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。
2026 年第 1 季 13F 持有人
Nuveen Preferred & Income Opportunities Fund 在 2026/3/31 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
- 326
- 較 2025 年第 4 季 +3 家
- 持有股數
- 6,496 萬
- 較 2025 年第 4 季 −14.4 萬 (−0.2%)
- 總市值
- $4.91 億
- 較 2025 年第 4 季 −$3,768 萬 (−7.1%)
- 新進機構
- 39
- 另有 107 家加碼
- 清倉機構
- 36
- 另有 91 家減碼
另有 7 家機構在 2025 年第 4 季持有、還沒有申報 2026 年第 1 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 |
2026 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Morgan Stanley | 5,442,892 | $4,104 萬 | 0.00% | −1,475,532−21.3% | 減碼 |
| Bank of America Corp | 4,777,122 | $3,602 萬 | 0.00% | +254,855+5.6% | 加碼 |
| Wells Fargo & Company | 4,648,791 | $3,505 萬 | 0.01% | +245,746+5.6% | 加碼 |
| UBS Group AG | 4,399,194 | $3,317 萬 | 0.01% | +84,221+2.0% | 加碼 |
| Raymond James Financial Inc | 4,071,964 | $3,070 萬 | 0.01% | +248,042+6.5% | 加碼 |
| Royal Bank of Canada | 2,881,952 | $2,173 萬 | 0.00% | +1,751,478+154.9% | 加碼 |
| Invesco Ltd. | 2,574,651 | $1,941 萬 | 0.00% | −576,795−18.3% | 減碼 |
| LPL Financial LLC | 2,279,903 | $1,719 萬 | 0.00% | +26,908+1.2% | 加碼 |
| Guggenheim Capital LLC | 1,907,472 | $1,438 萬 | 0.11% | +10,646+0.6% | 加碼 |
| Captrust Financial Advisors | 1,536,912 | $1,159 萬 | 0.02% | +325,573+26.9% | 加碼 |
| Commonwealth Equity Services, LLC | 1,221,702 | $921.2 萬 | 0.01% | −13,962−1.1% | 減碼 |
| Advisor Group Holdings, Inc. | 1,214,016 | $915.4 萬 | 0.01% | +23,710+2.0% | 加碼 |
| Cerity Partners LLC | 1,194,265 | $900.5 萬 | 0.01% | +168,645+16.4% | 加碼 |
| Janney Montgomery Scott LLC | 1,107,112 | $834.8 萬 | 0.02% | −8,808−0.8% | 減碼 |
| Greatmark Investment Partners, Inc. | 985,860 | $743.3 萬 | 0.87% | −16,732−1.7% | 減碼 |
| We Are One Seven, LLC | 982,812 | $741.0 萬 | 0.15% | +20,859+2.2% | 加碼 |
| Smith Asset Management Co., LLC | 911,404 | $687.2 萬 | 5.90% | −14,620−1.6% | 減碼 |
| Truist Financial Corp | 888,223 | $669.7 萬 | 0.01% | +100,313+12.7% | 加碼 |
| Cetera Investment Advisers | 803,340 | $605.7 萬 | 0.01% | +70,033+9.6% | 加碼 |
| Ameriprise Financial Inc | 794,989 | $598.5 萬 | 0.00% | +36,996+4.9% | 加碼 |
| Cohen & Steers, Inc. | 785,251 | $592.1 萬 | 0.01% | 00.0% | 不變 |
| Kestra Advisory Services, LLC | 744,388 | $561.3 萬 | 0.02% | +87,270+13.3% | 加碼 |
| Advisors Asset Management, Inc. | 669,557 | $504.8 萬 | 0.08% | −148,540−18.2% | 減碼 |
| Moors & Cabot, Inc. | 539,130 | $406.5 萬 | 0.17% | +2,188+0.4% | 加碼 |
| Fca Corp | 526,494 | $397.0 萬 | 1.12% | +10,817+2.1% | 加碼 |
| Chicago Partners Investment Group LLC | 488,314 | $388.7 萬 | 0.09% | −47,818−8.9% | 減碼 |
| Stratos Wealth Partners, LTD. | 489,684 | $369.2 萬 | 0.04% | −12,540−2.5% | 減碼 |
| Lido Advisors, LLC | 454,737 | $345.7 萬 | 0.01% | +2000.0% | 加碼 |
| Protective Life Corp | 440,000 | $331.8 萬 | 11.03% | 00.0% | 不變 |
| Stifel Financial Corp | 437,603 | $330.0 萬 | 0.00% | −42,546−8.9% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 431,675 | $325.5 萬 | 0.01% | +8,000+1.9% | 加碼 |
| Envestnet Asset Management Inc | 400,398 | $301.9 萬 | 0.00% | −37,234−8.5% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 350,571 | $268.5 萬 | 0.01% | −3,027−0.9% | 減碼 |
| Steward Partners Investment Advisory, LLC | 351,622 | $265.1 萬 | 0.01% | +24,701+7.6% | 加碼 |
| Sanctuary Advisors, LLC | 338,977 | $255.6 萬 | 0.01% | +2,160+0.6% | 加碼 |
| Fiera Capital Corp | 329,854 | $248.7 萬 | 0.01% | −16,995−4.9% | 減碼 |
| Hennion & Walsh Asset Management, Inc. | 326,333 | $246.1 萬 | 0.08% | −47,575−12.7% | 減碼 |
| GWM Advisors LLC | 314,614 | $237.2 萬 | 0.01% | −25,834−7.6% | 減碼 |
| Jane Street Group, LLC | 310,476 | $234.1 萬 | 0.00% | −8,429−2.6% | 減碼 |
| Ibex Wealth Advisors | 292,047 | $220.2 萬 | 0.21% | −752−0.3% | 減碼 |
| Prelude Capital Management, LLC | 289,477 | $218.3 萬 | 0.17% | −10,523−3.5% | 減碼 |
| Capital Investment Advisors, LLC | 269,938 | $203.5 萬 | 0.03% | −44,792−14.2% | 減碼 |
| MSH Capital Advisors LLC | 252,239 | $190.2 萬 | 0.40% | −6,576−2.5% | 減碼 |
| Davenport & Co LLC | 240,022 | $181.0 萬 | 0.01% | −6,598−2.7% | 減碼 |
| Wealth Advisory Solutions, LLC | 219,469 | $165.5 萬 | 0.37% | −54,555−19.9% | 減碼 |
| CoreCap Advisors, LLC | 218,363 | $164.6 萬 | 0.06% | −3,981−1.8% | 減碼 |
| First Trust Advisors LP | 216,026 | $162.9 萬 | 0.00% | −21,830−9.2% | 減碼 |
| Harbour Investments, Inc. | 206,694 | $155.8 萬 | 0.02% | +109,824+113.4% | 加碼 |
| Wealthspire Advisors, LLC | 202,659 | $152.8 萬 | 0.01% | +473+0.2% | 加碼 |
| Geneos Wealth Management Inc. | 198,972 | $150.0 萬 | 0.03% | +2,107+1.1% | 加碼 |
| Wright Wealth LLC | 194,179 | $146.4 萬 | 0.98% | +21,194+12.3% | 加碼 |
| Wiley Bros.-Aintree Capital, LLC | 179,290 | $135.2 萬 | 0.01% | −10,337−5.5% | 減碼 |
| Jupiter Wealth Management LLC | 168,733 | $134.6 萬 | 0.53% | +168,733 | 新進 |
| Thrivent Financial for Lutherans | 161,712 | $122.0 萬 | 0.00% | 00.0% | 不變 |
| Umb Bank N A | 158,854 | $119.8 萬 | 0.02% | 00.0% | 不變 |
| HighTower Advisors, LLC | 155,624 | $117.3 萬 | 0.00% | +8,889+6.1% | 加碼 |
| E&G Advisors, LP | 153,900 | $115.9 萬 | 0.26% | −4,345−2.7% | 減碼 |
| Private Advisor Group, LLC | 139,034 | $104.8 萬 | 0.00% | −11,204−7.5% | 減碼 |
| Wealthcare Advisory Partners LLC | 137,282 | $103.5 萬 | 0.02% | +13,831+11.2% | 加碼 |
| Cary Street Partners Financial LLC | 137,079 | $103.4 萬 | 0.03% | +6,551+5.0% | 加碼 |
| Wedbush Securities Inc | 115,387 | $87.0 萬 | 0.03% | +4,033+3.6% | 加碼 |
| Mission Hills Financial Advisory, LLC | 112,170 | $84.6 萬 | 0.43% | +25,286+29.1% | 加碼 |
| Advisory Services Network, LLC | 109,229 | $82.4 萬 | 0.01% | −453−0.4% | 減碼 |
| Samalin Investment Counsel, LLC | 105,673 | $79.7 萬 | 0.28% | −13,258−11.1% | 減碼 |
| Cornerstone Advisory, LLC | 104,883 | $79.1 萬 | 0.07% | 00.0% | 不變 |
| Diversify Wealth Management, LLC | 98,708 | $78.0 萬 | 0.01% | +350+0.4% | 加碼 |
| Palogic Value Management, L.P. | 100,564 | $75.8 萬 | 0.33% | 00.0% | 不變 |
| AlphaCore Capital LLC | 99,111 | $75.3 萬 | 0.02% | −2,723−2.7% | 減碼 |
| Pensionmark Financial Group, LLC | 99,927 | $75.3 萬 | 0.01% | −396−0.4% | 減碼 |
| Millennium Management LLC | 99,353 | $74.9 萬 | 0.00% | +99,353 | 新進 |
| Melfa Wealth Management, LLC | 97,015 | $73.1 萬 | 0.42% | −93−0.1% | 減碼 |
| Triumph Capital Management | 93,553 | $71.1 萬 | 0.14% | +3,047+3.4% | 加碼 |
| Independent Financial Group, LLC | 92,933 | $70.1 萬 | 0.02% | −740−0.8% | 減碼 |
| StoneX Group Inc. | 92,101 | $70.0 萬 | 0.04% | +14,576+18.8% | 加碼 |
| XTX Topco Ltd | 90,392 | $68.2 萬 | 0.01% | +90,392 | 新進 |
| Benchmark Investment Advisors LLC | 88,000 | $66.4 萬 | 0.39% | +88,000 | 新進 |
| Marino, Stram & Associates LLC | 86,571 | $65.3 萬 | 0.12% | 00.0% | 不變 |
| Warren Averett Asset Management, LLC | 86,099 | $64.9 萬 | 0.00% | +72,088+514.5% | 加碼 |
| Mariner, LLC | 85,582 | $64.4 萬 | 0.00% | −212−0.2% | 減碼 |
| Kestra Private Wealth Services, LLC | 85,035 | $64.1 萬 | 0.01% | −10,389−10.9% | 減碼 |
| Level Four Advisory Services, LLC | 84,083 | $63.4 萬 | 0.02% | +401+0.5% | 加碼 |
| Abel Hall, LLC | 83,600 | $63.0 萬 | 0.13% | +13,600+19.4% | 加碼 |
| Prospera Financial Services Inc | 82,462 | $62.2 萬 | 0.01% | +15,041+22.3% | 加碼 |
| Spire Wealth Management | 79,969 | $60.3 萬 | 0.02% | −8,300−9.4% | 減碼 |
| Shulman DeMeo Asset Management LLC | 77,701 | $58.6 萬 | 0.12% | −7,653−9.0% | 減碼 |
| Bramshill Investments, LLC | 75,329 | $56.8 萬 | 0.05% | −476−0.6% | 減碼 |
| Pathstone Holdings, LLC | 74,508 | $56.2 萬 | 0.00% | +24,938+50.3% | 加碼 |
| Rothschild Investment LLC | 71,079 | $53.6 萬 | 0.03% | +4,843+7.3% | 加碼 |
| RVW Wealth, LLC | 70,922 | $53.5 萬 | 0.04% | 00.0% | 不變 |
| Fifth Third Bancorp | 70,860 | $53.4 萬 | 0.00% | +60,980+617.2% | 加碼 |
| Patriot Financial Group Insurance Agency, LLC | 68,970 | $52.0 萬 | 0.03% | +34,485+100.0% | 加碼 |
| Principal Securities, Inc. | 67,725 | $51.1 萬 | 0.01% | +94+0.1% | 加碼 |
| Investors Asset Management of Georgia Inc | 67,250 | $50.7 萬 | 0.21% | +4,000+6.3% | 加碼 |
| Centurion Wealth Management LLC | 66,984 | $50.5 萬 | 0.11% | −764−1.1% | 減碼 |
| Everstar Asset Management, LLC | 66,075 | $49.8 萬 | 0.27% | +66,075 | 新進 |
| Live Oak Private Wealth LLC | 65,572 | $49.4 萬 | 0.07% | 00.0% | 不變 |
| Kingsbury Capital Investment Advisors LLC | 65,219 | $49.2 萬 | 0.46% | +65,219 | 新進 |
| Accel Wealth Management | 65,015 | $49.0 萬 | 0.13% | −3,314−4.9% | 減碼 |
| Mosaic Family Wealth Partners, LLC | 61,444 | $46.3 萬 | 0.05% | +3,000+5.1% | 加碼 |
| RMB Capital Management, LLC | 60,965 | $46.3 萬 | 0.01% | −14,648−19.4% | 減碼 |