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。
2023 年第 4 季 13F 持有人
Eaton Vance Ltd Duration Income Fund 在 2023/12/31 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
- 165
- 較 2023 年第 3 季 +13 家
- 持有股數
- 3,648 萬
- 較 2023 年第 3 季 +207.7 萬 (+6.0%)
- 總市值
- $3.50 億
- 較 2023 年第 3 季 +$3,880 萬 (+12.5%)
- 新進機構
- 25
- 另有 61 家加碼
- 清倉機構
- 12
- 另有 46 家減碼
另有 3 家機構在 2023 年第 3 季持有、還沒有申報 2023 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 |
2023 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 2023 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Northwest Financial Advisors | 1 | $10 | 0.00% | +1 | 新進 |
| Frazier Financial Advisors, LLC | 7 | $65 | 0.00% | +7 | 新進 |
| Focused Wealth Management, Inc | 112 | $1,073 | 0.00% | 00.0% | 不變 |
| Bartlett & Co. LLC | 255 | $2,000 | 0.00% | 00.0% | 不變 |
| Bartlett & Co. Wealth Management LLC | 255 | $2,474 | 0.00% | 00.0% | 不變 |
| Farther Finance Advisors, LLC | 266 | $2,548 | 0.00% | 00.0% | 不變 |
| First Manhattan Co | 285 | $2,730 | 0.00% | 00.0% | 不變 |
| Highlander Capital Management, LLC | 500 | $4,790 | 0.00% | 00.0% | 不變 |
| Cape Investment Advisory, Inc. | 500 | $4,790 | 0.00% | 00.0% | 不變 |
| Fortis Group Advisors, LLC | 500 | $4,790 | 0.00% | +250+100.0% | 加碼 |
| Horizon Bancorp Inc | 500 | $5,000 | 0.00% | −125−20.0% | 減碼 |
| Steward Partners Investment Advisory, LLC | 546 | $5,231 | 0.00% | −2,457−81.8% | 減碼 |
| Global Retirement Partners, LLC | 561 | $5,341 | 0.00% | +450+405.4% | 加碼 |
| Cambridge Trust Co | 600 | $5,748 | 0.00% | +600 | 新進 |
| Hobbs Group Advisors, LLC | 650 | $6,227 | 0.00% | +650 | 新進 |
| LM Advisors LLC | 750 | $7,185 | 0.00% | +750 | 新進 |
| Sound Income Strategies, LLC | 960 | $9,197 | 0.00% | 00.0% | 不變 |
| Massmutual Trust Co FSB | 1,025 | $9,820 | 0.00% | +1,025 | 新進 |
| Sugarloaf Wealth Management, LLC | 1,214 | $1.16 萬 | 0.00% | +1,214 | 新進 |
| The PNC Financial Services Group, Inc. | 1,293 | $1.24 萬 | 0.00% | +816+171.1% | 加碼 |
| Crewe Advisors LLC | 1,449 | $1.39 萬 | 0.00% | +1+0.1% | 加碼 |
| EverSource Wealth Advisors, LLC | 1,500 | $1.44 萬 | 0.00% | 00.0% | 不變 |
| Harbor Investment Advisory, LLC | 1,500 | $1.44 萬 | 0.00% | +1,500 | 新進 |
| Bogart Wealth, LLC | 1,500 | $1.44 萬 | 0.00% | +1,500 | 新進 |
| Baystate Wealth Management LLC | 1,524 | $1.46 萬 | 0.00% | +1,524 | 新進 |
| McGlone Suttner Wealth Management, Inc. | 1,700 | $1.63 萬 | 0.00% | +1,700 | 新進 |
| Concord Wealth Partners | 1,713 | $1.64 萬 | 0.00% | +42+2.5% | 加碼 |
| Northwestern Mutual Wealth Management Co | 1,991 | $1.91 萬 | 0.00% | +11+0.6% | 加碼 |
| M&R Capital Management Inc | 2,000 | $1.92 萬 | 0.00% | 00.0% | 不變 |
| TCTC Holdings, LLC | 2,000 | $1.92 萬 | 0.00% | 00.0% | 不變 |
| IFP Advisors, Inc | 2,029 | $1.94 萬 | 0.00% | +50+2.5% | 加碼 |
| West Branch Capital LLC | 2,031 | $1.95 萬 | 0.01% | +16+0.8% | 加碼 |
| Slocum, Gordon & Co LLP | 2,195 | $2.10 萬 | 0.02% | 00.0% | 不變 |
| Allworth Financial LP | 2,250 | $2.16 萬 | 0.00% | −1,100−32.8% | 減碼 |
| Oliver Lagore Vanvalin Investment Group | 3,000 | $2.87 萬 | 0.01% | 00.0% | 不變 |
| GPS Wealth Strategies Group, LLC | 4,105 | $3.93 萬 | 0.01% | −11,485−73.7% | 減碼 |
| CWM, LLC | 4,339 | $4.20 萬 | 0.00% | −7,911−64.6% | 減碼 |
| Byrne Asset Management LLC | 4,750 | $4.60 萬 | 0.04% | – | – |
| Proequities, Inc. | 7,900 | $7.57 萬 | 0.01% | 00.0% | 不變 |
| KMG Fiduciary Partners, LLC | 10,000 | $9.58 萬 | 0.01% | +10,000 | 新進 |
| AXS Investments LLC | 10,000 | $9.58 萬 | 0.02% | +10,000 | 新進 |
| Wade G W & Inc | 10,079 | $9.70 萬 | 0.00% | +10,079 | 新進 |
| Williams Jones Wealth Management, LLC. | 10,170 | $9.74 萬 | 0.00% | 00.0% | 不變 |
| WealthTrust Asset Management, LLC | 10,331 | $9.90 萬 | 0.08% | +61+0.6% | 加碼 |
| Staley Capital Advisers Inc | 10,888 | $10.4 萬 | 0.01% | +51+0.5% | 加碼 |
| Tower Research Capital LLC (TRC) | 11,127 | $10.7 萬 | 0.00% | +11,122+222,440.0% | 加碼 |
| Elequin Capital LP | 11,213 | $10.7 萬 | 0.03% | +1,404+14.3% | 加碼 |
| AE Wealth Management LLC | 11,601 | $11.2 萬 | 0.00% | −4,560−28.2% | 減碼 |
| WMG Financial Advisors, LLC | 11,750 | $11.3 萬 | 0.07% | +11,750 | 新進 |
| Advisor OS, LLC | 11,806 | $11.3 萬 | 0.01% | +883+8.1% | 加碼 |
| MJP Associates Inc | 11,806 | $11.3 萬 | 0.03% | +11,806 | 新進 |
| Oppenheimer & Co Inc | 12,226 | $11.7 萬 | 0.00% | +165+1.4% | 加碼 |
| Horizon Kinetics Asset Management LLC | 12,417 | $11.9 萬 | 0.00% | −39−0.3% | 減碼 |
| Hollencrest Capital Management | 12,760 | $12.2 萬 | 0.01% | −10,200−44.4% | 減碼 |
| Catalina Capital Group, LLC | 13,352 | $12.8 萬 | 0.10% | +13,352 | 新進 |
| Harbour Investments, Inc. | 13,909 | $13.3 萬 | 0.01% | −574−4.0% | 減碼 |
| Barrett & Company, Inc. | 14,320 | $13.7 萬 | 0.07% | +102+0.7% | 加碼 |
| Cresset Asset Management, LLC | 14,400 | $13.8 萬 | 0.00% | 00.0% | 不變 |
| WealthTrust Axiom LLC | 14,799 | $14.2 萬 | 0.05% | 00.0% | 不變 |
| CTC Alternative Strategies, Ltd. | 15,440 | $14.8 萬 | 0.31% | +15,440 | 新進 |
| Baker Tilly Wealth Management, LLC | 15,600 | $14.9 萬 | 0.02% | 00.0% | 不變 |
| ProVise Management Group, LLC | 15,730 | $15.1 萬 | 0.01% | −2,700−14.7% | 減碼 |
| Sandy Cove Advisors, LLC | 15,750 | $15.1 萬 | 0.08% | −300−1.9% | 減碼 |
| Private Advisor Group, LLC | 15,867 | $15.2 萬 | 0.00% | 00.0% | 不變 |
| Garden State Investment Advisory Services LLC | 16,054 | $15.4 萬 | 0.06% | +1,073+7.2% | 加碼 |
| Warren Averett Asset Management, LLC | 16,320 | $15.6 萬 | 0.01% | 00.0% | 不變 |
| US Bancorp | 16,600 | $15.9 萬 | 0.00% | 00.0% | 不變 |
| Jane Street Group, LLC | 16,634 | $15.9 萬 | 0.00% | +16,634 | 新進 |
| Nomura Holdings Inc | 17,150 | $16.4 萬 | 0.00% | +17,150 | 新進 |
| NBC Securities, Inc. | 17,300 | $16.5 萬 | 0.02% | 00.0% | 不變 |
| Riverbridge Partners LLC | 17,459 | $16.7 萬 | 0.00% | +118+0.7% | 加碼 |
| Dudley Capital Management, LLC | 18,133 | $17.4 萬 | 0.11% | −350−1.9% | 減碼 |
| Ellis Investment Partners, LLC | 18,391 | $17.6 萬 | 0.04% | +162+0.9% | 加碼 |
| Stonegate Investment Group, LLC | 18,552 | $17.8 萬 | 0.01% | 00.0% | 不變 |
| First Foundation Advisors | 18,611 | $17.8 萬 | 0.01% | 00.0% | 不變 |
| Onyx Bridge Wealth Group LLC | 19,424 | $18.6 萬 | 0.04% | +205+1.1% | 加碼 |
| Verity Asset Management, Inc. | 19,729 | $18.9 萬 | 0.12% | +19,729 | 新進 |
| Lido Advisors, LLC | 19,837 | $19.0 萬 | 0.00% | +19,837 | 新進 |
| Envestnet Asset Management Inc | 20,014 | $19.2 萬 | 0.00% | −125,070−86.2% | 減碼 |
| Pathstone Holdings, LLC | 20,534 | $19.7 萬 | 0.00% | +20,534 | 新進 |
| CI Private Wealth, LLC | 20,886 | $20.0 萬 | 0.00% | −875−4.0% | 減碼 |
| Pointe Capital Management LLC | 22,575 | $21.6 萬 | 0.15% | −907−3.9% | 減碼 |
| Moors & Cabot, Inc. | 22,781 | $21.8 萬 | 0.01% | −17,450−43.4% | 減碼 |
| Janney Montgomery Scott LLC | 25,495 | $24.4 萬 | 0.00% | −4,845−16.0% | 減碼 |
| Fortitude Advisory Group L.L.C. | 25,801 | $24.7 萬 | 0.15% | +2,672+11.6% | 加碼 |
| SeaCrest Wealth Management, LLC | 25,628 | $24.8 萬 | 0.03% | −1,824−6.6% | 減碼 |
| EP Wealth Advisors, LLC | 26,800 | $25.7 萬 | 0.00% | 00.0% | 不變 |
| Creative Planning | 27,037 | $25.9 萬 | 0.00% | −14,911−35.5% | 減碼 |
| Apriem Advisors | 27,248 | $26.1 萬 | 0.03% | +27+0.1% | 加碼 |
| Rockefeller Capital Management L.P. | 28,838 | $27.6 萬 | 0.00% | −2,800−8.9% | 減碼 |
| Quad-Cities Investment Group, LLC | 29,558 | $28.7 萬 | 0.18% | −5,805−16.4% | 減碼 |
| Future Financial Wealth Managment LLC | 30,237 | $29.0 萬 | 0.29% | −4,575−13.1% | 減碼 |
| Oarsman Capital, Inc. | 30,437 | $29.2 萬 | 0.08% | 00.0% | 不變 |
| MML Investors Services, LLC | 31,751 | $30.4 萬 | 0.00% | +1,753+5.8% | 加碼 |
| Conning Inc. | 32,079 | $30.7 萬 | 0.01% | 00.0% | 不變 |
| Capital Investment Advisors, LLC | 33,190 | $31.8 萬 | 0.01% | +2,499+8.1% | 加碼 |
| Advisory Services Network, LLC | 35,572 | $34.1 萬 | 0.01% | −360−1.0% | 減碼 |
| Stephens Inc | 37,190 | $35.6 萬 | 0.01% | +2,425+7.0% | 加碼 |
| Comerica Bank | 40,052 | $38.4 萬 | 0.00% | +697+1.8% | 加碼 |
| Kestra Advisory Services, LLC | 40,648 | $38.9 萬 | 0.00% | +17,034+72.1% | 加碼 |