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 2 季 13F 持有人
Nuveen Preferred & Income Opportunities Fund 在 2026/6/30 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
- 334
- 較 2026 年第 1 季 +11 家
- 持有股數
- 6,586 萬
- 較 2026 年第 1 季 +94.6 萬 (+1.5%)
- 總市值
- $5.19 億
- 較 2026 年第 1 季 +$2,894 萬 (+5.9%)
- 新進機構
- 40
- 另有 113 家加碼
- 清倉機構
- 29
- 另有 83 家減碼
另有 3 家機構在 2026 年第 1 季持有、還沒有申報 2026 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 |
2026 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 2026 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Silver Oak Securities, Inc | 36,035 | $28.4 萬 | 0.02% | −3,010−7.7% | 減碼 |
| Liberty Wealth Management LLC | 37,890 | $28.6 萬 | 0.04% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 36,305 | $28.6 萬 | 0.00% | −8,339−18.7% | 減碼 |
| TCG Advisory Services, LLC | 36,389 | $28.7 萬 | 0.01% | −1,189−3.2% | 減碼 |
| Kingswood Wealth Advisors, LLC | 37,182 | $29.3 萬 | 0.01% | 00.0% | 不變 |
| Whittier Trust Co | 37,532 | $29.5 萬 | 0.00% | +9,132+32.2% | 加碼 |
| Clear Street Group Inc. | 39,016 | $30.7 萬 | 0.00% | +39,016 | 新進 |
| Terry L. Blaker | 39,283 | $31.0 萬 | 0.01% | 00.0% | 不變 |
| Equitable Holdings, Inc. | 39,903 | $31.4 萬 | 0.00% | +1,682+4.4% | 加碼 |
| RMB Capital Management, LLC | 40,346 | $32.0 萬 | 0.00% | −20,619−33.8% | 減碼 |
| IHT Wealth Management, LLC | 41,102 | $32.4 萬 | 0.01% | −4,742−10.3% | 減碼 |
| Carson Advisory Inc. | 41,561 | $32.8 萬 | 0.15% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 42,204 | $33.3 萬 | 0.01% | +42,204 | 新進 |
| Advance Capital Management, Inc. | 42,681 | $33.6 萬 | 0.01% | +26,755+168.0% | 加碼 |
| NWF Advisory Services Inc. | 42,721 | $33.7 萬 | 0.03% | −4,000−8.6% | 減碼 |
| Operose Advisors LLC | 44,465 | $35.0 萬 | 0.07% | 00.0% | 不變 |
| Sage Capital Advisors,llc | 44,691 | $35.2 萬 | 0.07% | +792+1.8% | 加碼 |
| HRT Financial LP | 45,587 | $35.9 萬 | 0.00% | +7,900+21.0% | 加碼 |
| Savvy Advisors, Inc. | 47,041 | $37.1 萬 | 0.01% | −6,203−11.7% | 減碼 |
| Kestra Private Wealth Services, LLC | 47,502 | $37.4 萬 | 0.00% | −37,533−44.1% | 減碼 |
| Investmark Advisory Group LLC | 48,287 | $38.1 萬 | 0.14% | +264+0.5% | 加碼 |
| Onyx Financial Advisors, LLC | 50,149 | $39.5 萬 | 0.14% | 00.0% | 不變 |
| Cottage Street Advisors LLC | 50,771 | $40.0 萬 | 0.15% | +972+2.0% | 加碼 |
| Concurrent Investment Advisors, LLC | 51,605 | $40.7 萬 | 0.00% | +1,925+3.9% | 加碼 |
| National Asset Management, Inc. | 51,889 | $40.7 萬 | 0.02% | 00.0% | 不變 |
| MML Investors Services, LLC | 53,132 | $41.9 萬 | 0.00% | −320−0.6% | 減碼 |
| Core Wealth Partners LLC | 53,224 | $41.9 萬 | 0.18% | +53,224 | 新進 |
| Rockefeller Capital Management L.P. | 54,009 | $42.6 萬 | 0.00% | +4,000+8.0% | 加碼 |
| Walled Lake Planning & Wealth Management, LLC | 55,269 | $43.6 萬 | 0.11% | 00.0% | 不變 |
| Ritholtz Wealth Management | 55,306 | $43.6 萬 | 0.01% | +55,306 | 新進 |
| Wealth Effects LLC | 56,090 | $44.2 萬 | 0.12% | 00.0% | 不變 |
| Ameritas Advisory Services, LLC | 57,103 | $45.0 萬 | 0.01% | +14,892+35.3% | 加碼 |
| Centurion Wealth Management LLC | 58,732 | $46.3 萬 | 0.11% | −8,252−12.3% | 減碼 |
| Mosaic Family Wealth Partners, LLC | 61,444 | $48.4 萬 | 0.03% | 00.0% | 不變 |
| Accel Wealth Management | 61,818 | $48.7 萬 | 0.11% | −3,197−4.9% | 減碼 |
| Mercer Global Advisors Inc | 63,120 | $49.7 萬 | 0.00% | +3,718+6.3% | 加碼 |
| International Assets Investment Management, LLC | 64,859 | $50.8 萬 | 0.03% | +7,875+13.8% | 加碼 |
| Everstar Asset Management, LLC | 64,911 | $51.1 萬 | 0.25% | −1,164−1.8% | 減碼 |
| Live Oak Private Wealth LLC | 65,572 | $51.7 萬 | 0.06% | 00.0% | 不變 |
| Kingsbury Capital Investment Advisors LLC | 65,897 | $51.9 萬 | 0.44% | +678+1.0% | 加碼 |
| KMT Wealth Management, LLC | 65,897 | $51.9 萬 | 0.44% | +65,897 | 新進 |
| Mariner, LLC | 67,074 | $52.9 萬 | 0.00% | −18,508−21.6% | 減碼 |
| Principal Securities, Inc. | 67,977 | $53.6 萬 | 0.01% | +252+0.4% | 加碼 |
| SRS Capital Advisors, Inc. | 69,092 | $54.4 萬 | 0.00% | +55,370+403.5% | 加碼 |
| Investors Asset Management of Georgia Inc | 69,250 | $54.6 萬 | 0.19% | +2,000+3.0% | 加碼 |
| RVW Wealth, LLC | 70,922 | $55.9 萬 | 0.04% | 00.0% | 不變 |
| Fifth Third Bancorp | 71,105 | $56.0 萬 | 0.00% | +245+0.3% | 加碼 |
| Warren Averett Asset Management, LLC | 73,658 | $58.0 萬 | 0.00% | −12,441−14.4% | 減碼 |
| Pathstone Holdings, LLC | 74,508 | $58.7 萬 | 0.00% | 00.0% | 不變 |
| Samalin Investment Counsel, LLC | 74,884 | $59.0 萬 | 0.19% | −30,789−29.1% | 減碼 |
| Shulman DeMeo Asset Management LLC | 77,280 | $60.9 萬 | 0.11% | −421−0.5% | 減碼 |
| Rothschild Investment LLC | 80,967 | $63.8 萬 | 0.02% | +9,888+13.9% | 加碼 |
| Prospera Financial Services Inc | 82,625 | $65.1 萬 | 0.01% | +163+0.2% | 加碼 |
| Level Four Advisory Services, LLC | 83,222 | $65.6 萬 | 0.02% | −861−1.0% | 減碼 |
| Abel Hall, LLC | 83,600 | $65.9 萬 | 0.11% | 00.0% | 不變 |
| Marino, Stram & Associates LLC | 86,571 | $68.2 萬 | 0.11% | 00.0% | 不變 |
| Shaker Financial Services, LLC | 87,000 | $68.9 萬 | 0.22% | +87,000 | 新進 |
| Spire Wealth Management | 87,837 | $69.2 萬 | 0.02% | +7,868+9.8% | 加碼 |
| Benchmark Investment Advisors LLC | 88,000 | $69.3 萬 | 0.30% | 00.0% | 不變 |
| Melfa Wealth Management, LLC | 96,899 | $76.4 萬 | 0.41% | −116−0.1% | 減碼 |
| Diversify Wealth Management, LLC | 99,591 | $76.6 萬 | 0.01% | +883+0.9% | 加碼 |
| Diversify Advisory Services, LLC | 99,591 | $76.6 萬 | 0.01% | +99,591 | 新進 |
| Palogic Value Management, L.P. | 100,564 | $79.2 萬 | 0.28% | 00.0% | 不變 |
| One Wealth Capital Management, LLC | 101,328 | $79.8 萬 | 0.23% | +52,303+106.7% | 加碼 |
| Triumph Capital Management | 103,070 | $81.2 萬 | 0.15% | +9,517+10.2% | 加碼 |
| Cornerstone Advisory, LLC | 104,883 | $82.6 萬 | 0.07% | 00.0% | 不變 |
| Advisory Services Network, LLC | 106,429 | $83.9 萬 | 0.01% | −2,800−2.6% | 減碼 |
| Independent Financial Group, LLC | 110,331 | $86.9 萬 | 0.02% | +17,398+18.7% | 加碼 |
| Wedbush Securities Inc | 119,264 | $94.0 萬 | 0.02% | +3,877+3.4% | 加碼 |
| Bramshill Investments, LLC | 126,165 | $99.4 萬 | 0.08% | +50,836+67.5% | 加碼 |
| StoneX Group Inc. | 129,640 | $102.8 萬 | 0.04% | +37,539+40.8% | 加碼 |
| AlphaCore Capital LLC | 130,543 | $103.7 萬 | 0.02% | +31,432+31.7% | 加碼 |
| Wealthcare Advisory Partners LLC | 133,224 | $105.0 萬 | 0.02% | −4,058−3.0% | 減碼 |
| Cary Street Partners Financial LLC | 137,079 | $108.0 萬 | 0.02% | 00.0% | 不變 |
| Private Advisor Group, LLC | 139,246 | $109.7 萬 | 0.01% | +212+0.2% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 141,288 | $111.3 萬 | 0.03% | −185,045−56.7% | 減碼 |
| E&G Advisors, LP | 153,251 | $120.6 萬 | 0.23% | −649−0.4% | 減碼 |
| HighTower Advisors, LLC | 154,859 | $122.0 萬 | 0.00% | −765−0.5% | 減碼 |
| Jane Street Group, LLC | 157,446 | $124.1 萬 | 0.00% | −153,030−49.3% | 減碼 |
| Thrivent Financial for Lutherans | 161,712 | $127.4 萬 | 0.00% | 00.0% | 不變 |
| Jupiter Wealth Management LLC | 168,733 | $133.0 萬 | 0.53% | 00.0% | 不變 |
| Umb Bank N A | 174,854 | $137.8 萬 | 0.02% | +16,000+10.1% | 加碼 |
| Wiley Bros.-Aintree Capital, LLC | 178,942 | $141.0 萬 | 0.01% | −348−0.2% | 減碼 |
| Geneos Wealth Management Inc. | 186,542 | $147.0 萬 | 0.03% | −12,430−6.2% | 減碼 |
| Wealthspire Advisors, LLC | 199,488 | $157.2 萬 | 0.01% | −3,171−1.6% | 減碼 |
| Harbour Investments, Inc. | 202,041 | $159.2 萬 | 0.02% | −4,653−2.3% | 減碼 |
| XTX Topco Ltd | 202,045 | $159.2 萬 | 0.02% | +111,653+123.5% | 加碼 |
| Wright Wealth LLC | 210,089 | $165.6 萬 | 0.99% | +15,910+8.2% | 加碼 |
| First Trust Advisors LP | 215,674 | $170.0 萬 | 0.00% | −352−0.2% | 減碼 |
| CoreCap Advisors, LLC | 222,698 | $175.5 萬 | 0.05% | +4,335+2.0% | 加碼 |
| Mission Hills Financial Advisory, LLC | 226,584 | $178.5 萬 | 0.78% | +114,414+102.0% | 加碼 |
| Capital Investment Advisors, LLC | 236,459 | $186.3 萬 | 0.02% | −33,479−12.4% | 減碼 |
| MSH Capital Advisors LLC | 240,963 | $189.9 萬 | 0.33% | −11,276−4.5% | 減碼 |
| Davenport & Co LLC | 241,523 | $190.3 萬 | 0.01% | +1,501+0.6% | 加碼 |
| Wealth Advisory Solutions, LLC | 261,844 | $206.3 萬 | 0.42% | +42,375+19.3% | 加碼 |
| Ibex Wealth Advisors | 288,992 | $227.7 萬 | 0.18% | −3,055−1.0% | 減碼 |
| GWM Advisors LLC | 302,561 | $238.4 萬 | 0.01% | −12,053−3.8% | 減碼 |
| Sanctuary Advisors, LLC | 316,545 | $249.4 萬 | 0.01% | −22,432−6.6% | 減碼 |
| Fiera Capital Corp | 341,744 | $269.3 萬 | 0.01% | +11,890+3.6% | 加碼 |
| Prelude Capital Management, LLC | 350,000 | $275.8 萬 | 0.20% | +60,523+20.9% | 加碼 |