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 4 季 13F 持有人
John Hancock Financial Opportunities Fund 在 2021/12/31 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
- 69
- 較 2021 年第 3 季 +6 家
- 持有股數
- 371.1 萬
- 較 2021 年第 3 季 +5.90 萬 (+1.6%)
- 總市值
- $1.73 億
- 較 2021 年第 3 季 +$1,754 萬 (+11.3%)
- 新進機構
- 13
- 另有 29 家加碼
- 清倉機構
- 7
- 另有 15 家減碼
另有 2 家機構在 2021 年第 3 季持有、還沒有申報 2021 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 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Morgan Stanley | 1,608,130 | $7,492 萬 | 0.01% | +44,963+2.9% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 368,934 | $1,719 萬 | 0.03% | −1,177−0.3% | 減碼 |
| Wells Fargo & Company | 285,619 | $1,331 萬 | 0.00% | −12,295−4.1% | 減碼 |
| Janney Montgomery Scott LLC | 256,952 | $1,197 萬 | 0.05% | +6,038+2.4% | 加碼 |
| Bank of America Corp | 187,463 | $873.4 萬 | 0.00% | +10,251+5.8% | 加碼 |
| Royal Bank of Canada | 147,661 | $688.0 萬 | 0.00% | +12,237+9.0% | 加碼 |
| Raymond James & Associates | 125,463 | $584.5 萬 | 0.00% | +8,838+7.6% | 加碼 |
| North Star Asset Management Inc | 101,993 | $475.2 萬 | 0.24% | −8,475−7.7% | 減碼 |
| Fca Corp | 84,865 | $395.4 萬 | 1.35% | −9,713−10.3% | 減碼 |
| Stifel Financial Corp | 57,908 | $269.8 萬 | 0.00% | +19,621+51.2% | 加碼 |
| Steward Partners Investment Advisory, LLC | 56,635 | $263.9 萬 | 0.04% | +198+0.4% | 加碼 |
| LPL Financial LLC | 42,485 | $197.9 萬 | 0.00% | +636+1.5% | 加碼 |
| UBS Group AG | 32,458 | $151.2 萬 | 0.00% | −2,780−7.9% | 減碼 |
| The PNC Financial Services Group, Inc. | 23,422 | $109.2 萬 | 0.00% | +667+2.9% | 加碼 |
| Commonwealth Equity Services, LLC | 23,089 | $107.5 萬 | 0.00% | +2,219+10.6% | 加碼 |
| Peapack Gladstone Financial Corp | 21,670 | $101.0 萬 | 0.02% | −250−1.1% | 減碼 |
| Ameriprise Financial Inc | 21,000 | $99.8 萬 | 0.00% | −7,589−26.5% | 減碼 |
| Wintrust Investments LLC | 18,691 | $87.1 萬 | 0.08% | −12−0.1% | 減碼 |
| National Asset Management, Inc. | 17,369 | $81.0 萬 | 0.02% | +1,453+9.1% | 加碼 |
| NEXT Financial Group, Inc | 15,528 | $72.4 萬 | 0.05% | +2,360+17.9% | 加碼 |
| Invesco Ltd. | 13,668 | $63.7 萬 | 0.00% | +208+1.5% | 加碼 |
| Orleans Capital Management Corp | 11,793 | $54.9 萬 | 0.31% | +518+4.6% | 加碼 |
| Wedbush Securities Inc | 11,094 | $51.7 萬 | 0.02% | +1,100+11.0% | 加碼 |
| Institute for Wealth Management, LLC. | 10,868 | $50.6 萬 | 0.08% | −75−0.7% | 減碼 |
| D.A. Davidson & Co. | 10,862 | $50.6 萬 | 0.01% | +12+0.1% | 加碼 |
| Millennium Management LLC | 10,483 | $48.8 萬 | 0.00% | +10,483 | 新進 |
| Stephens Inc | 10,273 | $47.9 萬 | 0.01% | +400+4.1% | 加碼 |
| First Republic Investment Management, Inc. | 10,261 | $47.8 萬 | 0.00% | +555+5.7% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 10,187 | $47.5 萬 | 0.00% | +239+2.4% | 加碼 |
| Truist Financial Corp | 10,029 | $46.7 萬 | 0.00% | −1,245−11.0% | 減碼 |
| Avidian Wealth Solutions, LLC | 9,906 | $46.2 萬 | 0.03% | +9,906 | 新進 |
| J.W. Cole Advisors, Inc. | 9,679 | $45.1 萬 | 0.03% | +926+10.6% | 加碼 |
| Private Advisor Group, LLC | 9,258 | $43.1 萬 | 0.00% | −266−2.8% | 減碼 |
| Csenge Advisory Group | 10,483 | $40.0 萬 | 0.04% | −15,172−59.1% | 減碼 |
| Oppenheimer & Co Inc | 7,581 | $35.3 萬 | 0.01% | +46+0.6% | 加碼 |
| Creative Planning | 7,550 | $35.2 萬 | 0.00% | 00.0% | 不變 |
| Patten Group, Inc. | 7,313 | $34.1 萬 | 0.09% | −983−11.8% | 減碼 |
| Camden Capital, LLC | 6,743 | $31.4 萬 | 0.07% | +6,743 | 新進 |
| Moors & Cabot, Inc. | 6,605 | $30.8 萬 | 0.02% | −600−8.3% | 減碼 |
| Advisor Group Holdings, Inc. | 5,506 | $25.7 萬 | 0.00% | +1,541+38.9% | 加碼 |
| AdvisorNet Financial, Inc | 4,141 | $19.3 萬 | 0.01% | +7+0.2% | 加碼 |
| Centaurus Financial, Inc. | 2,418 | $11.3 萬 | 0.01% | +53+2.2% | 加碼 |
| Allworth Financial LP | 2,340 | $10.9 萬 | 0.00% | +27+1.2% | 加碼 |
| CWM, LLC | 2,270 | $10.6 萬 | 0.00% | +2,270 | 新進 |
| Bedel Financial Consulting, Inc. | 2,100 | $9.80 萬 | 0.03% | +2,100 | 新進 |
| Tradition Wealth Management, LLC | 2,030 | $9.50 萬 | 0.01% | +2,030 | 新進 |
| American Portfolios Advisors | 1,415 | $6.59 萬 | 0.00% | +369+35.3% | 加碼 |
| Carroll Financial Associates, Inc. | 865 | $3.70 萬 | 0.00% | +455+111.0% | 加碼 |
| Widmann Financial Services, Inc. | 750 | $3.40 萬 | 0.03% | +750 | 新進 |
| Oakworth Capital, Inc. | 700 | $3.30 萬 | 0.00% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 670 | $3.10 萬 | 0.00% | 00.0% | 不變 |
| Huntington National Bank | – | $2.80 萬 | 0.00% | – | 新進 |
| Proequities, Inc. | 575 | $2.70 萬 | 0.00% | 00.0% | 不變 |
| Coastal Capital Group, Inc. | 517 | $2.40 萬 | 0.01% | +7+1.4% | 加碼 |
| Benjamin F. Edwards & Company, Inc. | 479 | $2.20 萬 | 0.00% | 00.0% | 不變 |
| TD Private Client Wealth LLC | 431 | $2.01 萬 | 0.00% | 00.0% | 不變 |
| FourThought Financial, LLC | 255 | $1.20 萬 | 0.00% | 00.0% | 不變 |
| JFS Wealth Advisors, LLC | 252 | $1.20 萬 | 0.00% | +252 | 新進 |
| Bogart Wealth, LLC | 231 | $1.10 萬 | 0.00% | 00.0% | 不變 |
| Sargent Bickham Lagudis LLC | 200 | $9,000 | 0.00% | 00.0% | 不變 |
| Highlander Capital Management, LLC | 187 | $9,000 | 0.00% | 00.0% | 不變 |
| Rockefeller Capital Management L.P. | 142 | $6,000 | 0.00% | 00.0% | 不變 |
| Clearstead Advisors, LLC | 120 | $6,000 | 0.00% | +120 | 新進 |
| Total Clarity Wealth Management, Inc. | 85 | $4,000 | 0.00% | −929−91.6% | 減碼 |
| Whittier Trust Co of Nevada Inc | 84 | $4,000 | 0.00% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 81 | $4,000 | 0.00% | +1+1.3% | 加碼 |
| Confluence Wealth Services, Inc. | 73 | $3,000 | 0.00% | +73 | 新進 |
| CoreCap Advisors, LLC | 50 | $2,000 | 0.00% | +50 | 新進 |
| Concorde Financial Corp | 50 | $2,000 | 0.00% | +50 | 新進 |
| Community Bank of Raymore | 0 | $0 | 0.00% | −11,250−100.0% | 清倉 |
| Nicolet Bankshares Inc | 0 | $0 | 0.00% | −5,910−100.0% | 清倉 |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −5,726−100.0% | 清倉 |
| Capital Investment Advisors, LLC | 0 | $0 | 0.00% | −5,500−100.0% | 清倉 |
| Tucker Asset Management LLC | 0 | $0 | 0.00% | −1,674−100.0% | 清倉 |
| Capital Analysts, LLC | 0 | $0 | 0.00% | −118−100.0% | 清倉 |
| Global Retirement Partners, LLC | 0 | $0 | 0.00% | −46−100.0% | 清倉 |
| BBVA USA | – | – | – | – | 本季未申報 |
| Wealth Quarterback LLC | – | – | – | – | 本季未申報 |