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

EATON VANCE TAX-ADVANTAGED G

ETO
持有机构数
76
机构合计市值 (Q2 2026)
$1.07亿
机构合计股数 (Q2 2026)
346.1万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+50.2万股
44 · 14 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-14.1万股
23 · 4 清仓 · ≈
⚖️ 净额
+36.2万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$1.07亿
持有机构数
76
新买入
14
加仓
30
减仓
19
清仓
4
持股不变
13
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
Karpus Management, Inc.
0.62%0.55%#4$2,158.2万69.9万股$1,721.0万64.6万股+5.3万股+8.26%加仓
1607 Capital Partners, LLC
0.79%0.47%#3$911.5万29.5万股$655.2万24.6万股+4.9万股+20.10%加仓
古根海姆资本GUGGENHEIM CAPITAL LLC
0.04%0.04%#14$657.3万21.3万股$485.4万18.2万股+3.1万股+16.92%加仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#60$566.6万18.4万股$405.3万14.7万股+3.6万股+24.80%加仓
FLAGSHIP HARBOR 顾问FLAGSHIP HARBOR ADVISORS, LLC
0.17%0.16%#8$441.6万14.3万股$354.7万13.3万股+9,941股+7.47%加仓
第一信托顾问FIRST TRUST ADVISORS LP
<0.01%<0.01%#34$398.6万12.9万股$347.4万13.0万股-1,218股-0.93%减仓
LPL金融LPL Financial LLC
<0.01%<0.01%#47$364.0万11.8万股$332.9万12.5万股-7,000股-5.60%减仓
Advisory Solutions Group, LLC
1.19%#1$352.2万11.4万股$00股+11.4万股新买入
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#51$331.2万10.7万股$242.0万9.1万股+1.6万股+18.16%加仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#64$305.3万9.9万股$266.1万10.0万股-971股-0.97%减仓
顾问资产管理Advisors Asset Management, Inc.
0.05%0.05%#12$298.4万9.7万股$328.5万12.3万股-2.7万股-21.58%减仓
Shaker Financial Services, LLC
0.89%1.4%#2$284.5万9.2万股$402.6万15.1万股-5.9万股-39.00%减仓
Wolverine资产管理WOLVERINE ASSET MANAGEMENT LLC
0.02%0.01%#18$257.8万8.4万股$127.6万4.8万股+3.6万股+74.47%加仓
&Partners&PARTNERS
0.01%0.01%#26$216.2万7.0万股$173.7万6.5万股+4,806股+7.36%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#52$196.4万6.4万股$175.6万6.6万股-2,240股-3.40%减仓
Hennion & Walsh Asset Management, Inc.
0.05%0.05%#10$179.7万5.8万股$154.3万5.8万股+305股+0.53%加仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
<0.01%<0.01%#58$174.8万5.7万股$150.3万5.7万股-196股-0.35%减仓
Stifel金融STIFEL FINANCIAL CORP
<0.01%<0.01%#41$162.1万5.3万股$113.0万4.2万股+1.0万股+23.83%加仓
Astoria Portfolio Advisors LLC.
0.27%0.31%#5$157.7万5.1万股$146.9万5.0万股+914股+1.82%加仓
财富增值顾问WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
<0.01%<0.01%#35$139.4万4.5万股$124.9万4.6万股-577股-1.26%减仓
Formidable Asset Management, LLC
0.21%0.24%#7$130.5万4.9万股$157.4万5.2万股-2,901股-5.59%减仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#42$105.8万3.4万股$65.2万2.4万股+9,799股+40.04%加仓
洛克菲勒资本管理Rockefeller Capital Management L.P.
<0.01%<0.01%#37$103.3万3.3万股$89.2万3.3万股00.00%持仓不变
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#66$99.3万3.2万股$144.2万5.4万股-2.2万股-40.55%减仓
COHEN & STEERS, INC.
<0.01%<0.01%#39$92.6万3.0万股$40.0万1.5万股+1.5万股+100.00%加仓
Creative Planning财富管理Creative Planning
<0.01%<0.01%#54$86.8万2.8万股$71.9万2.7万股+1,125股+4.17%加仓
瑞银集团UBS Group AG
<0.01%<0.01%#67$83.9万2.7万股$73.3万2.7万股-318股-1.16%减仓
SILVER OAK SECURITIES, INCORPORATED
0.05%0.05%#11$78.7万2.5万股$62.4万2.3万股+2,083股+8.90%加仓
Waverly顾问Waverly Advisors, LLC
<0.01%#30$70.5万2.3万股$00股+2.3万股新买入
PNC金融服务集团PNC FINANCIAL SERVICES GROUP, INC.
<0.01%<0.01%#59$68.7万2.2万股$59.3万2.2万股00.00%持仓不变
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#46$68.2万2.2万股$60.0万2.3万股-409股-1.82%减仓
HRT金融HRT FINANCIAL LP
<0.01%#44$65.9万2.1万股$00股+2.1万股新买入
Private Advisor集团Private Advisor Group, LLC
<0.01%<0.01%#32$64.7万2.1万股$40.3万1.5万股+5,814股+38.42%加仓
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#40$61.9万2.0万股$52.7万2.0万股+261股+1.32%加仓
达科他财富管理Dakota Wealth Management
0.01%0.01%#24$60.4万2.0万股$36.8万1.4万股+5,770股+41.80%加仓
Benjamin EdwardsBENJAMIN EDWARDS INC
0.01%0.01%#29$59.6万1.9万股$53.3万2.0万股-710股-3.55%减仓
景顺Invesco Ltd.
<0.01%#71$59.4万1.9万股$00股+1.9万股新买入
Truist金融TRUIST FINANCIAL CORP
<0.01%<0.01%#49$57.2万1.9万股$48.8万1.8万股+208股+1.14%加仓
READYSTATE 资产管理READYSTATE ASSET MANAGEMENT LP
0.03%0.02%#17$49.6万1.9万股$49.6万1.9万股00.00%持仓不变
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#56$46.7万1.5万股$37.5万1.4万股+1,062股+7.55%加仓
HOLLENCREST CAPITAL MANAGEMENT
0.03%0.01%#15$46.0万1.5万股$39.7万1.5万股00.00%持仓不变
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
0.05%0.04%#9$43.1万1.4万股$28.8万1.1万股+3,184股+29.51%加仓
Joel Isaacson & Co., LLC
0.01%0.01%#23$43.0万1.4万股$37.0万1.4万股+50股+0.36%加仓
共同顾问Mutual Advisors, LLC
0.01%0.01%#27$40.1万1.3万股$34.4万1.3万股+95股+0.74%加仓
Calamos顾问Calamos Advisors LLC
<0.01%<0.01%#43$36.4万1.2万股$29.3万1.1万股+786股+7.15%加仓
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD
0.02%0.02%#20$33.2万1.1万股$25.2万9,450股+1,295股+13.70%加仓
顶峰金融Summit Financial, LLC
<0.01%<0.01%#31$32.5万1.1万股$28.6万1.1万股-200股-1.87%减仓
Founders Financial Alliance, LLC
0.04%0.05%#13$31.9万1.0万股$27.3万1.0万股+69股+0.67%加仓
Corient私人财富Corient Private Wealth LLC
<0.01%<0.01%#63$31.4万1.0万股$27.1万1.0万股00.00%持仓不变
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%#70$29.7万9,612股$00股+9,612股新买入

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