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 4 季 13F 持有人
Eaton Vance Ltd Duration Income Fund 在 2025/12/31 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
- 145
- 較 2025 年第 3 季 +6 家
- 持有股數
- 3,919 萬
- 較 2025 年第 3 季 +54.1 萬 (+1.4%)
- 總市值
- $3.88 億
- 較 2025 年第 3 季 −$389.7 萬 (−1.0%)
- 新進機構
- 20
- 另有 47 家加碼
- 清倉機構
- 14
- 另有 46 家減碼
另有 2 家機構在 2025 年第 3 季持有、還沒有申報 2025 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 |
2025 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 2025 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Horizon Bancorp Inc | 42 | $1,000 | 0.00% | 00.0% | 不變 |
| Private Wealth Management Group, LLC | 130 | $1,289 | 0.00% | +130 | 新進 |
| Bartlett & Co. Wealth Management LLC | 255 | $2,527 | 0.00% | 00.0% | 不變 |
| Concord Wealth Partners | 263 | $2,610 | 0.00% | −288−52.3% | 減碼 |
| CWM, LLC | 419 | $4,000 | 0.00% | +281+203.6% | 加碼 |
| Parallel Advisors, LLC | 408 | $4,043 | 0.00% | +408 | 新進 |
| The PNC Financial Services Group, Inc. | 477 | $4,724 | 0.00% | −880−64.8% | 減碼 |
| Smartleaf Asset Management LLC | 500 | $4,975 | 0.00% | +500 | 新進 |
| CX Institutional | 513 | $5,000 | 0.00% | +513 | 新進 |
| Ares Financial Consulting, LLC | 573 | $5,678 | 0.01% | +573 | 新進 |
| Inlight Wealth Management, LLC | 583 | $5,778 | 0.00% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 645 | $6,392 | 0.00% | 00.0% | 不變 |
| Godfrey Financial Associates, Inc. | 833 | $8,255 | 0.01% | +833 | 新進 |
| Highline Wealth Partners LLC | 1,000 | $9,910 | 0.00% | 00.0% | 不變 |
| SHP Wealth Management | 1,000 | $9,910 | 0.00% | +1,000 | 新進 |
| Northwestern Mutual Wealth Management Co | 1,061 | $1.05 萬 | 0.00% | −497−31.9% | 減碼 |
| SageView Advisory Group, LLC | 1,115 | $1.11 萬 | 0.00% | +1,115 | 新進 |
| Assetmark, Inc | 1,150 | $1.14 萬 | 0.00% | +1,150 | 新進 |
| Legacy Wealth Managment, LLC | 1,173 | $1.16 萬 | 0.01% | −981−45.5% | 減碼 |
| EverSource Wealth Advisors, LLC | 1,500 | $1.49 萬 | 0.00% | 00.0% | 不變 |
| Bogart Wealth, LLC | 1,500 | $1.49 萬 | 0.00% | 00.0% | 不變 |
| Crewe Advisors LLC | 1,749 | $1.73 萬 | 0.00% | +40+2.3% | 加碼 |
| Farther Finance Advisors, LLC | 1,788 | $1.77 萬 | 0.00% | +1,522+572.2% | 加碼 |
| Turim 21 Investimentos Ltda. | 1,799 | $1.78 萬 | 0.01% | −177−9.0% | 減碼 |
| West Branch Capital LLC | 2,097 | $2.08 萬 | 0.01% | +15+0.7% | 加碼 |
| Strategic Advocates LLC | 3,144 | $3.13 萬 | 0.01% | +27+0.9% | 加碼 |
| Marshall & Sterling Wealth Advisors Inc. | 3,400 | $3.37 萬 | 0.02% | 00.0% | 不變 |
| SRS Capital Advisors, Inc. | 3,830 | $3.80 萬 | 0.00% | +3,830 | 新進 |
| Allworth Financial LP | 4,365 | $4.33 萬 | 0.00% | +9+0.2% | 加碼 |
| Byrne Asset Management LLC | 4,750 | $4.71 萬 | 0.03% | 00.0% | 不變 |
| IFP Advisors, Inc | 5,813 | $5.76 萬 | 0.00% | 00.0% | 不變 |
| City Holding Co | 6,000 | $5.95 萬 | 0.01% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 6,783 | $6.72 萬 | 0.00% | 00.0% | 不變 |
| Sound Income Strategies, LLC | 6,946 | $6.86 萬 | 0.00% | +112+1.6% | 加碼 |
| Barrett & Company, Inc. | 7,000 | $6.94 萬 | 0.02% | 00.0% | 不變 |
| Spire Wealth Management | 7,838 | $7.77 萬 | 0.00% | −385−4.7% | 減碼 |
| MAI Capital Management | 8,100 | $8.03 萬 | 0.00% | +1,100+15.7% | 加碼 |
| Ellis Investment Partners, LLC | 10,161 | $10.1 萬 | 0.02% | +10,161 | 新進 |
| Jackson Hole Capital Partners, LLC | 10,184 | $10.1 萬 | 0.02% | 00.0% | 不變 |
| Apollon Wealth Management, LLC | 10,250 | $10.2 萬 | 0.00% | 00.0% | 不變 |
| Western Wealth Management, LLC | 11,162 | $11.1 萬 | 0.01% | +11,162 | 新進 |
| Oppenheimer & Co Inc | 11,402 | $11.3 萬 | 0.00% | +149+1.3% | 加碼 |
| WealthTrust Axiom LLC | 11,800 | $11.7 萬 | 0.03% | 00.0% | 不變 |
| Colony Group, LLC | 12,115 | $12.0 萬 | 0.00% | +265+2.2% | 加碼 |
| Decision Investments, Inc | 12,200 | $12.1 萬 | 0.13% | +12,200 | 新進 |
| Horizon Kinetics Asset Management LLC | 12,417 | $12.3 萬 | 0.00% | 00.0% | 不變 |
| Cornerstone Wealth Group, LLC | 12,460 | $12.3 萬 | 0.01% | 00.0% | 不變 |
| Harbour Investments, Inc. | 12,688 | $12.6 萬 | 0.00% | 00.0% | 不變 |
| Hollencrest Capital Management | 12,760 | $12.6 萬 | 0.00% | 00.0% | 不變 |
| Eastern Bank | 13,000 | $12.9 萬 | 0.00% | 00.0% | 不變 |
| Cape Investment Advisory, Inc. | 13,001 | $12.9 萬 | 0.04% | +13,001 | 新進 |
| Williams Jones Wealth Management, LLC. | 13,473 | $13.4 萬 | 0.00% | +13,473 | 新進 |
| CI Private Wealth, LLC | 13,562 | $13.4 萬 | 0.00% | −5,480−28.8% | 減碼 |
| Onyx Bridge Wealth Group LLC | 13,647 | $13.5 萬 | 0.01% | −234−1.7% | 減碼 |
| ProVise Management Group, LLC | 14,263 | $14.1 萬 | 0.01% | −2,470−14.8% | 減碼 |
| Cresset Asset Management, LLC | 14,400 | $14.3 萬 | 0.00% | 00.0% | 不變 |
| Kestra Private Wealth Services, LLC | 15,241 | $15.1 萬 | 0.00% | +807+5.6% | 加碼 |
| Sandy Cove Advisors, LLC | 15,600 | $15.5 萬 | 0.05% | 00.0% | 不變 |
| Armis Advisers, LLC | 16,850 | $15.5 萬 | 0.02% | +1,000+6.3% | 加碼 |
| Clearstead Advisors, LLC | 16,153 | $16.0 萬 | 0.00% | +3,383+26.5% | 加碼 |
| Stephens Inc | 16,456 | $16.3 萬 | 0.00% | −1,493−8.3% | 減碼 |
| Pathstone Holdings, LLC | 16,465 | $16.3 萬 | 0.00% | +30.0% | 加碼 |
| Concurrent Investment Advisors, LLC | 17,185 | $17.0 萬 | 0.00% | −200−1.2% | 減碼 |
| NBC Securities, Inc. | 17,300 | $17.1 萬 | 0.01% | 00.0% | 不變 |
| Dudley Capital Management, LLC | 17,383 | $17.2 萬 | 0.08% | 00.0% | 不變 |
| Camelot Portfolios, LLC | 17,542 | $17.4 萬 | 0.11% | −507−2.8% | 減碼 |
| Marex Group plc | 17,607 | $17.4 萬 | 0.00% | +17,607 | 新進 |
| Moors & Cabot, Inc. | 18,319 | $18.2 萬 | 0.01% | −1,081−5.6% | 減碼 |
| First Foundation Advisors | 18,611 | $18.4 萬 | 0.01% | 00.0% | 不變 |
| MML Investors Services, LLC | 19,028 | $18.9 萬 | 0.00% | +95+0.5% | 加碼 |
| Private Advisor Group, LLC | 19,767 | $19.6 萬 | 0.00% | −4,195−17.5% | 減碼 |
| Iams Wealth Management, LLC | 20,000 | $19.8 萬 | 0.07% | 00.0% | 不變 |
| National Asset Management, Inc. | 20,459 | $20.3 萬 | 0.01% | −4,855−19.2% | 減碼 |
| Steward Partners Investment Advisory, LLC | 21,681 | $21.5 萬 | 0.00% | −10,734−33.1% | 減碼 |
| Conning Inc. | 22,455 | $22.3 萬 | 0.01% | 00.0% | 不變 |
| Envestnet Asset Management Inc | 22,599 | $22.4 萬 | 0.00% | −9,259−29.1% | 減碼 |
| Ashton Thomas Securities, LLC | 23,000 | $22.8 萬 | 0.04% | +7,000+43.8% | 加碼 |
| Pointe Capital Management LLC | 26,240 | $26.0 萬 | 0.13% | +5,005+23.6% | 加碼 |
| Quad-Cities Investment Group, LLC | 29,367 | $29.1 萬 | 0.12% | −922−3.0% | 減碼 |
| HRT Financial LP | 30,108 | $29.8 萬 | 0.00% | +30,108 | 新進 |
| PFG Investments, LLC | 31,226 | $30.9 萬 | 0.01% | +6,401+25.8% | 加碼 |
| Apriem Advisors | 31,468 | $31.2 萬 | 0.03% | +28+0.1% | 加碼 |
| Comerica Bank | 33,896 | $33.6 萬 | 0.00% | +4,180+14.1% | 加碼 |
| Mallini Complete Financial Planning LLC | 34,051 | $33.7 萬 | 0.27% | +348+1.0% | 加碼 |
| Virtue Asset Management LLC | 34,653 | $34.3 萬 | 0.27% | −350−1.0% | 減碼 |
| Fortitude Advisory Group L.L.C. | 34,824 | $34.5 萬 | 0.15% | 00.0% | 不變 |
| Rock Point Advisors, LLC | 38,849 | $38.5 萬 | 0.10% | +300+0.8% | 加碼 |
| Susquehanna International Group, LLP | 40,162 | $39.8 萬 | 0.00% | −21,522−34.9% | 減碼 |
| Advisory Services Network, LLC | 40,764 | $40.4 萬 | 0.01% | −1,160−2.8% | 減碼 |
| Landscape Capital Management, L.L.C. | 41,350 | $41.0 萬 | 0.03% | +41,350 | 新進 |
| Cura Wealth Advisors, LLC | 43,903 | $43.5 萬 | 0.16% | −14,525−24.9% | 減碼 |
| AlphaCore Capital LLC | 45,330 | $44.9 萬 | 0.01% | +982+2.2% | 加碼 |
| Future Financial Wealth Managment LLC | 48,895 | $48.3 萬 | 0.32% | −731−1.5% | 減碼 |
| Terry L. Blaker | 51,000 | $50.5 萬 | 0.02% | +51,000 | 新進 |
| Readystate Asset Management LP | 51,181 | $50.7 萬 | 0.02% | −48,189−48.5% | 減碼 |
| Wolverine Asset Management LLC | 51,336 | $50.9 萬 | 0.01% | +47,209+1,143.9% | 加碼 |
| Merit Financial Group, LLC | 57,359 | $56.8 萬 | 0.00% | −276−0.5% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 60,077 | $60.0 萬 | 0.00% | −787−1.3% | 減碼 |
| Benjamin Edwards Inc | 61,006 | $60.5 萬 | 0.01% | −9,903−14.0% | 減碼 |
| Pin Oak Investment Advisors Inc | 63,308 | $62.9 萬 | 0.44% | +2,300+3.8% | 加碼 |