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 |
|---|---|---|---|---|---|
| Horizon Bancorp Inc | 42 | $0 | 0.00% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 7 | $70 | 0.00% | −4−36.4% | 減碼 |
| Capital A Wealth Management, LLC | 66 | $659 | 0.00% | −9−12.0% | 減碼 |
| Asset Dedication, LLC | 124 | $1,238 | 0.00% | 00.0% | 不變 |
| CWM, LLC | 193 | $2,000 | 0.00% | 00.0% | 不變 |
| Bartlett & Co. Wealth Management LLC | 255 | $2,545 | 0.00% | 00.0% | 不變 |
| Farther Finance Advisors, LLC | 266 | $2,671 | 0.00% | 00.0% | 不變 |
| JPMorgan Chase & Co | 378 | $3,772 | 0.00% | −1−0.3% | 減碼 |
| The PNC Financial Services Group, Inc. | 477 | $4,757 | 0.00% | 00.0% | 不變 |
| Gen-Wealth Partners Inc | 500 | $4,990 | 0.00% | 00.0% | 不變 |
| Inlight Wealth Management, LLC | 583 | $5,818 | 0.00% | +583 | 新進 |
| Geneos Wealth Management Inc. | 645 | $6,437 | 0.00% | 00.0% | 不變 |
| Kentucky Trust Co | 998 | $9,960 | 0.01% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 1,492 | $1.49 萬 | 0.00% | +33+2.3% | 加碼 |
| EverSource Wealth Advisors, LLC | 1,500 | $1.50 萬 | 0.00% | 00.0% | 不變 |
| Bogart Wealth, LLC | 1,500 | $1.50 萬 | 0.00% | 00.0% | 不變 |
| Crewe Advisors LLC | 1,636 | $1.63 萬 | 0.00% | +39+2.4% | 加碼 |
| CIBC Private Wealth Group, LLC | 2,000 | $1.88 萬 | 0.00% | 00.0% | 不變 |
| Concord Wealth Partners | 1,928 | $1.92 萬 | 0.00% | +42+2.2% | 加碼 |
| West Branch Capital LLC | 2,082 | $2.08 萬 | 0.01% | 00.0% | 不變 |
| Slocum, Gordon & Co LLP | 2,195 | $2.19 萬 | 0.02% | 00.0% | 不變 |
| Allworth Financial LP | 2,942 | $2.87 萬 | 0.00% | −17−0.6% | 減碼 |
| Marshall & Sterling Wealth Advisors Inc. | 3,400 | $3.39 萬 | 0.02% | 00.0% | 不變 |
| GPS Wealth Strategies Group, LLC | 4,105 | $4.10 萬 | 0.01% | 00.0% | 不變 |
| Byrne Asset Management LLC | 4,750 | $4.74 萬 | 0.04% | 00.0% | 不變 |
| IFP Advisors, Inc | 5,814 | $5.80 萬 | 0.00% | +2,410+70.8% | 加碼 |
| Sound Income Strategies, LLC | 6,542 | $6.53 萬 | 0.00% | +141+2.2% | 加碼 |
| MAI Capital Management | 7,000 | $6.99 萬 | 0.00% | 00.0% | 不變 |
| Cape Investment Advisory, Inc. | 7,093 | $7.08 萬 | 0.03% | +3,400+92.1% | 加碼 |
| Spire Wealth Management | 7,838 | $7.82 萬 | 0.00% | +60+0.8% | 加碼 |
| Elequin Capital LP | 8,586 | $8.57 萬 | 0.02% | −16,096−65.2% | 減碼 |
| Barrett & Company, Inc. | 8,952 | $8.93 萬 | 0.04% | 00.0% | 不變 |
| Gilbert & Cook, Inc. | 10,017 | $10.0 萬 | 0.01% | 00.0% | 不變 |
| Apollon Wealth Management, LLC | 10,250 | $10.2 萬 | 0.00% | 00.0% | 不變 |
| Stephens Inc | 10,267 | $10.2 萬 | 0.00% | −125−1.2% | 減碼 |
| Integrity Alliance, LLC. | 10,326 | $10.3 萬 | 0.00% | +10,326 | 新進 |
| Ellis Investment Partners, LLC | 10,558 | $10.5 萬 | 0.02% | +227+2.2% | 加碼 |
| Oppenheimer & Co Inc | 10,969 | $10.9 萬 | 0.00% | −864−7.3% | 減碼 |
| Eastern Bank | 11,000 | $11.0 萬 | 0.00% | 00.0% | 不變 |
| Colony Group, LLC | 11,342 | $11.3 萬 | 0.00% | +244+2.2% | 加碼 |
| Kestra Private Wealth Services, LLC | 11,912 | $11.9 萬 | 0.00% | +11,912 | 新進 |
| Equitable Holdings, Inc. | 12,100 | $12.1 萬 | 0.00% | +12,100 | 新進 |
| Sigma Planning Corp | 12,211 | $12.2 萬 | 0.00% | −78−0.6% | 減碼 |
| Cahill Financial Advisors Inc | 12,389 | $12.4 萬 | 0.02% | −4,076−24.8% | 減碼 |
| Cornerstone Wealth Group, LLC | 12,460 | $12.4 萬 | 0.01% | 00.0% | 不變 |
| Ground Swell Capital, LLC | 12,488 | $12.5 萬 | 0.28% | +12,488 | 新進 |
| Harbour Investments, Inc. | 12,688 | $12.7 萬 | 0.00% | −1,169−8.4% | 減碼 |
| Hollencrest Capital Management | 12,760 | $12.7 萬 | 0.01% | 00.0% | 不變 |
| Clay Northam Wealth Management, LLC | 13,014 | $13.0 萬 | 0.09% | 00.0% | 不變 |
| Armis Advisers, LLC | 13,146 | $13.1 萬 | 0.01% | +1,000+8.2% | 加碼 |
| WealthTrust Axiom LLC | 13,300 | $13.3 萬 | 0.04% | −1,500−10.1% | 減碼 |
| Garden State Investment Advisory Services LLC | 13,435 | $13.4 萬 | 0.04% | −2,619−16.3% | 減碼 |
| Cresset Asset Management, LLC | 14,400 | $14.4 萬 | 0.00% | 00.0% | 不變 |
| HRT Financial LP | 14,966 | $14.9 萬 | 0.00% | −5,119−25.5% | 減碼 |
| Onyx Bridge Wealth Group LLC | 15,162 | $15.1 萬 | 0.02% | +236+1.6% | 加碼 |
| Sandy Cove Advisors, LLC | 15,600 | $15.6 萬 | 0.06% | −150−1.0% | 減碼 |
| Horizon Kinetics Asset Management LLC | 15,668 | $15.6 萬 | 0.00% | 00.0% | 不變 |
| Pathstone Holdings, LLC | 16,457 | $16.4 萬 | 0.00% | −3,221−16.4% | 減碼 |
| HighTower Advisors, LLC | 16,644 | $16.6 萬 | 0.00% | −714−4.1% | 減碼 |
| ProVise Management Group, LLC | 16,733 | $16.7 萬 | 0.01% | −355−2.1% | 減碼 |
| NBC Securities, Inc. | 17,300 | $17.2 萬 | 0.01% | +17,283+101,664.7% | 加碼 |
| Dudley Capital Management, LLC | 18,133 | $18.1 萬 | 0.10% | 00.0% | 不變 |
| Stonegate Investment Group, LLC | 18,552 | $18.5 萬 | 0.00% | 00.0% | 不變 |
| EP Wealth Advisors, LLC | 18,600 | $18.6 萬 | 0.00% | −8,200−30.6% | 減碼 |
| First Foundation Advisors | 18,611 | $18.6 萬 | 0.01% | 00.0% | 不變 |
| Congress Wealth Management LLC | 19,770 | $19.7 萬 | 0.00% | −26,000−56.8% | 減碼 |
| Lido Advisors, LLC | 19,837 | $19.8 萬 | 0.00% | 00.0% | 不變 |
| MML Investors Services, LLC | 19,949 | $19.9 萬 | 0.00% | +88+0.4% | 加碼 |
| 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 |
| Steward Partners Investment Advisory, LLC | 21,492 | $21.4 萬 | 0.00% | 00.0% | 不變 |
| PFG Investments, LLC | 21,498 | $21.5 萬 | 0.01% | +264+1.2% | 加碼 |
| CI Private Wealth, LLC | 21,501 | $21.5 萬 | 0.00% | +849+4.1% | 加碼 |
| Sowell Financial Services LLC | 21,851 | $21.8 萬 | 0.01% | +12+0.1% | 加碼 |
| Moors & Cabot, Inc. | 22,313 | $22.3 萬 | 0.01% | −482−2.1% | 減碼 |
| Conning Inc. | 22,455 | $22.4 萬 | 0.01% | 00.0% | 不變 |
| Pointe Capital Management LLC | 23,045 | $23.0 萬 | 0.13% | +91+0.4% | 加碼 |
| Riverbridge Partners LLC | 23,913 | $23.9 萬 | 0.00% | +2,925+13.9% | 加碼 |
| StoneX Group Inc. | 24,515 | $24.5 萬 | 0.01% | +23+0.1% | 加碼 |
| Concurrent Investment Advisors, LLC | 24,615 | $24.6 萬 | 0.01% | +688+2.9% | 加碼 |
| Rockefeller Capital Management L.P. | 26,706 | $26.7 萬 | 0.00% | −6,482−19.5% | 減碼 |
| National Asset Management, Inc. | 26,813 | $26.8 萬 | 0.01% | −9,933−27.0% | 減碼 |
| Mallini Complete Financial Planning LLC | 28,693 | $28.6 萬 | 0.27% | +1,232+4.5% | 加碼 |
| Quad-Cities Investment Group, LLC | 32,512 | $32.4 萬 | 0.16% | +5,333+19.6% | 加碼 |
| Mendel Capital Management LLC | 33,150 | $33.1 萬 | 0.20% | 00.0% | 不變 |
| Fortitude Advisory Group L.L.C. | 34,824 | $33.4 萬 | 0.24% | +1,054+3.1% | 加碼 |
| AlphaCore Capital LLC | 34,721 | $34.7 萬 | 0.03% | +1,213+3.6% | 加碼 |
| Jane Street Group, LLC | 35,811 | $35.7 萬 | 0.00% | +17,246+92.9% | 加碼 |
| Fountainhead AM, LLC | 36,672 | $36.6 萬 | 0.06% | +13,220+56.4% | 加碼 |
| Susquehanna International Group, LLP | 37,166 | $37.1 萬 | 0.00% | −15,666−29.7% | 減碼 |
| Apriem Advisors | 37,885 | $37.8 萬 | 0.04% | +5,826+18.2% | 加碼 |
| Rock Point Advisors, LLC | 39,499 | $39.4 萬 | 0.12% | −1,250−3.1% | 減碼 |
| Envestnet Asset Management Inc | 40,490 | $40.4 萬 | 0.00% | +9,836+32.1% | 加碼 |
| Private Advisor Group, LLC | 40,684 | $40.6 萬 | 0.00% | 00.0% | 不變 |
| Advisory Services Network, LLC | 41,574 | $41.5 萬 | 0.01% | 00.0% | 不變 |
| Atria Wealth Solutions, Inc. | 44,035 | $43.9 萬 | 0.01% | −14,316−24.5% | 減碼 |
| Comerica Bank | 46,475 | $46.4 萬 | 0.00% | −1,345−2.8% | 減碼 |
| Wela Strategies, Inc. | 46,643 | $46.5 萬 | 0.20% | +46,643 | 新進 |
| Future Financial Wealth Managment LLC | 47,837 | $47.7 萬 | 0.35% | +912+1.9% | 加碼 |