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。
2023 年第 1 季 13F 持有人
Nuveen California Amt-Free Quality Municipal Income Fund 在 2023/3/31 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
- 69
- 較 2022 年第 4 季 +7 家
- 持有股數
- 699.5 萬
- 較 2022 年第 4 季 +30.0 萬 (+4.5%)
- 總市值
- $8,157 萬
- 較 2022 年第 4 季 −$80.3 萬 (−1.0%)
- 新進機構
- 13
- 另有 24 家加碼
- 清倉機構
- 6
- 另有 21 家減碼
另有 1 家機構在 2022 年第 4 季持有、還沒有申報 2023 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 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 |
2023 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Morgan Stanley | 1,696,325 | $1,975 萬 | 0.00% | +89,469+5.6% | 加碼 |
| Guggenheim Capital LLC | 661,368 | $769.8 萬 | 0.07% | +85,906+14.9% | 加碼 |
| Wells Fargo & Company | 568,126 | $661.3 萬 | 0.00% | −105,334−15.6% | 減碼 |
| Hennion & Walsh Asset Management, Inc. | 564,499 | $657.1 萬 | 0.40% | +17,251+3.2% | 加碼 |
| UBS Group AG | 520,852 | $606.3 萬 | 0.00% | −80,675−13.4% | 減碼 |
| Advisors Asset Management, Inc. | 350,919 | $408.5 萬 | 0.08% | +32,731+10.3% | 加碼 |
| Regatta Capital Group, LLC | 215,872 | $265.5 萬 | 0.95% | 00.0% | 不變 |
| Mariner, LLC | 204,908 | $238.5 萬 | 0.01% | −2,250−1.1% | 減碼 |
| Blue Zone Wealth Advisors, LLC | 185,881 | $216.4 萬 | 1.16% | +2,426+1.3% | 加碼 |
| Leisure Capital Management | 180,425 | $210.0 萬 | 1.20% | +86,895+92.9% | 加碼 |
| Evoke Wealth, LLC | 171,653 | $200.5 萬 | 0.07% | +1,396+0.8% | 加碼 |
| Myecfo, LLC | 87,400 | $101.7 萬 | 0.76% | −9,300−9.6% | 減碼 |
| Wedbush Securities Inc | 81,945 | $95.4 萬 | 0.05% | +1,055+1.3% | 加碼 |
| Ameriprise Financial Inc | 79,329 | $92.3 萬 | 0.00% | +13,279+20.1% | 加碼 |
| LPL Financial LLC | 72,647 | $84.6 萬 | 0.00% | +942+1.3% | 加碼 |
| MKT Advisors LLC | 72,522 | $84.4 萬 | 0.63% | −2,000−2.7% | 減碼 |
| Snowden Capital Advisors LLC | 66,991 | $78.0 萬 | 0.03% | −1,581−2.3% | 減碼 |
| Apriem Advisors | 64,464 | $75.0 萬 | 0.12% | +1,300+2.1% | 加碼 |
| Raymond James & Associates | 59,229 | $68.9 萬 | 0.00% | +5,558+10.4% | 加碼 |
| Claybrook Capital, LLC | 58,810 | $68.5 萬 | 0.38% | 00.0% | 不變 |
| Pacific Wealth Strategies Group, Inc. | 58,698 | $68.3 萬 | 0.78% | +384+0.7% | 加碼 |
| Logan Stone Capital, LLC | 54,100 | $63.0 萬 | 0.25% | +54,100 | 新進 |
| Diligent Investors, LLC | 53,639 | $62.4 萬 | 0.19% | +5,037+10.4% | 加碼 |
| CNH Partners LLC | 52,765 | $61.4 萬 | 0.02% | +13,327+33.8% | 加碼 |
| Royal Bank of Canada | 50,631 | $58.9 萬 | 0.00% | −3,846−7.1% | 減碼 |
| Kestra Advisory Services, LLC | 40,561 | $47.2 萬 | 0.01% | −9,975−19.7% | 減碼 |
| D.A. Davidson & Co. | 39,350 | $45.8 萬 | 0.01% | −11,809−23.1% | 減碼 |
| Bank of America Corp | 38,928 | $45.3 萬 | 0.00% | +15,800+68.3% | 加碼 |
| Walleye Capital LLC | 37,476 | $43.6 萬 | 0.01% | +37,476 | 新進 |
| Advisor Group Holdings, Inc. | 33,839 | $39.4 萬 | 0.00% | −4,997−12.9% | 減碼 |
| Landscape Capital Management, L.L.C. | 33,446 | $38.9 萬 | 0.05% | +21,304+175.5% | 加碼 |
| Strait & Sound Wealth Management LLC | 30,938 | $36.0 萬 | 0.36% | −500−1.6% | 減碼 |
| Integrated Wealth Concepts LLC | 30,161 | $35.1 萬 | 0.01% | +30,161 | 新進 |
| Cetera Investment Advisers | 28,599 | $33.3 萬 | 0.00% | +2,625+10.1% | 加碼 |
| Rockefeller Capital Management L.P. | 26,732 | $31.1 萬 | 0.00% | +25,393+1,896.4% | 加碼 |
| Castle Rock Wealth Management, LLC | 25,213 | $29.5 萬 | 0.11% | +50.0% | 加碼 |
| Wolverine Asset Management LLC | 25,166 | $29.3 萬 | 0.01% | +25,166 | 新進 |
| Perigon Wealth Management, LLC | 24,753 | $28.8 萬 | 0.02% | +24,753 | 新進 |
| Ignite Planners, LLC | 24,463 | $28.3 萬 | 0.12% | +60+0.2% | 加碼 |
| Van Hulzen Asset Management, LLC | 23,685 | $27.6 萬 | 0.03% | −3,600−13.2% | 減碼 |
| Western Wealth Management, LLC | 22,175 | $25.8 萬 | 0.02% | −3,685−14.2% | 減碼 |
| Cerity Partners LLC | 22,046 | $25.7 萬 | 0.00% | +22,046 | 新進 |
| Creative Planning | 20,599 | $24.0 萬 | 0.00% | −773−3.6% | 減碼 |
| Stratos Wealth Partners, LTD. | 20,518 | $23.9 萬 | 0.01% | 00.0% | 不變 |
| Atria Wealth Solutions, Inc. | 19,785 | $23.1 萬 | 0.00% | −18,425−48.2% | 減碼 |
| Core Wealth Partners LLC | 18,425 | $21.4 萬 | 0.22% | +18,425 | 新進 |
| Pure Financial Advisors, Inc. | 17,094 | $19.9 萬 | 0.01% | −960−5.3% | 減碼 |
| Susquehanna International Group, LLP | 15,704 | $18.3 萬 | 0.00% | +15,704 | 新進 |
| Gradient Capital Advisors, LLC | 14,354 | $16.7 萬 | 0.07% | 00.0% | 不變 |
| Virtu Financial LLC | 14,053 | $16.4 萬 | 0.02% | −2,806−16.6% | 減碼 |
| Kennicott Capital Management LLC | 13,526 | $15.7 萬 | 0.10% | +13,526 | 新進 |
| Pensionmark Financial Group, LLC | 12,755 | $14.9 萬 | 0.03% | −400−3.0% | 減碼 |
| Northwestern Mutual Wealth Management Co | 11,957 | $13.9 萬 | 0.00% | −8,043−40.2% | 減碼 |
| RB Capital Management, LLC | 11,321 | $13.2 萬 | 0.04% | +99+0.9% | 加碼 |
| Miracle Mile Advisors, LLC | 11,265 | $13.1 萬 | 0.00% | −2,904−20.5% | 減碼 |
| Destination Wealth Management | 11,100 | $12.9 萬 | 0.00% | 00.0% | 不變 |
| Raymond James Financial Services Advisors, Inc. | 10,151 | $11.8 萬 | 0.00% | 00.0% | 不變 |
| Nomura Holdings Inc | 10,000 | $11.6 萬 | 0.00% | +10,000 | 新進 |
| BDO Wealth Advisors, LLC | 5,535 | $6.44 萬 | 0.01% | 00.0% | 不變 |
| Allworth Financial LP | 3,000 | $3.49 萬 | 0.00% | 00.0% | 不變 |
| JPMorgan Chase & Co | 2,686 | $3.10 萬 | 0.00% | +2,686 | 新進 |
| Ameritas Advisory Services, LLC | 2,599 | $2.96 萬 | 0.00% | +2,599 | 新進 |
| Advisory Services Network, LLC | 2,309 | $2.69 萬 | 0.00% | +25+1.1% | 加碼 |
| Private Ocean, LLC | 1,700 | $1.98 萬 | 0.00% | 00.0% | 不變 |
| Blume Capital Management, Inc. | 1,200 | $1.40 萬 | 0.00% | 00.0% | 不變 |
| FNY Investment Advisers, LLC | 900 | $1.00 萬 | 0.01% | +900 | 新進 |
| Silicon Valley Capital Partners | 390 | $4,539 | 0.00% | +3+0.8% | 加碼 |
| Whittier Trust Co | 352 | $4,096 | 0.00% | −330−48.4% | 減碼 |
| Citigroup Inc | 3 | $35 | 0.00% | 00.0% | 不變 |
| Running Point Capital Advisors, LLC | 0 | $0 | 0.00% | −39,728−100.0% | 清倉 |
| Lindbrook Capital, LLC | 0 | $0 | 0.00% | −24,753−100.0% | 清倉 |
| Vivaldi Capital Management, LLC | 0 | $0 | 0.00% | −20,421−100.0% | 清倉 |
| Cambridge Investment Research Advisors, Inc. | 0 | $0 | 0.00% | −13,721−100.0% | 清倉 |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −6,391−100.0% | 清倉 |
| Parallel Advisors, LLC | 0 | $0 | 0.00% | −532−100.0% | 清倉 |
| Gamble Jones Investment Counsel | – | – | – | – | 本季未申報 |