John Hancock Financial Opportunities Fund
BTO- 交易所
- NYSE
- SEC CIK
- 0000925683
近 90 天，John Hancock Financial Opportunities Fund 內部人申報 1 筆公開市場買進、0 筆賣出；2026 年第 2 季末有 84 家機構在 13F 申報持有，市值合計 $1.67 億；沒有大師持有。
2021 年第 2 季 13F 持有人
John Hancock Financial Opportunities Fund 在 2021/6/30 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
- 68
- 較 2021 年第 1 季 0 家
- 持有股數
- 356.3 萬
- 較 2021 年第 1 季 −1.79 萬 (−0.5%)
- 總市值
- $1.34 億
- 較 2021 年第 1 季 −$389.5 萬 (−2.8%)
- 新進機構
- 9
- 另有 24 家加碼
- 清倉機構
- 9
- 另有 23 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 BTO 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 | 84 | $1.67 億 |
| 2026 年第 1 季 | 80 | $1.46 億 |
| 2025 年第 4 季 | 86 | $1.49 億 |
| 2025 年第 3 季 | 77 | $1.30 億 |
| 2025 年第 2 季 | 68 | $1.52 億 |
| 2025 年第 1 季 | 69 | $1.41 億 |
| 2024 年第 4 季 | 75 | $1.70 億 |
| 2024 年第 3 季 | 76 | $1.40 億 |
| 2024 年第 2 季 | 69 | $1.10 億 |
| 2024 年第 1 季 | 69 | $1.94 億 |
| 2023 年第 4 季 | 76 | $1.60 億 |
| 2023 年第 3 季 | 65 | $9,674 萬 |
| 2023 年第 2 季 | 66 | $9,734 萬 |
| 2023 年第 1 季 | 68 | $1.22 億 |
| 2022 年第 4 季 | 62 | $1.29 億 |
| 2022 年第 3 季 | 63 | $1.25 億 |
| 2022 年第 2 季 | 66 | $1.45 億 |
| 2022 年第 1 季 | 68 | $1.58 億 |
| 2021 年第 4 季 | 69 | $1.73 億 |
| 2021 年第 3 季 | 65 | $1.55 億 |
| 2021 年第 2 季 | 68 | $1.34 億 |
| 2021 年第 1 季 | 68 | $1.38 億 |
2021 年第 2 季持有機構
每家機構持有 John Hancock Financial Opportunities Fund 的股數、市值與佔組合比重；股數變化跟 2021 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Morgan Stanley | 1,540,643 | $5,784 萬 | 0.01% | +74,894+5.1% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 358,557 | $1,346 萬 | 0.03% | −18,171−4.8% | 減碼 |
| Wells Fargo & Company | 289,635 | $1,087 萬 | 0.00% | +33,474+13.1% | 加碼 |
| Janney Montgomery Scott LLC | 228,786 | $858.9 萬 | 0.04% | +14,937+7.0% | 加碼 |
| Bank of America Corp | 172,943 | $649.2 萬 | 0.00% | +2,821+1.7% | 加碼 |
| Royal Bank of Canada | 122,576 | $460.2 萬 | 0.00% | −5,648−4.4% | 減碼 |
| North Star Asset Management Inc | 111,032 | $416.8 萬 | 0.23% | −1,075−1.0% | 減碼 |
| Raymond James & Associates | 110,963 | $416.6 萬 | 0.00% | +532+0.5% | 加碼 |
| Fca Corp | 94,126 | $353.4 萬 | 1.00% | −521−0.6% | 減碼 |
| Steward Partners Investment Advisory, LLC | 52,558 | $197.3 萬 | 0.03% | −51,958−49.7% | 減碼 |
| UBS Group AG | 46,769 | $175.6 萬 | 0.00% | +1,430+3.2% | 加碼 |
| LPL Financial LLC | 45,049 | $169.1 萬 | 0.00% | −275−0.6% | 減碼 |
| Stifel Financial Corp | 40,693 | $152.8 萬 | 0.00% | +1,056+2.7% | 加碼 |
| Wolverine Asset Management LLC | 29,365 | $110.2 萬 | 0.01% | +26,388+886.4% | 加碼 |
| First Trust Advisors LP | 26,599 | $99.9 萬 | 0.00% | +14,258+115.5% | 加碼 |
| Peapack Gladstone Financial Corp | 22,051 | $82.8 萬 | 0.02% | −761−3.3% | 減碼 |
| Commonwealth Equity Services, LLC | 19,891 | $74.6 萬 | 0.00% | −575−2.8% | 減碼 |
| Wintrust Investments LLC | 19,575 | $73.5 萬 | 0.08% | +159+0.8% | 加碼 |
| National Asset Management, Inc. | 13,609 | $51.1 萬 | 0.02% | +2,080+18.0% | 加碼 |
| Truist Financial Corp | 12,383 | $46.5 萬 | 0.00% | −6,993−36.1% | 減碼 |
| Ameriprise Financial Inc | 11,843 | $44.5 萬 | 0.00% | +1,157+10.8% | 加碼 |
| Orleans Capital Management Corp | 11,775 | $44.2 萬 | 0.28% | −1,400−10.6% | 減碼 |
| Community Bank of Raymore | 11,250 | $42.2 萬 | 0.13% | 00.0% | 不變 |
| D.A. Davidson & Co. | 11,053 | $41.5 萬 | 0.00% | +166+1.5% | 加碼 |
| Institute for Wealth Management, LLC. | 10,943 | $41.1 萬 | 0.07% | 00.0% | 不變 |
| Cambridge Investment Research Advisors, Inc. | 10,651 | $40.0 萬 | 0.00% | −949−8.2% | 減碼 |
| Csenge Advisory Group | 10,483 | $40.0 萬 | 0.04% | +3,366+47.3% | 加碼 |
| Wedbush Securities Inc | 9,786 | $36.7 萬 | 0.02% | +909+10.2% | 加碼 |
| First Republic Investment Management, Inc. | 9,625 | $36.1 萬 | 0.00% | −1,723−15.2% | 減碼 |
| HighTower Advisors, LLC | 9,521 | $35.8 萬 | 0.00% | +3,860+68.2% | 加碼 |
| Patten Group, Inc. | 8,625 | $32.4 萬 | 0.10% | +100+1.2% | 加碼 |
| PRW Wealth Management LLC | 8,625 | $32.4 萬 | 0.10% | +8,625 | 新進 |
| Stephens Inc | 7,574 | $28.4 萬 | 0.00% | −36,562−82.8% | 減碼 |
| Oppenheimer & Co Inc | 7,485 | $28.1 萬 | 0.01% | +56+0.8% | 加碼 |
| Moors & Cabot, Inc. | 7,205 | $27.0 萬 | 0.02% | +400+5.9% | 加碼 |
| Invesco Ltd. | 6,475 | $24.3 萬 | 0.00% | −1,869−22.4% | 減碼 |
| Nicolet Bankshares Inc | 5,985 | $22.5 萬 | 0.06% | −125−2.0% | 減碼 |
| Creative Planning | 5,750 | $21.6 萬 | 0.00% | −305−5.0% | 減碼 |
| Guggenheim Capital LLC | 5,693 | $21.4 萬 | 0.00% | −332−5.5% | 減碼 |
| AdvisorNet Financial, Inc | 4,127 | $15.5 萬 | 0.01% | +6+0.1% | 加碼 |
| Advisor Group Holdings, Inc. | 3,755 | $14.0 萬 | 0.00% | −941−20.0% | 減碼 |
| Belpointe Asset Management LLC | 3,500 | $13.1 萬 | 0.01% | +3,500 | 新進 |
| Advisory Services Network, LLC | 2,693 | $10.1 萬 | 0.00% | +2,693 | 新進 |
| Allworth Financial LP | 2,285 | $8.60 萬 | 0.00% | +2,185+2,185.0% | 加碼 |
| CWM, LLC | 2,270 | $8.50 萬 | 0.00% | 00.0% | 不變 |
| NEXT Financial Group, Inc | 2,159 | $8.10 萬 | 0.01% | −6,256−74.3% | 減碼 |
| FNY Investment Advisers, LLC | 2,000 | $7.50 萬 | 0.03% | −1,153−36.6% | 減碼 |
| American Portfolios Advisors | 1,949 | $7.32 萬 | 0.00% | +364+23.0% | 加碼 |
| Carroll Financial Associates, Inc. | 1,910 | $7.10 萬 | 0.00% | +1,910 | 新進 |
| The PNC Financial Services Group, Inc. | 1,355 | $5.10 萬 | 0.00% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 870 | $3.20 萬 | 0.00% | −1,200−58.0% | 減碼 |
| BBVA USA | 766 | $2.80 萬 | 0.00% | +766 | 新進 |
| Oakworth Capital, Inc. | 700 | $2.60 萬 | 0.00% | 00.0% | 不變 |
| American Research & Management Co. | 606 | $2.30 萬 | 0.01% | 00.0% | 不變 |
| Proequities, Inc. | 575 | $2.20 萬 | 0.00% | +75+15.0% | 加碼 |
| Coastal Capital Group, Inc. | 503 | $1.90 萬 | 0.00% | +7+1.4% | 加碼 |
| Benjamin F. Edwards & Company, Inc. | 479 | $1.80 萬 | 0.00% | −400−45.5% | 減碼 |
| TD Private Client Wealth LLC | 431 | $1.62 萬 | 0.00% | 00.0% | 不變 |
| Wealth Quarterback LLC | 413 | $1.60 萬 | 0.01% | +413 | 新進 |
| Bogart Wealth, LLC | 231 | $9,000 | 0.00% | 00.0% | 不變 |
| FourThought Financial, LLC | 255 | $9,000 | 0.00% | 00.0% | 不變 |
| Sargent Bickham Lagudis LLC | 200 | $8,000 | 0.00% | 00.0% | 不變 |
| Highlander Capital Management, LLC | 187 | $7,000 | 0.00% | 00.0% | 不變 |
| Rockefeller Capital Management L.P. | 142 | $5,000 | 0.00% | +142 | 新進 |
| Northwestern Mutual Wealth Management Co | 80 | $3,000 | 0.00% | −1,875−95.9% | 減碼 |
| Global Retirement Partners, LLC | 46 | $2,000 | 0.00% | 00.0% | 不變 |
| GW&K Investment Management, LLC | 19 | $1,000 | 0.00% | +19 | 新進 |
| FMR LLC | 4 | $0 | 0.00% | +4 | 新進 |
| Formidable Asset Management, LLC | 0 | $0 | 0.00% | −63,750−100.0% | 清倉 |
| Goldman Sachs Group Inc | 0 | $0 | 0.00% | −10,165−100.0% | 清倉 |
| Bank of Montreal | 0 | $0 | 0.00% | −2,629−100.0% | 清倉 |
| Valeo Financial Advisors, LLC | 0 | $0 | 0.00% | −1,708−100.0% | 清倉 |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −312−100.0% | 清倉 |
| Central Trust Co | 0 | $0 | 0.00% | −250−100.0% | 清倉 |
| Wealthcare Advisory Partners LLC | 0 | $0 | 0.00% | −250−100.0% | 清倉 |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −322−100.0% | 清倉 |
| Eudaimonia Partners, LLC | 0 | $0 | 0.00% | −198−100.0% | 清倉 |