13FBOX
EATON VANCE TAX-MANAGED BUY- · 13F 机构持仓分析
期权收益计算器 机构排行

EATON VANCE TAX-MANAGED BUY-

ETV
持有机构数
192
机构合计市值 (Q2 2026)
$3.32亿
机构合计股数 (Q2 2026)
2,235.1万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+142.0万股
92 · 23 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-109.2万股
58 · 14 清仓 · ≈
⚖️ 净额
+32.8万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$3.32亿
持有机构数
192
新买入
23
加仓
69
减仓
44
清仓
14
持股不变
56
历史所有权投资组合占比上一季度占比排名Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
LPL金融LPL Financial LLC
0.01%0.01%#101$2,784.1万187.1万股$2,350.1万171.9万股+15.2万股+8.83%加仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#142$2,781.3万186.9万股$2,594.5万182.1万股+4.8万股+2.66%加仓
古根海姆资本GUGGENHEIM CAPITAL LLC
0.14%0.14%#19$2,168.5万145.7万股$1,825.4万133.5万股+12.2万股+9.13%加仓
景顺Invesco Ltd.
<0.01%<0.01%#139$2,151.2万144.6万股$2,022.7万148.0万股-3.4万股-2.29%减仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#110$1,740.0万116.9万股$1,576.9万115.4万股+1.6万股+1.37%加仓
PARAGON FINANCIAL PARTNERS, INC.
7.53%8.2%#1$1,426.6万97.3万股$1,447.4万99.4万股-2.1万股-2.11%减仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#162$999.0万67.1万股$984.0万72.0万股-4.8万股-6.73%减仓
BALANCED WEALTH GROUP LLC
2.9%2.97%#2$918.7万61.7万股$829.7万60.7万股+1.0万股+1.73%加仓
信安证券PRINCIPAL SECURITIES, INC.
0.11%0.12%#26$879.9万59.1万股$841.7万61.6万股-2.4万股-3.96%减仓
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#148$731.9万49.2万股$596.7万43.7万股+5.5万股+12.68%加仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
<0.01%<0.01%#144$718.8万48.3万股$619.0万45.3万股+3.0万股+6.67%加仓
瑞银集团UBS Group AG
<0.01%<0.01%#155$695.1万46.7万股$718.8万52.6万股-5.9万股-11.16%减仓
Steward合伙人投资顾问Steward Partners Investment Advisory, LLC
0.03%0.03%#49$651.1万43.8万股$579.0万42.4万股+1.4万股+3.31%加仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#153$649.0万43.6万股$588.6万43.1万股+5,601股+1.30%加仓
MML投资者服务MML INVESTORS SERVICES, LLC
0.01%0.02%#74$646.3万43.4万股$545.7万39.9万股+3.5万股+8.81%加仓
Cetera投资顾问Cetera Investment Advisers
0.01%<0.01%#105$606.8万40.8万股$464.9万34.0万股+6.8万股+19.92%加仓
OSAIC控股OSAIC HOLDINGS, INC.
0.01%0.01%#97$589.5万39.6万股$495.5万36.2万股+3.4万股+9.30%加仓
SIMS INVESTMENT MANAGEMENT, LLC
1.78%1.95%#5$574.5万38.6万股$530.3万38.8万股-1,844股-0.48%减仓
Kingstone Capital Partners Texas, LLC
2.58%2.59%#3$468.3万31.5万股$420.4万30.8万股+7,242股+2.36%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#149$459.9万30.9万股$639.4万46.8万股-15.9万股-33.92%减仓
富兰克林资源FRANKLIN RESOURCES INC
<0.01%<0.01%#154$449.2万30.2万股$406.9万29.8万股+4,172股+1.40%加仓
顾问资产管理Advisors Asset Management, Inc.
0.07%0.06%#35$429.7万28.9万股$338.8万24.8万股+4.1万股+16.51%加仓
Cambridge Investment Research Advisors, Inc.
0.01%0.01%#89$399.8万26.9万股$354.6万25.9万股+9,321股+3.59%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
<0.01%0.01%#108$391.4万26.3万股$365.1万26.7万股-4,085股-1.53%减仓
Focus Partners财富Focus Partners Wealth
<0.01%<0.01%#117$386.4万26.0万股$330.7万24.2万股+1.8万股+7.33%加仓
SHARPEPOINT LLC
1.63%1.63%#6$324.6万21.8万股$273.3万20.0万股+1.8万股+9.11%加仓
Thayer Partners, LLC / MA
1.32%1.34%#9$317.7万21.3万股$280.8万20.5万股+8,066股+3.93%加仓
Beacon Pointe顾问Beacon Pointe Advisors, LLC
0.01%0.01%#71$294.7万19.8万股$267.6万19.6万股+2,325股+1.19%加仓
Texas Capital Bank Wealth Management Services Inc
0.15%0.13%#18$273.4万18.4万股$218.6万16.0万股+2.4万股+14.88%加仓
Advisory Solutions Group, LLC
0.88%#10$260.6万17.5万股$00股+17.5万股新买入
Emissary Wealth LLC
1.98%2.16%#4$259.4万17.4万股$230.8万16.9万股+5,473股+3.24%加仓
Truist金融TRUIST FINANCIAL CORP
<0.01%0.01%#125$245.7万16.5万股$434.0万31.7万股-15.2万股-47.99%减仓
PARK AVENUE SECURITIES LLC
0.01%0.02%#72$218.7万14.7万股$197.2万14.4万股+2,710股+1.88%加仓
洛克菲勒资本管理Rockefeller Capital Management L.P.
<0.01%<0.01%#121$215.7万14.5万股$174.6万12.8万股+1.7万股+13.53%加仓
NAPLES GLOBAL ADVISORS, LLC
0.12%0.13%#21$198.5万13.3万股$178.3万13.0万股+3,000股+2.30%加仓
Meridian 财富管理Meridian Wealth Management, LLC
0.06%0.05%#40$189.1万12.7万股$131.3万9.6万股+3.1万股+32.33%加仓
Advisory Advocates, LLC
1.57%1.58%#7$183.6万12.3万股$154.7万11.3万股+1.0万股+9.08%加仓
Outlook Wealth Advisors, LLC
0.38%0.39%#12$178.8万12.0万股$164.0万12.0万股+258股+0.22%加仓
共同顾问Mutual Advisors, LLC
0.03%0.03%#48$178.1万12.0万股$149.7万10.9万股+1.0万股+9.33%加仓
IEQ资本IEQ CAPITAL, LLC
0.01%0.01%#94$164.7万11.1万股$154.4万11.3万股-2,269股-2.01%减仓
Private Advisor集团Private Advisor Group, LLC
0.01%0.01%#95$160.1万10.8万股$115.1万8.4万股+2.3万股+27.77%加仓
PMG Family Office LLC
1.43%1.57%#8$155.4万10.4万股$140.6万10.3万股+1,600股+1.56%加仓
WEDBUSH SECURITIES INC
0.04%0.04%#45$151.5万10.2万股$140.2万10.3万股-713股-0.70%减仓
Obermeyer Wealth 合伙人Obermeyer Wealth Partners
0.06%0.05%#38$150.4万10.1万股$111.6万8.2万股+1.9万股+23.81%加仓
COHEN & STEERS, INC.
<0.01%<0.01%#128$150.2万10.1万股$138.0万10.1万股00.00%持仓不变
Two Sigma投资TWO SIGMA INVESTMENTS, LP
<0.01%<0.01%#150$147.8万9.9万股$135.8万9.9万股00.00%持仓不变
Kestra顾问服务Kestra Advisory Services, LLC
<0.01%<0.01%#114$142.8万9.6万股$96.6万7.1万股+2.5万股+35.83%加仓
1607 Capital Partners, LLC
0.12%0.09%#23$140.3万9.4万股$128.9万9.4万股00.00%持仓不变
Cresset资产管理Cresset Asset Management, LLC
<0.01%0.01%#106$137.9万9.3万股$124.2万9.1万股+1,856股+2.04%加仓
Stifel金融STIFEL FINANCIAL CORP
<0.01%<0.01%#152$116.5万7.8万股$107.5万7.9万股-361股-0.46%减仓

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