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 3 季 13F 持有人
Eaton Vance Ltd Duration Income Fund 在 2025/9/30 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
- 141
- 較 2025 年第 2 季 −1 家
- 持有股數
- 3,869 萬
- 較 2025 年第 2 季 +75.1 萬 (+2.0%)
- 總市值
- $3.93 億
- 較 2025 年第 2 季 +$363.0 萬 (+0.9%)
- 新進機構
- 12
- 另有 54 家加碼
- 清倉機構
- 13
- 另有 37 家減碼
另有 4 家機構在 2025 年第 2 季持有、還沒有申報 2025 年第 3 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 3 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 2 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) | 16 | $162 | 0.00% | +9+128.6% | 加碼 |
| CWM, LLC | 138 | $1,000 | 0.00% | −55−28.5% | 減碼 |
| Asset Dedication, LLC | 124 | $1,259 | 0.00% | 00.0% | 不變 |
| TFC Financial Management | 171 | $1,738 | 0.00% | +171 | 新進 |
| Bartlett & Co. Wealth Management LLC | 255 | $2,588 | 0.00% | 00.0% | 不變 |
| Farther Finance Advisors, LLC | 266 | $2,700 | 0.00% | 00.0% | 不變 |
| Central Trust Co | 375 | $3,807 | 0.00% | +375 | 新進 |
| Concord Wealth Partners | 551 | $5,594 | 0.00% | +12+2.2% | 加碼 |
| Inlight Wealth Management, LLC | 583 | $5,917 | 0.00% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 645 | $6,547 | 0.00% | 00.0% | 不變 |
| Highline Wealth Partners LLC | 1,000 | $1.01 萬 | 0.00% | +1,000 | 新進 |
| The PNC Financial Services Group, Inc. | 1,357 | $1.38 萬 | 0.00% | −1,770−56.6% | 減碼 |
| EverSource Wealth Advisors, LLC | 1,500 | $1.52 萬 | 0.00% | 00.0% | 不變 |
| Bogart Wealth, LLC | 1,500 | $1.52 萬 | 0.00% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 1,558 | $1.58 萬 | 0.00% | +33+2.2% | 加碼 |
| Crewe Advisors LLC | 1,709 | $1.73 萬 | 0.00% | +37+2.2% | 加碼 |
| Turim 21 Investimentos Ltda. | 1,976 | $2.01 萬 | 0.01% | +1,976 | 新進 |
| CIBC Private Wealth Group, LLC | 2,000 | $2.03 萬 | 0.00% | 00.0% | 不變 |
| West Branch Capital LLC | 2,082 | $2.11 萬 | 0.01% | 00.0% | 不變 |
| Legacy Wealth Managment, LLC | 2,154 | $2.19 萬 | 0.01% | +2,154 | 新進 |
| Strategic Advocates LLC | 3,117 | $3.16 萬 | 0.01% | +3,117 | 新進 |
| Marshall & Sterling Wealth Advisors Inc. | 3,400 | $3.45 萬 | 0.02% | 00.0% | 不變 |
| GPS Wealth Strategies Group, LLC | 4,105 | $4.17 萬 | 0.00% | 00.0% | 不變 |
| Wolverine Asset Management LLC | 4,127 | $4.19 萬 | 0.00% | +4,127 | 新進 |
| Allworth Financial LP | 4,356 | $4.42 萬 | 0.00% | +8+0.2% | 加碼 |
| Byrne Asset Management LLC | 4,750 | $4.82 萬 | 0.03% | 00.0% | 不變 |
| Ameritas Advisory Services, LLC | 5,420 | $5.50 萬 | 0.00% | −30−0.6% | 減碼 |
| IFP Advisors, Inc | 5,813 | $5.90 萬 | 0.00% | −10.0% | 減碼 |
| City Holding Co | 6,000 | $6.09 萬 | 0.01% | +6,000 | 新進 |
| Global Retirement Partners, LLC | 6,783 | $6.88 萬 | 0.00% | 00.0% | 不變 |
| Sound Income Strategies, LLC | 6,834 | $6.96 萬 | 0.00% | +146+2.2% | 加碼 |
| Barrett & Company, Inc. | 7,000 | $7.11 萬 | 0.02% | 00.0% | 不變 |
| MAI Capital Management | 7,000 | $7.11 萬 | 0.00% | 00.0% | 不變 |
| Spire Wealth Management | 8,223 | $8.35 萬 | 0.00% | +385+4.9% | 加碼 |
| Gilbert & Cook, Inc. | 10,017 | $10.2 萬 | 0.01% | 00.0% | 不變 |
| Jackson Hole Capital Partners, LLC | 10,184 | $10.3 萬 | 0.02% | 00.0% | 不變 |
| Apollon Wealth Management, LLC | 10,250 | $10.4 萬 | 0.00% | 00.0% | 不變 |
| Oppenheimer & Co Inc | 11,253 | $11.4 萬 | 0.00% | +142+1.3% | 加碼 |
| StoneX Group Inc. | 11,411 | $11.6 萬 | 0.01% | −5,416−32.2% | 減碼 |
| WealthTrust Axiom LLC | 11,800 | $12.0 萬 | 0.03% | 00.0% | 不變 |
| Colony Group, LLC | 11,850 | $12.0 萬 | 0.00% | +255+2.2% | 加碼 |
| HighTower Advisors, LLC | 12,169 | $12.4 萬 | 0.00% | −2,455−16.8% | 減碼 |
| Horizon Kinetics Asset Management LLC | 12,417 | $12.6 萬 | 0.00% | −3,251−20.7% | 減碼 |
| Cornerstone Wealth Group, LLC | 12,460 | $12.6 萬 | 0.01% | 00.0% | 不變 |
| Harbour Investments, Inc. | 12,688 | $12.9 萬 | 0.00% | 00.0% | 不變 |
| Hollencrest Capital Management | 12,760 | $13.0 萬 | 0.00% | 00.0% | 不變 |
| Clearstead Advisors, LLC | 12,770 | $13.0 萬 | 0.00% | 00.0% | 不變 |
| Garden State Investment Advisory Services LLC | 12,944 | $13.1 萬 | 0.03% | −499−3.7% | 減碼 |
| Eastern Bank | 13,000 | $13.2 萬 | 0.00% | +2,000+18.2% | 加碼 |
| Onyx Bridge Wealth Group LLC | 13,881 | $14.1 萬 | 0.02% | +209+1.5% | 加碼 |
| Cresset Asset Management, LLC | 14,400 | $14.6 萬 | 0.00% | 00.0% | 不變 |
| Kestra Private Wealth Services, LLC | 14,434 | $14.7 萬 | 0.00% | +1,448+11.2% | 加碼 |
| Sandy Cove Advisors, LLC | 15,600 | $15.8 萬 | 0.05% | 00.0% | 不變 |
| Armis Advisers, LLC | 15,850 | $16.0 萬 | 0.01% | −796−4.8% | 減碼 |
| Ashton Thomas Securities, LLC | 16,000 | $16.2 萬 | 0.02% | 00.0% | 不變 |
| Pathstone Holdings, LLC | 16,462 | $16.7 萬 | 0.00% | +20.0% | 加碼 |
| ProVise Management Group, LLC | 16,733 | $17.0 萬 | 0.01% | 00.0% | 不變 |
| NBC Securities, Inc. | 17,300 | $17.6 萬 | 0.01% | 00.0% | 不變 |
| Dudley Capital Management, LLC | 17,383 | $17.6 萬 | 0.08% | −750−4.1% | 減碼 |
| Concurrent Investment Advisors, LLC | 17,385 | $17.6 萬 | 0.00% | −7,124−29.1% | 減碼 |
| Stephens Inc | 17,949 | $18.2 萬 | 0.00% | +6,950+63.2% | 加碼 |
| Camelot Portfolios, LLC | 18,049 | $18.3 萬 | 0.11% | −82,425−82.0% | 減碼 |
| Stonegate Investment Group, LLC | 18,552 | $18.8 萬 | 0.00% | 00.0% | 不變 |
| First Foundation Advisors | 18,611 | $18.9 萬 | 0.01% | 00.0% | 不變 |
| Rockefeller Capital Management L.P. | 18,627 | $18.9 萬 | 0.00% | −1,428−7.1% | 減碼 |
| MML Investors Services, LLC | 18,933 | $19.2 萬 | 0.00% | +92+0.5% | 加碼 |
| CI Private Wealth, LLC | 19,042 | $19.3 萬 | 0.00% | −2,160−10.2% | 減碼 |
| Moors & Cabot, Inc. | 19,400 | $19.7 萬 | 0.01% | +19,400 | 新進 |
| Iams Wealth Management, LLC | 20,000 | $20.3 萬 | 0.08% | 00.0% | 不變 |
| Pointe Capital Management LLC | 21,235 | $21.6 萬 | 0.11% | −1,905−8.2% | 減碼 |
| Millennium Management LLC | 22,000 | $22.3 萬 | 0.00% | +22,000 | 新進 |
| Conning Inc. | 22,455 | $22.8 萬 | 0.01% | 00.0% | 不變 |
| Private Advisor Group, LLC | 23,962 | $24.3 萬 | 0.00% | −16,315−40.5% | 減碼 |
| PFG Investments, LLC | 24,825 | $25.2 萬 | 0.01% | +5,141+26.1% | 加碼 |
| Riverbridge Partners LLC | 24,878 | $25.3 萬 | 0.00% | +341+1.4% | 加碼 |
| National Asset Management, Inc. | 25,314 | $25.7 萬 | 0.01% | −649−2.5% | 減碼 |
| Mendel Capital Management LLC | 27,242 | $27.7 萬 | 0.15% | 00.0% | 不變 |
| Lido Advisors, LLC | 29,632 | $30.1 萬 | 0.00% | +9,795+49.4% | 加碼 |
| Comerica Bank | 29,716 | $30.2 萬 | 0.00% | +1,802+6.5% | 加碼 |
| Quad-Cities Investment Group, LLC | 30,289 | $30.7 萬 | 0.13% | −2,648−8.0% | 減碼 |
| Apriem Advisors | 31,440 | $31.9 萬 | 0.03% | −6,472−17.1% | 減碼 |
| Jane Street Group, LLC | 31,725 | $32.2 萬 | 0.00% | +31,725 | 新進 |
| Envestnet Asset Management Inc | 31,858 | $32.3 萬 | 0.00% | −10,536−24.9% | 減碼 |
| Steward Partners Investment Advisory, LLC | 32,415 | $32.9 萬 | 0.00% | +10,202+45.9% | 加碼 |
| Mallini Complete Financial Planning LLC | 33,703 | $34.2 萬 | 0.28% | +429+1.3% | 加碼 |
| Fortitude Advisory Group L.L.C. | 34,824 | $35.3 萬 | 0.19% | 00.0% | 不變 |
| Virtue Asset Management LLC | 35,003 | $35.5 萬 | 0.29% | +35,003 | 新進 |
| Fountainhead AM, LLC | 37,564 | $38.1 萬 | 0.05% | +674+1.8% | 加碼 |
| Rock Point Advisors, LLC | 38,549 | $39.1 萬 | 0.10% | −550−1.4% | 減碼 |
| Advisory Services Network, LLC | 41,924 | $42.6 萬 | 0.01% | +500+1.2% | 加碼 |
| AlphaCore Capital LLC | 44,348 | $45.0 萬 | 0.02% | +946+2.2% | 加碼 |
| Future Financial Wealth Managment LLC | 49,626 | $50.4 萬 | 0.32% | +207+0.4% | 加碼 |
| Merit Financial Group, LLC | 57,635 | $58.5 萬 | 0.01% | −4,569−7.3% | 減碼 |
| Cura Wealth Advisors, LLC | 58,428 | $59.3 萬 | 0.23% | −379,034−86.6% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 60,864 | $61.9 萬 | 0.00% | +4,357+7.7% | 加碼 |
| Pin Oak Investment Advisors Inc | 61,008 | $61.9 萬 | 0.44% | +5,201+9.3% | 加碼 |
| Susquehanna International Group, LLP | 61,684 | $62.6 萬 | 0.00% | +39,664+180.1% | 加碼 |
| Flagship Harbor Advisors, LLC | 69,215 | $70.3 萬 | 0.03% | +1,661+2.5% | 加碼 |
| Benjamin Edwards Inc | 70,909 | $72.0 萬 | 0.01% | −9,928−12.3% | 減碼 |