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EATON VANCE LIMITED DURATION · 13F 机构持仓分析
期权收益计算器 机构排行

EATON VANCE LIMITED DURATION

EVV
持有机构数
143
机构合计市值 (Q2 2026)
$3.99亿
机构合计股数 (Q2 2026)
4,256.7万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+236.0万股
67 · 19 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-49.3万股
51 · 11 清仓 · ≈
⚖️ 净额
+186.7万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$3.99亿
持有机构数
143
新买入
19
加仓
48
减仓
40
清仓
11
持股不变
36
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%#72$9,464.2万1,010.1万股$1.02亿1,004.8万股+5.2万股+0.52%加仓
SIT INVESTMENT ASSOCIATES INC
1.42%1.51%#1$7,502.3万800.7万股$7,436.4万786.9万股+13.8万股+1.75%加仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
0.01%0.01%#54$4,768.1万507.7万股$4,553.4万481.8万股+25.9万股+5.38%加仓
古根海姆资本GUGGENHEIM CAPITAL LLC
0.1%0.13%#18$1,659.5万177.1万股$1,720.3万182.0万股-4.9万股-2.71%减仓
景顺Invesco Ltd.
<0.01%<0.01%#105$1,577.3万168.3万股$1,585.2万167.7万股+5,831股+0.35%加仓
LPL金融LPL Financial LLC
<0.01%<0.01%#84$1,141.9万121.9万股$1,038.1万109.8万股+12.0万股+10.94%加仓
芝加哥合伙人投资集团Chicago Partners Investment Group LLC
0.19%0.23%#11$950.4万104.3万股$1,015.2万106.4万股-2.1万股-1.96%减仓
Cetera投资顾问Cetera Investment Advisers
0.01%0.01%#55$922.0万98.4万股$882.1万93.3万股+5.1万股+5.41%加仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#103$876.9万93.6万股$941.1万99.6万股-6.0万股-6.03%减仓
瑞银集团UBS Group AG
<0.01%<0.01%#109$679.8万72.6万股$677.9万71.7万股+8,228股+1.15%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#97$591.2万63.1万股$558.6万59.1万股+4.0万股+6.73%加仓
Janney Montgomery Scott LLC
0.01%0.01%#52$562.5万60.0万股$492.1万52.1万股+7.9万股+15.26%加仓
Focus Partners财富Focus Partners Wealth
0.01%<0.01%#67$557.3万59.5万股$78.5万8.3万股+51.2万股+616.20%加仓
资本投资顾问Capital Investment Advisors, LLC
0.07%0.09%#29$544.0万58.1万股$594.8万62.9万股-4.9万股-7.76%减仓
Kanen Wealth Management LLC
1.06%1.29%#2$435.5万46.5万股$358.9万38.0万股+8.5万股+22.45%加仓
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#112$392.8万41.9万股$344.0万36.4万股+5.5万股+15.16%加仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%0.01%#74$383.3万40.9万股$352.3万37.3万股+3.6万股+9.71%加仓
Cyndeo Wealth Partners, LLC
0.17%0.2%#13$366.6万39.1万股$379.2万40.1万股-1.0万股-2.49%减仓
OAK HILL ADVISORS LP
0.52%0.42%#4$365.8万39.0万股$368.9万39.0万股00.00%持仓不变
COHEN & STEERS, INC.
0.01%0.01%#68$351.8万37.5万股$354.8万37.5万股00.00%持仓不变
Stifel金融STIFEL FINANCIAL CORP
<0.01%<0.01%#83$332.1万35.4万股$305.3万32.3万股+3.1万股+9.70%加仓
Kestra顾问服务Kestra Advisory Services, LLC
0.01%0.01%#53$308.4万32.9万股$268.7万28.4万股+4.5万股+15.78%加仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#126$240.1万25.6万股$251.7万26.6万股-1.0万股-3.79%减仓
NewEdge顾问NewEdge Advisors, LLC
0.01%0.01%#61$236.0万25.2万股$232.5万24.6万股+5,893股+2.40%加仓
Shaker Financial Services, LLC
0.68%0.95%#3$218.1万23.3万股$273.5万28.9万股-5.7万股-19.58%减仓
Creative Planning财富管理Creative Planning
<0.01%<0.01%#104$213.8万22.8万股$216.0万22.9万股-408股-0.18%减仓
贝尔德金融集团Baird Financial Group, Inc.
<0.01%<0.01%#81$212.2万22.6万股$191.9万20.3万股+2.3万股+11.53%加仓
THRIVENT FINANCIAL FOR LUTHERANS
<0.01%<0.01%#79$211.0万22.5万股$212.8万22.5万股00.00%持仓不变
顶峰金融Summit Financial, LLC
0.02%0.03%#41$204.3万21.8万股$196.8万20.8万股+9,870股+4.74%加仓
Wolverine资产管理WOLVERINE ASSET MANAGEMENT LLC
0.02%0.01%#46$196.9万21.0万股$139.2万14.7万股+6.3万股+42.69%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#86$190.2万20.3万股$182.5万19.3万股+9,852股+5.10%加仓
Ethos Financial Group, LLC
0.1%0.12%#20$154.7万16.5万股$170.9万17.2万股-7,348股-4.26%减仓
Aviance Capital Partners, LLC
0.14%0.16%#15$130.8万14.0万股$134.7万14.3万股-2,942股-2.06%减仓
Clear Creek Financial Management, LLC
0.08%0.1%#25$130.5万13.9万股$127.1万13.5万股+4,699股+3.49%加仓
CoreCap 顾问CoreCap Advisors, LLC
0.03%0.04%#36$107.6万11.5万股$115.0万12.2万股-6,820股-5.61%减仓
简街集团JANE STREET GROUP, LLC
<0.01%<0.01%#133$104.9万11.2万股$22.9万2.4万股+8.8万股+361.56%加仓
KENNEDY INVESTMENT GROUP, INC.
0.35%0.45%#7$104.4万11.1万股$113.8万12.0万股-9,003股-7.47%减仓
MELFA WEALTH MANAGEMENT, INC.
0.5%0.54%#5$93.3万10.0万股$94.1万10.0万股-10股-0.01%减仓
Lido顾问Lido Advisors, LLC
<0.01%<0.01%#87$87.7万9.4万股$64.9万6.9万股+2.5万股+36.46%加仓
洛克菲勒资本管理Rockefeller Capital Management L.P.
<0.01%<0.01%#101$86.3万9.2万股$88.8万9.4万股-1,820股-1.94%减仓
WEDBUSH SECURITIES INC
0.02%0.03%#42$85.9万9.2万股$88.5万9.4万股-2,000股-2.14%减仓
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#91$84.5万9.0万股$81.0万8.6万股+4,411股+5.14%加仓
独立金融集团INDEPENDENT FINANCIAL GROUP, LLC
0.01%0.04%#48$76.2万8.1万股$43.3万4.7万股+3.4万股+73.06%加仓
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
<0.01%<0.01%#120$70.8万7.6万股$2,570272股+7.5万股+27,672.43%加仓
NWF Advisory Services Inc.
0.06%0.09%#31$67.1万7.2万股$77.3万8.2万股-1.0万股-12.46%减仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#137$66.2万7.1万股$50.8万5.4万股+1.7万股+31.32%加仓
IMC芝加哥IMC-Chicago, LLC
<0.01%#125$64.3万6.9万股$00股+6.9万股新买入
XTX资本XTX Topco Ltd
0.01%<0.01%#58$63.0万6.7万股$10.3万1.1万股+5.6万股+516.81%加仓
FLAGSHIP HARBOR 顾问FLAGSHIP HARBOR ADVISORS, LLC
0.02%0.03%#40$58.7万6.3万股$62.9万6.7万股-3,856股-5.80%减仓
PIN OAK INVESTMENT ADVISORS INC
0.42%0.42%#6$58.3万6.2万股$58.8万6.2万股00.00%持仓不变

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