Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY- 交易所
- NYSE
- SEC CIK
- 0001340736
近 90 天，Eaton Vance Tax-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 211 家機構在 13F 申報持有，市值合計 $5.69 億；沒有大師持有。
2024 年第 4 季 13F 持有人
Eaton Vance Tax-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
- 193
- 較 2024 年第 3 季 +14 家
- 持有股數
- 3,530 萬
- 較 2024 年第 3 季 −186.8 萬 (−5.0%)
- 總市值
- $5.28 億
- 較 2024 年第 3 季 +$5,776 萬 (+12.3%)
- 新進機構
- 27
- 另有 68 家加碼
- 清倉機構
- 13
- 另有 48 家減碼
另有 7 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 ETY 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 | 211 | $5.69 億 |
| 2026 年第 1 季 | 207 | $5.24 億 |
| 2025 年第 4 季 | 206 | $5.69 億 |
| 2025 年第 3 季 | 195 | $5.90 億 |
| 2025 年第 2 季 | 190 | $5.60 億 |
| 2025 年第 1 季 | 187 | $5.16 億 |
| 2024 年第 4 季 | 193 | $5.28 億 |
| 2024 年第 3 季 | 186 | $5.06 億 |
| 2024 年第 2 季 | 177 | $4.90 億 |
| 2024 年第 1 季 | 179 | $4.79 億 |
| 2023 年第 4 季 | 174 | $4.18 億 |
| 2023 年第 3 季 | 177 | $3.75 億 |
| 2023 年第 2 季 | 167 | $3.90 億 |
| 2023 年第 1 季 | 174 | $3.53 億 |
| 2022 年第 4 季 | 178 | $3.35 億 |
| 2022 年第 3 季 | 169 | $3.36 億 |
| 2022 年第 2 季 | 176 | $3.57 億 |
| 2022 年第 1 季 | 175 | $4.27 億 |
| 2021 年第 4 季 | 159 | $4.55 億 |
| 2021 年第 3 季 | 151 | $4.00 億 |
| 2021 年第 2 季 | 153 | $4.05 億 |
| 2021 年第 1 季 | 156 | $3.73 億 |
2024 年第 4 季持有機構
每家機構持有 Eaton Vance Tax-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 |
|---|---|---|---|---|---|
| Tower Research Capital LLC (TRC) | 2 | $30 | 0.00% | −4−66.7% | 減碼 |
| Frazier Financial Advisors, LLC | 95 | $1,425 | 0.00% | 00.0% | 不變 |
| Smartleaf Asset Management LLC | 234 | $3,509 | 0.00% | 00.0% | 不變 |
| Plante Moran Financial Advisors, LLC | 340 | $5,083 | 0.00% | +340 | 新進 |
| Byrne Asset Management LLC | 400 | $5,980 | 0.00% | 00.0% | 不變 |
| Transce3nd, LLC | 466 | $6,967 | 0.00% | +466 | 新進 |
| City Holding Co | 506 | $7,564 | 0.00% | 00.0% | 不變 |
| Cedar Mountain Advisors, LLC | 768 | $1.15 萬 | 0.00% | 00.0% | 不變 |
| Gen-Wealth Partners Inc | 850 | $1.27 萬 | 0.01% | 00.0% | 不變 |
| WealthTrak Capital Management LLC | 946 | $1.41 萬 | 0.01% | +946 | 新進 |
| Salomon & Ludwin, LLC | 992 | $1.48 萬 | 0.00% | 00.0% | 不變 |
| Financial Management Professionals, Inc. | 1,000 | $1.50 萬 | 0.00% | 00.0% | 不變 |
| Spire Wealth Management | 1,000 | $1.50 萬 | 0.00% | 00.0% | 不變 |
| Stephens Consulting, LLC | 1,270 | $1.90 萬 | 0.00% | 00.0% | 不變 |
| Assetmark, Inc | 1,591 | $2.38 萬 | 0.00% | +1,591 | 新進 |
| Key Financial Inc | 1,599 | $2.39 萬 | 0.01% | 00.0% | 不變 |
| IFP Advisors, Inc | 1,600 | $2.39 萬 | 0.00% | 00.0% | 不變 |
| Wintrust Investments LLC | 1,639 | $2.40 萬 | 0.02% | −150−8.4% | 減碼 |
| MCF Advisors LLC | 1,744 | $2.61 萬 | 0.00% | 00.0% | 不變 |
| Raleigh Capital Management Inc. | 1,854 | $2.77 萬 | 0.01% | 00.0% | 不變 |
| Curio Wealth, LLC | 1,900 | $2.84 萬 | 0.02% | +1,900 | 新進 |
| Tucker Asset Management LLC | 2,218 | $3.32 萬 | 0.00% | +44+2.0% | 加碼 |
| Sound Income Strategies, LLC | 2,667 | $3.99 萬 | 0.00% | 00.0% | 不變 |
| Twin Lakes Capital Management, LLC | 3,056 | $4.57 萬 | 0.03% | +60+2.0% | 加碼 |
| Bogart Wealth, LLC | 3,231 | $4.83 萬 | 0.00% | 00.0% | 不變 |
| Barrett & Company, Inc. | 3,250 | $4.86 萬 | 0.02% | 00.0% | 不變 |
| HHM Wealth Advisors, LLC | 3,446 | $5.15 萬 | 0.01% | +68+2.0% | 加碼 |
| CoreFirst Bank & Trust | 3,625 | $5.42 萬 | 0.03% | 00.0% | 不變 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,678 | $5.50 萬 | 0.00% | +10+0.3% | 加碼 |
| Chilton Capital Management LLC | 3,700 | $5.53 萬 | 0.00% | 00.0% | 不變 |
| Cypress Capital Management LLC (WY) | 3,800 | $5.68 萬 | 0.07% | 00.0% | 不變 |
| Private Trust Co NA | 4,035 | $6.03 萬 | 0.01% | 00.0% | 不變 |
| JPMorgan Chase & Co | 4,154 | $6.21 萬 | 0.00% | +1,700+69.3% | 加碼 |
| Farther Finance Advisors, LLC | 4,481 | $6.70 萬 | 0.00% | +89+2.0% | 加碼 |
| Harbor Investment Advisory, LLC | 4,556 | $6.81 萬 | 0.01% | 00.0% | 不變 |
| CNB Bank | 4,590 | $6.86 萬 | 0.03% | 00.0% | 不變 |
| Hexagon Capital Partners LLC | 4,750 | $7.10 萬 | 0.01% | 00.0% | 不變 |
| Webster Bank, N. A. | 4,825 | $7.21 萬 | 0.01% | 00.0% | 不變 |
| Princeton Global Asset Management LLC | 4,983 | $7.45 萬 | 0.01% | 00.0% | 不變 |
| Activest Wealth Management | 5,644 | $8.44 萬 | 0.02% | 00.0% | 不變 |
| Millstone Evans Group, LLC | 6,322 | $9.45 萬 | 0.06% | +6,322 | 新進 |
| Geneos Wealth Management Inc. | 6,470 | $9.67 萬 | 0.00% | −750−10.4% | 減碼 |
| MAI Capital Management | 6,819 | $10.2 萬 | 0.00% | +6,819 | 新進 |
| South Plains Financial, Inc. | 7,159 | $10.7 萬 | 0.08% | +7,159 | 新進 |
| US Bancorp | 8,693 | $13.0 萬 | 0.00% | +70+0.8% | 加碼 |
| Allworth Financial LP | 8,617 | $13.2 萬 | 0.00% | +1,000+13.1% | 加碼 |
| Proequities, Inc. | 8,978 | $13.9 萬 | 0.01% | 00.0% | 不變 |
| CWM, LLC | 9,700 | $14.5 萬 | 0.00% | −49−0.5% | 減碼 |
| Beacon Investment Advisory Services, Inc. | 10,000 | $14.9 萬 | 0.01% | 00.0% | 不變 |
| LVZ Advisors, Inc. | 10,023 | $15.0 萬 | 0.02% | 00.0% | 不變 |
| Insigneo Advisory Services, LLC | 10,038 | $15.0 萬 | 0.02% | 00.0% | 不變 |
| Golden State Equity Partners | 10,043 | $15.0 萬 | 0.03% | +10,043 | 新進 |
| Colony Group, LLC | 10,117 | $15.1 萬 | 0.00% | −364−3.5% | 減碼 |
| Retirement Planning Group | 10,139 | $15.2 萬 | 0.01% | 00.0% | 不變 |
| Moors & Cabot, Inc. | 10,171 | $15.2 萬 | 0.01% | −1,000−9.0% | 減碼 |
| Fortitude Advisory Group L.L.C. | 10,250 | $15.3 萬 | 0.09% | −6,010−37.0% | 減碼 |
| Sonora Investment Management Group, LLC | 10,312 | $15.4 萬 | 0.01% | +10,312 | 新進 |
| Uncommon Cents Investing LLC | 10,384 | $15.5 萬 | 0.05% | 00.0% | 不變 |
| Dakota Wealth Management | 10,600 | $15.8 萬 | 0.00% | 00.0% | 不變 |
| Mutual Advisors, LLC | 10,722 | $16.1 萬 | 0.00% | +193+1.8% | 加碼 |
| Kovitz Investment Group Partners, LLC | 10,822 | $16.2 萬 | 0.00% | +822+8.2% | 加碼 |
| Capital Investment Advisory Services, LLC | 11,058 | $16.5 萬 | 0.02% | +11,058 | 新進 |
| Kapstone Financial Advisors LLC | 10,966 | $16.7 萬 | 0.09% | +10,966 | 新進 |
| Vista Investment Partners II, LLC | 11,158 | $16.7 萬 | 0.10% | +11,158 | 新進 |
| Stephens Inc | 11,505 | $17.2 萬 | 0.00% | +11,505 | 新進 |
| Dudley Capital Management, LLC | 11,809 | $17.7 萬 | 0.09% | +85+0.7% | 加碼 |
| HRT Financial LP | 11,906 | $17.7 萬 | 0.00% | +11,906 | 新進 |
| Pinnacle Financial Partners Inc | 12,434 | $18.2 萬 | 0.00% | 00.0% | 不變 |
| Equitable Holdings, Inc. | 12,535 | $18.7 萬 | 0.00% | −1,126−8.2% | 減碼 |
| Parallel Advisors, LLC | 12,583 | $18.8 萬 | 0.00% | +150+1.2% | 加碼 |
| Clearstead Advisors, LLC | 12,591 | $18.8 萬 | 0.00% | +12,591 | 新進 |
| Jefferies Financial Group Inc. | 12,928 | $19.3 萬 | 0.00% | +1,293+11.1% | 加碼 |
| Focused Wealth Management, Inc | 13,053 | $19.5 萬 | 0.03% | +11+0.1% | 加碼 |
| Oliver Lagore Vanvalin Investment Group | 13,200 | $19.7 萬 | 0.05% | 00.0% | 不變 |
| CVFG LLC | 13,246 | $19.8 萬 | 0.18% | +13,246 | 新進 |
| Chicago Partners Investment Group LLC | 13,486 | $20.3 萬 | 0.01% | −590−4.2% | 減碼 |
| M Holdings Securities, Inc. | 13,826 | $20.7 萬 | 0.03% | +68+0.5% | 加碼 |
| Brown Advisory Inc | 13,918 | $20.8 萬 | 0.00% | +22+0.2% | 加碼 |
| L.M. Kohn & Company | 14,244 | $21.3 萬 | 0.06% | 00.0% | 不變 |
| Garden State Investment Advisory Services LLC | 14,288 | $21.4 萬 | 0.07% | −1,693−10.6% | 減碼 |
| Wiley Bros.-Aintree Capital, LLC | 14,515 | $21.9 萬 | 0.00% | +2,559+21.4% | 加碼 |
| Northern Trust Corp | 14,950 | $22.4 萬 | 0.00% | −24,500−62.1% | 減碼 |
| Oppenheimer & Co Inc | 15,082 | $22.5 萬 | 0.00% | +15,082 | 新進 |
| Envestnet Asset Management Inc | 15,189 | $22.7 萬 | 0.00% | −2,259−12.9% | 減碼 |
| Blue Chip Partners, Inc. | 15,447 | $23.1 萬 | 0.02% | 00.0% | 不變 |
| Strategic Financial Concepts, LLC | 15,475 | $23.1 萬 | 0.04% | −3,375−17.9% | 減碼 |
| Synovus Financial Corp | 16,052 | $24.0 萬 | 0.00% | +125+0.8% | 加碼 |
| Neuberger Berman Group LLC | 16,312 | $24.4 萬 | 0.00% | −545−3.2% | 減碼 |
| Capital Wealth Alliance, LLC | 16,470 | $24.6 萬 | 0.14% | 00.0% | 不變 |
| Mission Wealth Management, LP | 16,499 | $24.7 萬 | 0.01% | 00.0% | 不變 |
| Avantax Advisory Services, Inc. | 16,875 | $25.2 萬 | 0.00% | +272+1.6% | 加碼 |
| Mercer Global Advisors Inc | 17,355 | $25.9 萬 | 0.00% | −3,700−17.6% | 減碼 |
| Compass Planning Associates Inc | 17,450 | $26.1 萬 | 0.26% | +17,450 | 新進 |
| D.A. Davidson & Co. | 17,511 | $26.2 萬 | 0.00% | +2,501+16.7% | 加碼 |
| Wealth Alliance | 17,543 | $26.2 萬 | 0.03% | +334+1.9% | 加碼 |
| Syverson Strege & Co | 17,665 | $26.4 萬 | 0.09% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 17,671 | $26.4 萬 | 0.00% | −3,474−16.4% | 減碼 |
| Monograph Wealth Advisors, LLC | 18,282 | $27.3 萬 | 0.04% | +30.0% | 加碼 |
| Onyx Bridge Wealth Group LLC | 18,684 | $27.9 萬 | 0.04% | +367+2.0% | 加碼 |
| Global Retirement Partners, LLC | 18,703 | $28.0 萬 | 0.01% | −6,217−24.9% | 減碼 |