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 4 季 13F 持有人
Eaton Vance Risk-Managed Diversified Equity Income Fund 在 2024/12/31 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
- 97
- 較 2024 年第 3 季 +16 家
- 持有股數
- 1,208 萬
- 較 2024 年第 3 季 +155.2 萬 (+14.7%)
- 總市值
- $1.13 億
- 較 2024 年第 3 季 +$1,727 萬 (+18.1%)
- 新進機構
- 19
- 另有 32 家加碼
- 清倉機構
- 3
- 另有 24 家減碼
另有 5 家機構在 2024 年第 3 季持有、還沒有申報 2024 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 |
2024 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 2024 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Raymond James Financial Inc | 1,476,861 | $1,375 萬 | 0.01% | +1,476,861 | 新進 |
| Guggenheim Capital LLC | 1,308,364 | $1,218 萬 | 0.10% | +307,479+30.7% | 加碼 |
| Advisor Group Holdings, Inc. | 1,032,556 | $961.3 萬 | 0.02% | +31,372+3.1% | 加碼 |
| LPL Financial LLC | 906,273 | $843.7 萬 | 0.00% | +21,132+2.4% | 加碼 |
| Invesco Ltd. | 834,656 | $777.1 萬 | 0.00% | +33,829+4.2% | 加碼 |
| Morgan Stanley | 788,301 | $733.9 萬 | 0.00% | +7,087+0.9% | 加碼 |
| Janney Montgomery Scott LLC | 471,557 | $439.0 萬 | 0.01% | +32,303+7.4% | 加碼 |
| Cohen & Steers, Inc. | 442,446 | $411.9 萬 | 0.01% | 00.0% | 不變 |
| Ameriprise Financial Inc | 358,283 | $333.6 萬 | 0.00% | −5,932−1.6% | 減碼 |
| Cornerstone Advisors, LLC | 350,675 | $326.5 萬 | 0.13% | −551,265−61.1% | 減碼 |
| Advisors Asset Management, Inc. | 345,428 | $321.6 萬 | 0.06% | −43,583−11.2% | 減碼 |
| Wells Fargo & Company | 303,268 | $282.3 萬 | 0.00% | +82,451+37.3% | 加碼 |
| Shaker Financial Services, LLC | 282,970 | $263.4 萬 | 1.01% | +211,365+295.2% | 加碼 |
| Financial Alternatives, Inc | 257,631 | $239.9 萬 | 1.69% | −2,856−1.1% | 減碼 |
| Maxwell Wealth Strategies Inc. | 215,199 | $200.3 萬 | 0.82% | −747−0.3% | 減碼 |
| IHT Wealth Management, LLC | 199,537 | $185.8 萬 | 0.06% | −79,787−28.6% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 196,088 | $182.6 萬 | 0.01% | −42,644−17.9% | 減碼 |
| Bank of America Corp | 166,175 | $154.7 萬 | 0.00% | +3,033+1.9% | 加碼 |
| Independent Financial Group, LLC | 159,711 | $148.7 萬 | 0.05% | +26,102+19.5% | 加碼 |
| Private Advisor Group, LLC | 104,241 | $97.0 萬 | 0.01% | −915−0.9% | 減碼 |
| First Heartland Consultants, Inc. | 102,872 | $95.8 萬 | 0.10% | +8,675+9.2% | 加碼 |
| Ausdal Financial Partners, Inc. | 92,622 | $86.2 萬 | 0.07% | +7,825+9.2% | 加碼 |
| Winebrenner Capital Management LLC | 90,000 | $83.8 萬 | 0.65% | +90,000 | 新進 |
| Advisory Services Network, LLC | 83,450 | $77.7 萬 | 0.01% | −24,878−23.0% | 減碼 |
| Royal Bank of Canada | 81,820 | $76.2 萬 | 0.00% | +1,606+2.0% | 加碼 |
| Pointe Capital Management LLC | 72,297 | $67.3 萬 | 0.39% | +3,718+5.4% | 加碼 |
| Centaurus Financial, Inc. | 70,347 | $65.5 萬 | 0.04% | +79+0.1% | 加碼 |
| Stifel Financial Corp | 69,990 | $65.2 萬 | 0.00% | +899+1.3% | 加碼 |
| Independent Advisor Alliance | 63,400 | $59.0 萬 | 0.01% | +63,400 | 新進 |
| UBS Group AG | 60,178 | $56.0 萬 | 0.00% | +274+0.5% | 加碼 |
| Commonwealth Equity Services, LLC | 52,033 | $48.4 萬 | 0.00% | −2,766−5.0% | 減碼 |
| HighTower Advisors, LLC | 48,149 | $44.8 萬 | 0.00% | +227+0.5% | 加碼 |
| ELCO Management Co., LLC | 47,595 | $44.3 萬 | 0.23% | +12,162+34.3% | 加碼 |
| Garden State Investment Advisory Services LLC | 46,464 | $43.3 萬 | 0.13% | −482−1.0% | 減碼 |
| GWM Advisors LLC | 41,145 | $38.3 萬 | 0.00% | −1,200−2.8% | 減碼 |
| SageView Advisory Group, LLC | 33,703 | $31.4 萬 | 0.01% | +98+0.3% | 加碼 |
| WESPAC Advisors, LLC | 33,500 | $31.2 萬 | 0.23% | +33,500 | 新進 |
| Cetera Investment Advisers | 32,886 | $30.6 萬 | 0.00% | +131+0.4% | 加碼 |
| Semus Wealth Partners LLC | 31,995 | $29.8 萬 | 0.20% | −9,585−23.1% | 減碼 |
| Stratos Wealth Advisors, LLC | 31,200 | $29.0 萬 | 0.01% | 00.0% | 不變 |
| Everstar Asset Management, LLC | 31,055 | $28.9 萬 | 0.20% | 00.0% | 不變 |
| Transcend Wealth Collective, LLC | 30,609 | $28.5 萬 | 0.02% | 00.0% | 不變 |
| Sigma Planning Corp | 30,372 | $28.3 萬 | 0.01% | +282+0.9% | 加碼 |
| Formidable Asset Management, LLC | 28,912 | $26.9 萬 | 0.04% | +180+0.6% | 加碼 |
| GWN Securities Inc. | 27,960 | $25.9 萬 | 0.07% | +27,960 | 新進 |
| Successful Portfolios LLC | 26,476 | $24.6 萬 | 0.16% | −1,035−3.8% | 減碼 |
| Strategic Financial Concepts, LLC | 26,100 | $24.3 萬 | 0.05% | −2,000−7.1% | 減碼 |
| Syverson Strege & Co | 25,904 | $24.1 萬 | 0.08% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 25,415 | $23.7 萬 | 0.00% | +3,916+18.2% | 加碼 |
| Primoris Wealth Advisors, LLC | 21,453 | $20.0 萬 | 0.15% | +30.0% | 加碼 |
| Atria Wealth Solutions, Inc. | 20,594 | $19.2 萬 | 0.00% | +20,594 | 新進 |
| Sheaff Brock Investment Advisors, LLC | 20,117 | $18.7 萬 | 0.02% | +700+3.6% | 加碼 |
| Global Assets Advisory, LLC | 19,350 | $17.9 萬 | 0.10% | +5,000+34.8% | 加碼 |
| Two Sigma Securities, LLC | 18,796 | $17.5 萬 | 0.03% | +18,796 | 新進 |
| Principal Securities, Inc. | 18,426 | $17.2 萬 | 0.00% | −843−4.4% | 減碼 |
| Wealth Effects LLC | 18,247 | $17.0 萬 | 0.06% | 00.0% | 不變 |
| Readystate Asset Management LP | 17,633 | $16.4 萬 | 0.01% | +17,633 | 新進 |
| Ameritas Advisory Services, LLC | 17,156 | $16.0 萬 | 0.01% | −500−2.8% | 減碼 |
| Steward Partners Investment Advisory, LLC | 16,864 | $15.7 萬 | 0.00% | +3,533+26.5% | 加碼 |
| Liberty Capital Management, Inc. | 16,170 | $15.1 萬 | 0.03% | 00.0% | 不變 |
| David J Yvars Group | 15,865 | $14.8 萬 | 0.09% | +296+1.9% | 加碼 |
| Flagship Harbor Advisors, LLC | 15,833 | $14.7 萬 | 0.01% | −422−2.6% | 減碼 |
| Congress Park Capital LLC | 15,000 | $14.0 萬 | 0.05% | 00.0% | 不變 |
| Western Wealth Management, LLC | 14,490 | $13.5 萬 | 0.01% | +2,123+17.2% | 加碼 |
| Diversified Enterprises, LLC | 13,538 | $12.6 萬 | 0.01% | −31−0.2% | 減碼 |
| International Assets Investment Management, LLC | 13,609 | $12.6 萬 | 0.01% | −157,780−92.1% | 減碼 |
| Marshall Financial Group LLC | 12,402 | $11.5 萬 | 0.03% | 00.0% | 不變 |
| MML Investors Services, LLC | 12,400 | $11.5 萬 | 0.00% | 00.0% | 不變 |
| Warren Averett Asset Management, LLC | 11,710 | $10.9 萬 | 0.00% | +11,710 | 新進 |
| GPS Wealth Strategies Group, LLC | 11,509 | $10.7 萬 | 0.01% | 00.0% | 不變 |
| Vista Investment Partners II, LLC | 11,347 | $10.6 萬 | 0.06% | +11,347 | 新進 |
| Gladstone Institutional Advisory LLC | 11,240 | $10.5 萬 | 0.00% | −4,296−27.7% | 減碼 |
| FLC Capital Advisors | 11,135 | $10.4 萬 | 0.02% | +11,135 | 新進 |
| Insight Advisors, LLC | 10,800 | $10.1 萬 | 0.02% | +150+1.4% | 加碼 |
| Oliver Lagore Vanvalin Investment Group | 9,700 | $9.03 萬 | 0.02% | 00.0% | 不變 |
| CoreCap Advisors, LLC | 6,760 | $6.29 萬 | 0.00% | 00.0% | 不變 |
| Princeton Global Asset Management LLC | 5,752 | $5.36 萬 | 0.01% | 00.0% | 不變 |
| Creative Capital Management Investments LLC | 4,694 | $4.37 萬 | 0.02% | 00.0% | 不變 |
| Parallel Advisors, LLC | 4,304 | $4.01 萬 | 0.00% | +84+2.0% | 加碼 |
| MAI Capital Management | 4,059 | $3.78 萬 | 0.00% | +4,059 | 新進 |
| Hoey Investments, Inc | 4,000 | $3.72 萬 | 0.01% | 00.0% | 不變 |
| Noble Wealth Management PBC | 2,500 | $2.33 萬 | 0.02% | +2,500 | 新進 |
| Geneos Wealth Management Inc. | 2,475 | $2.30 萬 | 0.00% | 00.0% | 不變 |
| Comerica Bank | 2,048 | $1.91 萬 | 0.00% | 00.0% | 不變 |
| Private Trust Co NA | 2,000 | $1.86 萬 | 0.00% | 00.0% | 不變 |
| Manchester Capital Management LLC | 2,000 | $1.86 萬 | 0.00% | 00.0% | 不變 |
| Van Hulzen Asset Management, LLC | 1,800 | $1.68 萬 | 0.00% | +1,800 | 新進 |
| Hollencrest Capital Management | 1,550 | $1.44 萬 | 0.00% | 00.0% | 不變 |
| Pathway Financial Advisers, LLC | 1,462 | $1.36 萬 | 0.00% | −11,718−88.9% | 減碼 |
| Smartleaf Asset Management LLC | 1,283 | $1.19 萬 | 0.00% | 00.0% | 不變 |
| Synergy Financial Management, LLC | 1,100 | $1.01 萬 | 0.00% | +1,100 | 新進 |
| Curio Wealth, LLC | 1,021 | $9,507 | 0.01% | +1,021 | 新進 |
| Luminist Capital LLC | 697 | $6,489 | 0.01% | +697 | 新進 |
| WPG Advisers, LLC | 693 | $6,452 | 0.01% | +693 | 新進 |
| Fifth Third Bancorp | 200 | $1,862 | 0.00% | +200 | 新進 |
| NBC Securities, Inc. | 20 | $195 | 0.02% | −20,792−99.9% | 減碼 |
| CBIZ Investment Advisory Services, LLC | 0 | $1 | 0.00% | −19−100.0% | 減碼 |
| Sax Wealth Advisors, LLC | 0 | $0 | 0.00% | −59,000−100.0% | 清倉 |
| NWF Advisory Services Inc. | 0 | $0 | 0.00% | −15,300−100.0% | 清倉 |
| Stratos Wealth Partners, LTD. | 0 | $0 | 0.00% | −10,578−100.0% | 清倉 |