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 |
|---|---|---|---|---|---|
| Huntleigh Advisors, Inc. | 16,720 | $12.6 萬 | 0.02% | 00.0% | 不變 |
| Ausdal Financial Partners, Inc. | 16,706 | $12.6 萬 | 0.01% | +11+0.1% | 加碼 |
| EverSource Wealth Advisors, LLC | 16,645 | $12.6 萬 | 0.00% | 00.0% | 不變 |
| Gerber Kawasaki Wealth & Investment Management | 16,622 | $12.5 萬 | 0.00% | +3,196+23.8% | 加碼 |
| Horizon Kinetics Asset Management LLC | 16,426 | $12.4 萬 | 0.00% | 00.0% | 不變 |
| Beacon Financial Group | 16,332 | $12.3 萬 | 0.01% | +220+1.4% | 加碼 |
| Advance Capital Management, Inc. | 15,926 | $12.0 萬 | 0.00% | 00.0% | 不變 |
| Coastal Investment Advisors, Inc. | 15,908 | $12.0 萬 | 0.04% | +240+1.5% | 加碼 |
| PSI Advisors, LLC | 15,861 | $12.0 萬 | 0.03% | +15,861 | 新進 |
| Concorde Asset Management, LLC | 15,722 | $12.0 萬 | 0.06% | −2,760−14.9% | 減碼 |
| Whittier Trust Co of Nevada Inc | 15,387 | $11.8 萬 | 0.00% | +10,444+211.3% | 加碼 |
| Perigon Wealth Management, LLC | 15,312 | $11.5 萬 | 0.00% | 00.0% | 不變 |
| Argentarii, LLC | 15,073 | $11.4 萬 | 0.04% | 00.0% | 不變 |
| Belpointe Asset Management LLC | 14,901 | $11.2 萬 | 0.00% | 00.0% | 不變 |
| River Wealth Advisors LLC | 14,688 | $11.1 萬 | 0.01% | 00.0% | 不變 |
| Etesian Wealth Advisors, Inc. | 14,500 | $10.9 萬 | 0.03% | +500+3.6% | 加碼 |
| Post Resch Tallon Group Inc. | 14,065 | $10.8 萬 | 0.09% | −495−3.4% | 減碼 |
| Parsons Capital Management Inc | 14,193 | $10.7 萬 | 0.00% | 00.0% | 不變 |
| Royal Fund Management, LLC | 14,034 | $10.6 萬 | 0.01% | +211+1.5% | 加碼 |
| Ieq Capital, LLC | 13,843 | $10.4 萬 | 0.00% | 00.0% | 不變 |
| SRS Capital Advisors, Inc. | 13,722 | $10.3 萬 | 0.00% | −1,000−6.8% | 減碼 |
| Beacon Financial Advisory LLC | 13,705 | $10.3 萬 | 0.02% | +33+0.2% | 加碼 |
| Asset One Wealth Management LLC | 13,011 | $10.3 萬 | 0.01% | −16,839−56.4% | 減碼 |
| Two Sigma Securities, LLC | 13,684 | $10.3 萬 | 0.01% | −1,678−10.9% | 減碼 |
| VeraBank, N.A. | 13,658 | $10.3 萬 | 0.02% | 00.0% | 不變 |
| Integrated Wealth Concepts LLC | 13,610 | $10.3 萬 | 0.00% | −83,822−86.0% | 減碼 |
| Tempo Wealth, LLC | 13,233 | $9.98 萬 | 0.02% | +199+1.5% | 加碼 |
| Boothbay Fund Management, LLC | 13,018 | $9.82 萬 | 0.00% | +13,018 | 新進 |
| Halbert Hargrove Global Advisors, LLC | 13,000 | $9.80 萬 | 0.00% | 00.0% | 不變 |
| 180 Wealth Advisors, LLC | 12,863 | $9.70 萬 | 0.01% | +22+0.2% | 加碼 |
| Smith Shellnut Wilson LLC | 12,855 | $9.69 萬 | 0.04% | 00.0% | 不變 |
| SFE Investment Counsel | 12,816 | $9.66 萬 | 0.02% | 00.0% | 不變 |
| Beacon Pointe Advisors, LLC | 12,776 | $9.63 萬 | 0.00% | +12,776 | 新進 |
| Aspire Growth Partners LLC | 12,756 | $9.62 萬 | 0.07% | +192+1.5% | 加碼 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 12,000 | $9.56 萬 | 0.03% | 00.0% | 不變 |
| Wesbanco Bank Inc | 12,640 | $9.53 萬 | 0.00% | −572−4.3% | 減碼 |
| Capital Investment Advisory Services, LLC | 12,498 | $9.42 萬 | 0.01% | 00.0% | 不變 |
| Stock Yards Bank & Trust Co | 12,304 | $9.28 萬 | 0.00% | +1,400+12.8% | 加碼 |
| Diesslin Group, Inc. | 12,256 | $9.24 萬 | 0.04% | −272−2.2% | 減碼 |
| Coastline Trust Co | 12,143 | $9.16 萬 | 0.01% | 00.0% | 不變 |
| Cahaba Wealth Management, Inc. | 12,108 | $9.13 萬 | 0.01% | 00.0% | 不變 |
| Dakota Wealth Management | 12,092 | $9.12 萬 | 0.00% | +12,092 | 新進 |
| Baker Avenue Asset Management, LP | 12,000 | $9.05 萬 | 0.00% | 00.0% | 不變 |
| American Financial Advisors, LLC | 12,000 | $9.05 萬 | 0.01% | 00.0% | 不變 |
| Colony Group, LLC | 11,948 | $9.04 萬 | 0.00% | +11,948 | 新進 |
| Johnson & White Wealth Management, LLC | 11,911 | $8.98 萬 | 0.04% | +144+1.2% | 加碼 |
| Tradition Wealth Management, LLC | 11,838 | $8.93 萬 | 0.01% | −839−6.6% | 減碼 |
| Powell Investment Advisors, LLC | 11,627 | $8.84 萬 | 0.03% | 00.0% | 不變 |
| Park Avenue Securities LLC | 11,609 | $8.80 萬 | 0.00% | −8,462−42.2% | 減碼 |
| Integrity Advisory Solutions, LLC | 11,663 | $8.79 萬 | 0.01% | +1,006+9.4% | 加碼 |
| Green Square Capital Advisors LLC | 11,653 | $8.79 萬 | 0.01% | 00.0% | 不變 |
| LifeSteps Financial, Inc. | 11,520 | $8.69 萬 | 0.06% | 00.0% | 不變 |
| Certified Advisory Corp | 11,451 | $8.63 萬 | 0.01% | +131+1.2% | 加碼 |
| CWM, LLC | 11,345 | $8.55 萬 | 0.00% | +2,546+28.9% | 加碼 |
| Sunpointe, LLC | 11,200 | $8.44 萬 | 0.03% | 00.0% | 不變 |
| Sagespring Wealth Partners, LLC | 10,931 | $8.24 萬 | 0.00% | +10,931 | 新進 |
| BankPlus Wealth Management LLC | 10,892 | $8.21 萬 | 0.04% | 00.0% | 不變 |
| MKT Advisors LLC | 10,700 | $8.16 萬 | 0.03% | −2,688−20.1% | 減碼 |
| W.H. Cornerstone Investments Inc. | 10,649 | $8.03 萬 | 0.05% | +160+1.5% | 加碼 |
| Fox Hill Wealth Management | 10,633 | $8.02 萬 | 0.04% | 00.0% | 不變 |
| Osbon Capital Management LLC | 10,561 | $7.96 萬 | 0.06% | +10,561 | 新進 |
| Leigh Baldwin & Co., LLC | 10,538 | $7.95 萬 | 0.05% | +158+1.5% | 加碼 |
| Future Financial Wealth Managment LLC | 10,000 | $7.93 萬 | 0.05% | 00.0% | 不變 |
| Collaborative Wealth Managment Inc. | 10,290 | $7.76 萬 | 0.04% | 00.0% | 不變 |
| Hollencrest Capital Management | 9,645 | $7.27 萬 | 0.00% | 00.0% | 不變 |
| Anchor Investment Management, LLC | 9,386 | $7.08 萬 | 0.01% | +29+0.3% | 加碼 |
| Sunbelt Securities, Inc. | 9,084 | $6.85 萬 | 0.00% | +1,084+13.6% | 加碼 |
| NBC Securities, Inc. | 8,135 | $6.13 萬 | 0.00% | 00.0% | 不變 |
| Central Trust Co | 7,493 | $5.65 萬 | 0.00% | 00.0% | 不變 |
| Ameriflex Group, Inc. | 6,668 | $5.03 萬 | 0.03% | −2,348−26.0% | 減碼 |
| Harbor Investment Advisory, LLC | 6,248 | $4.71 萬 | 0.00% | 00.0% | 不變 |
| Huntington National Bank | – | $4.52 萬 | 0.00% | – | – |
| MAI Capital Management | 5,675 | $4.28 萬 | 0.00% | 00.0% | 不變 |
| Hazlett, Burt & Watson, Inc. | 4,943 | $3.60 萬 | 0.01% | −23−0.5% | 減碼 |
| Opal Wealth Advisors, LLC | 4,700 | $3.54 萬 | 0.01% | +4,700 | 新進 |
| CoreFirst Bank & Trust | 4,197 | $3.16 萬 | 0.02% | 00.0% | 不變 |
| Mather Group, LLC. | 4,039 | $3.05 萬 | 0.00% | +4,039 | 新進 |
| Sound Income Strategies, LLC | 3,901 | $3.04 萬 | 0.00% | 00.0% | 不變 |
| Financial Consulate, Inc | 3,749 | $2.83 萬 | 0.00% | 00.0% | 不變 |
| AdvisorNet Financial, Inc | 3,390 | $2.56 萬 | 0.00% | −794−19.0% | 減碼 |
| Strategic Wealth Partners, Ltd. | 3,000 | $2.26 萬 | 0.00% | −4,908−62.1% | 減碼 |
| FNY Investment Advisers, LLC | 3,000 | $2.20 萬 | 0.01% | +3,000 | 新進 |
| Larson Financial Group LLC | 2,765 | $2.08 萬 | 0.00% | +2,765 | 新進 |
| Washington Trust Advisors, Inc. | 2,600 | $1.96 萬 | 0.00% | 00.0% | 不變 |
| Ronald Blue Trust, Inc. | 2,398 | $1.81 萬 | 0.00% | 00.0% | 不變 |
| GHP Investment Advisors, Inc. | 2,228 | $1.68 萬 | 0.00% | +999+81.3% | 加碼 |
| Smartleaf Asset Management LLC | 1,999 | $1.45 萬 | 0.00% | 00.0% | 不變 |
| Main Street Group, LTD | 1,681 | $1.27 萬 | 0.00% | +1,681 | 新進 |
| Assetmark, Inc | 1,513 | $1.14 萬 | 0.00% | −200−11.7% | 減碼 |
| Pinnacle Wealth Planning Services, Inc. | 1,503 | $1.13 萬 | 0.00% | −6,142−80.3% | 減碼 |
| Citizens National Bank Trust Department | 1,400 | $1.06 萬 | 0.00% | 00.0% | 不變 |
| The PNC Financial Services Group, Inc. | 1,154 | $8,700 | 0.00% | −2,000−63.4% | 減碼 |
| HFM Investment Advisors, LLC | 1,043 | $7,864 | 0.00% | 00.0% | 不變 |
| SWAN Capital LLC | 995 | $7,502 | 0.00% | 00.0% | 不變 |
| Russell Investments Group, Ltd. | 976 | $7,359 | 0.00% | 00.0% | 不變 |
| Pinnacle Bancorp, Inc. | 902 | $6,801 | 0.00% | 00.0% | 不變 |
| Atlantic Union Bankshares Corp | 748 | $5,640 | 0.00% | 00.0% | 不變 |
| Leo H. Evart, Inc. | 741 | $5,587 | 0.00% | +741 | 新進 |
| POM Investment Strategies, LLC | 699 | $5,270 | 0.01% | +699 | 新進 |
| Trust Co | 681 | $5,136 | 0.00% | +5+0.7% | 加碼 |