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。
2025 年第 1 季 13F 持有人
Nuveen California Amt-Free Quality Municipal Income Fund 在 2025/3/31 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
- 66
- 較 2024 年第 4 季 +1 家
- 持有股數
- 720.8 萬
- 較 2024 年第 4 季 −15.7 萬 (−2.1%)
- 總市值
- $9,074 萬
- 較 2024 年第 4 季 −$242.0 萬 (−2.6%)
- 新進機構
- 8
- 另有 16 家加碼
- 清倉機構
- 7
- 另有 18 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 |
2025 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 2024 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Morgan Stanley | 2,438,069 | $3,070 萬 | 0.00% | +75,666+3.2% | 加碼 |
| Guggenheim Capital LLC | 874,624 | $1,101 萬 | 0.10% | −102,524−10.5% | 減碼 |
| Wells Fargo & Company | 461,034 | $580.4 萬 | 0.00% | +75,858+19.7% | 加碼 |
| Advisors Asset Management, Inc. | 388,379 | $489.0 萬 | 0.09% | +14,022+3.7% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 284,283 | $357.9 萬 | 0.16% | −28,437−9.1% | 減碼 |
| Fiera Capital Corp | 251,312 | $316.4 萬 | 0.01% | −18,117−6.7% | 減碼 |
| LPL Financial LLC | 217,256 | $273.5 萬 | 0.00% | +16,495+8.2% | 加碼 |
| DKM Wealth Management, Inc. | 212,592 | $267.7 萬 | 2.60% | 00.0% | 不變 |
| UBS Group AG | 207,334 | $261.0 萬 | 0.00% | −14,607−6.6% | 減碼 |
| Mariner, LLC | 171,579 | $216.0 萬 | 0.00% | −3,731−2.1% | 減碼 |
| Evoke Wealth, LLC | 150,763 | $191.0 萬 | 0.05% | +305+0.2% | 加碼 |
| J.W. Cole Advisors, Inc. | 82,000 | $103.2 萬 | 0.03% | +82,000 | 新進 |
| Fisher Asset Management, LLC | 74,913 | $94.3 萬 | 0.00% | +74,913 | 新進 |
| MKT Advisors LLC | 71,643 | $89.6 萬 | 0.42% | 00.0% | 不變 |
| Blue Zone Wealth Advisors, LLC | 70,167 | $88.3 萬 | 0.25% | −22,776−24.5% | 減碼 |
| Allianz Asset Management GmbH | 70,100 | $88.3 萬 | 0.00% | 00.0% | 不變 |
| Myecfo, LLC | 69,500 | $87.5 萬 | 0.46% | −2,138−3.0% | 減碼 |
| Raymond James Financial Inc | 68,148 | $85.8 萬 | 0.00% | −21,891−24.3% | 減碼 |
| Napa Wealth Management | 68,062 | $85.7 萬 | 0.48% | −5,093−7.0% | 減碼 |
| Rareview Capital LLC | 63,573 | $80.0 萬 | 0.51% | −1,732−2.7% | 減碼 |
| Ameriprise Financial Inc | 57,637 | $72.6 萬 | 0.00% | −55,934−49.3% | 減碼 |
| Wedbush Securities Inc | 57,184 | $72.0 萬 | 0.03% | −40,378−41.4% | 減碼 |
| Royal Bank of Canada | 44,959 | $56.6 萬 | 0.00% | −6,119−12.0% | 減碼 |
| Apriem Advisors | 43,207 | $54.4 萬 | 0.06% | +1,300+3.1% | 加碼 |
| The PNC Financial Services Group, Inc. | 40,618 | $51.1 萬 | 0.00% | +40,618 | 新進 |
| Integrated Wealth Concepts LLC | 34,752 | $43.8 萬 | 0.01% | +50.0% | 加碼 |
| Bank of America Corp | 34,652 | $43.6 萬 | 0.00% | +6,385+22.6% | 加碼 |
| Diligent Investors, LLC | 33,355 | $42.0 萬 | 0.10% | +81+0.2% | 加碼 |
| Cetera Investment Advisers | 30,516 | $38.4 萬 | 0.00% | −128−0.4% | 減碼 |
| Pacific Wealth Strategies Group, Inc. | 30,149 | $38.0 萬 | 0.28% | 00.0% | 不變 |
| Lazari Capital Management, Inc. | 28,761 | $36.2 萬 | 0.15% | 00.0% | 不變 |
| Van Hulzen Asset Management, LLC | 28,539 | $35.9 萬 | 0.03% | +18+0.1% | 加碼 |
| Cerity Partners LLC | 27,378 | $34.5 萬 | 0.00% | −644−2.3% | 減碼 |
| Cypress Wealth Services, LLC | 27,310 | $34.4 萬 | 0.07% | +321+1.2% | 加碼 |
| Castle Rock Wealth Management, LLC | 24,187 | $30.5 萬 | 0.08% | −1,062−4.2% | 減碼 |
| CI Private Wealth, LLC | 24,074 | $30.3 萬 | 0.00% | +24,074 | 新進 |
| Strait & Sound Wealth Management LLC | 21,968 | $27.7 萬 | 0.13% | 00.0% | 不變 |
| Creative Planning | 21,129 | $26.6 萬 | 0.00% | +55+0.3% | 加碼 |
| Advisor Group Holdings, Inc. | 19,302 | $24.3 萬 | 0.00% | +7,810+68.0% | 加碼 |
| Bank of Montreal | 19,299 | $24.3 萬 | 0.00% | 00.0% | 不變 |
| Ehrlich Financial Group | 19,154 | $24.1 萬 | 0.18% | +38+0.2% | 加碼 |
| Core Wealth Partners LLC | 18,425 | $23.2 萬 | 0.13% | 00.0% | 不變 |
| FLC Capital Advisors | 17,850 | $22.5 萬 | 0.05% | 00.0% | 不變 |
| Snowden Capital Advisors LLC | 17,588 | $22.3 萬 | 0.01% | +20.0% | 加碼 |
| Pure Financial Advisors, Inc. | 17,094 | $21.5 萬 | 0.00% | 00.0% | 不變 |
| Perigon Wealth Management, LLC | 16,950 | $21.3 萬 | 0.01% | 00.0% | 不變 |
| Stifel Financial Corp | 16,826 | $21.2 萬 | 0.00% | +16,826 | 新進 |
| LifeGoal Wealth Advisors | 16,140 | $20.3 萬 | 0.22% | 00.0% | 不變 |
| D.A. Davidson & Co. | 15,891 | $20.0 萬 | 0.00% | 00.0% | 不變 |
| Wealth Enhancement Advisory Services, LLC | 14,650 | $18.4 萬 | 0.00% | 00.0% | 不變 |
| Atria Wealth Solutions, Inc. | 14,504 | $18.4 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 | $16.7 萬 | 0.00% | 00.0% | 不變 |
| Farther Finance Advisors, LLC | 10,623 | $13.4 萬 | 0.00% | +6,901+185.4% | 加碼 |
| Janney Montgomery Scott LLC | 10,600 | $13.3 萬 | 0.00% | −6,538−38.1% | 減碼 |
| Independent Financial Group, LLC | 10,000 | $12.6 萬 | 0.00% | +10,000 | 新進 |
| Private Trust Co NA | 9,000 | $11.3 萬 | 0.01% | 00.0% | 不變 |
| Comerica Bank | 3,000 | $3.78 萬 | 0.00% | 00.0% | 不變 |
| Financial Network Wealth Management LLC | 2,135 | $2.70 萬 | 0.01% | +2,135 | 新進 |
| Golden State Wealth Management, LLC | 2,064 | $2.60 萬 | 0.00% | 00.0% | 不變 |
| FNY Investment Advisers, LLC | 900 | $1.10 萬 | 0.01% | +900 | 新進 |
| CIBC Private Wealth Group, LLC | 615 | $7,521 | 0.00% | 00.0% | 不變 |
| Westside Investment Management, Inc. | 334 | $4,205 | 0.00% | 00.0% | 不變 |
| 1620 Investment Advisors, Inc. | 270 | $3,343 | 0.00% | −266−49.6% | 減碼 |
| Whittier Trust Co | 200 | $2,518 | 0.00% | 00.0% | 不變 |
| Citigroup Inc | 3 | $38 | 0.00% | 00.0% | 不變 |
| Leisure Capital Management | 0 | $0 | 0.00% | −148,157−100.0% | 清倉 |
| Bridgewealth Advisory Group, LLC | 0 | $0 | 0.00% | −52,231−100.0% | 清倉 |
| NWF Advisory Services Inc. | 0 | $0 | 0.00% | −41,753−100.0% | 清倉 |
| Western Wealth Management, LLC | 0 | $0 | 0.00% | −25,446−100.0% | 清倉 |
| Commonwealth Equity Services, LLC | 0 | $0 | 0.00% | −10,844−100.0% | 清倉 |
| Allworth Financial LP | 0 | $0 | 0.00% | −3,000−100.0% | 清倉 |
| Decker Retirement Planning Inc. | 0 | $0 | 0.00% | −230−100.0% | 清倉 |