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。
2026 年第 1 季 13F 持有人
Eaton Vance Ltd Duration Income Fund 在 2026/3/31 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
- 135
- 較 2025 年第 4 季 −8 家
- 持有股數
- 4,050 萬
- 較 2025 年第 4 季 +135.6 萬 (+3.5%)
- 總市值
- $3.83 億
- 較 2025 年第 4 季 −$504.9 萬 (−1.3%)
- 新進機構
- 13
- 另有 53 家加碼
- 清倉機構
- 21
- 另有 32 家減碼
另有 2 家機構在 2025 年第 4 季持有、還沒有申報 2026 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 |
2026 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 2025 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Morgan Stanley | 9,819,818 | $9,280 萬 | 0.01% | −183,747−1.8% | 減碼 |
| Sit Investment Associates Inc | 7,869,208 | $7,436 萬 | 1.51% | +1,408,266+21.8% | 加碼 |
| Ameriprise Financial Inc | 4,818,007 | $4,553 萬 | 0.01% | +307,744+6.8% | 加碼 |
| Guggenheim Capital LLC | 1,820,371 | $1,720 萬 | 0.14% | +57,804+3.3% | 加碼 |
| Invesco Ltd. | 1,677,489 | $1,585 萬 | 0.00% | +223,208+15.3% | 加碼 |
| LPL Financial LLC | 1,098,486 | $1,038 萬 | 0.00% | −245,836−18.3% | 減碼 |
| Chicago Partners Investment Group LLC | 1,064,177 | $1,015 萬 | 0.23% | +13,216+1.3% | 加碼 |
| Royal Bank of Canada | 995,905 | $941.1 萬 | 0.00% | +19,806+2.0% | 加碼 |
| Cetera Investment Advisers | 933,420 | $882.1 萬 | 0.01% | +122,470+15.1% | 加碼 |
| UBS Group AG | 717,312 | $677.9 萬 | 0.00% | −49,252−6.4% | 減碼 |
| Capital Investment Advisors, LLC | 629,405 | $594.8 萬 | 0.09% | −84,660−11.9% | 減碼 |
| Raymond James Financial Inc | 591,129 | $558.6 萬 | 0.00% | +71,287+13.7% | 加碼 |
| Janney Montgomery Scott LLC | 520,780 | $492.1 萬 | 0.01% | +11,313+2.2% | 加碼 |
| Cyndeo Wealth Partners, LLC | 401,237 | $379.2 萬 | 0.20% | −35,891−8.2% | 減碼 |
| Oak Hill Advisors LP | 390,403 | $368.9 萬 | 0.42% | 00.0% | 不變 |
| Kanen Wealth Management LLC | 379,816 | $358.9 萬 | 1.29% | +24,700+7.0% | 加碼 |
| Cohen & Steers, Inc. | 375,463 | $354.8 萬 | 0.01% | 00.0% | 不變 |
| Advisor Group Holdings, Inc. | 372,839 | $352.3 萬 | 0.01% | +10,369+2.9% | 加碼 |
| Wells Fargo & Company | 364,047 | $344.0 萬 | 0.00% | +21,589+6.3% | 加碼 |
| Stifel Financial Corp | 323,057 | $305.3 萬 | 0.00% | +40,718+14.4% | 加碼 |
| Shaker Financial Services, LLC | 289,373 | $273.5 萬 | 0.95% | +50,314+21.0% | 加碼 |
| Kestra Advisory Services, LLC | 284,294 | $268.7 萬 | 0.01% | +22,793+8.7% | 加碼 |
| Bank of America Corp | 266,324 | $251.7 萬 | 0.00% | −28,670−9.7% | 減碼 |
| GWM Advisors LLC | 246,001 | $232.5 萬 | 0.01% | −13,729−5.3% | 減碼 |
| Creative Planning | 228,598 | $216.0 萬 | 0.00% | +200+0.1% | 加碼 |
| Thrivent Financial for Lutherans | 225,187 | $212.8 萬 | 0.00% | +14,915+7.1% | 加碼 |
| Summit Financial, LLC | 208,208 | $196.8 萬 | 0.03% | +15,793+8.2% | 加碼 |
| Baird Financial Group, Inc. | 203,074 | $191.9 萬 | 0.00% | +24,914+14.0% | 加碼 |
| Commonwealth Equity Services, LLC | 193,110 | $182.5 萬 | 0.00% | −19,219−9.1% | 減碼 |
| Ethos Financial Group, LLC | 172,441 | $170.9 萬 | 0.12% | 00.0% | 不變 |
| Wolverine Asset Management LLC | 147,296 | $139.2 萬 | 0.02% | +95,960+186.9% | 加碼 |
| Aviance Capital Partners, LLC | 142,539 | $134.7 萬 | 0.16% | +4,629+3.4% | 加碼 |
| Clear Creek Financial Management, LLC | 134,545 | $127.1 萬 | 0.10% | −1,361−1.0% | 減碼 |
| CoreCap Advisors, LLC | 121,655 | $115.0 萬 | 0.04% | −6,980−5.4% | 減碼 |
| Kennedy Investment Group | 120,455 | $113.8 萬 | 0.45% | −16,361−12.0% | 減碼 |
| Melfa Wealth Management, LLC | 99,606 | $94.1 萬 | 0.54% | −222−0.2% | 減碼 |
| Rockefeller Capital Management L.P. | 93,930 | $88.8 萬 | 0.00% | −4,885−4.9% | 減碼 |
| Wedbush Securities Inc | 93,632 | $88.5 萬 | 0.03% | +6,931+8.0% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 85,756 | $81.0 萬 | 0.00% | −1,368−1.6% | 減碼 |
| Colony Group, LLC | 83,046 | $78.5 萬 | 0.00% | +70,931+585.5% | 加碼 |
| NWF Advisory Services Inc. | 81,850 | $77.3 萬 | 0.09% | 00.0% | 不變 |
| Independent Financial Group, LLC | 79,289 | $74.9 萬 | 0.02% | +7,009+9.7% | 加碼 |
| Lido Advisors, LLC | 68,626 | $64.9 萬 | 0.00% | +732+1.1% | 加碼 |
| Flagship Harbor Advisors, LLC | 66,524 | $62.9 萬 | 0.03% | −2,326−3.4% | 減碼 |
| Pin Oak Investment Advisors Inc | 62,173 | $58.8 萬 | 0.42% | −1,135−1.8% | 減碼 |
| Benjamin Edwards Inc | 61,246 | $57.9 萬 | 0.01% | +240+0.4% | 加碼 |
| Merit Financial Group, LLC | 57,855 | $54.7 萬 | 0.00% | +496+0.9% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 55,769 | $52.2 萬 | 0.00% | −4,308−7.2% | 減碼 |
| Susquehanna International Group, LLP | 53,765 | $50.8 萬 | 0.00% | +13,603+33.9% | 加碼 |
| Future Financial Wealth Managment LLC | 48,157 | $45.7 萬 | 0.29% | −738−1.5% | 減碼 |
| Pointe Capital Management LLC | 48,127 | $45.5 萬 | 0.23% | +21,887+83.4% | 加碼 |
| Advisory Services Network, LLC | 40,764 | $38.5 萬 | 0.01% | 00.0% | 不變 |
| Rock Point Advisors, LLC | 38,749 | $36.6 萬 | 0.10% | −100−0.3% | 減碼 |
| Envestnet Asset Management Inc | 37,837 | $35.8 萬 | 0.00% | +15,238+67.4% | 加碼 |
| Wealth Effects LLC | 36,095 | $34.1 萬 | 0.12% | +36,095 | 新進 |
| Fortitude Advisory Group L.L.C. | 34,824 | $32.9 萬 | 0.15% | 00.0% | 不變 |
| Mallini Complete Financial Planning LLC | 34,415 | $32.5 萬 | 0.26% | +364+1.1% | 加碼 |
| Cura Wealth Advisors, LLC | 34,400 | $32.5 萬 | 0.15% | −9,503−21.6% | 減碼 |
| Fifth Third Bancorp | 34,252 | $32.4 萬 | 0.00% | +34,252 | 新進 |
| PFG Investments, LLC | 31,593 | $29.9 萬 | 0.01% | +367+1.2% | 加碼 |
| Apriem Advisors | 31,498 | $29.8 萬 | 0.03% | +30+0.1% | 加碼 |
| Virtue Asset Management LLC | 30,975 | $29.3 萬 | 0.23% | −3,678−10.6% | 減碼 |
| AlphaCore Capital LLC | 30,000 | $28.4 萬 | 0.01% | −15,330−33.8% | 減碼 |
| Quad-Cities Investment Group, LLC | 29,493 | $27.9 萬 | 0.11% | +126+0.4% | 加碼 |
| Ashton Thomas Securities, LLC | 28,000 | $26.5 萬 | 0.03% | +5,000+21.7% | 加碼 |
| Mendel Capital Management LLC | 27,242 | $25.7 萬 | 0.13% | +27,242 | 新進 |
| MML Investors Services, LLC | 24,309 | $23.0 萬 | 0.00% | +5,281+27.8% | 加碼 |
| Jane Street Group, LLC | 24,254 | $22.9 萬 | 0.00% | −128,046−84.1% | 減碼 |
| Conning Inc. | 22,455 | $21.2 萬 | 0.01% | 00.0% | 不變 |
| Steward Partners Investment Advisory, LLC | 21,768 | $20.6 萬 | 0.00% | +87+0.4% | 加碼 |
| Terry L. Blaker | 21,000 | $19.8 萬 | 0.01% | −30,000−58.8% | 減碼 |
| Iams Wealth Management, LLC | 20,000 | $18.9 萬 | 0.07% | 00.0% | 不變 |
| Private Advisor Group, LLC | 19,767 | $18.7 萬 | 0.00% | 00.0% | 不變 |
| National Asset Management, Inc. | 20,556 | $18.7 萬 | 0.01% | +97+0.5% | 加碼 |
| Boothbay Fund Management, LLC | 19,644 | $18.6 萬 | 0.00% | +19,644 | 新進 |
| First Foundation Advisors | 18,611 | $17.6 萬 | 0.01% | 00.0% | 不變 |
| NBC Securities, Inc. | 18,300 | $17.3 萬 | 0.01% | +1,000+5.8% | 加碼 |
| Dudley Capital Management, LLC | 17,383 | $16.4 萬 | 0.07% | 00.0% | 不變 |
| Concurrent Investment Advisors, LLC | 17,185 | $16.2 萬 | 0.00% | 00.0% | 不變 |
| Stephens Inc | 17,156 | $16.2 萬 | 0.00% | +700+4.3% | 加碼 |
| WealthTrust Asset Management, LLC | 16,994 | $16.1 萬 | 0.10% | +16,994 | 新進 |
| Oppenheimer & Co Inc | 16,949 | $16.0 萬 | 0.00% | +5,547+48.6% | 加碼 |
| Armis Advisers, LLC | 16,850 | $15.7 萬 | 0.02% | 00.0% | 不變 |
| Camelot Portfolios, LLC | 16,621 | $15.7 萬 | 0.12% | −921−5.3% | 減碼 |
| Pathstone Holdings, LLC | 16,468 | $15.6 萬 | 0.00% | +30.0% | 加碼 |
| Sandy Cove Advisors, LLC | 15,600 | $14.7 萬 | 0.04% | 00.0% | 不變 |
| Moors & Cabot, Inc. | 15,340 | $14.5 萬 | 0.01% | −2,979−16.3% | 減碼 |
| Balyasny Asset Management LLC | 15,039 | $14.2 萬 | 0.00% | +15,039 | 新進 |
| Cresset Asset Management, LLC | 14,400 | $13.6 萬 | 0.00% | 00.0% | 不變 |
| Harbour Investments, Inc. | 14,330 | $13.5 萬 | 0.00% | +1,642+12.9% | 加碼 |
| CI Private Wealth, LLC | 14,298 | $13.5 萬 | 0.00% | +736+5.4% | 加碼 |
| Onyx Bridge Wealth Group LLC | 14,130 | $13.4 萬 | 0.01% | +483+3.5% | 加碼 |
| Mercer Global Advisors Inc | 13,332 | $12.6 萬 | 0.00% | +13,332 | 新進 |
| ProVise Management Group, LLC | 13,063 | $12.3 萬 | 0.01% | −1,200−8.4% | 減碼 |
| Hollencrest Capital Management | 12,760 | $12.1 萬 | 0.00% | 00.0% | 不變 |
| Horizon Kinetics Asset Management LLC | 12,417 | $11.7 萬 | 0.00% | 00.0% | 不變 |
| Cape Investment Advisory, Inc. | 12,186 | $11.5 萬 | 0.04% | −815−6.3% | 減碼 |
| Decision Investments, Inc | 12,100 | $11.4 萬 | 0.13% | −100−0.8% | 減碼 |
| WealthTrust Axiom LLC | 11,800 | $11.2 萬 | 0.03% | 00.0% | 不變 |
| Western Wealth Management, LLC | 11,162 | $10.5 萬 | 0.00% | 00.0% | 不變 |