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 2 季 13F 持有人
Eaton Vance Ltd Duration Income Fund 在 2025/6/30 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
- 146
- 較 2025 年第 1 季 −4 家
- 持有股數
- 3,801 萬
- 較 2025 年第 1 季 +79.8 萬 (+2.1%)
- 總市值
- $3.90 億
- 較 2025 年第 1 季 +$1,851 萬 (+5.0%)
- 新進機構
- 12
- 另有 46 家加碼
- 清倉機構
- 16
- 另有 47 家減碼
另有 1 家機構在 2025 年第 1 季持有、還沒有申報 2025 年第 2 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 2 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 2025 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Tower Research Capital LLC (TRC) | 7 | $72 | 0.00% | 00.0% | 不變 |
| SJS Investment Consulting Inc. | 11 | $113 | 0.00% | +11 | 新進 |
| Horizon Bancorp Inc | 42 | $1,000 | 0.00% | 00.0% | 不變 |
| Asset Dedication, LLC | 124 | $1,273 | 0.00% | 00.0% | 不變 |
| CWM, LLC | 193 | $2,000 | 0.00% | 00.0% | 不變 |
| Bartlett & Co. Wealth Management LLC | 255 | $2,616 | 0.00% | 00.0% | 不變 |
| Farther Finance Advisors, LLC | 266 | $2,729 | 0.00% | 00.0% | 不變 |
| Evolution Wealth Management Inc. | 453 | $4,648 | 0.01% | +453 | 新進 |
| Concord Wealth Partners | 539 | $5,533 | 0.00% | −1,389−72.0% | 減碼 |
| Inlight Wealth Management, LLC | 583 | $5,982 | 0.00% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 645 | $6,618 | 0.00% | 00.0% | 不變 |
| Strategic Wealth Partners, Ltd. | 700 | $7,182 | 0.00% | +700 | 新進 |
| Kentucky Trust Co | 998 | $1.02 萬 | 0.01% | 00.0% | 不變 |
| EverSource Wealth Advisors, LLC | 1,500 | $1.54 萬 | 0.00% | 00.0% | 不變 |
| Bogart Wealth, LLC | 1,500 | $1.54 萬 | 0.00% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 1,525 | $1.56 萬 | 0.00% | +33+2.2% | 加碼 |
| Crewe Advisors LLC | 1,672 | $1.72 萬 | 0.00% | +36+2.2% | 加碼 |
| CIBC Private Wealth Group, LLC | 2,000 | $2.05 萬 | 0.00% | 00.0% | 不變 |
| West Branch Capital LLC | 2,082 | $2.14 萬 | 0.01% | 00.0% | 不變 |
| Oliver Lagore Vanvalin Investment Group | 3,000 | $2.99 萬 | 0.01% | +3,000 | 新進 |
| The PNC Financial Services Group, Inc. | 3,127 | $3.21 萬 | 0.00% | +2,650+555.6% | 加碼 |
| Marshall & Sterling Wealth Advisors Inc. | 3,400 | $3.49 萬 | 0.02% | 00.0% | 不變 |
| GPS Wealth Strategies Group, LLC | 4,105 | $4.21 萬 | 0.00% | 00.0% | 不變 |
| Allworth Financial LP | 4,348 | $4.46 萬 | 0.00% | +1,406+47.8% | 加碼 |
| Byrne Asset Management LLC | 4,750 | $4.87 萬 | 0.03% | 00.0% | 不變 |
| Ameritas Advisory Services, LLC | 5,450 | $5.59 萬 | 0.00% | +5,450 | 新進 |
| IFP Advisors, Inc | 5,814 | $5.97 萬 | 0.00% | 00.0% | 不變 |
| Cape Investment Advisory, Inc. | 6,093 | $6.25 萬 | 0.02% | −1,000−14.1% | 減碼 |
| Sound Income Strategies, LLC | 6,688 | $6.86 萬 | 0.00% | +146+2.2% | 加碼 |
| Global Retirement Partners, LLC | 6,783 | $6.96 萬 | 0.00% | +6,783 | 新進 |
| Barrett & Company, Inc. | 7,000 | $7.18 萬 | 0.03% | −1,952−21.8% | 減碼 |
| MAI Capital Management | 7,000 | $7.18 萬 | 0.00% | 00.0% | 不變 |
| Spire Wealth Management | 7,838 | $8.04 萬 | 0.00% | 00.0% | 不變 |
| Gilbert & Cook, Inc. | 10,017 | $10.3 萬 | 0.01% | 00.0% | 不變 |
| Jackson Hole Capital Partners, LLC | 10,184 | $10.4 萬 | 0.02% | +10,184 | 新進 |
| Apollon Wealth Management, LLC | 10,250 | $10.5 萬 | 0.00% | 00.0% | 不變 |
| Citadel Advisors LLC | 10,744 | $11.0 萬 | 0.00% | +10,744 | 新進 |
| Stephens Inc | 10,999 | $11.3 萬 | 0.00% | +732+7.1% | 加碼 |
| Eastern Bank | 11,000 | $11.3 萬 | 0.00% | 00.0% | 不變 |
| Oppenheimer & Co Inc | 11,111 | $11.4 萬 | 0.00% | +142+1.3% | 加碼 |
| Colony Group, LLC | 11,595 | $11.9 萬 | 0.00% | +253+2.2% | 加碼 |
| WealthTrust Axiom LLC | 11,800 | $12.1 萬 | 0.04% | −1,500−11.3% | 減碼 |
| Cornerstone Wealth Group, LLC | 12,460 | $12.8 萬 | 0.01% | 00.0% | 不變 |
| Harbour Investments, Inc. | 12,688 | $13.0 萬 | 0.00% | 00.0% | 不變 |
| Hollencrest Capital Management | 12,760 | $13.1 萬 | 0.01% | 00.0% | 不變 |
| Clearstead Advisors, LLC | 12,770 | $13.1 萬 | 0.00% | +12,770 | 新進 |
| Kestra Private Wealth Services, LLC | 12,986 | $13.3 萬 | 0.00% | +1,074+9.0% | 加碼 |
| EP Wealth Advisors, LLC | 13,400 | $13.7 萬 | 0.00% | −5,200−28.0% | 減碼 |
| Garden State Investment Advisory Services LLC | 13,443 | $13.8 萬 | 0.04% | +8+0.1% | 加碼 |
| Onyx Bridge Wealth Group LLC | 13,672 | $14.0 萬 | 0.02% | −1,490−9.8% | 減碼 |
| Cresset Asset Management, LLC | 14,400 | $14.8 萬 | 0.00% | 00.0% | 不變 |
| HighTower Advisors, LLC | 14,624 | $15.0 萬 | 0.00% | −2,020−12.1% | 減碼 |
| Sandy Cove Advisors, LLC | 15,600 | $16.0 萬 | 0.06% | 00.0% | 不變 |
| Horizon Kinetics Asset Management LLC | 15,668 | $16.1 萬 | 0.00% | 00.0% | 不變 |
| Ashton Thomas Securities, LLC | 16,000 | $16.4 萬 | 0.04% | −4,000−20.0% | 減碼 |
| Pathstone Holdings, LLC | 16,460 | $16.9 萬 | 0.00% | +30.0% | 加碼 |
| Armis Advisers, LLC | 16,646 | $17.0 萬 | 0.01% | +3,500+26.6% | 加碼 |
| ProVise Management Group, LLC | 16,733 | $17.2 萬 | 0.01% | 00.0% | 不變 |
| StoneX Group Inc. | 16,827 | $17.3 萬 | 0.01% | −7,688−31.4% | 減碼 |
| NBC Securities, Inc. | 17,300 | $17.7 萬 | 0.01% | 00.0% | 不變 |
| Dudley Capital Management, LLC | 18,133 | $18.6 萬 | 0.09% | 00.0% | 不變 |
| Stonegate Investment Group, LLC | 18,552 | $19.0 萬 | 0.00% | 00.0% | 不變 |
| First Foundation Advisors | 18,611 | $19.1 萬 | 0.01% | 00.0% | 不變 |
| MML Investors Services, LLC | 18,841 | $19.3 萬 | 0.00% | −1,108−5.6% | 減碼 |
| PFG Investments, LLC | 19,684 | $20.2 萬 | 0.01% | −1,814−8.4% | 減碼 |
| Congress Wealth Management LLC | 19,770 | $20.3 萬 | 0.00% | 00.0% | 不變 |
| Lido Advisors, LLC | 19,837 | $20.4 萬 | 0.00% | 00.0% | 不變 |
| Neuberger Berman Group LLC | 20,000 | $20.5 萬 | 0.00% | 00.0% | 不變 |
| Iams Wealth Management, LLC | 20,000 | $20.5 萬 | 0.09% | 00.0% | 不變 |
| Rockefeller Capital Management L.P. | 20,055 | $20.6 萬 | 0.00% | −6,651−24.9% | 減碼 |
| Readystate Asset Management LP | 20,652 | $21.2 萬 | 0.01% | −35,941−63.5% | 減碼 |
| CI Private Wealth, LLC | 21,202 | $21.8 萬 | 0.00% | −299−1.4% | 減碼 |
| Susquehanna International Group, LLP | 22,020 | $22.6 萬 | 0.00% | −15,146−40.8% | 減碼 |
| Steward Partners Investment Advisory, LLC | 22,213 | $22.8 萬 | 0.00% | +721+3.4% | 加碼 |
| Conning Inc. | 22,455 | $23.0 萬 | 0.01% | 00.0% | 不變 |
| Pointe Capital Management LLC | 23,140 | $23.7 萬 | 0.12% | +95+0.4% | 加碼 |
| Virtu Financial LLC | 24,236 | $24.9 萬 | 0.01% | +24,236 | 新進 |
| M Holdings Securities, Inc. | 24,668 | $25.1 萬 | 0.04% | +24,668 | 新進 |
| Concurrent Investment Advisors, LLC | 24,509 | $25.1 萬 | 0.00% | −106−0.4% | 減碼 |
| Riverbridge Partners LLC | 24,537 | $25.2 萬 | 0.00% | +624+2.6% | 加碼 |
| National Asset Management, Inc. | 25,963 | $26.6 萬 | 0.01% | −850−3.2% | 減碼 |
| Mendel Capital Management LLC | 27,242 | $28.0 萬 | 0.16% | −5,908−17.8% | 減碼 |
| Comerica Bank | 27,914 | $28.6 萬 | 0.00% | −18,561−39.9% | 減碼 |
| Atria Wealth Solutions, Inc. | 28,984 | $29.7 萬 | 0.01% | −15,051−34.2% | 減碼 |
| Quad-Cities Investment Group, LLC | 32,937 | $33.8 萬 | 0.15% | +425+1.3% | 加碼 |
| Mallini Complete Financial Planning LLC | 33,274 | $34.1 萬 | 0.43% | +4,581+16.0% | 加碼 |
| Fortitude Advisory Group L.L.C. | 34,824 | $35.7 萬 | 0.20% | 00.0% | 不變 |
| Fountainhead AM, LLC | 36,890 | $37.8 萬 | 0.05% | +218+0.6% | 加碼 |
| Apriem Advisors | 37,912 | $38.9 萬 | 0.04% | +27+0.1% | 加碼 |
| Rock Point Advisors, LLC | 39,099 | $40.1 萬 | 0.11% | −400−1.0% | 減碼 |
| Private Advisor Group, LLC | 40,277 | $41.3 萬 | 0.00% | −407−1.0% | 減碼 |
| Advisory Services Network, LLC | 41,424 | $41.8 萬 | 0.01% | −150−0.4% | 減碼 |
| Janney Montgomery Scott LLC | 41,592 | $42.7 萬 | 0.00% | −7,334−15.0% | 減碼 |
| Envestnet Asset Management Inc | 42,394 | $43.5 萬 | 0.00% | +1,904+4.7% | 加碼 |
| AlphaCore Capital LLC | 43,402 | $44.5 萬 | 0.02% | +8,681+25.0% | 加碼 |
| Wela Strategies, Inc. | 46,649 | $47.9 萬 | 0.19% | +60.0% | 加碼 |
| Future Financial Wealth Managment LLC | 49,419 | $50.7 萬 | 0.35% | +1,582+3.3% | 加碼 |
| Pin Oak Investment Advisors Inc | 55,807 | $55.6 萬 | 0.47% | −626−1.1% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 56,507 | $58.7 萬 | 0.00% | +56,507 | 新進 |
| Independent Financial Group, LLC | 59,666 | $61.2 萬 | 0.02% | +100+0.2% | 加碼 |