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EATON VANCE · 13F 机构持仓分析
期权收益计算器 机构排行

EATON VANCE

ETY
持有机构数
211
机构合计市值 (Q2 2026)
$5.70亿
机构合计股数 (Q2 2026)
3,925.2万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+260.9万股
91 · 22 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-125.2万股
70 · 18 清仓 · ≈
⚖️ 净额
+135.7万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$5.70亿
持有机构数
211
新买入
22
加仓
69
减仓
52
清仓
18
持股不变
68
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
摩根士丹利MORGAN STANLEY
0.01%0.01%#94$1.92亿1,320.9万股$2.06亿1,294.0万股+26.9万股+2.08%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.01%0.01%#96$3,572.7万245.7万股$3,448.6万250.1万股-4.4万股-1.74%减仓
富国银行WELLS FARGO & COMPANY/MN
0.01%0.01%#112$3,231.7万222.3万股$2,984.9万216.5万股+5.8万股+2.68%加仓
景顺Invesco Ltd.
<0.01%<0.01%#156$2,320.7万159.6万股$2,195.8万159.2万股+3,699股+0.23%加仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
<0.01%<0.01%#120$2,211.8万152.2万股$572.9万41.5万股+110.6万股+266.27%加仓
LPL金融LPL Financial LLC
<0.01%<0.01%#124$1,897.9万130.5万股$1,773.5万128.6万股+1.9万股+1.49%加仓
信安证券PRINCIPAL SECURITIES, INC.
0.19%0.23%#15$1,568.6万107.9万股$1,545.1万112.0万股-4.2万股-3.72%减仓
古根海姆资本GUGGENHEIM CAPITAL LLC
0.09%0.09%#36$1,372.8万94.4万股$1,176.9万85.3万股+9.1万股+10.63%加仓
MATRIX PRIVATE CAPITAL GROUP LLC
5.3%5.36%#1$1,219.3万83.9万股$1,111.1万80.6万股+3.3万股+4.08%加仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#181$1,100.0万75.7万股$1,128.0万81.8万股-6.1万股-7.51%减仓
OSAIC控股OSAIC HOLDINGS, INC.
0.01%0.01%#90$1,006.4万69.2万股$828.4万60.1万股+9.1万股+15.22%加仓
RFG顾问RFG Advisory, LLC
0.15%0.16%#23$933.8万64.2万股$863.4万62.6万股+1.6万股+2.58%加仓
贝尔德金融集团Baird Financial Group, Inc.
0.01%0.01%#88$921.9万63.4万股$741.6万53.8万股+9.6万股+17.90%加仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#170$763.5万52.5万股$879.0万63.7万股-11.2万股-17.62%减仓
瑞银集团UBS Group AG
<0.01%<0.01%#177$723.9万49.8万股$718.6万52.1万股-2.3万股-4.45%减仓
IHT 财富管理IHT Wealth Management, LLC
0.15%0.14%#22$699.8万48.1万股$614.2万44.5万股+3.6万股+8.05%加仓
Pathway Financial Advisers, LLC
1.64%1.72%#4$649.1万44.6万股$607.1万44.0万股+6,190股+1.41%加仓
Stifel金融STIFEL FINANCIAL CORP
0.01%0.01%#113$607.5万41.8万股$604.1万43.8万股-2.0万股-4.63%减仓
洛克菲勒资本管理Rockefeller Capital Management L.P.
0.01%0.01%#101$546.1万37.6万股$446.3万32.4万股+5.2万股+16.04%加仓
COHEN & STEERS, INC.
0.01%0.01%#102$517.1万35.6万股$428.3万31.1万股+4.5万股+14.49%加仓
Cambridge Investment Research Advisors, Inc.
0.01%0.01%#91$496.5万34.1万股$516.6万37.5万股-3.3万股-8.86%减仓
Cypress Capital Management LLC (WY)
4.08%4.62%#2$488.6万33.6万股$499.4万36.2万股-2.6万股-7.21%减仓
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#125$453.8万31.2万股$422.8万30.7万股+5,469股+1.78%加仓
Wolverine资产管理WOLVERINE ASSET MANAGEMENT LLC
0.04%0.03%#54$438.8万30.2万股$272.3万19.7万股+10.4万股+52.85%加仓
CoreCap 顾问CoreCap Advisors, LLC
0.13%0.14%#26$434.3万29.9万股$413.7万30.0万股-1,285股-0.43%减仓
HighTower顾问HighTower Advisors, LLC
<0.01%<0.01%#128$415.8万28.6万股$399.1万28.9万股-3,406股-1.18%减仓
Private Advisor集团Private Advisor Group, LLC
0.02%0.02%#82$347.5万23.9万股$330.0万23.9万股-277股-0.12%减仓
C2C Wealth Management, LLC
2.58%2.68%#3$334.6万23.0万股$317.3万23.0万股00.00%持仓不变
顾问资产管理Advisors Asset Management, Inc.
0.05%0.06%#49$319.0万21.9万股$331.3万24.0万股-2.1万股-8.67%减仓
Steward合伙人投资顾问Steward Partners Investment Advisory, LLC
0.02%0.01%#81$312.7万21.5万股$292.4万21.2万股+3,040股+1.43%加仓
Janney Montgomery Scott LLC
0.01%0.01%#109$294.5万20.3万股$527.1万38.2万股-18.0万股-47.01%减仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#139$256.9万17.7万股$251.8万18.3万股-5,902股-3.23%减仓
Aptus资本顾问Aptus Capital Advisors, LLC
0.02%0.02%#80$234.7万16.1万股$228.5万16.6万股-4,309股-2.60%减仓
GUARDIAN WEALTH ADVISORS, LLC / NC
0.13%0.14%#25$232.5万16.0万股$226.5万16.4万股-4,309股-2.62%减仓
Shaker Financial Services, LLC
0.72%1.77%#7$230.8万15.9万股$508.2万36.9万股-21.0万股-56.94%减仓
Merit金融集团Merit Financial Group, LLC
0.01%0.01%#87$210.2万14.5万股$200.2万14.5万股-608股-0.42%减仓
PARSONS CAPITAL MANAGEMENT INC/RI
0.09%0.09%#34$208.6万14.3万股$199.9万14.5万股-1,472股-1.02%减仓
READYSTATE 资产管理READYSTATE ASSET MANAGEMENT LP
0.1%0.09%#33$190.2万13.8万股$190.2万13.8万股00.00%持仓不变
WEDBUSH SECURITIES INC
0.05%0.05%#50$183.6万12.6万股$174.9万12.7万股-549股-0.43%减仓
PMG Family Office LLC
1.57%1.75%#5$170.3万11.7万股$156.9万11.4万股+3,303股+2.90%加仓
Pointe Capital Management LLC
0.71%0.77%#8$159.3万11.0万股$156.3万11.3万股-3,774股-3.33%减仓
Kestra顾问服务Kestra Advisory Services, LLC
<0.01%0.01%#116$150.1万10.3万股$144.8万10.5万股-1,765股-1.68%减仓
高盛集团GOLDMAN SACHS GROUP INC
<0.01%<0.01%#200$145.5万10.0万股$138.0万10.0万股+15股+0.01%加仓
港湾投资HARBOUR INVESTMENTS, INC.
0.02%0.02%#77$136.5万9.4万股$128.8万9.3万股+455股+0.49%加仓
S Harris Financial Group, LLC
0.97%1.06%#6$125.1万8.6万股$116.8万8.5万股+1,356股+1.60%加仓
五三银行FIFTH THIRD BANCORP
<0.01%<0.01%#153$121.1万8.3万股$108.3万7.9万股+4,771股+6.08%加仓
SMITH, MOORE & CO.
0.07%0.08%#39$115.5万7.9万股$107.4万7.8万股+1,588股+2.04%加仓
Kingsview Wealth Management, LLC
0.02%0.02%#75$111.6万8.1万股$111.6万8.1万股00.00%持仓不变
Sanctuary顾问Sanctuary Advisors, LLC
0.01%0.01%#114$108.2万7.4万股$99.8万7.2万股+2,006股+2.77%加仓
Ameritas咨询服务Ameritas Advisory Services, LLC
0.02%0.02%#78$90.6万6.2万股$55.1万4.0万股+2.2万股+55.80%加仓

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