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 |
|---|---|---|---|---|---|
| Tower Research Capital LLC (TRC) | 8 | $114 | 0.00% | +6+300.0% | 加碼 |
| Frazier Financial Advisors, LLC | 95 | $1,355 | 0.00% | 00.0% | 不變 |
| Smartleaf Asset Management LLC | 234 | $3,326 | 0.00% | 00.0% | 不變 |
| Byrne Asset Management LLC | 400 | $5,704 | 0.00% | 00.0% | 不變 |
| WealthTrak Capital Management LLC | 494 | $7,045 | 0.01% | −452−47.8% | 減碼 |
| City Holding Co | 506 | $7,214 | 0.00% | 00.0% | 不變 |
| Cedar Mountain Advisors, LLC | 768 | $1.10 萬 | 0.00% | 00.0% | 不變 |
| Gen-Wealth Partners Inc | 850 | $1.21 萬 | 0.01% | 00.0% | 不變 |
| Salomon & Ludwin, LLC | 992 | $1.41 萬 | 0.00% | 00.0% | 不變 |
| Financial Management Professionals, Inc. | 1,000 | $1.43 萬 | 0.00% | 00.0% | 不變 |
| Spire Wealth Management | 1,000 | $1.43 萬 | 0.00% | 00.0% | 不變 |
| Stephens Consulting, LLC | 1,270 | $1.81 萬 | 0.00% | 00.0% | 不變 |
| TD Capital Management LLC | 1,302 | $1.86 萬 | 0.00% | +1,302 | 新進 |
| Key Financial Inc | 1,599 | $2.28 萬 | 0.00% | 00.0% | 不變 |
| IFP Advisors, Inc | 1,600 | $2.28 萬 | 0.00% | 00.0% | 不變 |
| MCF Advisors LLC | 1,744 | $2.49 萬 | 0.00% | 00.0% | 不變 |
| Assetmark, Inc | 1,976 | $2.82 萬 | 0.00% | +385+24.2% | 加碼 |
| Curio Wealth, LLC | 1 | $2.84 萬 | 0.01% | −1,899−99.9% | 減碼 |
| CIBC Private Wealth Group, LLC | 2,412 | $2.95 萬 | 0.00% | +2,412 | 新進 |
| Hughes Financial Services, LLC | 2,121 | $3.02 萬 | 0.01% | +2,121 | 新進 |
| Eastern Bank | 2,344 | $3.34 萬 | 0.00% | +2,344 | 新進 |
| Smallwood Wealth Investment Management, LLC | 2,437 | $3.48 萬 | 0.02% | +2,437 | 新進 |
| Sound Income Strategies, LLC | 2,667 | $3.80 萬 | 0.00% | 00.0% | 不變 |
| Bokf, NA | 3,000 | $4.28 萬 | 0.00% | +3,000 | 新進 |
| Twin Lakes Capital Management, LLC | 3,118 | $4.45 萬 | 0.03% | +62+2.0% | 加碼 |
| Mascoma Wealth Management LLC | 3,190 | $4.55 萬 | 0.01% | +3,190 | 新進 |
| Bogart Wealth, LLC | 3,231 | $4.61 萬 | 0.00% | 00.0% | 不變 |
| Barrett & Company, Inc. | 3,250 | $4.63 萬 | 0.02% | 00.0% | 不變 |
| HHM Wealth Advisors, LLC | 3,515 | $5.01 萬 | 0.01% | +69+2.0% | 加碼 |
| Chilton Capital Management LLC | 3,700 | $5.28 萬 | 0.00% | 00.0% | 不變 |
| Private Trust Co NA | 4,035 | $5.75 萬 | 0.01% | 00.0% | 不變 |
| JPMorgan Chase & Co | 4,154 | $5.92 萬 | 0.00% | 00.0% | 不變 |
| Harbor Investment Advisory, LLC | 4,556 | $6.50 萬 | 0.01% | 00.0% | 不變 |
| CNB Bank | 4,590 | $6.55 萬 | 0.03% | 00.0% | 不變 |
| Hexagon Capital Partners LLC | 4,750 | $6.77 萬 | 0.01% | 00.0% | 不變 |
| Webster Bank, N. A. | 4,825 | $6.88 萬 | 0.01% | 00.0% | 不變 |
| Princeton Global Asset Management LLC | 4,983 | $7.11 萬 | 0.01% | 00.0% | 不變 |
| Farther Finance Advisors, LLC | 5,044 | $7.19 萬 | 0.00% | +563+12.6% | 加碼 |
| Redmont Wealth Advisors LLC | 5,138 | $7.33 萬 | 0.14% | +5,138 | 新進 |
| Activest Wealth Management | 5,644 | $8.05 萬 | 0.02% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 6,170 | $8.80 萬 | 0.00% | −300−4.6% | 減碼 |
| Millstone Evans Group, LLC | 6,322 | $9.02 萬 | 0.06% | 00.0% | 不變 |
| MAI Capital Management | 6,903 | $9.84 萬 | 0.00% | +84+1.2% | 加碼 |
| CWM, LLC | 6,964 | $9.90 萬 | 0.00% | −2,736−28.2% | 減碼 |
| South Plains Financial, Inc. | 7,159 | $10.2 萬 | 0.08% | 00.0% | 不變 |
| BlackRock, Inc. | 7,377 | $10.5 萬 | 0.00% | +7,377 | 新進 |
| Allworth Financial LP | 7,967 | $10.8 萬 | 0.00% | −650−7.5% | 減碼 |
| Elequin Capital LP | 7,753 | $11.1 萬 | 0.02% | +7,753 | 新進 |
| US Bancorp | 8,933 | $12.7 萬 | 0.00% | +240+2.8% | 加碼 |
| Pinnacle Financial Partners Inc | 9,122 | $13.6 萬 | 0.00% | −3,312−26.6% | 減碼 |
| Beacon Investment Advisory Services, Inc. | 10,000 | $14.3 萬 | 0.01% | 00.0% | 不變 |
| LVZ Advisors, Inc. | 10,023 | $14.3 萬 | 0.02% | 00.0% | 不變 |
| Retirement Planning Group | 10,139 | $14.5 萬 | 0.01% | 00.0% | 不變 |
| Sonora Investment Management Group, LLC | 10,312 | $14.7 萬 | 0.01% | 00.0% | 不變 |
| Uncommon Cents Investing LLC | 10,384 | $14.8 萬 | 0.04% | 00.0% | 不變 |
| Kovitz Investment Group Partners, LLC | 10,411 | $14.8 萬 | 0.00% | −411−3.8% | 減碼 |
| Mutual Advisors, LLC | 10,919 | $14.9 萬 | 0.00% | +197+1.8% | 加碼 |
| Stephens Inc | 10,694 | $15.2 萬 | 0.00% | −811−7.0% | 減碼 |
| Inscription Capital, LLC | 11,700 | $15.6 萬 | 0.03% | +11,700 | 新進 |
| Kapstone Financial Advisors LLC | 10,966 | $15.6 萬 | 0.09% | 00.0% | 不變 |
| Golden State Equity Partners | 11,003 | $15.7 萬 | 0.03% | +960+9.6% | 加碼 |
| Vista Investment Partners II, LLC | 11,070 | $15.8 萬 | 0.09% | −88−0.8% | 減碼 |
| CVFG LLC | 11,246 | $16.0 萬 | 0.15% | −2,000−15.1% | 減碼 |
| Capital Investment Advisory Services, LLC | 11,281 | $16.1 萬 | 0.01% | +223+2.0% | 加碼 |
| Neuberger Berman Group LLC | 11,312 | $16.1 萬 | 0.00% | −5,000−30.7% | 減碼 |
| Dudley Capital Management, LLC | 11,896 | $17.0 萬 | 0.09% | +87+0.7% | 加碼 |
| Equitable Holdings, Inc. | 12,544 | $17.9 萬 | 0.00% | +9+0.1% | 加碼 |
| Clearstead Advisors, LLC | 12,591 | $18.0 萬 | 0.00% | 00.0% | 不變 |
| Parallel Advisors, LLC | 12,736 | $18.2 萬 | 0.00% | +153+1.2% | 加碼 |
| Stratos Wealth Partners, LTD. | 12,810 | $18.3 萬 | 0.00% | −54,639−81.0% | 減碼 |
| Focused Wealth Management, Inc | 13,250 | $18.9 萬 | 0.03% | +197+1.5% | 加碼 |
| Chicago Partners Investment Group LLC | 13,486 | $19.0 萬 | 0.01% | 00.0% | 不變 |
| Moors & Cabot, Inc. | 13,631 | $19.4 萬 | 0.01% | +3,460+34.0% | 加碼 |
| Brown Advisory Inc | 13,940 | $19.9 萬 | 0.00% | +22+0.2% | 加碼 |
| L.M. Kohn & Company | 14,244 | $20.3 萬 | 0.05% | 00.0% | 不變 |
| Jefferies Financial Group Inc. | 14,321 | $20.4 萬 | 0.00% | +1,393+10.8% | 加碼 |
| Garden State Investment Advisory Services LLC | 14,348 | $20.5 萬 | 0.07% | +60+0.4% | 加碼 |
| Wiley Bros.-Aintree Capital, LLC | 14,522 | $20.6 萬 | 0.00% | +70.0% | 加碼 |
| HRT Financial LP | 15,206 | $21.6 萬 | 0.00% | +3,300+27.7% | 加碼 |
| Blue Chip Partners, Inc. | 15,447 | $22.0 萬 | 0.02% | 00.0% | 不變 |
| Strategic Financial Concepts, LLC | 15,475 | $22.1 萬 | 0.04% | 00.0% | 不變 |
| Capital Wealth Alliance, LLC | 16,470 | $23.5 萬 | 0.14% | 00.0% | 不變 |
| Mission Wealth Management, LP | 16,499 | $23.5 萬 | 0.01% | 00.0% | 不變 |
| Seek First Inc. | 16,549 | $23.6 萬 | 0.21% | +16,549 | 新進 |
| Avantax Advisory Services, Inc. | 16,765 | $23.9 萬 | 0.00% | −110−0.7% | 減碼 |
| Bank of New York Mellon Corp | 17,002 | $24.2 萬 | 0.00% | −3,000−15.0% | 減碼 |
| Captrust Financial Advisors | 17,013 | $24.3 萬 | 0.00% | +17,013 | 新進 |
| Compass Planning Associates Inc | 17,450 | $24.9 萬 | 0.25% | 00.0% | 不變 |
| D.A. Davidson & Co. | 17,511 | $25.0 萬 | 0.00% | 00.0% | 不變 |
| Syverson Strege & Co | 17,665 | $25.2 萬 | 0.08% | 00.0% | 不變 |
| Confluence Wealth Services, Inc. | 18,988 | $25.2 萬 | 0.02% | −529−2.7% | 減碼 |
| Monograph Wealth Advisors, LLC | 18,285 | $26.1 萬 | 0.04% | +30.0% | 加碼 |
| Wealth Alliance | 18,363 | $26.2 萬 | 0.03% | +820+4.7% | 加碼 |
| Envestnet Asset Management Inc | 18,726 | $26.7 萬 | 0.00% | +3,537+23.3% | 加碼 |
| Onyx Bridge Wealth Group LLC | 19,061 | $27.2 萬 | 0.04% | +377+2.0% | 加碼 |
| Harbour Investments, Inc. | 19,070 | $27.2 萬 | 0.01% | +186+1.0% | 加碼 |
| Oppenheimer & Co Inc | 19,851 | $28.3 萬 | 0.00% | +4,769+31.6% | 加碼 |
| Quantum Private Wealth, LLC | 20,000 | $28.5 萬 | 0.11% | 00.0% | 不變 |
| Cerity Partners LLC | 20,848 | $29.7 萬 | 0.00% | −1,035−4.7% | 減碼 |
| Burford Brothers, Inc. | 21,400 | $30.5 萬 | 0.15% | 00.0% | 不變 |