13FBOX
NUVEEN CALIFORNIA MUNI VLU F · 13F 机构持仓分析
期权收益计算器 机构排行

NUVEEN CALIFORNIA MUNI VLU F

NCA
持有机构数
59
机构合计市值 (Q2 2026)
$8,261.1万
机构合计股数 (Q2 2026)
885.6万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+57.8万股
32 · 7 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-29.4万股
14 · 6 清仓 · ≈
⚖️ 净额
+28.4万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$8,261.1万
持有机构数
59
新买入
7
加仓
25
减仓
8
清仓
6
持股不变
19
历史所有权投资组合占比上一季度占比排名Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
瑞银集团UBS Group AG
<0.01%<0.01%#27$2,025.0万217.0万股$1,946.0万207.5万股+9.6万股+4.62%加仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#37$1,557.1万166.9万股$1,613.4万181.3万股-14.4万股-7.94%减仓
顾问资产管理Advisors Asset Management, Inc.
0.14%0.15%#6$911.6万97.7万股$921.1万98.2万股-4,912股-0.50%减仓
古根海姆资本GUGGENHEIM CAPITAL LLC
0.04%0.05%#11$638.6万68.4万股$654.2万69.7万股-1.3万股-1.87%减仓
Hennion & Walsh Asset Management, Inc.
0.12%0.13%#7$431.1万46.2万股$397.1万42.3万股+3.9万股+9.16%加仓
LPL金融LPL Financial LLC
<0.01%<0.01%#38$302.9万32.5万股$269.4万28.7万股+3.7万股+13.02%加仓
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#43$284.9万30.5万股$255.4万27.2万股+3.3万股+12.13%加仓
Atlas Private Wealth Advisors
0.43%0.33%#1$196.2万21.0万股$140.6万15.0万股+6.0万股+40.28%加仓
REGATTA CAPITAL GROUP, LLC
0.23%0.26%#3$170.6万18.3万股$171.5万18.3万股00.00%持仓不变
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#54$154.2万16.5万股$153.8万16.4万股+1,330股+0.81%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#44$141.0万15.1万股$127.3万13.6万股+1.5万股+11.34%加仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#51$129.4万13.9万股$107.9万11.5万股+2.4万股+20.55%加仓
Fiera资本Fiera Capital Corp
<0.01%<0.01%#26$97.3万10.4万股$50.4万5.4万股+5.1万股+93.98%加仓
Stratos财富合伙人Stratos Wealth Partners, LTD.
0.01%0.01%#20$89.0万9.5万股$74.0万7.9万股+1.6万股+20.80%加仓
FIRST FOUNDATION 顾问FIRST FOUNDATION ADVISORS
0.03%0.05%#13$87.9万9.4万股$114.7万12.2万股-2.8万股-22.92%减仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#33$87.4万9.4万股$62.6万6.7万股+2.7万股+40.40%加仓
MELFA WEALTH MANAGEMENT, INC.
0.41%0.44%#2$75.5万8.1万股$76.1万8.1万股-152股-0.19%减仓
Gerber Kawasaki Wealth & 投资管理Gerber Kawasaki Wealth & Investment Management
0.02%0.02%#16$61.6万6.6万股$49.4万5.3万股+1.3万股+25.39%加仓
WEDBUSH SECURITIES INC
0.02%0.01%#17$60.6万6.5万股$48.7万5.2万股+1.3万股+25.24%加仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
<0.01%<0.01%#49$59.2万6.3万股$57.2万6.3万股+120股+0.19%加仓
SWEENEY & MICHEL, LLC
0.15%0.19%#5$58.9万6.5万股$65.0万7.0万股-4,818股-6.93%减仓
共同顾问Mutual Advisors, LLC
0.01%0.01%#18$52.1万5.6万股$45.3万4.8万股+7,637股+15.83%加仓
Sterling Group Wealth Management, LLC
0.21%0.24%#4$50.4万5.4万股$50.6万5.4万股00.00%持仓不变
顶峰之路顾问Summit Trail Advisors, LLC
0.01%<0.01%#24$42.2万4.5万股$22.5万2.4万股+2.1万股+88.44%加仓
Arlington Financial Advisors, LLC
0.05%0.05%#9$37.3万4.0万股$37.5万4.0万股00.00%持仓不变
Arax顾问Arax Advisory Partners
<0.01%<0.01%#29$32.6万3.5万股$16.4万1.7万股+1.7万股+100.00%加仓
D.A. DavidsonD.A. DAVIDSON & CO.
<0.01%<0.01%#31$30.8万3.3万股$32.5万3.5万股-1,650股-4.76%减仓
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#48$30.4万3.3万股$26.2万2.8万股+4,746股+17.02%加仓
Janney Montgomery Scott LLC
<0.01%<0.01%#41$25.7万2.8万股$25.7万2.7万股+119股+0.43%加仓
Steward合伙人投资顾问Steward Partners Investment Advisory, LLC
<0.01%<0.01%#32$24.5万2.6万股$23.5万2.5万股+1,300股+5.20%加仓
MAI资本管理MAI Capital Management
<0.01%<0.01%#36$23.8万2.6万股$20.1万2.1万股+4,065股+18.94%加仓
HighTower顾问HighTower Advisors, LLC
<0.01%<0.01%#50$22.9万2.5万股$23.0万2.5万股00.00%持仓不变
Private Advisor集团Private Advisor Group, LLC
<0.01%#35$19.7万2.1万股$00股+2.1万股新买入
PFG 投资PFG Investments, LLC
0.01%<0.01%#23$19.1万2.0万股$9.7万1.0万股+1.0万股+98.38%加仓
使命财富管理MISSION WEALTH MANAGEMENT, LP
<0.01%#28$17.9万1.9万股$00股+1.9万股新买入
DKM Wealth Management, Inc.
0.11%0.12%#8$16.8万1.8万股$16.9万1.8万股00.00%持仓不变
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC
0.01%0.01%#21$15.9万1.7万股$15.9万1.7万股00.00%持仓不变
Ackerman Capital Advisors, LLC
0.03%#14$15.7万1.7万股$00股+1.7万股新买入
Creative Planning财富管理Creative Planning
<0.01%<0.01%#55$14.4万1.5万股$16.4万1.7万股-2,000股-11.46%减仓
Sanctuary顾问Sanctuary Advisors, LLC
<0.01%<0.01%#40$13.2万1.4万股$11.7万1.2万股+1,704股+13.72%加仓
第一曼哈顿FIRST MANHATTAN CO. LLC.
<0.01%<0.01%#46$12.7万1.4万股$12.8万1.4万股00.00%持仓不变
Investor's Fiduciary Advisor Network, LLC
0.04%0.04%#10$12.3万1.3万股$12.3万1.3万股00.00%持仓不变
城堡顾问CITADEL ADVISORS LLC
<0.01%#58$12.0万1.3万股$00股+1.3万股新买入
Farther金融顾问Farther Finance Advisors, LLC
<0.01%<0.01%#34$11.9万1.3万股$12.1万1.3万股00.00%持仓不变
RB Capital Management, LLC
0.02%0.02%#15$11.6万1.2万股$11.6万1.2万股+43股+0.35%加仓
Marex集团Marex Group plc
<0.01%#42$11.0万1.2万股$00股+1.2万股新买入
CANTOR FITZGERALD INVESTMENT ADVISORS L.P.
0.01%0.01%#22$11.0万1.2万股$11.0万1.2万股00.00%持仓不变
Corient私人财富Corient Private Wealth LLC
<0.01%<0.01%#56$10.2万1.1万股$10.2万1.1万股00.00%持仓不变
JAMES INVESTMENT RESEARCH, INC.
0.01%0.01%#19$9.5万1.0万股$9.6万1.0万股00.00%持仓不变
GARRISON POINT ADVISORS, LLC
0.04%0.04%#12$9.3万1.0万股$9.4万1.0万股00.00%持仓不变

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