Nuveen California Amt-Free Quality Municipal Income Fund
NKX- 交易所
- NYSE
- SEC CIK
- 0001195738
近 90 天，Nuveen California Amt-Free Quality Municipal Income Fund 沒有內部人公開市場買賣的申報；2026 年第 2 季末有 85 家機構在 13F 申報持有，市值合計 $1.25 億；沒有大師持有。
2022 年第 4 季 13F 持有人
Nuveen California Amt-Free Quality Municipal Income Fund 在 2022/12/31 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
- 63
- 較 2022 年第 3 季 +9 家
- 持有股數
- 671.7 萬
- 較 2022 年第 3 季 +71.5 萬 (+11.9%)
- 總市值
- $8,264 萬
- 較 2022 年第 3 季 +$1,178 萬 (+16.6%)
- 新進機構
- 15
- 另有 19 家加碼
- 清倉機構
- 6
- 另有 15 家減碼
另有 2 家機構在 2022 年第 3 季持有、還沒有申報 2022 年第 4 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 NKX 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 | 85 | $1.25 億 |
| 2026 年第 1 季 | 80 | $1.12 億 |
| 2025 年第 4 季 | 66 | $1.07 億 |
| 2025 年第 3 季 | 65 | $1.03 億 |
| 2025 年第 2 季 | 68 | $8,711 萬 |
| 2025 年第 1 季 | 66 | $9,074 萬 |
| 2024 年第 4 季 | 65 | $9,316 萬 |
| 2024 年第 3 季 | 67 | $1.03 億 |
| 2024 年第 2 季 | 64 | $9,111 萬 |
| 2024 年第 1 季 | 68 | $9,637 萬 |
| 2023 年第 4 季 | 67 | $8,776 萬 |
| 2023 年第 3 季 | 61 | $7,633 萬 |
| 2023 年第 2 季 | 64 | $8,328 萬 |
| 2023 年第 1 季 | 69 | $8,157 萬 |
| 2022 年第 4 季 | 63 | $8,264 萬 |
| 2022 年第 3 季 | 56 | $7,340 萬 |
| 2022 年第 2 季 | 59 | $7,777 萬 |
| 2022 年第 1 季 | 68 | $8,556 萬 |
| 2021 年第 4 季 | 64 | $9,920 萬 |
| 2021 年第 3 季 | 60 | $1.05 億 |
| 2021 年第 2 季 | 66 | $1.11 億 |
| 2021 年第 1 季 | 69 | $1.03 億 |
2022 年第 4 季持有機構
每家機構持有 Nuveen California Amt-Free Quality Municipal Income Fund 的股數、市值與佔組合比重；股數變化跟 2022 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Morgan Stanley | 1,606,856 | $1,976 萬 | 0.00% | +115,421+7.7% | 加碼 |
| Wells Fargo & Company | 673,460 | $828.4 萬 | 0.00% | −48,441−6.7% | 減碼 |
| UBS Group AG | 601,527 | $739.9 萬 | 0.00% | −150,393−20.0% | 減碼 |
| Guggenheim Capital LLC | 575,462 | $707.8 萬 | 0.06% | +67,358+13.3% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 547,248 | $673.1 萬 | 0.42% | +194,554+55.2% | 加碼 |
| Advisors Asset Management, Inc. | 318,188 | $391.4 萬 | 0.08% | +22,730+7.7% | 加碼 |
| Regatta Capital Group, LLC | 215,872 | $265.5 萬 | 0.95% | +215,872 | 新進 |
| Mariner, LLC | 207,158 | $254.8 萬 | 0.01% | +207,158 | 新進 |
| Blue Zone Wealth Advisors, LLC | 183,455 | $225.6 萬 | 1.20% | +755+0.4% | 加碼 |
| Evoke Wealth, LLC | 170,257 | $209.4 萬 | 0.08% | +23,398+15.9% | 加碼 |
| Myecfo, LLC | 96,700 | $118.9 萬 | 0.98% | +96,700 | 新進 |
| Leisure Capital Management | 93,530 | $115.0 萬 | 0.59% | −109,356−53.9% | 減碼 |
| Wedbush Securities Inc | 80,890 | $99.5 萬 | 0.05% | +4,719+6.2% | 加碼 |
| MKT Advisors LLC | 74,522 | $93.6 萬 | 0.71% | 00.0% | 不變 |
| LPL Financial LLC | 71,705 | $88.2 萬 | 0.00% | −35,278−33.0% | 減碼 |
| Snowden Capital Advisors LLC | 68,572 | $84.3 萬 | 0.04% | +43,932+178.3% | 加碼 |
| Ameriprise Financial Inc | 66,050 | $81.2 萬 | 0.00% | +21,319+47.7% | 加碼 |
| Apriem Advisors | 63,164 | $77.7 萬 | 0.13% | −5,275−7.7% | 減碼 |
| Claybrook Capital, LLC | 58,810 | $72.3 萬 | 0.44% | 00.0% | 不變 |
| Pacific Wealth Strategies Group, Inc. | 58,314 | $71.7 萬 | 0.96% | +21,669+59.1% | 加碼 |
| Royal Bank of Canada | 54,477 | $67.0 萬 | 0.00% | −56,399−50.9% | 減碼 |
| Raymond James & Associates | 53,671 | $66.0 萬 | 0.00% | +883+1.7% | 加碼 |
| D.A. Davidson & Co. | 51,159 | $62.9 萬 | 0.01% | +2,233+4.6% | 加碼 |
| Kestra Advisory Services, LLC | 50,536 | $62.2 萬 | 0.01% | −800−1.6% | 減碼 |
| Diligent Investors, LLC | 48,602 | $59.8 萬 | 0.20% | −2,373−4.7% | 減碼 |
| Running Point Capital Advisors, LLC | 39,728 | $48.9 萬 | 0.30% | +9,228+30.3% | 加碼 |
| CNH Partners LLC | 39,438 | $48.5 萬 | 0.01% | +39,438 | 新進 |
| Advisor Group Holdings, Inc. | 38,836 | $47.8 萬 | 0.00% | −2,436−5.9% | 減碼 |
| Atria Wealth Solutions, Inc. | 38,210 | $46.4 萬 | 0.01% | 00.0% | 不變 |
| Strait & Sound Wealth Management LLC | 31,438 | $38.5 萬 | 0.42% | +31,438 | 新進 |
| Van Hulzen Asset Management, LLC | 27,285 | $33.6 萬 | 0.04% | −33−0.1% | 減碼 |
| Cetera Investment Advisers | 25,974 | $31.9 萬 | 0.00% | +2,019+8.4% | 加碼 |
| Western Wealth Management, LLC | 25,860 | $31.8 萬 | 0.03% | −20,589−44.3% | 減碼 |
| Castle Rock Wealth Management, LLC | 25,208 | $31.5 萬 | 0.14% | +50.0% | 加碼 |
| Lindbrook Capital, LLC | 24,753 | $30.4 萬 | 0.04% | 00.0% | 不變 |
| Ignite Planners, LLC | 24,403 | $30.4 萬 | 0.13% | +24,403 | 新進 |
| Bank of America Corp | 23,128 | $28.4 萬 | 0.00% | −4,549−16.4% | 減碼 |
| Gamble Jones Investment Counsel | 22,046 | $27.1 萬 | 0.02% | 00.0% | 不變 |
| Creative Planning | 21,372 | $26.3 萬 | 0.00% | −2,517−10.5% | 減碼 |
| Vivaldi Capital Management, LLC | 20,421 | $26.2 萬 | 0.07% | +60.0% | 加碼 |
| Stratos Wealth Partners, LTD. | 20,518 | $25.2 萬 | 0.01% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 20,000 | $24.6 萬 | 0.00% | +5,127+34.5% | 加碼 |
| Pure Financial Advisors, Inc. | 18,054 | $22.2 萬 | 0.01% | +18,054 | 新進 |
| Virtu Financial LLC | 16,859 | $20.7 萬 | 0.03% | +16,859 | 新進 |
| Gradient Capital Advisors, LLC | 14,354 | $17.7 萬 | 0.08% | +14,354 | 新進 |
| Miracle Mile Advisors, LLC | 14,169 | $17.4 萬 | 0.01% | +26+0.2% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 13,721 | $16.9 萬 | 0.00% | −6,834−33.2% | 減碼 |
| Pensionmark Financial Group, LLC | 13,155 | $16.2 萬 | 0.04% | +13,155 | 新進 |
| Landscape Capital Management, L.L.C. | 12,142 | $14.9 萬 | 0.02% | +12,142 | 新進 |
| RB Capital Management, LLC | 11,222 | $13.8 萬 | 0.05% | −1,489−11.7% | 減碼 |
| Destination Wealth Management | 11,100 | $13.7 萬 | 0.01% | +11,100 | 新進 |
| Raymond James Financial Services Advisors, Inc. | 10,151 | $12.5 萬 | 0.00% | +10,151 | 新進 |
| Ronald Blue Trust, Inc. | 6,391 | $7.50 萬 | 0.00% | 00.0% | 不變 |
| BDO Wealth Advisors, LLC | 5,535 | $6.81 萬 | 0.01% | 00.0% | 不變 |
| Allworth Financial LP | 3,000 | $3.69 萬 | 0.00% | 00.0% | 不變 |
| Advisory Services Network, LLC | 2,284 | $2.81 萬 | 0.00% | +2,284 | 新進 |
| Private Ocean, LLC | 1,700 | $2.09 萬 | 0.00% | 00.0% | 不變 |
| Rockefeller Capital Management L.P. | 1,339 | $1.60 萬 | 0.00% | 00.0% | 不變 |
| Blume Capital Management, Inc. | 1,200 | $1.48 萬 | 0.00% | 00.0% | 不變 |
| Whittier Trust Co | 682 | $8,388 | 0.00% | 00.0% | 不變 |
| Parallel Advisors, LLC | 532 | $6,549 | 0.00% | +6+1.1% | 加碼 |
| Silicon Valley Capital Partners | 387 | $4,763 | 0.00% | +387 | 新進 |
| Citigroup Inc | 3 | $37 | 0.00% | 00.0% | 不變 |
| Envestnet Asset Management Inc | 0 | $0 | 0.00% | −34,699−100.0% | 清倉 |
| Mercer Global Advisors Inc | 0 | $0 | 0.00% | −14,525−100.0% | 清倉 |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −13,069−100.0% | 清倉 |
| Financial Network Wealth Management LLC | 0 | $0 | 0.00% | −12,177−100.0% | 清倉 |
| Kennicott Capital Management LLC | 0 | $0 | 0.00% | −12,038−100.0% | 清倉 |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −900−100.0% | 清倉 |
| Strategic Wealth Advisors Group, LLC | – | – | – | – | 本季未申報 |
| Garrison Point Capital, LLC | – | – | – | – | 本季未申報 |