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。
2024 年第 4 季 13F 持有人
Nuveen California Amt-Free Quality Municipal Income Fund 在 2024/12/31 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
- 65
- 較 2024 年第 3 季 0 家
- 持有股數
- 736.5 萬
- 較 2024 年第 3 季 −17.2 萬 (−2.3%)
- 總市值
- $9,316 萬
- 較 2024 年第 3 季 −$909.6 萬 (−8.9%)
- 新進機構
- 8
- 另有 24 家加碼
- 清倉機構
- 8
- 另有 14 家減碼
另有 2 家機構在 2024 年第 3 季持有、還沒有申報 2024 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 |
2024 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 2024 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Morgan Stanley | 2,362,403 | $2,986 萬 | 0.00% | +135,777+6.1% | 加碼 |
| Guggenheim Capital LLC | 977,148 | $1,235 萬 | 0.10% | −164,087−14.4% | 減碼 |
| Wells Fargo & Company | 385,176 | $486.9 萬 | 0.00% | +33,025+9.4% | 加碼 |
| Advisors Asset Management, Inc. | 374,357 | $473.2 萬 | 0.09% | −109,148−22.6% | 減碼 |
| Hennion & Walsh Asset Management, Inc. | 312,720 | $395.3 萬 | 0.18% | −141,627−31.2% | 減碼 |
| Fiera Capital Corp | 269,429 | $340.6 萬 | 0.01% | +1,900+0.7% | 加碼 |
| UBS Group AG | 221,941 | $280.5 萬 | 0.00% | +10,896+5.2% | 加碼 |
| DKM Wealth Management, Inc. | 212,592 | $268.7 萬 | 2.55% | +212,592 | 新進 |
| LPL Financial LLC | 200,761 | $253.8 萬 | 0.00% | +36,725+22.4% | 加碼 |
| Mariner, LLC | 175,310 | $221.6 萬 | 0.00% | −304−0.2% | 減碼 |
| Evoke Wealth, LLC | 150,458 | $190.2 萬 | 0.05% | +589+0.4% | 加碼 |
| Leisure Capital Management | 148,157 | $187.3 萬 | 0.73% | −27,831−15.8% | 減碼 |
| Ameriprise Financial Inc | 113,571 | $143.6 萬 | 0.00% | +11,030+10.8% | 加碼 |
| Wedbush Securities Inc | 97,562 | $123.3 萬 | 0.04% | +6,499+7.1% | 加碼 |
| Blue Zone Wealth Advisors, LLC | 92,943 | $117.5 萬 | 0.34% | −6,964−7.0% | 減碼 |
| Raymond James Financial Inc | 90,039 | $113.8 萬 | 0.00% | +90,039 | 新進 |
| Napa Wealth Management | 73,155 | $92.5 萬 | 0.40% | −26,043−26.3% | 減碼 |
| MKT Advisors LLC | 71,643 | $90.7 萬 | 0.40% | 00.0% | 不變 |
| Myecfo, LLC | 71,638 | $90.6 萬 | 0.49% | −1,800−2.5% | 減碼 |
| Rareview Capital LLC | 65,305 | $88.7 萬 | 0.64% | +392+0.6% | 加碼 |
| Allianz Asset Management GmbH | 70,100 | $88.6 萬 | 0.00% | 00.0% | 不變 |
| Bridgewealth Advisory Group, LLC | 52,231 | $66.5 萬 | 0.19% | +10,099+24.0% | 加碼 |
| Royal Bank of Canada | 51,078 | $64.6 萬 | 0.00% | +11,490+29.0% | 加碼 |
| Apriem Advisors | 41,907 | $53.0 萬 | 0.06% | −13,732−24.7% | 減碼 |
| NWF Advisory Services Inc. | 41,753 | $52.8 萬 | 0.08% | +41,753 | 新進 |
| Integrated Wealth Concepts LLC | 34,747 | $43.9 萬 | 0.01% | −1,552−4.3% | 減碼 |
| Diligent Investors, LLC | 33,274 | $42.1 萬 | 0.10% | +158+0.5% | 加碼 |
| Cetera Investment Advisers | 30,644 | $38.7 萬 | 0.00% | −3,331−9.8% | 減碼 |
| Pacific Wealth Strategies Group, Inc. | 30,149 | $38.1 萬 | 0.26% | 00.0% | 不變 |
| Lazari Capital Management, Inc. | 28,761 | $36.4 萬 | 0.14% | 00.0% | 不變 |
| Van Hulzen Asset Management, LLC | 28,521 | $36.1 萬 | 0.03% | +2,527+9.7% | 加碼 |
| Bank of America Corp | 28,267 | $35.7 萬 | 0.00% | −10,000−26.1% | 減碼 |
| Cerity Partners LLC | 28,022 | $35.4 萬 | 0.00% | −1,322−4.5% | 減碼 |
| Cypress Wealth Services, LLC | 26,989 | $34.1 萬 | 0.07% | +26,989 | 新進 |
| Castle Rock Wealth Management, LLC | 25,249 | $32.2 萬 | 0.08% | +90.0% | 加碼 |
| Western Wealth Management, LLC | 25,446 | $32.2 萬 | 0.02% | +4,226+19.9% | 加碼 |
| Strait & Sound Wealth Management LLC | 21,968 | $27.8 萬 | 0.13% | 00.0% | 不變 |
| Creative Planning | 21,074 | $26.6 萬 | 0.00% | +105+0.5% | 加碼 |
| Bank of Montreal | 19,299 | $24.4 萬 | 0.00% | +660+3.5% | 加碼 |
| Ehrlich Financial Group | 19,116 | $24.2 萬 | 0.17% | +537+2.9% | 加碼 |
| Core Wealth Partners LLC | 18,425 | $23.3 萬 | 0.13% | 00.0% | 不變 |
| FLC Capital Advisors | 17,850 | $22.6 萬 | 0.05% | +7,850+78.5% | 加碼 |
| Snowden Capital Advisors LLC | 17,586 | $22.2 萬 | 0.01% | +1,739+11.0% | 加碼 |
| Janney Montgomery Scott LLC | 17,138 | $21.7 萬 | 0.00% | 00.0% | 不變 |
| Pure Financial Advisors, Inc. | 17,094 | $21.6 萬 | 0.00% | 00.0% | 不變 |
| Perigon Wealth Management, LLC | 16,950 | $21.5 萬 | 0.01% | 00.0% | 不變 |
| LifeGoal Wealth Advisors | 16,140 | $20.4 萬 | 0.22% | +16,140 | 新進 |
| D.A. Davidson & Co. | 15,891 | $20.1 萬 | 0.00% | +630+4.1% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 14,650 | $18.5 萬 | 0.00% | +1,000+7.3% | 加碼 |
| Atria Wealth Solutions, Inc. | 14,504 | $18.3 萬 | 0.00% | 00.0% | 不變 |
| Camelot Technology Advisors, Inc. | 14,501 | $18.3 萬 | 0.17% | 00.0% | 不變 |
| Mutual Advisors, LLC | 13,984 | $17.8 萬 | 0.01% | 00.0% | 不變 |
| Advisor Group Holdings, Inc. | 11,492 | $14.5 萬 | 0.00% | +5,079+79.2% | 加碼 |
| Commonwealth Equity Services, LLC | 10,844 | $13.7 萬 | 0.00% | +156+1.5% | 加碼 |
| Private Trust Co NA | 9,000 | $11.4 萬 | 0.01% | +9,000 | 新進 |
| Farther Finance Advisors, LLC | 3,722 | $4.70 萬 | 0.00% | 00.0% | 不變 |
| Comerica Bank | 3,000 | $3.79 萬 | 0.00% | 00.0% | 不變 |
| Allworth Financial LP | 3,000 | $3.78 萬 | 0.00% | 00.0% | 不變 |
| Golden State Wealth Management, LLC | 2,064 | $2.61 萬 | 0.00% | +2,064 | 新進 |
| CIBC Private Wealth Group, LLC | 615 | $7,811 | 0.00% | −208−25.3% | 減碼 |
| 1620 Investment Advisors, Inc. | 536 | $6,775 | 0.01% | 00.0% | 不變 |
| Westside Investment Management, Inc. | 334 | $4,222 | 0.00% | 00.0% | 不變 |
| Decker Retirement Planning Inc. | 230 | $2,907 | 0.00% | +230 | 新進 |
| Whittier Trust Co | 200 | $2,528 | 0.00% | 00.0% | 不變 |
| Citigroup Inc | 3 | $38 | 0.00% | 00.0% | 不變 |
| Regatta Capital Group, LLC | 0 | $0 | 0.00% | −213,205−100.0% | 清倉 |
| CNH Partners LLC | 0 | $0 | 0.00% | −85,458−100.0% | 清倉 |
| Alpha Financial Partners, LLC | 0 | $0 | 0.00% | −18,579−100.0% | 清倉 |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −10,512−100.0% | 清倉 |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −3,000−100.0% | 清倉 |
| Umb Bank N A | 0 | $0 | 0.00% | −1,161−100.0% | 清倉 |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −900−100.0% | 清倉 |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −13,590−100.0% | 清倉 |
| Raymond James & Associates | – | – | – | – | 本季未申報 |
| Raymond James Financial Services Advisors, Inc. | – | – | – | – | 本季未申報 |