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 |
|---|---|---|---|---|---|
| Mosaic Family Wealth Partners, LLC | 61,444 | $48.4 萬 | 0.03% | 00.0% | 不變 |
| Centurion Wealth Management LLC | 58,732 | $46.3 萬 | 0.11% | −8,252−12.3% | 減碼 |
| Ameritas Advisory Services, LLC | 57,103 | $45.0 萬 | 0.01% | +14,892+35.3% | 加碼 |
| Wealth Effects LLC | 56,090 | $44.2 萬 | 0.12% | 00.0% | 不變 |
| Ritholtz Wealth Management | 55,306 | $43.6 萬 | 0.01% | +55,306 | 新進 |
| Walled Lake Planning & Wealth Management, LLC | 55,269 | $43.6 萬 | 0.11% | 00.0% | 不變 |
| Rockefeller Capital Management L.P. | 54,009 | $42.6 萬 | 0.00% | +4,000+8.0% | 加碼 |
| Core Wealth Partners LLC | 53,224 | $41.9 萬 | 0.18% | +53,224 | 新進 |
| MML Investors Services, LLC | 53,132 | $41.9 萬 | 0.00% | −320−0.6% | 減碼 |
| National Asset Management, Inc. | 51,889 | $40.7 萬 | 0.02% | 00.0% | 不變 |
| Concurrent Investment Advisors, LLC | 51,605 | $40.7 萬 | 0.00% | +1,925+3.9% | 加碼 |
| Cottage Street Advisors LLC | 50,771 | $40.0 萬 | 0.15% | +972+2.0% | 加碼 |
| Onyx Financial Advisors, LLC | 50,149 | $39.5 萬 | 0.14% | 00.0% | 不變 |
| Investmark Advisory Group LLC | 48,287 | $38.1 萬 | 0.14% | +264+0.5% | 加碼 |
| Kestra Private Wealth Services, LLC | 47,502 | $37.4 萬 | 0.00% | −37,533−44.1% | 減碼 |
| Savvy Advisors, Inc. | 47,041 | $37.1 萬 | 0.01% | −6,203−11.7% | 減碼 |
| HRT Financial LP | 45,587 | $35.9 萬 | 0.00% | +7,900+21.0% | 加碼 |
| Sage Capital Advisors,llc | 44,691 | $35.2 萬 | 0.07% | +792+1.8% | 加碼 |
| Operose Advisors LLC | 44,465 | $35.0 萬 | 0.07% | 00.0% | 不變 |
| NWF Advisory Services Inc. | 42,721 | $33.7 萬 | 0.03% | −4,000−8.6% | 減碼 |
| Advance Capital Management, Inc. | 42,681 | $33.6 萬 | 0.01% | +26,755+168.0% | 加碼 |
| Global Retirement Partners, LLC | 42,204 | $33.3 萬 | 0.01% | +42,204 | 新進 |
| Carson Advisory Inc. | 41,561 | $32.8 萬 | 0.15% | 00.0% | 不變 |
| IHT Wealth Management, LLC | 41,102 | $32.4 萬 | 0.01% | −4,742−10.3% | 減碼 |
| RMB Capital Management, LLC | 40,346 | $32.0 萬 | 0.00% | −20,619−33.8% | 減碼 |
| Equitable Holdings, Inc. | 39,903 | $31.4 萬 | 0.00% | +1,682+4.4% | 加碼 |
| Terry L. Blaker | 39,283 | $31.0 萬 | 0.01% | 00.0% | 不變 |
| Clear Street Group Inc. | 39,016 | $30.7 萬 | 0.00% | +39,016 | 新進 |
| Whittier Trust Co | 37,532 | $29.5 萬 | 0.00% | +9,132+32.2% | 加碼 |
| Kingswood Wealth Advisors, LLC | 37,182 | $29.3 萬 | 0.01% | 00.0% | 不變 |
| TCG Advisory Services, LLC | 36,389 | $28.7 萬 | 0.01% | −1,189−3.2% | 減碼 |
| Northwestern Mutual Wealth Management Co | 36,305 | $28.6 萬 | 0.00% | −8,339−18.7% | 減碼 |
| Liberty Wealth Management LLC | 37,890 | $28.6 萬 | 0.04% | 00.0% | 不變 |
| Silver Oak Securities, Inc | 36,035 | $28.4 萬 | 0.02% | −3,010−7.7% | 減碼 |
| Smith Chas P & Associates Pa Cpas | 35,000 | $27.6 萬 | 0.01% | 00.0% | 不變 |
| Daymark Wealth Partners, LLC | 34,405 | $27.1 萬 | 0.01% | −850−2.4% | 減碼 |
| Patriot Financial Group Insurance Agency, LLC | 34,258 | $27.0 萬 | 0.03% | −34,712−50.3% | 減碼 |
| Prairie Wealth Advisors, Inc. | 0 | $27.0 萬 | 0.06% | 0 | 不變 |
| Fund Advisors of America Inc | 32,903 | $25.9 萬 | 0.24% | +700+2.2% | 加碼 |
| Baird Financial Group, Inc. | 32,014 | $25.2 萬 | 0.00% | 00.0% | 不變 |
| Smithbridge Asset Management Inc | 32,000 | $25.2 萬 | 0.03% | −62−0.2% | 減碼 |
| Kovack Advisors, Inc. | 32,082 | $25.2 萬 | 0.01% | −4,691−12.8% | 減碼 |
| Concord Wealth Partners | 31,296 | $24.7 萬 | 0.03% | +3,146+11.2% | 加碼 |
| M Holdings Securities, Inc. | 31,161 | $24.5 萬 | 0.03% | +3,231+11.6% | 加碼 |
| D.A. Davidson & Co. | 31,089 | $24.5 萬 | 0.00% | −1,980−6.0% | 減碼 |
| Mount Yale Investment Advisors, LLC | 30,609 | $24.3 萬 | 0.00% | +528+1.8% | 加碼 |
| Fortitude Advisory Group L.L.C. | 30,719 | $24.2 萬 | 0.09% | 00.0% | 不變 |
| Vestmark Advisory Solutions, Inc. | 30,609 | $24.1 萬 | 0.00% | +1,528+5.3% | 加碼 |
| J. L. Bainbridge & Co., Inc. | 30,571 | $24.1 萬 | 0.02% | +8,942+41.3% | 加碼 |
| Marex Group plc | 30,000 | $23.6 萬 | 0.00% | +30,000 | 新進 |
| Oppenheimer & Co Inc | 29,877 | $23.5 萬 | 0.00% | −72−0.2% | 減碼 |
| McAlister, Sweet & Associates, Inc. | 29,583 | $23.3 萬 | 0.12% | +12,392+72.1% | 加碼 |
| UMA Financial Services, Inc. | 29,367 | $23.1 萬 | 0.03% | 00.0% | 不變 |
| Joel Isaacson & Co., LLC | 28,563 | $22.5 萬 | 0.01% | +28,563 | 新進 |
| Farther Finance Advisors, LLC | 28,264 | $22.3 萬 | 0.00% | −202−0.7% | 減碼 |
| Mueller Wealth, LLC | 28,255 | $22.3 萬 | 0.15% | +1,598+6.0% | 加碼 |
| Advisor OS, LLC | 27,802 | $21.9 萬 | 0.01% | −983−3.4% | 減碼 |
| SageGuard Financial Group, LLC | 27,604 | $21.8 萬 | 0.03% | +542+2.0% | 加碼 |
| J.W. Cole Advisors, Inc. | 27,262 | $21.5 萬 | 0.00% | +27,262 | 新進 |
| Caldwell Sutter Capital, Inc. | 27,144 | $21.4 萬 | 0.08% | 00.0% | 不變 |
| Jacobi Capital Management LLC | 26,550 | $20.9 萬 | 0.01% | +2,075+8.5% | 加碼 |
| Pensionmark Financial Group, LLC | 27,191 | $20.9 萬 | 0.00% | −72,736−72.8% | 減碼 |
| Allworth Financial LP | 26,244 | $20.7 萬 | 0.00% | +2,953+12.7% | 加碼 |
| Creative Planning | 26,144 | $20.6 萬 | 0.00% | −8,133−23.7% | 減碼 |
| Keybank National Association | 24,921 | $19.6 萬 | 0.00% | 00.0% | 不變 |
| Summit Financial, LLC | 24,611 | $19.6 萬 | 0.00% | −1,542−5.9% | 減碼 |
| Closed-End Fund Advisors, Inc. | 24,785 | $19.5 萬 | 0.19% | 00.0% | 不變 |
| Sigma Planning Corp | 24,728 | $19.5 萬 | 0.00% | −178−0.7% | 減碼 |
| Berger Financial Group, Inc | 24,565 | $19.4 萬 | 0.01% | +221+0.9% | 加碼 |
| Duncker Streett & Co Inc | 24,474 | $19.3 萬 | 0.03% | 00.0% | 不變 |
| Merit Financial Group, LLC | 24,468 | $19.3 萬 | 0.00% | −872−3.4% | 減碼 |
| RFG Advisory, LLC | 24,434 | $19.3 萬 | 0.00% | +2,061+9.2% | 加碼 |
| US Bancorp | 24,262 | $19.1 萬 | 0.00% | +2,741+12.7% | 加碼 |
| Apollon Wealth Management, LLC | 24,143 | $19.0 萬 | 0.00% | +1,036+4.5% | 加碼 |
| International Private Wealth Advisors LLC | 24,089 | $19.0 萬 | 0.10% | +558+2.4% | 加碼 |
| Founders Financial Alliance, LLC | 24,056 | $19.0 萬 | 0.03% | +39+0.2% | 加碼 |
| Boothbay Fund Management, LLC | 24,008 | $18.9 萬 | 0.00% | +10,990+84.4% | 加碼 |
| Glass Jacobson Investment Advisors llc | 22,692 | $17.9 萬 | 0.06% | +120+0.5% | 加碼 |
| Sage Capital Management, LLC | 22,500 | $17.7 萬 | 0.07% | 00.0% | 不變 |
| EP Wealth Advisors, LLC | 22,146 | $17.5 萬 | 0.00% | +22,146 | 新進 |
| PFG Investments, LLC | 21,305 | $16.8 萬 | 0.01% | −1,694−7.4% | 減碼 |
| Tyche Wealth Partners LLC | 21,273 | $16.8 萬 | 0.02% | −969−4.4% | 減碼 |
| Gridiron Partners, LLC | 21,023 | $16.6 萬 | 0.09% | −22,333−51.5% | 減碼 |
| Gill Capital Partners, LLC | 20,874 | $16.4 萬 | 0.04% | 00.0% | 不變 |
| Western Wealth Management, LLC | 20,347 | $16.0 萬 | 0.01% | −3,620−15.1% | 減碼 |
| DV Trading LLC | 20,216 | $15.9 萬 | 0.01% | 00.0% | 不變 |
| TSFG, LLC | 20,222 | $15.9 萬 | 0.02% | 00.0% | 不變 |
| Pacific Wealth Strategies Group, Inc. | 20,000 | $15.8 萬 | 0.09% | 00.0% | 不變 |
| Vines Capital Management, LLC | 19,913 | $15.7 萬 | 0.13% | 00.0% | 不變 |
| WealthTrust Axiom LLC | 19,879 | $15.7 萬 | 0.03% | 00.0% | 不變 |
| Clifford Swan Investment Counsel LLC | 18,952 | $14.9 萬 | 0.00% | 00.0% | 不變 |
| Signaturefd, LLC | 18,527 | $14.6 萬 | 0.00% | +18,527 | 新進 |
| Shufro Rose & Co LLC | 18,373 | $14.5 萬 | 0.01% | 00.0% | 不變 |
| Change Path, LLC | 18,079 | $14.2 萬 | 0.00% | +192+1.1% | 加碼 |
| Integrated Wealth Concepts LLC | 18,042 | $14.2 萬 | 0.00% | +4,432+32.6% | 加碼 |
| Private Trust Co NA | 18,038 | $14.2 萬 | 0.01% | −13,110−42.1% | 減碼 |
| Valley Brook Capital Group | 17,909 | $14.1 萬 | 0.08% | −2,397−11.8% | 減碼 |
| Waterfront Wealth Inc. | 17,808 | $14.1 萬 | 0.02% | −984−5.2% | 減碼 |
| JB Capital LLC | 17,736 | $14.0 萬 | 0.00% | +104+0.6% | 加碼 |
| King Luther Capital Management Corp | – | $13.9 萬 | 0.00% | – | – |