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 4 季 13F 持有人
Nuveen Preferred & Income Opportunities Fund 在 2025/12/31 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
- 330
- 較 2025 年第 3 季 +19 家
- 持有股數
- 6,525 萬
- 較 2025 年第 3 季 −224.2 萬 (−3.3%)
- 總市值
- $5.30 億
- 較 2025 年第 3 季 −$1,060 萬 (−2.0%)
- 新進機構
- 39
- 另有 100 家加碼
- 清倉機構
- 20
- 另有 96 家減碼
另有 3 家機構在 2025 年第 3 季持有、還沒有申報 2025 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Tempo Wealth, LLC | 13,034 | $10.6 萬 | 0.02% | +13,034 | 新進 |
| Wesbanco Bank Inc | 13,212 | $10.7 萬 | 0.00% | −8,299−38.6% | 減碼 |
| MKT Advisors LLC | 13,388 | $10.9 萬 | 0.04% | −3,170−19.1% | 減碼 |
| Gerber Kawasaki Wealth & Investment Management | 13,426 | $10.9 萬 | 0.00% | +156+1.2% | 加碼 |
| VeraBank, N.A. | 13,658 | $11.1 萬 | 0.02% | 00.0% | 不變 |
| Beacon Financial Advisory LLC | 13,672 | $11.1 萬 | 0.03% | +70+0.5% | 加碼 |
| Royal Fund Management, LLC | 13,823 | $11.2 萬 | 0.01% | +2,636+23.6% | 加碼 |
| Ieq Capital, LLC | 13,843 | $11.2 萬 | 0.00% | 00.0% | 不變 |
| Etesian Wealth Advisors, Inc. | 14,000 | $11.4 萬 | 0.04% | +1,000+7.7% | 加碼 |
| Warren Averett Asset Management, LLC | 14,011 | $11.4 萬 | 0.00% | 00.0% | 不變 |
| US Bancorp | 14,021 | $11.4 萬 | 0.00% | +8,044+134.6% | 加碼 |
| Parsons Capital Management Inc | 14,193 | $11.5 萬 | 0.01% | 00.0% | 不變 |
| Post Resch Tallon Group Inc. | 14,560 | $11.8 萬 | 0.10% | 00.0% | 不變 |
| River Wealth Advisors LLC | 14,688 | $11.9 萬 | 0.01% | 00.0% | 不變 |
| SRS Capital Advisors, Inc. | 14,722 | $11.9 萬 | 0.00% | 00.0% | 不變 |
| Belpointe Asset Management LLC | 14,901 | $12.1 萬 | 0.00% | −1,087−6.8% | 減碼 |
| Segment Wealth Management, LLC | 15,006 | $12.2 萬 | 0.01% | +15,006 | 新進 |
| Argentarii, LLC | 15,073 | $12.2 萬 | 0.04% | 00.0% | 不變 |
| Perigon Wealth Management, LLC | 15,312 | $12.4 萬 | 0.00% | +2,000+15.0% | 加碼 |
| Two Sigma Securities, LLC | 15,362 | $12.5 萬 | 0.02% | +15,362 | 新進 |
| Coastal Investment Advisors, Inc. | 15,668 | $12.7 萬 | 0.04% | −5,916−27.4% | 減碼 |
| Advance Capital Management, Inc. | 15,926 | $12.9 萬 | 0.01% | 00.0% | 不變 |
| Alpha Cubed Investments, LLC | 16,109 | $13.1 萬 | 0.00% | −667−4.0% | 減碼 |
| Beacon Financial Group | 16,112 | $13.1 萬 | 0.01% | +451+2.9% | 加碼 |
| Horizon Kinetics Asset Management LLC | 16,426 | $13.3 萬 | 0.00% | 00.0% | 不變 |
| EverSource Wealth Advisors, LLC | 16,645 | $13.5 萬 | 0.00% | 00.0% | 不變 |
| Ausdal Financial Partners, Inc. | 16,695 | $13.5 萬 | 0.01% | +22+0.1% | 加碼 |
| Huntleigh Advisors, Inc. | 16,720 | $13.6 萬 | 0.02% | 00.0% | 不變 |
| CI Private Wealth, LLC | 17,322 | $14.1 萬 | 0.00% | +791+4.8% | 加碼 |
| Zacks Investment Management | 17,521 | $14.2 萬 | 0.00% | −922−5.0% | 減碼 |
| SageView Advisory Group, LLC | 17,539 | $14.2 萬 | 0.00% | −10,191−36.8% | 減碼 |
| JB Capital LLC | 17,568 | $14.2 萬 | 0.01% | +3,557+25.4% | 加碼 |
| Quantinno Capital Management LP | 17,640 | $14.3 萬 | 0.00% | −20,298−53.5% | 減碼 |
| Change Path, LLC | 17,771 | $14.4 萬 | 0.00% | +3,607+25.5% | 加碼 |
| Clearstead Advisors, LLC | 17,902 | $14.5 萬 | 0.00% | +564+3.3% | 加碼 |
| Burney Co | 18,289 | $14.8 萬 | 0.00% | −3,421−15.8% | 減碼 |
| U.S. Capital Wealth Advisors, LLC | 18,352 | $14.9 萬 | 0.00% | 00.0% | 不變 |
| Shufro Rose & Co LLC | 18,373 | $14.9 萬 | 0.01% | 00.0% | 不變 |
| Bank of New York Mellon Corp | 18,427 | $14.9 萬 | 0.00% | −9,610−34.3% | 減碼 |
| Concorde Asset Management, LLC | 18,482 | $15.0 萬 | 0.06% | −1,350−6.8% | 減碼 |
| RFG Advisory, LLC | 18,867 | $15.3 萬 | 0.00% | +445+2.4% | 加碼 |
| Clifford Swan Investment Counsel LLC | 18,952 | $15.4 萬 | 0.01% | −2,472−11.5% | 減碼 |
| J. L. Bainbridge & Co., Inc. | 18,991 | $15.4 萬 | 0.01% | 00.0% | 不變 |
| Mueller Wealth, LLC | 19,187 | $15.6 萬 | 0.13% | +19,187 | 新進 |
| Summit Trail Advisors, LLC | 19,365 | $15.7 萬 | 0.00% | +610+3.3% | 加碼 |
| WealthTrust Axiom LLC | 19,879 | $16.1 萬 | 0.04% | 00.0% | 不變 |
| Vines Capital Management, LLC | 19,913 | $16.1 萬 | 0.16% | +19,913 | 新進 |
| Park Avenue Securities LLC | 20,071 | $16.3 萬 | 0.00% | −3,874−16.2% | 減碼 |
| DV Trading LLC | 20,218 | $16.4 萬 | 0.01% | +20,218 | 新進 |
| TSFG, LLC | 20,222 | $16.4 萬 | 0.02% | 00.0% | 不變 |
| Jacobi Capital Management LLC | 20,475 | $16.6 萬 | 0.01% | +1,300+6.8% | 加碼 |
| Waterfront Wealth Inc. | 20,673 | $16.8 萬 | 0.03% | +11+0.1% | 加碼 |
| Farther Finance Advisors, LLC | 21,700 | $17.6 萬 | 0.00% | −8,671−28.6% | 減碼 |
| Tyche Wealth Partners LLC | 22,176 | $18.0 萬 | 0.03% | +101+0.5% | 加碼 |
| Sage Capital Management, LLC | 22,500 | $18.2 萬 | 0.08% | 00.0% | 不變 |
| Glass Jacobson Investment Advisors llc | 22,502 | $18.2 萬 | 0.07% | +40+0.2% | 加碼 |
| Gill Capital Partners, LLC | 22,748 | $18.4 萬 | 0.06% | −2,874−11.2% | 減碼 |
| Apollon Wealth Management, LLC | 22,893 | $18.6 萬 | 0.00% | +389+1.7% | 加碼 |
| PFG Investments, LLC | 22,968 | $18.6 萬 | 0.01% | +775+3.5% | 加碼 |
| Valley Brook Capital Group | 22,996 | $18.6 萬 | 0.12% | 00.0% | 不變 |
| Founders Financial Alliance, LLC | 23,108 | $18.7 萬 | 0.04% | +2,392+11.5% | 加碼 |
| Wagner Wealth Management, LLC | 23,465 | $19.0 萬 | 0.04% | −1,103−4.5% | 減碼 |
| RSM US Wealth Management LLC | 23,723 | $19.4 萬 | 0.00% | −8,252−25.8% | 減碼 |
| Berger Financial Group, Inc | 24,179 | $19.6 萬 | 0.01% | +544+2.3% | 加碼 |
| International Private Wealth Advisors LLC | 24,389 | $19.8 萬 | 0.12% | +719+3.0% | 加碼 |
| TCG Advisory Services, LLC | 24,462 | $19.8 萬 | 0.01% | +4,144+20.4% | 加碼 |
| Duncker Streett & Co Inc | 24,474 | $19.8 萬 | 0.04% | −1,977−7.5% | 減碼 |
| Catalina Capital Group, LLC | 24,565 | $19.9 萬 | 0.12% | +128+0.5% | 加碼 |
| Closed-End Fund Advisors, Inc. | 24,785 | $20.1 萬 | 0.12% | +24,785 | 新進 |
| Allworth Financial LP | 24,871 | $20.2 萬 | 0.00% | +3,307+15.3% | 加碼 |
| Keybank National Association | 24,921 | $20.2 萬 | 0.00% | 00.0% | 不變 |
| Sigma Planning Corp | 25,398 | $20.6 萬 | 0.01% | −15−0.1% | 減碼 |
| IFG Advisory, LLC | 25,661 | $20.8 萬 | 0.01% | −10,024−28.1% | 減碼 |
| Whittier Trust Co | 25,835 | $21.1 萬 | 0.00% | −1,208−4.5% | 減碼 |
| Kingstone Capital Partners Texas, LLC | 25,997 | $21.1 萬 | 0.12% | +5,585+27.4% | 加碼 |
| Summit Financial, LLC | 26,466 | $21.5 萬 | 0.00% | −97−0.4% | 減碼 |
| SageGuard Financial Group, LLC | 26,722 | $21.7 萬 | 0.03% | +26,722 | 新進 |
| Caldwell Sutter Capital, Inc. | 27,144 | $22.0 萬 | 0.09% | 00.0% | 不變 |
| Snowden Capital Advisors LLC | 27,624 | $22.4 萬 | 0.01% | +11,139+67.6% | 加碼 |
| Concord Wealth Partners | 27,725 | $22.5 萬 | 0.03% | +164+0.6% | 加碼 |
| M Holdings Securities, Inc. | 28,107 | $22.8 萬 | 0.02% | +28,107 | 新進 |
| Equitable Holdings, Inc. | 29,059 | $23.6 萬 | 0.00% | +3,313+12.9% | 加碼 |
| UMA Financial Services, Inc. | 29,367 | $23.8 萬 | 0.03% | 00.0% | 不變 |
| Advisor OS, LLC | 29,490 | $23.9 萬 | 0.02% | −133−0.4% | 減碼 |
| Creative Planning | 29,564 | $24.0 萬 | 0.00% | +3,279+12.5% | 加碼 |
| Oppenheimer & Co Inc | 29,895 | $24.2 萬 | 0.00% | −3,336−10.0% | 減碼 |
| Asset One Wealth Management LLC | 29,850 | $24.4 萬 | 0.03% | +29,850 | 新進 |
| Fortitude Advisory Group L.L.C. | 30,719 | $24.9 萬 | 0.11% | +5,158+20.2% | 加碼 |
| Private Trust Co NA | 31,148 | $25.3 萬 | 0.02% | 00.0% | 不變 |
| Merit Financial Group, LLC | 31,178 | $25.3 萬 | 0.00% | +9,180+41.7% | 加碼 |
| Kingswood Wealth Advisors, LLC | 31,392 | $25.5 萬 | 0.01% | −5,008−13.8% | 減碼 |
| Uptown Financial Advisors LLC | 31,600 | $25.6 萬 | 0.22% | 00.0% | 不變 |
| Vestmark Advisory Solutions, Inc. | 31,755 | $25.8 萬 | 0.00% | +31,755 | 新進 |
| Prairie Wealth Advisors, Inc. | 0 | $25.9 萬 | 0.11% | −30,171−100.0% | 減碼 |
| IHT Wealth Management, LLC | 32,146 | $26.1 萬 | 0.01% | −1,407−4.2% | 減碼 |
| Mount Yale Investment Advisors, LLC | 32,255 | $26.2 萬 | 0.01% | +2,618+8.8% | 加碼 |
| Fund Advisors of America Inc | 32,854 | $26.6 萬 | 0.24% | +32,854 | 新進 |
| Baird Financial Group, Inc. | 33,396 | $27.1 萬 | 0.00% | −200−0.6% | 減碼 |
| Susquehanna International Group, LLP | 33,850 | $27.5 萬 | 0.00% | +13,924+69.9% | 加碼 |
| Kovack Advisors, Inc. | 34,117 | $27.7 萬 | 0.01% | +22,274+188.1% | 加碼 |