Eaton Vance Ltd Duration Income Fund
EVV- 交易所
- NYSE
- SEC CIK
- 0001222922
近 90 天，Eaton Vance Ltd Duration Income Fund 沒有內部人公開市場買賣的申報；2026 年第 2 季末有 143 家機構在 13F 申報持有，市值合計 $3.99 億；沒有大師持有。
2022 年第 4 季 13F 持有人
Eaton Vance Ltd Duration Income Fund 在 2022/12/31 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
- 167
- 較 2022 年第 3 季 +20 家
- 持有股數
- 3,218 萬
- 較 2022 年第 3 季 +37.8 萬 (+1.2%)
- 總市值
- $3.03 億
- 較 2022 年第 3 季 +$931.6 萬 (+3.2%)
- 新進機構
- 34
- 另有 51 家加碼
- 清倉機構
- 14
- 另有 46 家減碼
另有 2 家機構在 2022 年第 3 季持有、還沒有申報 2022 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 EVV 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 | 143 | $3.99 億 |
| 2026 年第 1 季 | 135 | $3.83 億 |
| 2025 年第 4 季 | 145 | $3.88 億 |
| 2025 年第 3 季 | 141 | $3.93 億 |
| 2025 年第 2 季 | 146 | $3.90 億 |
| 2025 年第 1 季 | 151 | $3.72 億 |
| 2024 年第 4 季 | 166 | $3.59 億 |
| 2024 年第 3 季 | 144 | $3.71 億 |
| 2024 年第 2 季 | 144 | $3.59 億 |
| 2024 年第 1 季 | 151 | $3.63 億 |
| 2023 年第 4 季 | 165 | $3.50 億 |
| 2023 年第 3 季 | 155 | $3.11 億 |
| 2023 年第 2 季 | 156 | $3.04 億 |
| 2023 年第 1 季 | 154 | $3.06 億 |
| 2022 年第 4 季 | 167 | $3.03 億 |
| 2022 年第 3 季 | 149 | $2.94 億 |
| 2022 年第 2 季 | 151 | $3.34 億 |
| 2022 年第 1 季 | 155 | $3.72 億 |
| 2021 年第 4 季 | 160 | $4.29 億 |
| 2021 年第 3 季 | 147 | $4.47 億 |
| 2021 年第 2 季 | 150 | $5.28 億 |
| 2021 年第 1 季 | 146 | $5.75 億 |
2022 年第 4 季持有機構
每家機構持有 Eaton Vance Ltd Duration Income Fund 的股數、市值與佔組合比重；股數變化跟 2022 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) | 5 | $0 | 0.00% | 00.0% | 不變 |
| FMR LLC | 2 | $19 | 0.00% | +1+100.0% | 加碼 |
| Cresset Asset Management, LLC | 14,400 | $133 | 0.00% | 00.0% | 不變 |
| Focused Wealth Management, Inc | 112 | $1,052 | 0.00% | 00.0% | 不變 |
| Bartlett & Co. LLC | 255 | $2,000 | 0.00% | 00.0% | 不變 |
| Bartlett & Co. Wealth Management LLC | 255 | $2,394 | 0.00% | 00.0% | 不變 |
| First Manhattan Co | 285 | $2,676 | 0.00% | 00.0% | 不變 |
| The PNC Financial Services Group, Inc. | 487 | $4,570 | 0.00% | +10+2.1% | 加碼 |
| Asset Dedication, LLC | 578 | $5,000 | 0.00% | +578 | 新進 |
| Steward Partners Investment Advisory, LLC | 546 | $5,127 | 0.00% | −2,511−82.1% | 減碼 |
| Godsey & Gibb Associates | 600 | $5,634 | 0.00% | +600 | 新進 |
| Sound Income Strategies, LLC | 960 | $9,014 | 0.00% | −1,300−57.5% | 減碼 |
| Raleigh Capital Management Inc. | 1,400 | $1.31 萬 | 0.01% | +100+7.7% | 加碼 |
| Crewe Advisors LLC | 1,445 | $1.36 萬 | 0.00% | +76+5.6% | 加碼 |
| Worth Asset Management, LLC | 1,500 | $1.41 萬 | 0.01% | 00.0% | 不變 |
| EverSource Wealth Advisors, LLC | 1,500 | $1.41 萬 | 0.00% | +1,500 | 新進 |
| West Branch Capital LLC | 1,500 | $1.41 萬 | 0.01% | +1,500 | 新進 |
| Concord Wealth Partners | 1,542 | $1.45 萬 | 0.00% | +1,542 | 新進 |
| One Wealth Advisors, LLC | 1,776 | $1.67 萬 | 0.00% | +1,776 | 新進 |
| TCTC Holdings, LLC | 2,000 | $1.88 萬 | 0.00% | 00.0% | 不變 |
| Oliver Lagore Vanvalin Investment Group | 2,000 | $1.88 萬 | 0.01% | +2,000 | 新進 |
| Accurate Wealth Management, LLC | 2,000 | $1.98 萬 | 0.01% | +2,000 | 新進 |
| Global Retirement Partners, LLC | 2,156 | $2.02 萬 | 0.00% | 00.0% | 不變 |
| IFP Advisors, Inc | 2,027 | $2.60 萬 | 0.00% | −9−0.4% | 減碼 |
| Cary Street Partner Investment Advisory LLC | 2,900 | $2.72 萬 | 0.00% | +2,900 | 新進 |
| Allworth Financial LP | 3,350 | $3.15 萬 | 0.00% | 00.0% | 不變 |
| EWG Elevate Inc. | 3,758 | $3.53 萬 | 0.02% | +3,758 | 新進 |
| Lindbrook Capital, LLC | 4,258 | $4.00 萬 | 0.00% | 00.0% | 不變 |
| Byrne Asset Management LLC | 4,850 | $4.55 萬 | 0.03% | +100+2.1% | 加碼 |
| DT Investment Partners, LLC | 5,305 | $4.98 萬 | 0.01% | +5,305 | 新進 |
| JPMorgan Chase & Co | 7,000 | $6.60 萬 | 0.00% | +7,000 | 新進 |
| Tradition Wealth Management, LLC | 7,773 | $7.30 萬 | 0.01% | +7,773 | 新進 |
| CWM, LLC | 8,390 | $7.90 萬 | 0.00% | +2,051+32.4% | 加碼 |
| Proequities, Inc. | 8,483 | $7.97 萬 | 0.01% | 00.0% | 不變 |
| PFG Advisors | 10,060 | $9.45 萬 | 0.01% | 00.0% | 不變 |
| Citadel Advisors LLC | 10,353 | $9.72 萬 | 0.00% | +10,353 | 新進 |
| Wiley Bros.-Aintree Capital, LLC | 10,500 | $9.86 萬 | 0.05% | +208+2.0% | 加碼 |
| Private Advisor Group, LLC | 15,867 | $10.0 萬 | 0.01% | +15,867 | 新進 |
| Claro Advisors LLC | 11,027 | $10.4 萬 | 0.03% | 00.0% | 不變 |
| Good Life Advisors, LLC | 11,041 | $10.4 萬 | 0.01% | −409−3.6% | 減碼 |
| WealthTrust Asset Management, LLC | 11,289 | $10.6 萬 | 0.10% | −134−1.2% | 減碼 |
| Staley Capital Advisers Inc | 11,680 | $11.0 萬 | 0.01% | +58+0.5% | 加碼 |
| Essex Savings Bank | 11,984 | $11.3 萬 | 0.04% | 00.0% | 不變 |
| WealthTrust Axiom LLC | 12,000 | $11.3 萬 | 0.04% | 00.0% | 不變 |
| MKT Advisors LLC | 11,569 | $11.5 萬 | 0.09% | −350−2.9% | 減碼 |
| Horizon Kinetics Asset Management LLC | 12,456 | $11.7 萬 | 0.00% | −472−3.7% | 減碼 |
| Sutton Wealth Advisors Inc. | 12,460 | $11.7 萬 | 0.04% | 00.0% | 不變 |
| Pekin Hardy Strauss, Inc. | 13,555 | $12.7 萬 | 0.02% | 00.0% | 不變 |
| Marcum Wealth, LLC | 13,725 | $12.9 萬 | 0.02% | 00.0% | 不變 |
| Ameritas Advisory Services, LLC | 14,039 | $13.2 萬 | 0.01% | +14,039 | 新進 |
| Greytown Advisors Inc. | 11,011 | $13.3 萬 | 0.07% | −9,000−45.0% | 減碼 |
| Claybrook Capital, LLC | 14,440 | $13.6 萬 | 0.08% | 00.0% | 不變 |
| WMG Financial Advisors, LLC | 14,706 | $13.8 萬 | 0.12% | 00.0% | 不變 |
| Sigma Planning Corp | 14,826 | $13.9 萬 | 0.00% | −1,373−8.5% | 減碼 |
| Congress Wealth Management LLC | 14,990 | $14.1 萬 | 0.00% | 00.0% | 不變 |
| Barrett & Company, Inc. | 15,308 | $14.4 萬 | 0.09% | 00.0% | 不變 |
| Baker Tilly Wealth Management, LLC | 15,600 | $14.6 萬 | 0.02% | 00.0% | 不變 |
| Coastal Investment Advisors, Inc. | 15,713 | $14.8 萬 | 0.04% | +15,713 | 新進 |
| Sandy Cove Advisors, LLC | 15,900 | $14.9 萬 | 0.12% | +1,100+7.4% | 加碼 |
| Fortitude Advisory Group L.L.C. | 15,998 | $15.0 萬 | 0.13% | +586+3.8% | 加碼 |
| US Bancorp | 16,600 | $15.6 萬 | 0.00% | 00.0% | 不變 |
| Veritable, L.P. | 17,600 | $16.5 萬 | 0.00% | +17,600 | 新進 |
| Kestra Advisory Services, LLC | 18,374 | $17.3 萬 | 0.00% | −6,300−25.5% | 減碼 |
| Harbour Investments, Inc. | 18,432 | $17.3 萬 | 0.01% | −2,511−12.0% | 減碼 |
| Stonegate Investment Group, LLC | 18,552 | $17.4 萬 | 0.01% | 00.0% | 不變 |
| First Foundation Advisors | 18,611 | $17.5 萬 | 0.01% | 00.0% | 不變 |
| Dudley Capital Management, LLC | 18,633 | $17.5 萬 | 0.13% | +18,633 | 新進 |
| Riverbridge Partners LLC | 18,962 | $17.8 萬 | 0.00% | −49,671−72.4% | 減碼 |
| Onyx Bridge Wealth Group LLC | 18,593 | $18.1 萬 | 0.07% | +5,629+43.4% | 加碼 |
| GPS Wealth Strategies Group, LLC | 19,479 | $18.3 萬 | 0.05% | 00.0% | 不變 |
| Citigroup Inc | 20,000 | $18.8 萬 | 0.00% | 00.0% | 不變 |
| Virtu Financial LLC | 21,032 | $19.7 萬 | 0.03% | +21,032 | 新進 |
| Oppenheimer & Co Inc | 21,192 | $19.9 萬 | 0.00% | +185+0.9% | 加碼 |
| Pin Oak Investment Advisors Inc | 21,498 | $20.2 萬 | 0.25% | +10.0% | 加碼 |
| Flagship Harbor Advisors, LLC | 21,803 | $20.5 萬 | 0.02% | 00.0% | 不變 |
| ProVise Management Group, LLC | 21,930 | $20.6 萬 | 0.02% | −3,550−13.9% | 減碼 |
| BerganKDV Wealth Management, LLC | 22,124 | $20.8 萬 | 0.02% | +1,200+5.7% | 加碼 |
| SeaCrest Wealth Management, LLC | 22,227 | $20.9 萬 | 0.03% | +1,834+9.0% | 加碼 |
| D. E. Shaw & Co., Inc. | 22,500 | $21.1 萬 | 0.00% | 00.0% | 不變 |
| Future Financial Wealth Managment LLC | 23,999 | $22.5 萬 | 0.26% | +2,205+10.1% | 加碼 |
| Evergreen Capital Management LLC | 24,128 | $22.7 萬 | 0.01% | −21,055−46.6% | 減碼 |
| Aristides Capital LLC | 24,320 | $22.8 萬 | 0.14% | +24,320 | 新進 |
| Moors & Cabot, Inc. | 25,020 | $23.5 萬 | 0.02% | +25,020 | 新進 |
| Advisory Services Network, LLC | 25,164 | $23.6 萬 | 0.01% | −2,990−10.6% | 減碼 |
| AE Wealth Management LLC | 25,164 | $23.6 萬 | 0.00% | −2,825−10.1% | 減碼 |
| Pointe Capital Management LLC | 25,248 | $23.7 萬 | 0.18% | −1,896−7.0% | 減碼 |
| Warren Averett Asset Management, LLC | 26,828 | $25.2 萬 | 0.01% | +26,828 | 新進 |
| MML Investors Services, LLC | 27,275 | $25.6 萬 | 0.00% | −14,990−35.5% | 減碼 |
| Hollencrest Capital Management | 27,314 | $25.6 萬 | 0.03% | +27,314 | 新進 |
| Money Concepts Capital Corp | 28,386 | $26.7 萬 | 0.01% | +28,386 | 新進 |
| Wolverine Asset Management LLC | 29,988 | $28.2 萬 | 0.00% | +27,138+952.2% | 加碼 |
| Stephens Inc | 31,865 | $29.9 萬 | 0.01% | +9,855+44.8% | 加碼 |
| Conning Inc. | 32,079 | $30.1 萬 | 0.01% | 00.0% | 不變 |
| Oarsman Capital, Inc. | 32,387 | $30.4 萬 | 0.16% | −700−2.1% | 減碼 |
| Capital Investment Advisors, LLC | 33,103 | $31.1 萬 | 0.01% | −1,552−4.5% | 減碼 |
| Rockefeller Capital Management L.P. | 33,838 | $31.7 萬 | 0.00% | −7,045−17.2% | 減碼 |
| Creative Planning | 37,596 | $35.3 萬 | 0.00% | +6,995+22.9% | 加碼 |
| Quad-Cities Investment Group, LLC | 40,654 | $38.2 萬 | 0.28% | +2,701+7.1% | 加碼 |
| Sowell Financial Services LLC | 46,845 | $44.0 萬 | 0.03% | +5,984+14.6% | 加碼 |
| Weiss Asset Management LP | 47,433 | $44.5 萬 | 0.02% | +47,433 | 新進 |