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。
2025 年第 1 季 13F 持有人
Eaton Vance Tax-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
- 187
- 較 2024 年第 4 季 −3 家
- 持有股數
- 3,613 萬
- 較 2024 年第 4 季 +86.4 萬 (+2.5%)
- 總市值
- $5.16 億
- 較 2024 年第 4 季 −$1,134 萬 (−2.2%)
- 新進機構
- 17
- 另有 70 家加碼
- 清倉機構
- 20
- 另有 46 家減碼
另有 3 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 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 |
2025 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Morgan Stanley | 12,383,192 | $1.77 億 | 0.01% | +222,157+1.8% | 加碼 |
| Raymond James Financial Inc | 2,593,579 | $3,698 萬 | 0.01% | +125,265+5.1% | 加碼 |
| Wells Fargo & Company | 1,878,907 | $2,679 萬 | 0.01% | +7,244+0.4% | 加碼 |
| Invesco Ltd. | 1,523,373 | $2,172 萬 | 0.00% | −228,145−13.0% | 減碼 |
| LPL Financial LLC | 1,132,140 | $1,614 萬 | 0.01% | +482,352+74.2% | 加碼 |
| Principal Securities, Inc. | 1,058,660 | $1,583 萬 | 0.35% | +3,357+0.3% | 加碼 |
| RFG Advisory, LLC | 980,285 | $1,398 萬 | 0.38% | −60,519−5.8% | 減碼 |
| Guggenheim Capital LLC | 961,507 | $1,371 萬 | 0.13% | −19,062−1.9% | 減碼 |
| Ameriprise Financial Inc | 864,552 | $1,233 萬 | 0.00% | +471,342+119.9% | 加碼 |
| Bank of America Corp | 775,113 | $1,105 萬 | 0.00% | −12,741−1.6% | 減碼 |
| Royal Bank of Canada | 700,152 | $998.4 萬 | 0.00% | +65,135+10.3% | 加碼 |
| Matrix Private Capital Group LLC | 646,963 | $922.6 萬 | 5.52% | −14,519−2.2% | 減碼 |
| Advisor Group Holdings, Inc. | 611,697 | $872.3 萬 | 0.02% | +95,429+18.5% | 加碼 |
| Baird Financial Group, Inc. | 490,443 | $699.4 萬 | 0.01% | −27,318−5.3% | 減碼 |
| UBS Group AG | 469,533 | $669.6 萬 | 0.00% | −269,573−36.5% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 440,644 | $628.4 萬 | 0.02% | −28,751−6.1% | 減碼 |
| Stifel Financial Corp | 391,929 | $558.9 萬 | 0.01% | +632+0.2% | 加碼 |
| Pathway Financial Advisers, LLC | 372,373 | $531.0 萬 | 1.82% | +14,755+4.1% | 加碼 |
| IHT Wealth Management, LLC | 343,039 | $489.2 萬 | 0.15% | +92,438+36.9% | 加碼 |
| CoreCap Advisors, LLC | 324,788 | $463.1 萬 | 0.20% | +5,285+1.7% | 加碼 |
| Heron Bay Capital Management | 316,634 | $451.5 萬 | 0.95% | +280+0.1% | 加碼 |
| Janney Montgomery Scott LLC | 309,948 | $442.0 萬 | 0.01% | +138,368+80.6% | 加碼 |
| Cohen & Steers, Inc. | 295,617 | $421.5 萬 | 0.01% | −20,000−6.3% | 減碼 |
| Rockefeller Capital Management L.P. | 293,792 | $418.9 萬 | 0.01% | +10,343+3.6% | 加碼 |
| HighTower Advisors, LLC | 289,667 | $413.1 萬 | 0.01% | −4,285−1.5% | 減碼 |
| Advisors Asset Management, Inc. | 255,539 | $364.4 萬 | 0.07% | +74,516+41.2% | 加碼 |
| C2C Wealth Management, LLC | 243,394 | $347.1 萬 | 3.26% | −2,000−0.8% | 減碼 |
| GPS Wealth Strategies Group, LLC | 234,842 | $334.9 萬 | 0.45% | +234,842 | 新進 |
| Private Advisor Group, LLC | 224,111 | $319.6 萬 | 0.02% | +1,340+0.6% | 加碼 |
| Commonwealth Equity Services, LLC | 216,505 | $308.7 萬 | 0.00% | −1,160−0.5% | 減碼 |
| Cetera Investment Advisers | 209,555 | $298.8 萬 | 0.01% | +34,771+19.9% | 加碼 |
| Steward Partners Investment Advisory, LLC | 184,602 | $263.2 萬 | 0.02% | +3,889+2.2% | 加碼 |
| Aptus Capital Advisors, LLC | 166,110 | $236.9 萬 | 0.03% | 00.0% | 不變 |
| Guardian Wealth Advisors, LLC | 164,610 | $234.7 萬 | 0.19% | 00.0% | 不變 |
| Parsons Capital Management Inc | 159,215 | $227.0 萬 | 0.12% | +146+0.1% | 加碼 |
| Wedbush Securities Inc | 139,295 | $198.6 萬 | 0.07% | −414−0.3% | 減碼 |
| Pointe Capital Management LLC | 136,764 | $195.0 萬 | 1.14% | −5,106−3.6% | 減碼 |
| Merit Financial Group, LLC | 126,239 | $180.0 萬 | 0.03% | +15,459+14.0% | 加碼 |
| Goldman Sachs Group Inc | 116,546 | $166.2 萬 | 0.00% | +15,446+15.3% | 加碼 |
| Cypress Capital Management LLC (WY) | 116,230 | $165.7 萬 | 1.98% | +112,430+2,958.7% | 加碼 |
| Comerica Bank | 99,127 | $141.4 萬 | 0.01% | +2,315+2.4% | 加碼 |
| Change Path, LLC | 89,953 | $128.3 萬 | 0.04% | +14,403+19.1% | 加碼 |
| Kane Investment Management, Inc. | 88,845 | $126.7 萬 | 0.61% | +14,456+19.4% | 加碼 |
| Sanctuary Advisors, LLC | 85,882 | $122.5 萬 | 0.01% | +129+0.2% | 加碼 |
| Kestra Advisory Services, LLC | 75,287 | $107.4 萬 | 0.01% | −19,189−20.3% | 減碼 |
| Atomi Financial Group, Inc. | 74,853 | $106.7 萬 | 0.05% | +6,401+9.4% | 加碼 |
| Kingsview Wealth Management, LLC | 58,999 | $84.1 萬 | 0.02% | −4,942−7.7% | 減碼 |
| Smith, Moore & Co. | 58,377 | $83.2 萬 | 0.08% | +5,153+9.7% | 加碼 |
| GWM Advisors LLC | 57,832 | $82.5 萬 | 0.00% | −1,813−3.0% | 減碼 |
| Gladstone Institutional Advisory LLC | 56,409 | $80.4 萬 | 0.04% | −7,091−11.2% | 減碼 |
| Ameritas Advisory Services, LLC | 51,567 | $77.0 萬 | 0.03% | 00.0% | 不變 |
| Wealth Effects LLC | 49,576 | $70.7 萬 | 0.30% | −5,014−9.2% | 減碼 |
| Centaurus Financial, Inc. | 47,757 | $68.1 萬 | 0.04% | −1,062−2.2% | 減碼 |
| ELCO Management Co., LLC | 47,400 | $67.6 萬 | 0.37% | +100+0.2% | 加碼 |
| NWF Advisory Services Inc. | 46,999 | $67.0 萬 | 0.09% | +46,999 | 新進 |
| Summit Investment Advisory Services, LLC | 46,823 | $66.8 萬 | 0.33% | +725+1.6% | 加碼 |
| Ignite Planners, LLC | 47,212 | $66.0 萬 | 0.13% | +913+2.0% | 加碼 |
| U.S. Capital Wealth Advisors, LLC | 44,575 | $63.6 萬 | 0.02% | +75+0.2% | 加碼 |
| The PNC Financial Services Group, Inc. | 43,446 | $62.0 萬 | 0.00% | −25,680−37.1% | 減碼 |
| Flputnam Investment Management Co | 42,701 | $60.9 萬 | 0.01% | 00.0% | 不變 |
| Morey & Quinn Wealth Partners, LLC | 42,451 | $60.5 萬 | 0.50% | +3,615+9.3% | 加碼 |
| Greenleaf Trust | 41,338 | $58.9 萬 | 0.01% | 00.0% | 不變 |
| Truist Financial Corp | 40,799 | $58.2 萬 | 0.00% | −9,768−19.3% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 40,344 | $57.5 萬 | 0.00% | +40,344 | 新進 |
| David J Yvars Group | 40,139 | $57.1 萬 | 0.45% | +1,377+3.6% | 加碼 |
| International Assets Investment Management, LLC | 39,615 | $56.5 萬 | 0.05% | −2,562−6.1% | 減碼 |
| Strait & Sound Wealth Management LLC | 38,144 | $54.4 萬 | 0.25% | +2,303+6.4% | 加碼 |
| LaSalle St. Investment Advisors, LLC | 36,926 | $52.6 萬 | 0.12% | +1,643+4.7% | 加碼 |
| Mariner, LLC | 36,679 | $52.3 萬 | 0.00% | −7,982−17.9% | 減碼 |
| Formidable Asset Management, LLC | 35,852 | $51.1 萬 | 0.09% | −1,235−3.3% | 減碼 |
| Stratos Wealth Advisors, LLC | 34,269 | $48.9 萬 | 0.03% | 00.0% | 不變 |
| CI Private Wealth, LLC | 32,774 | $46.7 萬 | 0.00% | −1,486−4.3% | 減碼 |
| Flaharty Asset Management, LLC | 32,747 | $46.7 萬 | 0.07% | −22,504−40.7% | 減碼 |
| Creative Planning | 32,637 | $46.5 萬 | 0.00% | −2,107−6.1% | 減碼 |
| Ameritas Investment Partners, Inc. | 32,387 | $46.2 萬 | 0.02% | +2,520+8.4% | 加碼 |
| Commerce Bank | 30,743 | $43.8 萬 | 0.00% | 00.0% | 不變 |
| Atria Wealth Solutions, Inc. | 28,936 | $41.3 萬 | 0.00% | −6,626−18.6% | 減碼 |
| RSM US Wealth Management LLC | 27,393 | $39.1 萬 | 0.01% | +20.0% | 加碼 |
| National Asset Management, Inc. | 27,283 | $38.9 萬 | 0.01% | +527+2.0% | 加碼 |
| Arete Wealth Advisors, LLC | 27,218 | $38.8 萬 | 0.03% | +699+2.6% | 加碼 |
| J.W. Cole Advisors, Inc. | 26,250 | $37.4 萬 | 0.01% | +26,250 | 新進 |
| MML Investors Services, LLC | 25,886 | $36.9 萬 | 0.00% | +3,750+16.9% | 加碼 |
| Mercer Global Advisors Inc | 24,951 | $35.6 萬 | 0.00% | +7,596+43.8% | 加碼 |
| Mendel Capital Management LLC | 24,150 | $34.4 萬 | 0.21% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 22,516 | $32.1 萬 | 0.00% | +4,845+27.4% | 加碼 |
| Beacon Pointe Advisors, LLC | 21,918 | $31.3 萬 | 0.00% | 00.0% | 不變 |
| David Loasby | 23,634 | $31.1 萬 | 0.03% | −679−2.8% | 減碼 |
| Burford Brothers, Inc. | 21,400 | $30.5 萬 | 0.15% | 00.0% | 不變 |
| Cerity Partners LLC | 20,848 | $29.7 萬 | 0.00% | −1,035−4.7% | 減碼 |
| Quantum Private Wealth, LLC | 20,000 | $28.5 萬 | 0.11% | 00.0% | 不變 |
| Oppenheimer & Co Inc | 19,851 | $28.3 萬 | 0.00% | +4,769+31.6% | 加碼 |
| Harbour Investments, Inc. | 19,070 | $27.2 萬 | 0.01% | +186+1.0% | 加碼 |
| Onyx Bridge Wealth Group LLC | 19,061 | $27.2 萬 | 0.04% | +377+2.0% | 加碼 |
| Envestnet Asset Management Inc | 18,726 | $26.7 萬 | 0.00% | +3,537+23.3% | 加碼 |
| Wealth Alliance | 18,363 | $26.2 萬 | 0.03% | +820+4.7% | 加碼 |
| Monograph Wealth Advisors, LLC | 18,285 | $26.1 萬 | 0.04% | +30.0% | 加碼 |
| Confluence Wealth Services, Inc. | 18,988 | $25.2 萬 | 0.02% | −529−2.7% | 減碼 |
| Syverson Strege & Co | 17,665 | $25.2 萬 | 0.08% | 00.0% | 不變 |
| D.A. Davidson & Co. | 17,511 | $25.0 萬 | 0.00% | 00.0% | 不變 |
| Compass Planning Associates Inc | 17,450 | $24.9 萬 | 0.25% | 00.0% | 不變 |