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 |
|---|---|---|---|---|---|
| Mercer Global Advisors Inc | 59,402 | $44.8 萬 | 0.00% | +24,386+69.6% | 加碼 |
| International Assets Investment Management, LLC | 56,984 | $44.4 萬 | 0.03% | +62+0.1% | 加碼 |
| Wealth Effects LLC | 56,090 | $42.3 萬 | 0.15% | +56,090 | 新進 |
| Walled Lake Planning & Wealth Management, LLC | 55,269 | $41.7 萬 | 0.12% | 00.0% | 不變 |
| MML Investors Services, LLC | 53,452 | $40.3 萬 | 0.00% | −2,379−4.3% | 減碼 |
| Savvy Advisors, Inc. | 53,244 | $40.1 萬 | 0.01% | +9,979+23.1% | 加碼 |
| One Wealth Capital Management, LLC | 49,025 | $38.9 萬 | 0.17% | 00.0% | 不變 |
| Onyx Financial Advisors, LLC | 50,149 | $37.8 萬 | 0.16% | 00.0% | 不變 |
| Rockefeller Capital Management L.P. | 50,009 | $37.7 萬 | 0.00% | −2,200−4.2% | 減碼 |
| National Asset Management, Inc. | 51,889 | $37.6 萬 | 0.02% | −1,041−2.0% | 減碼 |
| Cottage Street Advisors LLC | 49,799 | $37.5 萬 | 0.16% | +170.0% | 加碼 |
| Concurrent Investment Advisors, LLC | 49,680 | $37.5 萬 | 0.00% | −150.0% | 減碼 |
| Investmark Advisory Group LLC | 48,023 | $36.2 萬 | 0.15% | +2,537+5.6% | 加碼 |
| Susquehanna International Group, LLP | 47,450 | $35.8 萬 | 0.00% | +13,600+40.2% | 加碼 |
| NWF Advisory Services Inc. | 46,721 | $35.2 萬 | 0.04% | −253−0.5% | 減碼 |
| IHT Wealth Management, LLC | 45,844 | $34.6 萬 | 0.01% | +13,698+42.6% | 加碼 |
| Northwestern Mutual Wealth Management Co | 44,644 | $33.7 萬 | 0.00% | +3,756+9.2% | 加碼 |
| Operose Advisors LLC | 44,465 | $33.5 萬 | 0.08% | 00.0% | 不變 |
| Sage Capital Advisors,llc | 43,899 | $33.1 萬 | 0.08% | +1,706+4.0% | 加碼 |
| Gridiron Partners, LLC | 43,356 | $32.7 萬 | 0.20% | −9,613−18.1% | 減碼 |
| Ameritas Advisory Services, LLC | 42,211 | $31.8 萬 | 0.01% | 00.0% | 不變 |
| Carson Advisory Inc. | 41,561 | $31.3 萬 | 0.16% | −3,500−7.8% | 減碼 |
| Equitable Holdings, Inc. | 38,221 | $30.7 萬 | 0.00% | +9,162+31.5% | 加碼 |
| Terry L. Blaker | 39,283 | $29.6 萬 | 0.01% | −12,360−23.9% | 減碼 |
| Silver Oak Securities, Inc | 39,045 | $29.4 萬 | 0.02% | −318−0.8% | 減碼 |
| Virtu Financial LLC | 38,097 | $28.7 萬 | 0.01% | +38,097 | 新進 |
| Liberty Wealth Management LLC | 37,890 | $28.6 萬 | 0.04% | −405−1.1% | 減碼 |
| HRT Financial LP | 37,687 | $28.4 萬 | 0.00% | +37,687 | 新進 |
| TCG Advisory Services, LLC | 37,578 | $28.3 萬 | 0.01% | +13,116+53.6% | 加碼 |
| Kovack Advisors, Inc. | 36,773 | $28.1 萬 | 0.02% | +2,656+7.8% | 加碼 |
| Kingswood Wealth Advisors, LLC | 37,182 | $28.0 萬 | 0.01% | +5,790+18.4% | 加碼 |
| Daymark Wealth Partners, LLC | 35,255 | $26.6 萬 | 0.01% | +850+2.5% | 加碼 |
| Smith Chas P & Associates Pa Cpas | 35,000 | $26.4 萬 | 0.01% | −7,500−17.6% | 減碼 |
| Creative Planning | 34,277 | $25.8 萬 | 0.00% | +4,713+15.9% | 加碼 |
| Prairie Wealth Advisors, Inc. | 0 | $25.8 萬 | 0.11% | 0 | 不變 |
| D.A. Davidson & Co. | 33,069 | $24.9 萬 | 0.00% | −3,725−10.1% | 減碼 |
| Arkadios Wealth Advisors | 32,979 | $24.9 萬 | 0.00% | +32,979 | 新進 |
| Fund Advisors of America Inc | 32,203 | $24.3 萬 | 0.25% | −651−2.0% | 減碼 |
| Smithbridge Asset Management Inc | 32,062 | $24.2 萬 | 0.04% | +32,062 | 新進 |
| Baird Financial Group, Inc. | 32,014 | $24.1 萬 | 0.00% | −1,382−4.1% | 減碼 |
| Private Trust Co NA | 31,148 | $23.5 萬 | 0.02% | 00.0% | 不變 |
| Fortitude Advisory Group L.L.C. | 30,719 | $23.2 萬 | 0.10% | 00.0% | 不變 |
| Mount Yale Investment Advisors, LLC | 30,081 | $22.9 萬 | 0.01% | −2,174−6.7% | 減碼 |
| Oppenheimer & Co Inc | 29,949 | $22.6 萬 | 0.00% | +54+0.2% | 加碼 |
| M Holdings Securities, Inc. | 27,930 | $22.3 萬 | 0.02% | −177−0.6% | 減碼 |
| Farther Finance Advisors, LLC | 28,466 | $22.2 萬 | 0.00% | +6,766+31.2% | 加碼 |
| UMA Financial Services, Inc. | 29,367 | $22.1 萬 | 0.03% | 00.0% | 不變 |
| Vestmark Advisory Solutions, Inc. | 29,081 | $21.9 萬 | 0.00% | −2,674−8.4% | 減碼 |
| Bank of New York Mellon Corp | 28,882 | $21.8 萬 | 0.00% | +10,455+56.7% | 加碼 |
| Whittier Trust Co | 28,400 | $21.8 萬 | 0.00% | +2,565+9.9% | 加碼 |
| Advisor OS, LLC | 28,785 | $21.7 萬 | 0.02% | −705−2.4% | 減碼 |
| Kingstone Capital Partners Texas, LLC | 28,578 | $21.5 萬 | 0.13% | +2,581+9.9% | 加碼 |
| Concord Wealth Partners | 28,150 | $21.2 萬 | 0.03% | +425+1.5% | 加碼 |
| Caldwell Sutter Capital, Inc. | 27,144 | $20.5 萬 | 0.08% | 00.0% | 不變 |
| SageGuard Financial Group, LLC | 27,062 | $20.4 萬 | 0.03% | +340+1.3% | 加碼 |
| Mueller Wealth, LLC | 26,657 | $20.1 萬 | 0.16% | +7,470+38.9% | 加碼 |
| Summit Financial, LLC | 26,153 | $19.9 萬 | 0.00% | −313−1.2% | 減碼 |
| Merit Financial Group, LLC | 25,340 | $19.1 萬 | 0.00% | −5,838−18.7% | 減碼 |
| Keybank National Association | 24,921 | $18.8 萬 | 0.00% | 00.0% | 不變 |
| Sigma Planning Corp | 24,906 | $18.8 萬 | 0.01% | −492−1.9% | 減碼 |
| Closed-End Fund Advisors, Inc. | 24,785 | $18.7 萬 | 0.19% | 00.0% | 不變 |
| Catalina Capital Group, LLC | 24,627 | $18.6 萬 | 0.11% | +62+0.3% | 加碼 |
| Jacobi Capital Management LLC | 24,475 | $18.5 萬 | 0.01% | +4,000+19.5% | 加碼 |
| Duncker Streett & Co Inc | 24,474 | $18.5 萬 | 0.04% | 00.0% | 不變 |
| Berger Financial Group, Inc | 24,344 | $18.4 萬 | 0.01% | +165+0.7% | 加碼 |
| Founders Financial Alliance, LLC | 24,017 | $18.1 萬 | 0.03% | +909+3.9% | 加碼 |
| Western Wealth Management, LLC | 23,967 | $18.1 萬 | 0.01% | +23,967 | 新進 |
| Snowden Capital Advisors LLC | 23,742 | $18.1 萬 | 0.00% | −3,882−14.1% | 減碼 |
| Wagner Wealth Management, LLC | 23,718 | $17.9 萬 | 0.04% | +253+1.1% | 加碼 |
| International Private Wealth Advisors LLC | 23,531 | $17.7 萬 | 0.11% | −858−3.5% | 減碼 |
| Allworth Financial LP | 23,291 | $17.6 萬 | 0.00% | −1,580−6.4% | 減碼 |
| Apollon Wealth Management, LLC | 23,107 | $17.4 萬 | 0.00% | +214+0.9% | 加碼 |
| PFG Investments, LLC | 22,999 | $17.3 萬 | 0.01% | +31+0.1% | 加碼 |
| Glass Jacobson Investment Advisors llc | 22,572 | $17.0 萬 | 0.06% | +70+0.3% | 加碼 |
| Sage Capital Management, LLC | 22,500 | $17.0 萬 | 0.08% | 00.0% | 不變 |
| RFG Advisory, LLC | 22,373 | $16.9 萬 | 0.00% | +3,506+18.6% | 加碼 |
| Tyche Wealth Partners LLC | 22,242 | $16.8 萬 | 0.03% | +66+0.3% | 加碼 |
| J. L. Bainbridge & Co., Inc. | 21,629 | $16.3 萬 | 0.01% | +2,638+13.9% | 加碼 |
| US Bancorp | 21,521 | $16.2 萬 | 0.00% | +7,500+53.5% | 加碼 |
| Gill Capital Partners, LLC | 20,874 | $15.7 萬 | 0.05% | −1,874−8.2% | 減碼 |
| Valley Brook Capital Group | 20,306 | $15.3 萬 | 0.10% | −2,690−11.7% | 減碼 |
| DV Trading LLC | 20,216 | $15.2 萬 | 0.01% | −20.0% | 減碼 |
| TSFG, LLC | 20,222 | $15.2 萬 | 0.02% | 00.0% | 不變 |
| Pacific Wealth Strategies Group, Inc. | 20,000 | $15.1 萬 | 0.09% | +7,000+53.8% | 加碼 |
| Citadel Advisors LLC | 19,949 | $15.0 萬 | 0.00% | −32,862−62.2% | 減碼 |
| Vines Capital Management, LLC | 19,913 | $15.0 萬 | 0.15% | 00.0% | 不變 |
| WealthTrust Axiom LLC | 19,879 | $15.0 萬 | 0.04% | 00.0% | 不變 |
| Quantinno Capital Management LP | 18,955 | $14.3 萬 | 0.00% | +1,315+7.5% | 加碼 |
| Clifford Swan Investment Counsel LLC | 18,952 | $14.3 萬 | 0.00% | 00.0% | 不變 |
| Waterfront Wealth Inc. | 18,792 | $14.2 萬 | 0.03% | −1,881−9.1% | 減碼 |
| Shufro Rose & Co LLC | 18,373 | $13.9 萬 | 0.01% | 00.0% | 不變 |
| Burney Co | 18,289 | $13.8 萬 | 0.00% | 00.0% | 不變 |
| Change Path, LLC | 17,887 | $13.5 萬 | 0.00% | +116+0.7% | 加碼 |
| JB Capital LLC | 17,632 | $13.3 萬 | 0.01% | +64+0.4% | 加碼 |
| King Luther Capital Management Corp | – | $13.3 萬 | 0.00% | – | 新進 |
| Strategic Financial Concepts, LLC | 17,274 | $13.0 萬 | 0.03% | +4,720+37.6% | 加碼 |
| McAlister, Sweet & Associates, Inc. | 17,191 | $13.0 萬 | 0.08% | +17,191 | 新進 |
| Clearstead Advisors, LLC | 16,956 | $12.8 萬 | 0.00% | −946−5.3% | 減碼 |
| Wolverine Asset Management LLC | 16,887 | $12.7 萬 | 0.00% | +16,887 | 新進 |
| Goldman Sachs Group Inc | 16,828 | $12.7 萬 | 0.00% | +16,828 | 新進 |