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 2 季 13F 持有人
Eaton Vance Risk-Managed Diversified Equity Income Fund 在 2025/6/30 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
- 105
- 較 2025 年第 1 季 +14 家
- 持有股數
- 1,414 萬
- 較 2025 年第 1 季 +56.3 萬 (+4.1%)
- 總市值
- $1.28 億
- 較 2025 年第 1 季 +$1,313 萬 (+11.4%)
- 新進機構
- 20
- 另有 27 家加碼
- 清倉機構
- 6
- 另有 35 家減碼
另有 2 家機構在 2025 年第 1 季持有、還沒有申報 2025 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 |
2025 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 2025 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| LPL Financial LLC | 2,193,740 | $1,983 萬 | 0.01% | +49,462+2.3% | 加碼 |
| Raymond James Financial Inc | 1,708,700 | $1,545 萬 | 0.01% | +107,014+6.7% | 加碼 |
| Advisor Group Holdings, Inc. | 1,175,003 | $1,062 萬 | 0.02% | +71,971+6.5% | 加碼 |
| Guggenheim Capital LLC | 1,102,606 | $996.8 萬 | 0.08% | −136,389−11.0% | 減碼 |
| Morgan Stanley | 980,660 | $886.5 萬 | 0.00% | +195,627+24.9% | 加碼 |
| Invesco Ltd. | 912,531 | $824.9 萬 | 0.00% | +26,187+3.0% | 加碼 |
| Cornerstone Advisors, LLC | 873,368 | $789.5 萬 | 0.27% | +253,659+40.9% | 加碼 |
| Cohen & Steers, Inc. | 487,446 | $440.7 萬 | 0.01% | +60,000+14.0% | 加碼 |
| Ameriprise Financial Inc | 401,249 | $362.7 萬 | 0.00% | +19,783+5.2% | 加碼 |
| Advisors Asset Management, Inc. | 325,269 | $294.0 萬 | 0.05% | +64,787+24.9% | 加碼 |
| Wells Fargo & Company | 306,986 | $277.5 萬 | 0.00% | −9,017−2.9% | 減碼 |
| Shaker Financial Services, LLC | 303,924 | $274.7 萬 | 1.00% | −215,331−41.5% | 減碼 |
| Financial Alternatives, Inc | 202,824 | $183.4 萬 | 1.19% | −10,431−4.9% | 減碼 |
| Creative Planning | 200,275 | $181.0 萬 | 0.00% | −12,957−6.1% | 減碼 |
| IHT Wealth Management, LLC | 186,704 | $168.8 萬 | 0.05% | −6,085−3.2% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 181,450 | $164.0 萬 | 0.00% | −16,656−8.4% | 減碼 |
| Bank of America Corp | 152,490 | $137.9 萬 | 0.00% | −29,855−16.4% | 減碼 |
| Independent Financial Group, LLC | 114,629 | $103.6 萬 | 0.03% | −55,342−32.6% | 減碼 |
| Private Advisor Group, LLC | 106,421 | $96.2 萬 | 0.01% | −1,649−1.5% | 減碼 |
| Royal Bank of Canada | 97,382 | $88.0 萬 | 0.00% | +3,821+4.1% | 加碼 |
| First Heartland Consultants, Inc. | 95,925 | $86.7 萬 | 0.08% | −12,912−11.9% | 減碼 |
| Ausdal Financial Partners, Inc. | 87,200 | $78.8 萬 | 0.05% | −6,127−6.6% | 減碼 |
| UBS Group AG | 86,478 | $78.2 萬 | 0.00% | +4,882+6.0% | 加碼 |
| Advisory Services Network, LLC | 82,327 | $73.8 萬 | 0.01% | −1,705−2.0% | 減碼 |
| Winebrenner Capital Management LLC | 80,000 | $72.3 萬 | 0.58% | −10,000−11.1% | 減碼 |
| Stifel Financial Corp | 73,890 | $66.8 萬 | 0.00% | −4,500−5.7% | 減碼 |
| LaSalle St. Investment Advisors, LLC | 42,773 | $62.6 萬 | 0.17% | +42,773 | 新進 |
| Pointe Capital Management LLC | 68,626 | $62.0 萬 | 0.32% | +418+0.6% | 加碼 |
| Centaurus Financial, Inc. | 68,318 | $61.8 萬 | 0.04% | −742−1.1% | 減碼 |
| Janney Montgomery Scott LLC | 66,920 | $60.5 萬 | 0.00% | −3,743−5.3% | 減碼 |
| Two Sigma Investments, LP | 58,247 | $52.7 萬 | 0.00% | +58,247 | 新進 |
| SageView Advisory Group, LLC | 58,001 | $52.0 萬 | 0.02% | +20,248+53.6% | 加碼 |
| Commonwealth Equity Services, LLC | 52,994 | $47.9 萬 | 0.00% | −4,308−7.5% | 減碼 |
| WCG Wealth Advisors LLC | 50,686 | $45.8 萬 | 0.03% | +21,224+72.0% | 加碼 |
| Garden State Investment Advisory Services LLC | 49,886 | $45.1 萬 | 0.12% | +3,778+8.2% | 加碼 |
| HighTower Advisors, LLC | 48,441 | $43.8 萬 | 0.00% | −836−1.7% | 減碼 |
| Kovitz Investment Group Partners, LLC | 46,892 | $42.4 萬 | 0.00% | +46,892 | 新進 |
| Readystate Asset Management LP | 45,607 | $41.2 萬 | 0.02% | −40,695−47.2% | 減碼 |
| ELCO Management Co., LLC | 43,520 | $39.3 萬 | 0.21% | −1,000−2.2% | 減碼 |
| GWM Advisors LLC | 40,039 | $36.2 萬 | 0.00% | −500−1.2% | 減碼 |
| NBC Securities, Inc. | 34,098 | $30.8 萬 | 0.03% | +10,284+43.2% | 加碼 |
| WESPAC Advisors, LLC | 33,500 | $30.3 萬 | 0.21% | 00.0% | 不變 |
| David J Yvars Group | 33,180 | $30.0 萬 | 0.18% | +5,316+19.1% | 加碼 |
| Sigma Planning Corp | 32,264 | $29.2 萬 | 0.01% | −1,446−4.3% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 32,052 | $29.0 萬 | 0.00% | +32,052 | 新進 |
| Stratos Wealth Advisors, LLC | 30,000 | $27.1 萬 | 0.01% | −1,200−3.8% | 減碼 |
| Balyasny Asset Management LLC | 28,407 | $25.7 萬 | 0.00% | +28,407 | 新進 |
| Semus Wealth Partners LLC | 28,138 | $25.4 萬 | 0.16% | +203+0.7% | 加碼 |
| Baird Financial Group, Inc. | 28,016 | $25.3 萬 | 0.00% | +9,588+52.0% | 加碼 |
| Cetera Investment Advisers | 27,319 | $24.7 萬 | 0.00% | +147+0.5% | 加碼 |
| Formidable Asset Management, LLC | 29,100 | $24.6 萬 | 0.04% | 00.0% | 不變 |
| Successful Portfolios LLC | 26,476 | $23.9 萬 | 0.15% | 00.0% | 不變 |
| Allworth Financial LP | 20,117 | $18.2 萬 | 0.00% | +20,117 | 新進 |
| GWN Securities Inc. | 19,905 | $18.0 萬 | 0.03% | +19,905 | 新進 |
| Principal Securities, Inc. | 17,982 | $16.3 萬 | 0.00% | −444−2.4% | 減碼 |
| Steward Partners Investment Advisory, LLC | 17,809 | $16.1 萬 | 0.00% | −43−0.2% | 減碼 |
| Summit Financial, LLC | 17,675 | $16.0 萬 | 0.00% | +17,675 | 新進 |
| Ameritas Advisory Services, LLC | 17,156 | $15.5 萬 | 0.01% | 00.0% | 不變 |
| Jane Street Group, LLC | 17,124 | $15.5 萬 | 0.00% | +17,124 | 新進 |
| Everstar Asset Management, LLC | 16,955 | $15.3 萬 | 0.09% | 00.0% | 不變 |
| Atria Wealth Solutions, Inc. | 16,352 | $14.8 萬 | 0.00% | +16,352 | 新進 |
| Liberty Capital Management, Inc. | 16,170 | $14.6 萬 | 0.03% | 00.0% | 不變 |
| Strategic Financial Concepts, LLC | 16,100 | $14.6 萬 | 0.02% | 00.0% | 不變 |
| Primoris Wealth Advisors, LLC | 16,067 | $14.5 萬 | 0.10% | +30.0% | 加碼 |
| International Assets Investment Management, LLC | 15,609 | $14.1 萬 | 0.01% | +2,000+14.7% | 加碼 |
| Wealth Effects LLC | 15,450 | $14.0 萬 | 0.05% | −2,797−15.3% | 減碼 |
| NWF Advisory Services Inc. | 15,300 | $13.8 萬 | 0.02% | 00.0% | 不變 |
| Western Wealth Management, LLC | 14,761 | $13.3 萬 | 0.01% | +137+0.9% | 加碼 |
| Flagship Harbor Advisors, LLC | 14,578 | $13.2 萬 | 0.01% | +198+1.4% | 加碼 |
| Kovack Advisors, Inc. | 13,247 | $12.0 萬 | 0.01% | +13,247 | 新進 |
| Catalina Capital Group, LLC | 13,172 | $11.9 萬 | 0.08% | +13,172 | 新進 |
| Oppenheimer & Co Inc | 13,142 | $11.9 萬 | 0.00% | 00.0% | 不變 |
| Marshall Financial Group LLC | 12,402 | $11.1 萬 | 0.02% | 00.0% | 不變 |
| National Asset Management, Inc. | 12,149 | $11.0 萬 | 0.01% | +12,149 | 新進 |
| Congress Park Capital LLC | 12,000 | $10.8 萬 | 0.04% | −3,000−20.0% | 減碼 |
| MML Investors Services, LLC | 11,910 | $10.8 萬 | 0.00% | 00.0% | 不變 |
| Diversified Enterprises, LLC | 11,675 | $10.6 萬 | 0.01% | −169−1.4% | 減碼 |
| Warren Averett Asset Management, LLC | 11,560 | $10.5 萬 | 0.00% | 00.0% | 不變 |
| GPS Wealth Strategies Group, LLC | 11,509 | $10.4 萬 | 0.01% | 00.0% | 不變 |
| Insight Advisors, LLC | 11,366 | $10.3 萬 | 0.02% | +250+2.2% | 加碼 |
| Gladstone Institutional Advisory LLC | 11,240 | $10.2 萬 | 0.00% | 00.0% | 不變 |
| Vista Investment Partners II, LLC | 11,081 | $10.0 萬 | 0.05% | −266−2.3% | 減碼 |
| Oliver Lagore Vanvalin Investment Group | 9,700 | $8.21 萬 | 0.03% | +9,700 | 新進 |
| GAMMA Investing LLC | 8,000 | $7.23 萬 | 0.00% | +8,000 | 新進 |
| Farther Finance Advisors, LLC | 7,590 | $6.86 萬 | 0.00% | +7,590 | 新進 |
| CoreCap Advisors, LLC | 6,760 | $6.11 萬 | 0.00% | 00.0% | 不變 |
| Princeton Global Asset Management LLC | 5,752 | $5.20 萬 | 0.01% | 00.0% | 不變 |
| Creative Capital Management Investments LLC | 4,694 | $4.24 萬 | 0.02% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 4,296 | $3.88 萬 | 0.00% | −23,690−84.6% | 減碼 |
| Geneos Wealth Management Inc. | 3,855 | $3.48 萬 | 0.00% | +1,380+55.8% | 加碼 |
| Parallel Advisors, LLC | 3,787 | $3.42 萬 | 0.00% | −638−14.4% | 減碼 |
| MAI Capital Management | 3,197 | $2.89 萬 | 0.00% | −930−22.5% | 減碼 |
| Comerica Bank | 2,060 | $1.86 萬 | 0.00% | +12+0.6% | 加碼 |
| Hoey Investments, Inc | 2,000 | $1.81 萬 | 0.00% | −2,000−50.0% | 減碼 |
| Private Trust Co NA | 2,000 | $1.81 萬 | 0.00% | 00.0% | 不變 |
| Manchester Capital Management LLC | 2,000 | $1.81 萬 | 0.00% | 00.0% | 不變 |
| Hollencrest Capital Management | 1,550 | $1.40 萬 | 0.00% | 00.0% | 不變 |
| Armstrong Advisory Group, Inc | 1,511 | $1.37 萬 | 0.00% | +1,511 | 新進 |
| Smartleaf Asset Management LLC | 1,273 | $1.14 萬 | 0.00% | −10−0.8% | 減碼 |
| TD Capital Management LLC | 1,023 | $9,248 | 0.00% | 00.0% | 不變 |