 萬 | 0.00% | −7,345−13.3% | 減碼 |
| HighTower Advisors, LLC | 47,772 | $41.9 萬 | 0.00% | −3,852−7.5% | 減碼 |
| ELCO Management Co., LLC | 36,827 | $32.3 萬 | 0.19% | −1,272−3.3% | 減碼 |
| Cetera Investment Advisers | 33,726 | $29.6 萬 | 0.00% | +3,983+13.4% | 加碼 |
| SageView Advisory Group, LLC | 33,605 | $29.5 萬 | 0.01% | +3,552+11.8% | 加碼 |
| Independent Financial Group, LLC | 33,415 | $29.3 萬 | 0.01% | +33,415 | 新進 |
| Stratos Wealth Advisors, LLC | 31,200 | $27.4 萬 | 0.01% | 00.0% | 不變 |
| Transcend Wealth Collective, LLC | 30,609 | $26.9 萬 | 0.02% | 00.0% | 不變 |
| Formidable Asset Management, LLC | 30,547 | $26.8 萬 | 0.04% | +182+0.6% | 加碼 |
| Sigma Planning Corp | 28,805 | $25.3 萬 | 0.01% | +519+1.8% | 加碼 |
| Successful Portfolios LLC | 27,527 | $24.2 萬 | 0.17% | −60.0% | 減碼 |
| NBC Securities, Inc. | 26,896 | $23.6 萬 | 0.02% | −2,455−8.4% | 減碼 |
| Syverson Strege & Co | 25,904 | $22.7 萬 | 0.08% | 00.0% | 不變 |
| Primoris Wealth Advisors, LLC | 21,446 | $18.8 萬 | 0.15% | −949−4.2% | 減碼 |
| Susquehanna International Group, LLP | 21,414 | $18.8 萬 | 0.00% | −1,318−5.8% | 減碼 |
| Sheaff Brock Investment Advisors, LLC | 19,417 | $17.0 萬 | 0.02% | +8,792+82.7% | 加碼 |
| Principal Securities, Inc. | 19,269 | $16.9 萬 | 0.00% | +416+2.2% | 加碼 |
| Two Sigma Securities, LLC | 18,846 | $16.5 萬 | 0.01% | +18,846 | 新進 |
| Ameritas Advisory Services, LLC | 18,506 | $16.2 萬 | 0.01% | +1,278+7.4% | 加碼 |
| Wealth Effects LLC | 17,322 | $15.2 萬 | 0.06% | −1,500−8.0% | 減碼 |
| Liberty Capital Management, Inc. | 16,170 | $14.2 萬 | 0.03% | 00.0% | 不變 |
| Flagship Harbor Advisors, LLC | 16,076 | $14.1 萬 | 0.01% | −341−2.1% | 減碼 |
| Gladstone Institutional Advisory LLC | 15,536 | $13.6 萬 | 0.01% | 00.0% | 不變 |
| NWF Advisory Services Inc. | 15,300 | $13.4 萬 | 0.02% | 00.0% | 不變 |
| David J Yvars Group | 15,266 | $13.4 萬 | 0.08% | +300+2.0% | 加碼 |
| International Assets Investment Management, LLC | 15,109 | $13.3 萬 | 0.01% | 00.0% | 不變 |
| Diversified, LLC | 15,081 | $13.2 萬 | 0.02% | +30.0% | 加碼 |
| Congress Park Capital LLC | 15,000 | $13.2 萬 | 0.05% | 00.0% | 不變 |
| Steward Partners Investment Advisory, LLC | 13,305 | $11.7 萬 | 0.00% | −713−5.1% | 減碼 |
| Raymond James Trust N.A. | 13,077 | $11.5 萬 | 0.00% | 00.0% | 不變 |
| MML Investors Services, LLC | 12,559 | $11.0 萬 | 0.00% | 00.0% | 不變 |
| Marshall Financial Group LLC | 12,402 | $10.9 萬 | 0.03% | −2,508−16.8% | 減碼 |
| Stonebrook Private Inc. | 12,020 | $10.6 萬 | 0.03% | −21,617−64.3% | 減碼 |
| GPS Wealth Strategies Group, LLC | 11,509 | $10.1 萬 | 0.02% | 00.0% | 不變 |
| Kestra Advisory Services, LLC | 11,088 | $9.74 萬 | 0.00% | −3,866−25.9% | 減碼 |
| Stratos Wealth Partners, LTD. | 10,534 | $9.25 萬 | 0.00% | −1,954−15.6% | 減碼 |
| Insight Advisors, LLC | 10,425 | $9.15 萬 | 0.02% | +236+2.3% | 加碼 |
| Oliver Lagore Vanvalin Investment Group | 9,700 | $8.52 萬 | 0.02% | 00.0% | 不變 |
| CoreCap Advisors, LLC | 6,760 | $5.94 萬 | 0.01% | 00.0% | 不變 |
| US Bancorp | 6,017 | $5.28 萬 | 0.00% | 00.0% | 不變 |
| Princeton Global Asset Management LLC | 5,752 | $5.05 萬 | 0.01% | 00.0% | 不變 |
| ORG Partners LLC | 5,000 | $4.41 萬 | 0.01% | 00.0% | 不變 |
| Creative Capital Management Investments LLC | 4,694 | $4.12 萬 | 0.02% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 4,296 | $3.77 萬 | 0.00% | 00.0% | 不變 |
| Parallel Advisors, LLC | 4,134 | $3.63 萬 | 0.00% | +86+2.1% | 加碼 |
| Hoey Investments, Inc | 4,000 | $3.51 萬 | 0.01% | 00.0% | 不變 |
| Comerica Bank | 2,048 | $1.80 萬 | 0.00% | 00.0% | 不變 |
| Private Trust Co NA | 2,000 | $1.76 萬 | 0.00% | 00.0% | 不變 |
| Manchester Capital Management LLC | 2,000 | $1.76 萬 | 0.00% | 00.0% | 不變 |
| Hollencrest Capital Management | 1,550 | $1.36 萬 | 0.00% | 00.0% | 不變 |
| CIBC Private Wealth Group, LLC | 1,500 | $1.33 萬 | 0.00% | +1,500 | 新進 |
| Pathway Financial Advisers, LLC | 1,400 | $1.23 萬 | 0.00% | +1,400 | 新進 |
| Smartleaf Asset Management LLC | 1,283 | $1.12 萬 | 0.00% | −19−1.5% | 減碼 |
| Laurel Wealth Advisors LLC | 672 | $5,893 | 0.00% | +672 | 新進 |
| Redwood Wealth Management Group, LLC | 600 | $5,268 | 0.00% | +600 | 新進 |
| Strategic Financial Concepts, LLC | 248,966 | – | – | +222,966+857.6% | 加碼 |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −41,381−100.0% | 清倉 |
| National Asset Management, Inc. | 0 | $0 | 0.00% | −17,011−100.0% | 清倉 |
| TD Private Client Wealth LLC | 0 | $0 | 0.00% | −14,466−100.0% | 清倉 |
| CNH Partners LLC | 0 | $0 | 0.00% | −13,871−100.0% | 清倉 |
| Walleye Capital LLC | 0 | $0 | 0.00% | −13,009−100.0% | 清倉 |
| Atria Wealth Solutions, Inc. | 0 | $0 | 0.00% | −11,835−100.0% | 清倉 |
| Spire Wealth Management | 0 | $0 | 0.00% | −7,712−100.0% | 清倉 |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −2,947−100.0% | 清倉 |
| Global Assets Advisory, LLC | 0 | $0 | 0.00% | −112,725−100.0% | 清倉 |
| Fernwood Investment Management, LLC | 0 | $0 | 0.00% | −1,500−100.0% | 清倉 |
| ICA Group Wealth Management, LLC | 0 | $0 | 0.00% | −1,000−100.0% | 清倉 |