13FBOX
NUVEEN CALIF AMT FREE MUNI INC COM · 13F 机构持仓分析
期权收益计算器 机构排行

NUVEEN CALIF AMT FREE MUNI INC COM

NKX
持有机构数
85
机构合计市值 (Q2 2026)
$1.27亿
机构合计股数 (Q2 2026)
1,011.7万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+138.5万股
44 · 14 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-33.1万股
18 · 8 清仓 · ≈
⚖️ 净额
+105.4万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$1.27亿
持有机构数
85
新买入
14
加仓
30
减仓
10
清仓
8
持股不变
31
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
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#52$4,157.6万331.8万股$3,628.3万286.4万股+45.4万股+15.87%加仓
顾问资产管理Advisors Asset Management, Inc.
0.24%0.21%#4$1,554.8万124.1万股$1,280.5万107.6万股+16.5万股+15.32%加仓
古根海姆资本GUGGENHEIM CAPITAL LLC
0.09%0.1%#14$1,398.5万111.6万股$1,278.8万107.5万股+4.1万股+3.86%加仓
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#58$663.4万52.9万股$674.6万56.7万股-3.7万股-6.60%减仓
Hennion & Walsh Asset Management, Inc.
0.15%0.14%#8$535.8万42.8万股$416.8万35.0万股+7.7万股+22.11%加仓
LPL金融LPL Financial LLC
<0.01%<0.01%#59$382.8万30.6万股$340.7万28.6万股+1.9万股+6.70%加仓
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
<0.01%<0.01%#54$371.3万29.6万股$345.1万29.0万股+6,330股+2.18%加仓
瑞银集团UBS Group AG
<0.01%<0.01%#67$291.6万23.3万股$285.9万24.0万股-7,471股-3.11%减仓
DKM Wealth Management, Inc.
1.74%1.82%#1$266.4万21.3万股$253.0万21.3万股00.00%持仓不变
EVOKE WEALTH, LLC
0.03%0.03%#22$171.5万14.3万股$171.5万14.3万股00.00%持仓不变
MAI资本管理MAI Capital Management
0.01%<0.01%#35$166.1万13.2万股$35.7万3.0万股+10.2万股+340.00%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#66$140.1万11.2万股$121.7万10.2万股+9,602股+9.39%加仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#79$134.8万10.8万股$67.2万5.7万股+5.1万股+90.43%加仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
<0.01%<0.01%#73$128.2万10.2万股$125.3万10.5万股-2,971股-2.82%减仓
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
0.01%0.01%#36$121.1万9.7万股$65.5万5.5万股+4.2万股+75.61%加仓
WEDBUSH SECURITIES INC
0.03%0.03%#23$99.7万8.0万股$91.5万7.7万股+2,652股+3.45%加仓
简街集团JANE STREET GROUP, LLC
<0.01%<0.01%#81$93.6万7.5万股$38.6万3.2万股+4.2万股+130.17%加仓
Private Advisor集团Private Advisor Group, LLC
<0.01%#42$92.2万7.4万股$00股+7.4万股新买入
安联资产管理Allianz Asset Management GmbH
<0.01%<0.01%#60$87.8万7.0万股$83.4万7.0万股00.00%持仓不变
J.W.科尔顾问J.W. COLE ADVISORS, INC.
0.01%#28$82.7万6.6万股$00股+6.6万股新买入
D.A. DavidsonD.A. DAVIDSON & CO.
<0.01%<0.01%#39$81.2万6.5万股$72.3万6.1万股+4,050股+6.66%加仓
Rareview Capital LLC
0.39%0.41%#3$69.3万5.9万股$69.2万5.9万股+62股+0.11%加仓
DWR WEALTH MANAGEMENT, LLC
0.5%0.55%#2$67.5万5.4万股$63.5万5.4万股+42股+0.08%加仓
Bridgewealth Advisory Group, LLC
0.13%0.13%#9$66.7万5.3万股$63.1万5.3万股+202股+0.38%加仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#78$62.3万5.0万股$57.2万4.8万股+1,649股+3.43%加仓
XTX资本XTX Topco Ltd
0.01%#34$62.3万5.0万股$00股+5.0万股新买入
Mather集团MATHER GROUP, LLC.
0.01%0.01%#37$59.5万4.7万股$64.5万5.4万股-6,702股-12.37%减仓
Apriem Advisors
0.05%0.05%#19$56.9万4.5万股$51.7万4.3万股+2,000股+4.60%加仓
Blue Zone Wealth Advisors, LLC
0.1%0.11%#13$54.8万4.4万股$54.7万4.6万股-2,282股-4.96%减仓
PNC金融服务集团PNC FINANCIAL SERVICES GROUP, INC.
<0.01%<0.01%#74$50.9万4.1万股$48.3万4.1万股00.00%持仓不变
MarinerMariner, LLC
<0.01%<0.01%#63$44.0万3.5万股$185.6万15.6万股-12.1万股-77.47%减仓
Diligent Investors, LLC
0.1%0.11%#12$44.0万3.5万股$42.9万3.6万股-1,011股-2.80%减仓
Stifel金融STIFEL FINANCIAL CORP
<0.01%<0.01%#68$43.5万3.5万股$34.8万2.9万股+5,500股+18.82%加仓
Western 财富管理Western Wealth Management, LLC
0.01%0.02%#29$40.8万3.3万股$45.3万3.8万股-5,551股-14.58%减仓
Stonebridge Financial Group, LLC/CA
0.05%#18$38.4万3.1万股$00股+3.1万股新买入
LAZARI CAPITAL MANAGEMENT, INC.
0.11%0.12%#10$36.0万2.9万股$34.2万2.9万股00.00%持仓不变
Van Hulzen Asset Management, LLC
0.03%0.03%#24$35.6万2.8万股$33.8万2.8万股00.00%持仓不变
Pacific Wealth Strategies Group, Inc.
0.2%0.21%#5$35.1万2.8万股$33.3万2.8万股00.00%持仓不变
城堡顾问CITADEL ADVISORS LLC
<0.01%#83$33.7万2.7万股$00股+2.7万股新买入
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#64$31.7万2.5万股$29.8万2.5万股+266股+1.06%加仓
Castle Rock Wealth Management, LLC
0.06%0.06%#17$30.4万2.4万股$28.9万2.4万股00.00%持仓不变
EHRLICH FINANCIAL GROUP
0.15%0.16%#7$29.9万2.4万股$27.4万2.3万股+886股+3.85%加仓
五三银行FIFTH THIRD BANCORP
<0.01%<0.01%#61$29.9万2.4万股$28.3万2.4万股+72股+0.30%加仓
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#72$29.4万2.3万股$28.1万2.4万股-134股-0.57%减仓
财富增值顾问WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
<0.01%<0.01%#62$29.0万2.3万股$25.9万2.2万股+1,350股+6.24%加仓
Creative Planning财富管理Creative Planning
<0.01%<0.01%#76$28.8万2.3万股$25.8万2.2万股+1,226股+5.64%加仓
现代财富管理Modern Wealth Management, LLC
<0.01%<0.01%#46$26.5万2.1万股$25.4万2.1万股00.00%持仓不变
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#82$26.1万2.1万股$24.7万2.1万股00.00%持仓不变
Peak Retirement Planning, Inc.
0.04%#20$26.0万2.1万股$00股+2.1万股新买入
Tortuga Wealth Management, Inc
0.2%0.16%#6$25.8万2.1万股$17.4万1.5万股+6,000股+41.10%加仓

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