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 2 季 13F 持有人
Nuveen California Amt-Free Quality Municipal Income Fund 在 2023/6/30 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
- 64
- 較 2023 年第 1 季 −5 家
- 持有股數
- 721.7 萬
- 較 2023 年第 1 季 +22.2 萬 (+3.2%)
- 總市值
- $8,328 萬
- 較 2023 年第 1 季 +$170.6 萬 (+2.1%)
- 新進機構
- 5
- 另有 23 家加碼
- 清倉機構
- 10
- 另有 20 家減碼
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 2 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 2023 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Morgan Stanley | 1,745,646 | $2,014 萬 | 0.00% | +49,321+2.9% | 加碼 |
| Guggenheim Capital LLC | 740,684 | $854.7 萬 | 0.07% | +79,316+12.0% | 加碼 |
| Wells Fargo & Company | 551,659 | $636.6 萬 | 0.00% | −16,467−2.9% | 減碼 |
| Hennion & Walsh Asset Management, Inc. | 536,154 | $618.7 萬 | 0.37% | −28,345−5.0% | 減碼 |
| UBS Group AG | 482,402 | $556.7 萬 | 0.00% | −38,450−7.4% | 減碼 |
| Advisors Asset Management, Inc. | 344,781 | $397.9 萬 | 0.08% | −6,138−1.7% | 減碼 |
| Regatta Capital Group, LLC | 218,984 | $252.7 萬 | 0.80% | +3,112+1.4% | 加碼 |
| Leisure Capital Management | 203,310 | $234.6 萬 | 1.29% | +22,885+12.7% | 加碼 |
| Blue Zone Wealth Advisors, LLC | 195,030 | $225.1 萬 | 1.04% | +9,149+4.9% | 加碼 |
| Mariner, LLC | 186,615 | $215.3 萬 | 0.01% | −18,293−8.9% | 減碼 |
| Logan Stone Capital, LLC | 184,336 | $212.7 萬 | 0.72% | +130,236+240.7% | 加碼 |
| Evoke Wealth, LLC | 176,682 | $204.6 萬 | 0.07% | +5,029+2.9% | 加碼 |
| CNH Partners LLC | 142,190 | $164.1 萬 | 0.07% | +89,425+169.5% | 加碼 |
| Myecfo, LLC | 91,400 | $105.5 萬 | 0.77% | +4,000+4.6% | 加碼 |
| Wedbush Securities Inc | 82,574 | $95.3 萬 | 0.05% | +629+0.8% | 加碼 |
| Ameriprise Financial Inc | 72,725 | $83.9 萬 | 0.00% | −6,604−8.3% | 減碼 |
| MKT Advisors LLC | 72,522 | $83.5 萬 | 0.59% | 00.0% | 不變 |
| Snowden Capital Advisors LLC | 65,412 | $75.5 萬 | 0.03% | −1,579−2.4% | 減碼 |
| LPL Financial LLC | 65,361 | $75.4 萬 | 0.00% | −7,286−10.0% | 減碼 |
| Apriem Advisors | 64,964 | $75.0 萬 | 0.11% | +500+0.8% | 加碼 |
| Raymond James & Associates | 60,138 | $69.4 萬 | 0.00% | +909+1.5% | 加碼 |
| Claybrook Capital, LLC | 58,810 | $67.9 萬 | 0.36% | 00.0% | 不變 |
| Pacific Wealth Strategies Group, Inc. | 58,698 | $67.7 萬 | 0.69% | 00.0% | 不變 |
| Wolverine Asset Management LLC | 55,052 | $63.5 萬 | 0.01% | +29,886+118.8% | 加碼 |
| Diligent Investors, LLC | 54,197 | $62.5 萬 | 0.18% | +558+1.0% | 加碼 |
| Landscape Capital Management, L.L.C. | 46,122 | $53.2 萬 | 0.07% | +12,676+37.9% | 加碼 |
| Royal Bank of Canada | 44,560 | $51.4 萬 | 0.00% | −6,071−12.0% | 減碼 |
| Kestra Advisory Services, LLC | 40,868 | $47.2 萬 | 0.00% | +307+0.8% | 加碼 |
| D.A. Davidson & Co. | 38,603 | $44.5 萬 | 0.00% | −747−1.9% | 減碼 |
| Bank of America Corp | 37,299 | $43.0 萬 | 0.00% | −1,629−4.2% | 減碼 |
| Integrated Wealth Concepts LLC | 35,811 | $41.3 萬 | 0.01% | +5,650+18.7% | 加碼 |
| Lazari Capital Management, Inc. | 28,761 | $33.2 萬 | 0.19% | +28,761 | 新進 |
| Cetera Investment Advisers | 27,479 | $31.7 萬 | 0.00% | −1,120−3.9% | 減碼 |
| Perigon Wealth Management, LLC | 24,753 | $28.6 萬 | 0.01% | 00.0% | 不變 |
| Strait & Sound Wealth Management LLC | 24,438 | $28.2 萬 | 0.28% | −6,500−21.0% | 減碼 |
| Ignite Planners, LLC | 24,526 | $27.7 萬 | 0.11% | +63+0.3% | 加碼 |
| Advisor Group Holdings, Inc. | 23,878 | $27.6 萬 | 0.00% | −9,961−29.4% | 減碼 |
| Van Hulzen Asset Management, LLC | 23,642 | $27.3 萬 | 0.02% | −43−0.2% | 減碼 |
| Virtu Financial LLC | 23,422 | $27.0 萬 | 0.02% | +9,369+66.7% | 加碼 |
| Western Wealth Management, LLC | 22,194 | $25.6 萬 | 0.02% | +19+0.1% | 加碼 |
| Cerity Partners LLC | 22,046 | $25.4 萬 | 0.00% | 00.0% | 不變 |
| Creative Planning | 20,644 | $23.8 萬 | 0.00% | +45+0.2% | 加碼 |
| Stratos Wealth Partners, LTD. | 20,518 | $23.7 萬 | 0.01% | 00.0% | 不變 |
| Castle Rock Wealth Management, LLC | 19,290 | $21.7 萬 | 0.07% | −5,923−23.5% | 減碼 |
| Core Wealth Partners LLC | 18,425 | $21.3 萬 | 0.20% | 00.0% | 不變 |
| Pure Financial Advisors, Inc. | 17,094 | $19.7 萬 | 0.01% | 00.0% | 不變 |
| Atria Wealth Solutions, Inc. | 16,004 | $18.6 萬 | 0.00% | −3,781−19.1% | 減碼 |
| Janney Montgomery Scott LLC | 15,006 | $17.3 萬 | 0.00% | +15,006 | 新進 |
| Saba Capital Management, L.P. | 14,902 | $17.2 萬 | 0.01% | +14,902 | 新進 |
| Gradient Capital Advisors, LLC | 14,354 | $16.6 萬 | 0.07% | 00.0% | 不變 |
| Mutual Advisors, LLC | 13,984 | $16.1 萬 | 0.01% | +13,984 | 新進 |
| Pensionmark Financial Group, LLC | 12,755 | $14.8 萬 | 0.03% | 00.0% | 不變 |
| Nomura Holdings Inc | 12,200 | $14.1 萬 | 0.00% | +2,200+22.0% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 10,151 | $11.7 萬 | 0.00% | 00.0% | 不變 |
| BDO Wealth Advisors, LLC | 5,535 | $6.39 萬 | 0.01% | 00.0% | 不變 |
| Allworth Financial LP | 3,000 | $3.46 萬 | 0.00% | 00.0% | 不變 |
| Rockefeller Capital Management L.P. | 1,382 | $1.59 萬 | 0.00% | −25,350−94.8% | 減碼 |
| Blume Capital Management, Inc. | 1,200 | $1.38 萬 | 0.00% | 00.0% | 不變 |
| FNY Investment Advisers, LLC | 900 | $1.00 萬 | 0.01% | 00.0% | 不變 |
| Silicon Valley Capital Partners | 394 | $4,549 | 0.00% | +4+1.0% | 加碼 |
| JPMorgan Chase & Co | 220 | $2,539 | 0.00% | −2,466−91.8% | 減碼 |
| Whittier Trust Co | 200 | $2,308 | 0.00% | −152−43.2% | 減碼 |
| Citigroup Inc | 3 | $35 | 0.00% | 00.0% | 不變 |
| FMR LLC | 1 | $12 | 0.00% | +1 | 新進 |
| Walleye Capital LLC | 0 | $0 | 0.00% | −37,476−100.0% | 清倉 |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −15,704−100.0% | 清倉 |
| Kennicott Capital Management LLC | 0 | $0 | 0.00% | −13,526−100.0% | 清倉 |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −11,957−100.0% | 清倉 |
| RB Capital Management, LLC | 0 | $0 | 0.00% | −11,321−100.0% | 清倉 |
| Miracle Mile Advisors, LLC | 0 | $0 | 0.00% | −11,265−100.0% | 清倉 |
| Destination Wealth Management | 0 | $0 | 0.00% | −11,100−100.0% | 清倉 |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −2,599−100.0% | 清倉 |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −2,309−100.0% | 清倉 |
| Private Ocean, LLC | 0 | $0 | 0.00% | −1,700−100.0% | 清倉 |