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。
2025 年第 1 季 13F 持有人
Eaton Vance Ltd Duration 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
- 151
- 較 2024 年第 4 季 −13 家
- 持有股數
- 3,727 萬
- 較 2024 年第 4 季 +58.9 萬 (+1.6%)
- 總市值
- $3.72 億
- 較 2024 年第 4 季 +$1,318 萬 (+3.7%)
- 新進機構
- 8
- 另有 56 家加碼
- 清倉機構
- 21
- 另有 44 家減碼
另有 2 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 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 |
2025 年第 1 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 2024 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Morgan Stanley | 9,770,117 | $9,751 萬 | 0.01% | −203,998−2.0% | 減碼 |
| Sit Investment Associates Inc | 5,165,483 | $5,155 萬 | 1.21% | +18,141+0.4% | 加碼 |
| Ameriprise Financial Inc | 3,609,310 | $3,602 萬 | 0.01% | +313,532+9.5% | 加碼 |
| Guggenheim Capital LLC | 1,427,138 | $1,424 萬 | 0.13% | +114,347+8.7% | 加碼 |
| Invesco Ltd. | 1,385,134 | $1,382 萬 | 0.00% | +42,973+3.2% | 加碼 |
| LPL Financial LLC | 1,315,745 | $1,313 萬 | 0.01% | +145,159+12.4% | 加碼 |
| Chicago Partners Investment Group LLC | 984,289 | $976.4 萬 | 0.32% | +62,872+6.8% | 加碼 |
| Capital Investment Advisors, LLC | 924,034 | $922.2 萬 | 0.18% | +24,424+2.7% | 加碼 |
| Royal Bank of Canada | 915,612 | $913.7 萬 | 0.00% | +33,839+3.8% | 加碼 |
| UBS Group AG | 698,422 | $697.0 萬 | 0.00% | +39,443+6.0% | 加碼 |
| Raymond James Financial Inc | 613,759 | $612.5 萬 | 0.00% | −5,644−0.9% | 減碼 |
| Cetera Investment Advisers | 597,625 | $596.4 萬 | 0.01% | +21,481+3.7% | 加碼 |
| Cyndeo Wealth Partners, LLC | 570,944 | $569.8 萬 | 0.37% | −102,350−15.2% | 減碼 |
| Kennedy Investment Group | 570,657 | $569.5 萬 | 2.64% | −39,203−6.4% | 減碼 |
| Penserra Capital Management LLC | 514,494 | $513.4 萬 | 0.09% | +12,604+2.5% | 加碼 |
| Cura Wealth Advisors, LLC | 456,009 | $455.1 萬 | 1.84% | −163,448−26.4% | 減碼 |
| Commonwealth Equity Services, LLC | 419,826 | $419.0 萬 | 0.01% | −18,508−4.2% | 減碼 |
| Stifel Financial Corp | 413,533 | $412.7 萬 | 0.00% | +50,162+13.8% | 加碼 |
| Oak Hill Advisors LP | 403,604 | $402.8 萬 | 0.85% | 00.0% | 不變 |
| Cohen & Steers, Inc. | 375,463 | $374.7 萬 | 0.01% | 00.0% | 不變 |
| Kanen Wealth Management LLC | 367,219 | $366.5 萬 | 1.48% | +137,994+60.2% | 加碼 |
| Advisor Group Holdings, Inc. | 312,821 | $312.2 萬 | 0.01% | +27,053+9.5% | 加碼 |
| Bank of America Corp | 276,794 | $276.2 萬 | 0.00% | −10,187−3.5% | 減碼 |
| Creative Planning | 275,976 | $275.4 萬 | 0.00% | −2,010−0.7% | 減碼 |
| Allspring Global Investments Holdings, LLC | 257,896 | $257.4 萬 | 0.00% | −138,279−34.9% | 減碼 |
| Thrivent Financial for Lutherans | 219,156 | $218.7 萬 | 0.00% | 00.0% | 不變 |
| Fiera Capital Corp | 214,817 | $214.4 萬 | 0.01% | 00.0% | 不變 |
| Shaker Financial Services, LLC | 195,810 | $195.4 萬 | 0.76% | +10,398+5.6% | 加碼 |
| Wells Fargo & Company | 180,739 | $180.4 萬 | 0.00% | +3,665+2.1% | 加碼 |
| Ethos Financial Group, LLC | 170,903 | $170.6 萬 | 0.16% | +170,903 | 新進 |
| CoreCap Advisors, LLC | 163,465 | $163.1 萬 | 0.07% | −18,380−10.1% | 減碼 |
| Baird Financial Group, Inc. | 148,864 | $148.6 萬 | 0.00% | +1,366+0.9% | 加碼 |
| Prevail Innovative Wealth Advisors, LLC | 146,719 | $146.4 萬 | 0.39% | +24,268+19.8% | 加碼 |
| Aviance Capital Partners, LLC | 134,664 | $134.4 萬 | 0.19% | +1,721+1.3% | 加碼 |
| Kestra Advisory Services, LLC | 131,178 | $130.9 萬 | 0.01% | −6,505−4.7% | 減碼 |
| Clear Creek Financial Management, LLC | 128,589 | $128.3 萬 | 0.13% | +3,567+2.9% | 加碼 |
| Camelot Portfolios, LLC | 108,291 | $108.1 萬 | 0.67% | +23,558+27.8% | 加碼 |
| GWM Advisors LLC | 107,240 | $107.0 萬 | 0.01% | +724+0.7% | 加碼 |
| Benjamin Edwards Inc | 107,011 | $106.8 萬 | 0.01% | −11,356−9.6% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 102,945 | $102.7 萬 | 0.00% | −3,214−3.0% | 減碼 |
| NWF Advisory Services Inc. | 102,750 | $102.5 萬 | 0.14% | +102,750 | 新進 |
| Melfa Wealth Management, LLC | 100,128 | $99.9 萬 | 0.67% | −490.0% | 減碼 |
| Summit Financial, LLC | 94,116 | $93.9 萬 | 0.03% | +11,967+14.6% | 加碼 |
| Wedbush Securities Inc | 79,315 | $79.2 萬 | 0.03% | +587+0.7% | 加碼 |
| Flagship Harbor Advisors, LLC | 71,061 | $70.9 萬 | 0.04% | −2,407−3.3% | 減碼 |
| Merit Financial Group, LLC | 59,611 | $59.5 萬 | 0.01% | +519+0.9% | 加碼 |
| Independent Financial Group, LLC | 59,566 | $59.4 萬 | 0.02% | +250+0.4% | 加碼 |
| Selway Asset Management | 59,404 | $59.3 萬 | 0.24% | −1,475−2.4% | 減碼 |
| Readystate Asset Management LP | 56,593 | $56.5 萬 | 0.03% | +43,309+326.0% | 加碼 |
| Pin Oak Investment Advisors Inc | 56,433 | $56.0 萬 | 0.43% | −9,229−14.1% | 減碼 |
| Janney Montgomery Scott LLC | 48,926 | $48.8 萬 | 0.00% | −331−0.7% | 減碼 |
| Future Financial Wealth Managment LLC | 47,837 | $47.7 萬 | 0.35% | +912+1.9% | 加碼 |
| Wela Strategies, Inc. | 46,643 | $46.5 萬 | 0.20% | +46,643 | 新進 |
| Comerica Bank | 46,475 | $46.4 萬 | 0.00% | −1,345−2.8% | 減碼 |
| Atria Wealth Solutions, Inc. | 44,035 | $43.9 萬 | 0.01% | −14,316−24.5% | 減碼 |
| Advisory Services Network, LLC | 41,574 | $41.5 萬 | 0.01% | 00.0% | 不變 |
| Private Advisor Group, LLC | 40,684 | $40.6 萬 | 0.00% | 00.0% | 不變 |
| Envestnet Asset Management Inc | 40,490 | $40.4 萬 | 0.00% | +9,836+32.1% | 加碼 |
| Rock Point Advisors, LLC | 39,499 | $39.4 萬 | 0.12% | −1,250−3.1% | 減碼 |
| Apriem Advisors | 37,885 | $37.8 萬 | 0.04% | +5,826+18.2% | 加碼 |
| Susquehanna International Group, LLP | 37,166 | $37.1 萬 | 0.00% | −15,666−29.7% | 減碼 |
| Fountainhead AM, LLC | 36,672 | $36.6 萬 | 0.06% | +13,220+56.4% | 加碼 |
| Jane Street Group, LLC | 35,811 | $35.7 萬 | 0.00% | +17,246+92.9% | 加碼 |
| AlphaCore Capital LLC | 34,721 | $34.7 萬 | 0.03% | +1,213+3.6% | 加碼 |
| Fortitude Advisory Group L.L.C. | 34,824 | $33.4 萬 | 0.24% | +1,054+3.1% | 加碼 |
| Mendel Capital Management LLC | 33,150 | $33.1 萬 | 0.20% | 00.0% | 不變 |
| Quad-Cities Investment Group, LLC | 32,512 | $32.4 萬 | 0.16% | +5,333+19.6% | 加碼 |
| Mallini Complete Financial Planning LLC | 28,693 | $28.6 萬 | 0.27% | +1,232+4.5% | 加碼 |
| National Asset Management, Inc. | 26,813 | $26.8 萬 | 0.01% | −9,933−27.0% | 減碼 |
| Rockefeller Capital Management L.P. | 26,706 | $26.7 萬 | 0.00% | −6,482−19.5% | 減碼 |
| Concurrent Investment Advisors, LLC | 24,615 | $24.6 萬 | 0.01% | +688+2.9% | 加碼 |
| StoneX Group Inc. | 24,515 | $24.5 萬 | 0.01% | +23+0.1% | 加碼 |
| Riverbridge Partners LLC | 23,913 | $23.9 萬 | 0.00% | +2,925+13.9% | 加碼 |
| Pointe Capital Management LLC | 23,045 | $23.0 萬 | 0.13% | +91+0.4% | 加碼 |
| Conning Inc. | 22,455 | $22.4 萬 | 0.01% | 00.0% | 不變 |
| Moors & Cabot, Inc. | 22,313 | $22.3 萬 | 0.01% | −482−2.1% | 減碼 |
| Sowell Financial Services LLC | 21,851 | $21.8 萬 | 0.01% | +12+0.1% | 加碼 |
| CI Private Wealth, LLC | 21,501 | $21.5 萬 | 0.00% | +849+4.1% | 加碼 |
| PFG Investments, LLC | 21,498 | $21.5 萬 | 0.01% | +264+1.2% | 加碼 |
| Steward Partners Investment Advisory, LLC | 21,492 | $21.4 萬 | 0.00% | 00.0% | 不變 |
| Ashton Thomas Securities, LLC | 20,000 | $20.0 萬 | 0.06% | 00.0% | 不變 |
| Neuberger Berman Group LLC | 20,000 | $20.0 萬 | 0.00% | 00.0% | 不變 |
| Iams Wealth Management, LLC | 20,000 | $20.0 萬 | 0.09% | 00.0% | 不變 |
| MML Investors Services, LLC | 19,949 | $19.9 萬 | 0.00% | +88+0.4% | 加碼 |
| Lido Advisors, LLC | 19,837 | $19.8 萬 | 0.00% | 00.0% | 不變 |
| Congress Wealth Management LLC | 19,770 | $19.7 萬 | 0.00% | −26,000−56.8% | 減碼 |
| First Foundation Advisors | 18,611 | $18.6 萬 | 0.01% | 00.0% | 不變 |
| EP Wealth Advisors, LLC | 18,600 | $18.6 萬 | 0.00% | −8,200−30.6% | 減碼 |
| Stonegate Investment Group, LLC | 18,552 | $18.5 萬 | 0.00% | 00.0% | 不變 |
| Dudley Capital Management, LLC | 18,133 | $18.1 萬 | 0.10% | 00.0% | 不變 |
| NBC Securities, Inc. | 17,300 | $17.2 萬 | 0.01% | +17,283+101,664.7% | 加碼 |
| ProVise Management Group, LLC | 16,733 | $16.7 萬 | 0.01% | −355−2.1% | 減碼 |
| HighTower Advisors, LLC | 16,644 | $16.6 萬 | 0.00% | −714−4.1% | 減碼 |
| Pathstone Holdings, LLC | 16,457 | $16.4 萬 | 0.00% | −3,221−16.4% | 減碼 |
| Horizon Kinetics Asset Management LLC | 15,668 | $15.6 萬 | 0.00% | 00.0% | 不變 |
| Sandy Cove Advisors, LLC | 15,600 | $15.6 萬 | 0.06% | −150−1.0% | 減碼 |
| Onyx Bridge Wealth Group LLC | 15,162 | $15.1 萬 | 0.02% | +236+1.6% | 加碼 |
| HRT Financial LP | 14,966 | $14.9 萬 | 0.00% | −5,119−25.5% | 減碼 |
| Cresset Asset Management, LLC | 14,400 | $14.4 萬 | 0.00% | 00.0% | 不變 |
| Garden State Investment Advisory Services LLC | 13,435 | $13.4 萬 | 0.04% | −2,619−16.3% | 減碼 |