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。
2025 年第 1 季 13F 持有人
Eaton Vance Risk-Managed Diversified Equity Income Fund 在 2025/3/31 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
- 93
- 較 2024 年第 4 季 −2 家
- 持有股數
- 1,360 萬
- 較 2024 年第 4 季 +173.7 萬 (+14.6%)
- 總市值
- $1.15 億
- 較 2024 年第 4 季 +$466.1 萬 (+4.2%)
- 新進機構
- 8
- 另有 33 家加碼
- 清倉機構
- 10
- 另有 23 家減碼
另有 2 家機構在 2024 年第 4 季持有、還沒有申報 2025 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 |
2025 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 2024 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| LPL Financial LLC | 2,144,278 | $1,814 萬 | 0.01% | +1,238,005+136.6% | 加碼 |
| Raymond James Financial Inc | 1,601,686 | $1,355 萬 | 0.01% | +124,825+8.5% | 加碼 |
| Guggenheim Capital LLC | 1,238,995 | $1,048 萬 | 0.10% | −69,369−5.3% | 減碼 |
| Advisor Group Holdings, Inc. | 1,103,032 | $933.2 萬 | 0.02% | +70,476+6.8% | 加碼 |
| Invesco Ltd. | 886,344 | $749.8 萬 | 0.00% | +51,688+6.2% | 加碼 |
| Morgan Stanley | 785,033 | $664.1 萬 | 0.00% | −3,268−0.4% | 減碼 |
| Cornerstone Advisors, LLC | 619,709 | $524.3 萬 | 0.23% | +269,034+76.7% | 加碼 |
| Shaker Financial Services, LLC | 519,255 | $439.3 萬 | 1.71% | +236,285+83.5% | 加碼 |
| Cohen & Steers, Inc. | 427,446 | $361.6 萬 | 0.01% | −15,000−3.4% | 減碼 |
| Ameriprise Financial Inc | 381,466 | $322.8 萬 | 0.00% | +23,183+6.5% | 加碼 |
| Wells Fargo & Company | 316,003 | $267.3 萬 | 0.00% | +12,735+4.2% | 加碼 |
| Advisors Asset Management, Inc. | 260,482 | $220.4 萬 | 0.04% | −84,946−24.6% | 減碼 |
| Financial Alternatives, Inc | 213,255 | $180.4 萬 | 1.29% | −44,376−17.2% | 減碼 |
| Creative Planning | 213,232 | $180.4 萬 | 0.00% | +213,232 | 新進 |
| Cambridge Investment Research Advisors, Inc. | 198,106 | $167.6 萬 | 0.01% | +2,018+1.0% | 加碼 |
| IHT Wealth Management, LLC | 192,789 | $163.1 萬 | 0.05% | −6,748−3.4% | 減碼 |
| Bank of America Corp | 182,345 | $154.3 萬 | 0.00% | +16,170+9.7% | 加碼 |
| Independent Financial Group, LLC | 169,971 | $143.8 萬 | 0.05% | +10,260+6.4% | 加碼 |
| First Heartland Consultants, Inc. | 108,837 | $92.1 萬 | 0.10% | +5,965+5.8% | 加碼 |
| Private Advisor Group, LLC | 108,070 | $91.4 萬 | 0.01% | +3,829+3.7% | 加碼 |
| Royal Bank of Canada | 93,561 | $79.2 萬 | 0.00% | +11,741+14.3% | 加碼 |
| Ausdal Financial Partners, Inc. | 93,327 | $79.0 萬 | 0.06% | +705+0.8% | 加碼 |
| Winebrenner Capital Management LLC | 90,000 | $76.1 萬 | 0.69% | 00.0% | 不變 |
| Readystate Asset Management LP | 86,302 | $73.0 萬 | 0.04% | +68,669+389.4% | 加碼 |
| Advisory Services Network, LLC | 84,032 | $71.1 萬 | 0.01% | +582+0.7% | 加碼 |
| UBS Group AG | 81,596 | $69.0 萬 | 0.00% | +21,418+35.6% | 加碼 |
| Stifel Financial Corp | 78,390 | $66.3 萬 | 0.00% | +8,400+12.0% | 加碼 |
| Janney Montgomery Scott LLC | 70,663 | $59.8 萬 | 0.00% | −400,894−85.0% | 減碼 |
| Centaurus Financial, Inc. | 69,060 | $58.4 萬 | 0.04% | −1,287−1.8% | 減碼 |
| Pointe Capital Management LLC | 68,208 | $57.7 萬 | 0.34% | −4,089−5.7% | 減碼 |
| Commonwealth Equity Services, LLC | 57,302 | $48.5 萬 | 0.00% | +5,269+10.1% | 加碼 |
| HighTower Advisors, LLC | 49,277 | $41.7 萬 | 0.00% | +1,128+2.3% | 加碼 |
| Garden State Investment Advisory Services LLC | 46,108 | $39.0 萬 | 0.12% | −356−0.8% | 減碼 |
| ELCO Management Co., LLC | 44,520 | $37.7 萬 | 0.21% | −3,075−6.5% | 減碼 |
| GWM Advisors LLC | 40,539 | $34.3 萬 | 0.00% | −606−1.5% | 減碼 |
| SageView Advisory Group, LLC | 37,753 | $31.9 萬 | 0.01% | +4,050+12.0% | 加碼 |
| Landscape Capital Management, L.L.C. | 36,633 | $31.0 萬 | 0.03% | +36,633 | 新進 |
| Sigma Planning Corp | 33,710 | $28.5 萬 | 0.01% | +3,338+11.0% | 加碼 |
| WESPAC Advisors, LLC | 33,500 | $28.3 萬 | 0.23% | 00.0% | 不變 |
| Stratos Wealth Advisors, LLC | 31,200 | $26.4 萬 | 0.01% | 00.0% | 不變 |
| Global Assets Advisory, LLC | 30,442 | $25.6 萬 | 0.05% | +11,092+57.3% | 加碼 |
| Transcend Wealth Collective, LLC | 29,929 | $25.3 萬 | 0.02% | −680−2.2% | 減碼 |
| WCG Wealth Advisors LLC | 29,462 | $24.9 萬 | 0.02% | +29,462 | 新進 |
| Formidable Asset Management, LLC | 29,100 | $24.6 萬 | 0.04% | +188+0.7% | 加碼 |
| Northwestern Mutual Wealth Management Co | 27,986 | $23.7 萬 | 0.00% | +2,571+10.1% | 加碼 |
| Semus Wealth Partners LLC | 27,935 | $23.6 萬 | 0.16% | −4,060−12.7% | 減碼 |
| David J Yvars Group | 27,864 | $23.6 萬 | 0.19% | +11,999+75.6% | 加碼 |
| Cetera Investment Advisers | 27,172 | $23.0 萬 | 0.00% | −5,714−17.4% | 減碼 |
| Successful Portfolios LLC | 26,476 | $22.4 萬 | 0.15% | 00.0% | 不變 |
| NBC Securities, Inc. | 23,814 | $20.1 萬 | 0.02% | +23,794+118,970.0% | 加碼 |
| Principal Securities, Inc. | 18,426 | $17.2 萬 | 0.00% | 00.0% | 不變 |
| Sheaff Brock Investment Advisors, LLC | 20,117 | $17.0 萬 | 0.02% | 00.0% | 不變 |
| Ameritas Advisory Services, LLC | 17,156 | $16.0 萬 | 0.01% | 00.0% | 不變 |
| Baird Financial Group, Inc. | 18,428 | $15.6 萬 | 0.00% | +18,428 | 新進 |
| Wealth Effects LLC | 18,247 | $15.4 萬 | 0.06% | 00.0% | 不變 |
| Steward Partners Investment Advisory, LLC | 17,852 | $15.1 萬 | 0.00% | +988+5.9% | 加碼 |
| Everstar Asset Management, LLC | 16,955 | $14.3 萬 | 0.10% | −14,100−45.4% | 減碼 |
| Liberty Capital Management, Inc. | 16,170 | $13.7 萬 | 0.03% | 00.0% | 不變 |
| Strategic Financial Concepts, LLC | 16,100 | $13.6 萬 | 0.03% | −10,000−38.3% | 減碼 |
| Primoris Wealth Advisors, LLC | 16,064 | $13.6 萬 | 0.11% | −5,389−25.1% | 減碼 |
| NWF Advisory Services Inc. | 15,300 | $12.9 萬 | 0.02% | +15,300 | 新進 |
| Congress Park Capital LLC | 15,000 | $12.7 萬 | 0.05% | 00.0% | 不變 |
| Western Wealth Management, LLC | 14,624 | $12.4 萬 | 0.01% | +134+0.9% | 加碼 |
| Flagship Harbor Advisors, LLC | 14,380 | $12.2 萬 | 0.01% | −1,453−9.2% | 減碼 |
| International Assets Investment Management, LLC | 13,609 | $11.5 萬 | 0.01% | 00.0% | 不變 |
| Oppenheimer & Co Inc | 13,142 | $11.1 萬 | 0.00% | +13,142 | 新進 |
| Marshall Financial Group LLC | 12,402 | $10.5 萬 | 0.02% | 00.0% | 不變 |
| MML Investors Services, LLC | 11,910 | $10.1 萬 | 0.00% | −490−4.0% | 減碼 |
| Diversified Enterprises, LLC | 11,844 | $10.0 萬 | 0.01% | −1,694−12.5% | 減碼 |
| Warren Averett Asset Management, LLC | 11,560 | $9.78 萬 | 0.00% | −150−1.3% | 減碼 |
| GPS Wealth Strategies Group, LLC | 11,509 | $9.74 萬 | 0.01% | 00.0% | 不變 |
| Vista Investment Partners II, LLC | 11,347 | $9.60 萬 | 0.05% | 00.0% | 不變 |
| Gladstone Institutional Advisory LLC | 11,240 | $9.51 萬 | 0.00% | 00.0% | 不變 |
| FLC Capital Advisors | 11,135 | $9.42 萬 | 0.02% | 00.0% | 不變 |
| Insight Advisors, LLC | 11,116 | $9.40 萬 | 0.02% | +316+2.9% | 加碼 |
| Elequin Capital LP | 9,795 | $8.29 萬 | 0.02% | +9,795 | 新進 |
| CoreCap Advisors, LLC | 6,760 | $5.72 萬 | 0.00% | 00.0% | 不變 |
| Princeton Global Asset Management LLC | 5,752 | $4.87 萬 | 0.01% | 00.0% | 不變 |
| Creative Capital Management Investments LLC | 4,694 | $3.97 萬 | 0.02% | 00.0% | 不變 |
| Parallel Advisors, LLC | 4,425 | $3.74 萬 | 0.00% | +121+2.8% | 加碼 |
| MAI Capital Management | 4,127 | $3.49 萬 | 0.00% | +68+1.7% | 加碼 |
| Hoey Investments, Inc | 4,000 | $3.38 萬 | 0.01% | 00.0% | 不變 |
| Noble Wealth Management PBC | 2,500 | $2.12 萬 | 0.01% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 2,475 | $2.09 萬 | 0.00% | 00.0% | 不變 |
| Comerica Bank | 2,048 | $1.73 萬 | 0.00% | 00.0% | 不變 |
| Private Trust Co NA | 2,000 | $1.69 萬 | 0.00% | 00.0% | 不變 |
| Manchester Capital Management LLC | 2,000 | $1.69 萬 | 0.00% | 00.0% | 不變 |
| Hollencrest Capital Management | 1,550 | $1.31 萬 | 0.00% | 00.0% | 不變 |
| Smartleaf Asset Management LLC | 1,283 | $1.09 萬 | 0.00% | 00.0% | 不變 |
| Curio Wealth, LLC | 1 | $9,507 | 0.00% | −1,020−99.9% | 減碼 |
| TD Capital Management LLC | 1,023 | $8,655 | 0.00% | +1,023 | 新進 |
| Luminist Capital LLC | 697 | $5,925 | 0.01% | 00.0% | 不變 |
| CBIZ Investment Advisory Services, LLC | 0 | $1 | 0.00% | 0 | 不變 |
| Independent Advisor Alliance | 0 | $0 | 0.00% | −63,400−100.0% | 清倉 |
| GWN Securities Inc. | 0 | $0 | 0.00% | −27,960−100.0% | 清倉 |
| Syverson Strege & Co | 0 | $0 | 0.00% | −25,904−100.0% | 清倉 |
| Atria Wealth Solutions, Inc. | 0 | $0 | 0.00% | −20,594−100.0% | 清倉 |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −18,796−100.0% | 清倉 |
| Van Hulzen Asset Management, LLC | 0 | $0 | 0.00% | −1,800−100.0% | 清倉 |
| Pathway Financial Advisers, LLC | 0 | $0 | 0.00% | −1,462−100.0% | 清倉 |