Nuveen Preferred & Income Opportunities Fund
JPC- 交易所
- NYSE
- SEC CIK
- 0001216583
近 90 天，Nuveen Preferred & Income Opportunities Fund 沒有內部人公開市場買賣的申報；2026 年第 2 季末有 334 家機構在 13F 申報持有，市值合計 $5.19 億；沒有大師持有。
2025 年第 2 季 13F 持有人
Nuveen Preferred & Income Opportunities Fund 在 2025/6/30 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 289
- 較 2025 年第 1 季 +9 家
- 持有股數
- 5,887 萬
- 較 2025 年第 1 季 −226.1 萬 (−3.7%)
- 總市值
- $4.72 億
- 較 2025 年第 1 季 −$1,425 萬 (−2.9%)
- 新進機構
- 31
- 另有 100 家加碼
- 清倉機構
- 22
- 另有 73 家減碼
另有 4 家機構在 2025 年第 1 季持有、還沒有申報 2025 年第 2 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 JPC 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 334 | $5.19 億 |
| 2026 年第 1 季 | 326 | $4.91 億 |
| 2025 年第 4 季 | 330 | $5.30 億 |
| 2025 年第 3 季 | 314 | $5.41 億 |
| 2025 年第 2 季 | 289 | $4.72 億 |
| 2025 年第 1 季 | 284 | $4.87 億 |
| 2024 年第 4 季 | 298 | $4.96 億 |
| 2024 年第 3 季 | 289 | $5.24 億 |
| 2024 年第 2 季 | 281 | $5.80 億 |
| 2024 年第 1 季 | 286 | $5.81 億 |
| 2023 年第 4 季 | 298 | $5.68 億 |
| 2023 年第 3 季 | 140 | $1.41 億 |
| 2023 年第 2 季 | 129 | $1.32 億 |
| 2023 年第 1 季 | 135 | $1.38 億 |
| 2022 年第 4 季 | 138 | $1.55 億 |
| 2022 年第 3 季 | 134 | $1.49 億 |
| 2022 年第 2 季 | 141 | $1.47 億 |
| 2022 年第 1 季 | 139 | $1.96 億 |
| 2021 年第 4 季 | 141 | $2.25 億 |
| 2021 年第 3 季 | 127 | $2.03 億 |
| 2021 年第 2 季 | 126 | $2.08 億 |
| 2021 年第 1 季 | 127 | $1.93 億 |
2025 年第 2 季持有機構
每家機構持有 Nuveen Preferred & Income Opportunities Fund 的股數、市值與佔組合比重；股數變化跟 2025 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Brookstone Capital Management | 13,992 | $11.2 萬 | 0.00% | +13,992 | 新進 |
| Beacon Capital Management, LLC | 14,258 | $11.4 萬 | 0.02% | 00.0% | 不變 |
| SageView Advisory Group, LLC | 14,147 | $11.4 萬 | 0.00% | 00.0% | 不變 |
| Gill Capital Partners, LLC | 14,492 | $11.6 萬 | 0.04% | −255−1.7% | 減碼 |
| TCFG Wealth Management, LLC | 14,525 | $11.6 萬 | 0.05% | 00.0% | 不變 |
| Post Resch Tallon Group Inc. | 14,560 | $11.7 萬 | 0.11% | 00.0% | 不變 |
| Fisher Asset Management, LLC | 14,574 | $11.7 萬 | 0.00% | +734+5.3% | 加碼 |
| Change Path, LLC | 14,602 | $11.7 萬 | 0.00% | −319−2.1% | 減碼 |
| U.S. Capital Wealth Advisors, LLC | 14,602 | $11.7 萬 | 0.00% | 00.0% | 不變 |
| Kovack Advisors, Inc. | 14,843 | $11.9 萬 | 0.01% | +3,000+25.3% | 加碼 |
| Belpointe Asset Management LLC | 14,964 | $12.0 萬 | 0.01% | −1,582−9.6% | 減碼 |
| Argentarii, LLC | 15,073 | $12.1 萬 | 0.06% | −84−0.6% | 減碼 |
| Beacon Financial Group | 15,322 | $12.3 萬 | 0.01% | +339+2.3% | 加碼 |
| Stonegate Investment Group, LLC | 15,488 | $12.4 萬 | 0.00% | −500−3.1% | 減碼 |
| SRS Capital Advisors, Inc. | 15,593 | $12.5 萬 | 0.01% | +15,593 | 新進 |
| Elevate Capital Advisors, LLC | 15,691 | $12.6 萬 | 0.10% | +391+2.6% | 加碼 |
| MKT Advisors LLC | 15,560 | $12.6 萬 | 0.05% | −501−3.1% | 減碼 |
| Tyche Wealth Partners LLC | 15,726 | $12.6 萬 | 0.03% | 00.0% | 不變 |
| Alpha Cubed Investments, LLC | 15,899 | $12.8 萬 | 0.00% | 00.0% | 不變 |
| Advance Capital Management, Inc. | 15,926 | $12.8 萬 | 0.01% | +15,926 | 新進 |
| PFG Investments, LLC | 15,949 | $12.8 萬 | 0.01% | +3,030+23.5% | 加碼 |
| CI Private Wealth, LLC | 16,531 | $13.3 萬 | 0.00% | −4,205−20.3% | 減碼 |
| EverSource Wealth Advisors, LLC | 16,645 | $13.3 萬 | 0.01% | 00.0% | 不變 |
| Jacobi Capital Management LLC | 16,700 | $13.4 萬 | 0.01% | +6,300+60.6% | 加碼 |
| Clearstead Advisors, LLC | 16,917 | $13.6 萬 | 0.00% | +522+3.2% | 加碼 |
| Baird Financial Group, Inc. | 17,356 | $13.9 萬 | 0.00% | +750+4.5% | 加碼 |
| Allworth Financial LP | 17,661 | $14.2 萬 | 0.00% | +9,096+106.2% | 加碼 |
| Shufro Rose & Co LLC | 18,373 | $14.6 萬 | 0.01% | 00.0% | 不變 |
| Summit Trail Advisors, LLC | 18,299 | $14.8 萬 | 0.00% | +458+2.6% | 加碼 |
| J. L. Bainbridge & Co., Inc. | 18,991 | $15.2 萬 | 0.01% | 00.0% | 不變 |
| Ausdal Financial Partners, Inc. | 19,449 | $15.6 萬 | 0.01% | +17+0.1% | 加碼 |
| PSI Advisors, LLC | 19,669 | $15.8 萬 | 0.08% | +242+1.2% | 加碼 |
| Waterfront Wealth Inc. | 19,790 | $15.9 萬 | 0.04% | +11+0.1% | 加碼 |
| Kingstone Capital Partners Texas, LLC | 19,818 | $15.9 萬 | 0.10% | +1,220+6.6% | 加碼 |
| WealthTrust Axiom LLC | 19,879 | $15.9 萬 | 0.05% | 00.0% | 不變 |
| TSFG, LLC | 20,222 | $16.2 萬 | 0.03% | 00.0% | 不變 |
| D.A. Davidson & Co. | 20,458 | $16.4 萬 | 0.00% | +1,634+8.7% | 加碼 |
| Sage Capital Management, LLC | 20,500 | $16.4 萬 | 0.08% | −4,000−16.3% | 減碼 |
| Atria Wealth Solutions, Inc. | 20,922 | $17.0 萬 | 0.00% | −63,159−75.1% | 減碼 |
| Coastal Investment Advisors, Inc. | 21,214 | $17.0 萬 | 0.07% | +370+1.8% | 加碼 |
| Clifford Swan Investment Counsel LLC | 21,424 | $17.2 萬 | 0.01% | 00.0% | 不變 |
| Wesbanco Bank Inc | 21,511 | $17.3 萬 | 0.01% | 00.0% | 不變 |
| Burney Co | 21,710 | $17.4 萬 | 0.01% | −13,144−37.7% | 減碼 |
| Apollon Wealth Management, LLC | 22,175 | $17.8 萬 | 0.00% | +330+1.5% | 加碼 |
| Glass Jacobson Investment Advisors llc | 22,462 | $18.0 萬 | 0.07% | −1,460−6.1% | 減碼 |
| International Private Wealth Advisors LLC | 23,129 | $18.5 萬 | 0.16% | +540+2.4% | 加碼 |
| Snowden Capital Advisors LLC | 23,207 | $18.8 萬 | 0.01% | −2,972−11.4% | 減碼 |
| Berger Financial Group, Inc | 23,711 | $19.0 萬 | 0.01% | +428+1.8% | 加碼 |
| Catalina Capital Group, LLC | 24,437 | $19.6 萬 | 0.13% | 00.0% | 不變 |
| Keybank National Association | 24,921 | $20.0 萬 | 0.00% | 00.0% | 不變 |
| Park Avenue Securities LLC | 24,913 | $20.0 萬 | 0.00% | −1,307−5.0% | 減碼 |
| Pathstone Holdings, LLC | 25,000 | $20.1 萬 | 0.00% | 00.0% | 不變 |
| Fortitude Advisory Group L.L.C. | 25,561 | $20.5 萬 | 0.12% | 00.0% | 不變 |
| Penbrook Management LLC | 25,710 | $20.6 萬 | 0.16% | 00.0% | 不變 |
| Merit Financial Group, LLC | 25,746 | $20.6 萬 | 0.00% | +10,156+65.1% | 加碼 |
| Summit Financial, LLC | 26,404 | $21.4 萬 | 0.00% | +26,404 | 新進 |
| Whittier Trust Co | 27,043 | $21.7 萬 | 0.00% | −1,161−4.1% | 減碼 |
| J.W. Cole Advisors, Inc. | 27,106 | $21.7 萬 | 0.00% | +5,786+27.1% | 加碼 |
| Caldwell Sutter Capital, Inc. | 27,144 | $21.8 萬 | 0.10% | 00.0% | 不變 |
| Duncker Streett & Co Inc | 27,439 | $22.0 萬 | 0.04% | 00.0% | 不變 |
| Horizon Kinetics Asset Management LLC | 28,250 | $22.7 萬 | 0.00% | 00.0% | 不變 |
| MML Investors Services, LLC | 29,156 | $23.4 萬 | 0.00% | +12,156+71.5% | 加碼 |
| Prairie Wealth Advisors, Inc. | 29,041 | $23.5 萬 | 0.10% | −1,160−3.8% | 減碼 |
| Advisor OS, LLC | 29,494 | $23.7 萬 | 0.02% | +130+0.4% | 加碼 |
| Bank of New York Mellon Corp | 29,581 | $23.7 萬 | 0.00% | −79−0.3% | 減碼 |
| Mercer Global Advisors Inc | 30,861 | $24.8 萬 | 0.00% | −6,833−18.1% | 減碼 |
| Private Trust Co NA | 31,148 | $25.0 萬 | 0.02% | +1,861+6.4% | 加碼 |
| Uptown Financial Advisors LLC | 31,600 | $25.3 萬 | 0.24% | 00.0% | 不變 |
| Patriot Financial Group Insurance Agency, LLC | 32,639 | $26.2 萬 | 0.03% | −651−2.0% | 減碼 |
| Concurrent Investment Advisors, LLC | 34,531 | $27.7 萬 | 0.01% | +1,941+6.0% | 加碼 |
| RSM US Wealth Management LLC | 34,334 | $27.8 萬 | 0.00% | −20−0.1% | 減碼 |
| IFG Advisory, LLC | 34,989 | $28.1 萬 | 0.01% | −5,643−13.9% | 減碼 |
| Oppenheimer & Co Inc | 36,458 | $29.2 萬 | 0.00% | −3,080−7.8% | 減碼 |
| TCG Advisory Services, LLC | 36,774 | $29.5 萬 | 0.01% | −4,123−10.1% | 減碼 |
| Wetherby Asset Management Inc | 36,995 | $29.7 萬 | 0.01% | +36,995 | 新進 |
| RMB Capital Management, LLC | 36,816 | $29.7 萬 | 0.01% | +41+0.1% | 加碼 |
| Onyx Financial Advisors, LLC | 37,848 | $30.4 萬 | 0.14% | +25,253+200.5% | 加碼 |
| Kestra Private Wealth Services, LLC | 37,874 | $30.4 萬 | 0.00% | −14,543−27.7% | 減碼 |
| Sage Capital Advisors,llc | 41,989 | $33.7 萬 | 0.08% | −4,074−8.8% | 減碼 |
| Smith Chas P & Associates Pa Cpas | 42,500 | $34.1 萬 | 0.02% | +25,000+142.9% | 加碼 |
| XTX Topco Ltd | 42,539 | $34.1 萬 | 0.01% | +42,539 | 新進 |
| NWF Advisory Services Inc. | 43,620 | $35.0 萬 | 0.04% | −165−0.4% | 減碼 |
| Avantax Advisory Services, Inc. | 43,649 | $35.0 萬 | 0.00% | −824−1.9% | 減碼 |
| Investmark Advisory Group LLC | 43,688 | $35.0 萬 | 0.16% | +156+0.4% | 加碼 |
| Operose Advisors LLC | 44,465 | $35.7 萬 | 0.10% | 00.0% | 不變 |
| Carson Advisory Inc. | 45,861 | $36.8 萬 | 0.23% | −4,000−8.0% | 減碼 |
| Jane Street Group, LLC | 47,315 | $37.9 萬 | 0.00% | +47,315 | 新進 |
| Investors Asset Management of Georgia Inc | 47,750 | $38.3 萬 | 0.18% | +1,500+3.2% | 加碼 |
| One Wealth Capital Management, LLC | 47,965 | $38.5 萬 | 0.18% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 49,682 | $39.8 萬 | 0.00% | −1,414−2.8% | 減碼 |
| National Asset Management, Inc. | 49,977 | $40.1 萬 | 0.02% | −17,314−25.7% | 減碼 |
| Tectonic Advisors LLC | 50,000 | $40.1 萬 | 0.02% | 00.0% | 不變 |
| Comerica Bank | 50,420 | $40.4 萬 | 0.00% | −9,897−16.4% | 減碼 |
| Harbour Investments, Inc. | 51,076 | $41.0 萬 | 0.01% | 00.0% | 不變 |
| Live Oak Private Wealth LLC | 51,460 | $41.3 萬 | 0.06% | 00.0% | 不變 |
| Prospera Financial Services Inc | 51,542 | $41.3 萬 | 0.01% | +4,558+9.7% | 加碼 |
| Gridiron Partners, LLC | 52,969 | $42.5 萬 | 0.26% | 00.0% | 不變 |
| StoneX Group Inc. | 53,114 | $42.9 萬 | 0.02% | +2,334+4.6% | 加碼 |
| Ameritas Advisory Services, LLC | 54,151 | $43.4 萬 | 0.02% | +3,975+7.9% | 加碼 |
| Shaker Financial Services, LLC | 54,700 | $44.2 萬 | 0.16% | +1,700+3.2% | 加碼 |