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

EATON VANCE RISK-MANAGED DIV

ETJ
持有机构数
122
机构合计市值 (Q2 2026)
$1.19亿
机构合计股数 (Q2 2026)
1,443.3万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+96.5万股
60 · 16 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-67.4万股
37 · 9 清仓 · ≈
⚖️ 净额
+29.1万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$1.19亿
持有机构数
122
新买入
16
加仓
44
减仓
28
清仓
9
持股不变
34
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%#58$1,929.6万233.3万股$1,828.7万223.8万股+9.5万股+4.24%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#57$1,647.8万199.2万股$1,581.9万193.6万股+5.6万股+2.91%加仓
古根海姆资本GUGGENHEIM CAPITAL LLC
0.07%0.07%#16$1,158.4万140.1万股$938.0万114.8万股+25.3万股+22.00%加仓
OSAIC控股OSAIC HOLDINGS, INC.
0.01%0.01%#40$1,042.6万126.1万股$989.2万121.1万股+5.0万股+4.13%加仓
景顺Invesco Ltd.
<0.01%<0.01%#93$725.8万87.8万股$781.3万95.6万股-7.9万股-8.23%减仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#104$610.9万73.9万股$795.6万88.5万股-14.6万股-16.53%减仓
顾问资产管理Advisors Asset Management, Inc.
0.06%0.07%#18$398.4万48.2万股$396.7万48.6万股-3,812股-0.78%减仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
<0.01%<0.01%#90$367.6万44.5万股$348.5万42.8万股+1.7万股+3.95%加仓
COHEN & STEERS, INC.
<0.01%<0.01%#66$183.1万22.1万股$197.2万24.1万股-2.0万股-8.29%减仓
Shaker Financial Services, LLC
0.54%0.7%#4$171.1万20.7万股$202.1万24.7万股-4.1万股-16.38%减仓
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#59$168.6万20.4万股$156.0万19.1万股+1.3万股+6.77%加仓
Focus Partners财富Focus Partners Wealth
<0.01%<0.01%#77$158.7万19.2万股$184.4万22.6万股-3.4万股-15.00%减仓
Financial Alternatives, Inc
0.73%0.83%#3$149.0万18.0万股$154.1万18.9万股-8,545股-4.53%减仓
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#107$145.8万17.6万股$144.7万17.7万股-795股-0.45%减仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#112$132.6万16.0万股$130.7万16.0万股+409股+0.26%加仓
&Partners&PARTNERS
0.01%0.01%#54$129.0万15.6万股$122.0万14.9万股+7,015股+4.70%加仓
Private Advisor集团Private Advisor Group, LLC
0.01%0.01%#53$124.5万15.1万股$110.3万13.5万股+1.6万股+11.56%加仓
IHT 财富管理IHT Wealth Management, LLC
0.03%0.03%#26$122.8万14.8万股$127.5万15.6万股-7,517股-4.82%减仓
Steward合伙人投资顾问Steward Partners Investment Advisory, LLC
0.01%0.01%#52$120.0万14.5万股$98.5万12.1万股+2.5万股+20.31%加仓
Two Sigma投资TWO SIGMA INVESTMENTS, LP
<0.01%<0.01%#89$110.1万13.3万股$108.8万13.3万股00.00%持仓不变
First Heartland Consultants, Inc.
0.07%0.08%#17$106.8万12.9万股$102.3万12.5万股+3,905股+3.12%加仓
咨询服务网络Advisory Services Network, LLC
0.01%0.01%#41$100.7万12.2万股$75.2万9.2万股+3.0万股+32.34%加仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#110$98.6万11.9万股$95.1万11.6万股+2,916股+2.51%加仓
Creative Planning财富管理Creative Planning
<0.01%<0.01%#94$98.0万11.9万股$122.9万15.0万股-3.2万股-21.22%减仓
PMG Family Office LLC
0.83%0.92%#2$89.8万10.9万股$82.7万10.1万股+7,297股+7.21%加仓
Calamos顾问Calamos Advisors LLC
<0.01%<0.01%#69$81.6万9.9万股$109.5万13.4万股-3.5万股-26.37%减仓
瑞银集团UBS Group AG
<0.01%<0.01%#111$77.8万9.4万股$75.4万9.2万股+1,723股+1.87%加仓
独立金融集团INDEPENDENT FINANCIAL GROUP, LLC
0.01%#39$67.0万8.1万股$00股+8.1万股新买入
Ausdal Financial Partners, Inc.
0.03%0.03%#27$66.8万8.1万股$69.7万8.5万股-4,560股-5.34%减仓
Pointe Capital Management LLC
0.29%0.34%#5$64.5万7.8万股$69.2万8.5万股-6,758股-7.98%减仓
CENTAURUS FINANCIAL, INC.
0.02%0.03%#29$61.6万7.5万股$61.2万7.5万股-420股-0.56%减仓
SageView Advisory 集团SageView Advisory Group, LLC
0.02%#33$56.9万6.9万股$00股+6.9万股新买入
Janney Montgomery Scott LLC
<0.01%<0.01%#85$54.8万6.6万股$50.7万6.2万股+4,244股+6.84%加仓
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#97$50.5万6.1万股$46.2万5.7万股+4,467股+7.90%加仓
Stifel金融STIFEL FINANCIAL CORP
<0.01%<0.01%#101$44.1万5.3万股$39.2万4.8万股+5,388股+11.24%加仓
Garden State Investment Advisory Services LLC
0.08%0.1%#15$42.7万5.2万股$43.3万5.3万股-1,300股-2.46%减仓
WCG Wealth 顾问WCG Wealth Advisors LLC
0.01%0.01%#42$42.3万5.1万股$41.8万5.1万股00.00%持仓不变
NewEdge顾问NewEdge Advisors, LLC
<0.01%<0.01%#84$42.1万5.1万股$47.6万5.8万股-7,436股-12.75%减仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#96$41.4万5.0万股$39.2万4.8万股+2,056股+4.28%加仓
RPO LLC
1.13%0.49%#1$34.3万4.1万股$15.9万1.9万股+2.2万股+113.16%加仓
HighTower顾问HighTower Advisors, LLC
<0.01%<0.01%#103$34.1万4.1万股$33.6万4.1万股+4股+0.01%加仓
财富增值顾问WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
<0.01%<0.01%#95$33.6万4.0万股$31.5万3.9万股+564股+1.45%加仓
LANARK FINANCIAL, INC.
0.02%0.01%#31$31.7万3.8万股$19.3万2.4万股+1.5万股+62.02%加仓
David J Yvars Group
0.15%0.18%#9$31.3万3.8万股$32.9万4.0万股-2,364股-5.87%减仓
贝尔德金融集团Baird Financial Group, Inc.
<0.01%<0.01%#99$30.0万3.6万股$28.7万3.5万股+1,195股+3.40%加仓
DECISION INVESTMENTS, INC
0.26%0.32%#6$28.4万3.4万股$28.1万3.4万股-136股-0.39%减仓
Sigma Planning Corp
0.01%0.01%#50$25.7万3.1万股$25.8万3.2万股-567股-1.79%减仓
Portfolio Strategies, Inc.
0.03%0.03%#28$25.6万3.1万股$26.1万3.2万股-1,035股-3.24%减仓
WINEBRENNER CAPITAL MANAGEMENT LLC
0.15%0.26%#8$24.8万3.0万股$40.9万5.0万股-2.0万股-40.00%减仓
Truist金融TRUIST FINANCIAL CORP
<0.01%#106$23.5万2.8万股$00股+2.8万股新买入

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