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。
2022 年第 1 季 13F 持有人
John Hancock Financial Opportunities Fund 在 2022/3/31 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
- 68
- 較 2021 年第 4 季 +1 家
- 持有股數
- 391.9 萬
- 較 2021 年第 4 季 +22.4 萬 (+6.1%)
- 總市值
- $1.58 億
- 較 2021 年第 4 季 −$1,453 萬 (−8.4%)
- 新進機構
- 10
- 另有 23 家加碼
- 清倉機構
- 9
- 另有 22 家減碼
另有 2 家機構在 2021 年第 4 季持有、還沒有申報 2022 年第 1 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 |
2022 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Morgan Stanley | 1,636,779 | $6,580 萬 | 0.01% | +28,649+1.8% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 406,593 | $1,635 萬 | 0.03% | +37,659+10.2% | 加碼 |
| Wells Fargo & Company | 358,231 | $1,440 萬 | 0.00% | +72,612+25.4% | 加碼 |
| Janney Montgomery Scott LLC | 256,749 | $1,032 萬 | 0.04% | −203−0.1% | 減碼 |
| Bank of America Corp | 190,809 | $767.0 萬 | 0.00% | +3,346+1.8% | 加碼 |
| Royal Bank of Canada | 156,427 | $628.8 萬 | 0.00% | +8,766+5.9% | 加碼 |
| Raymond James & Associates | 136,762 | $549.8 萬 | 0.00% | +11,299+9.0% | 加碼 |
| North Star Asset Management Inc | 101,418 | $407.7 萬 | 0.22% | −575−0.6% | 減碼 |
| LPL Financial LLC | 85,102 | $342.1 萬 | 0.00% | +42,617+100.3% | 加碼 |
| Fca Corp | 84,828 | $341.0 萬 | 1.19% | −370.0% | 減碼 |
| Steward Partners Investment Advisory, LLC | 61,954 | $249.1 萬 | 0.04% | +5,319+9.4% | 加碼 |
| Stifel Financial Corp | 58,412 | $234.8 萬 | 0.00% | +504+0.9% | 加碼 |
| UBS Group AG | 30,224 | $121.5 萬 | 0.00% | −2,234−6.9% | 減碼 |
| Csenge Advisory Group | 26,103 | $104.9 萬 | 0.08% | +15,620+149.0% | 加碼 |
| Commonwealth Equity Services, LLC | 23,581 | $94.7 萬 | 0.00% | +492+2.1% | 加碼 |
| Peapack Gladstone Financial Corp | 21,438 | $86.2 萬 | 0.02% | −232−1.1% | 減碼 |
| Lincoln National Corp | 18,462 | $74.2 萬 | 0.02% | +18,462 | 新進 |
| Ameriprise Financial Inc | 16,868 | $67.8 萬 | 0.00% | −4,132−19.7% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 16,517 | $66.4 萬 | 0.00% | +6,330+62.1% | 加碼 |
| National Asset Management, Inc. | 16,370 | $65.9 萬 | 0.02% | −999−5.8% | 減碼 |
| Atria Wealth Solutions, Inc. | 15,565 | $62.6 萬 | 0.01% | +15,565 | 新進 |
| Invesco Ltd. | 13,780 | $55.4 萬 | 0.00% | +112+0.8% | 加碼 |
| Orleans Capital Management Corp | 11,492 | $46.2 萬 | 0.29% | −301−2.6% | 減碼 |
| D.A. Davidson & Co. | 10,869 | $43.7 萬 | 0.00% | +7+0.1% | 加碼 |
| Institute for Wealth Management, LLC. | 10,868 | $43.7 萬 | 0.07% | 00.0% | 不變 |
| Mariner, LLC | 10,441 | $42.0 萬 | 0.00% | +10,441 | 新進 |
| First Republic Investment Management, Inc. | 10,312 | $41.5 萬 | 0.00% | +51+0.5% | 加碼 |
| Stephens Inc | 10,125 | $40.7 萬 | 0.01% | −148−1.4% | 減碼 |
| Avidian Wealth Solutions, LLC | 9,776 | $39.3 萬 | 0.02% | −130−1.3% | 減碼 |
| J.W. Cole Advisors, Inc. | 9,736 | $39.1 萬 | 0.03% | +57+0.6% | 加碼 |
| Wedbush Securities Inc | 9,254 | $37.2 萬 | 0.02% | −1,840−16.6% | 減碼 |
| Private Advisor Group, LLC | 8,611 | $34.6 萬 | 0.00% | −647−7.0% | 減碼 |
| L.M. Kohn & Company | 8,305 | $33.4 萬 | 0.13% | +8,305 | 新進 |
| Wintrust Investments LLC | 8,258 | $33.2 萬 | 0.03% | −10,433−55.8% | 減碼 |
| Oppenheimer & Co Inc | 7,842 | $31.5 萬 | 0.01% | +261+3.4% | 加碼 |
| Patten Group, Inc. | 7,310 | $29.4 萬 | 0.08% | −30.0% | 減碼 |
| HighTower Advisors, LLC | 6,485 | $26.0 萬 | 0.00% | +6,485 | 新進 |
| Truist Financial Corp | 6,188 | $24.9 萬 | 0.00% | −3,841−38.3% | 減碼 |
| Moors & Cabot, Inc. | 6,004 | $24.1 萬 | 0.01% | −601−9.1% | 減碼 |
| Advisor Group Holdings, Inc. | 6,013 | $24.1 萬 | 0.00% | +507+9.2% | 加碼 |
| Creative Planning | 5,784 | $23.3 萬 | 0.00% | −1,766−23.4% | 減碼 |
| Allworth Financial LP | 3,371 | $13.6 萬 | 0.00% | +1,031+44.1% | 加碼 |
| Wolverine Asset Management LLC | 2,637 | $10.6 萬 | 0.00% | +2,637 | 新進 |
| CWM, LLC | 2,270 | $9.10 萬 | 0.00% | 00.0% | 不變 |
| Bedel Financial Consulting, Inc. | 2,086 | $8.40 萬 | 0.03% | −14−0.7% | 減碼 |
| Tradition Wealth Management, LLC | 2,030 | $8.20 萬 | 0.01% | 00.0% | 不變 |
| The PNC Financial Services Group, Inc. | 1,667 | $6.70 萬 | 0.00% | −21,755−92.9% | 減碼 |
| Heritage Wealth Management, LLC | 1,500 | $6.00 萬 | 0.02% | +1,500 | 新進 |
| American Portfolios Advisors | 1,418 | $5.70 萬 | 0.00% | +3+0.2% | 加碼 |
| Geneos Wealth Management Inc. | 1,295 | $5.20 萬 | 0.00% | +625+93.3% | 加碼 |
| Oakworth Capital, Inc. | 700 | $2.80 萬 | 0.00% | 00.0% | 不變 |
| Huntington National Bank | – | $2.40 萬 | 0.00% | – | – |
| Coastal Capital Group, Inc. | 523 | $2.10 萬 | 0.00% | +6+1.2% | 加碼 |
| AdvisorNet Financial, Inc | 496 | $2.00 萬 | 0.00% | −3,645−88.0% | 減碼 |
| TD Private Client Wealth LLC | 431 | $1.73 萬 | 0.00% | 00.0% | 不變 |
| JFS Wealth Advisors, LLC | 252 | $1.00 萬 | 0.00% | 00.0% | 不變 |
| FourThought Financial, LLC | 255 | $1.00 萬 | 0.00% | 00.0% | 不變 |
| Bogart Wealth, LLC | 231 | $9,000 | 0.00% | 00.0% | 不變 |
| FinTrust Capital Advisors, LLC | 213 | $9,000 | 0.00% | +213 | 新進 |
| Highlander Capital Management, LLC | 187 | $8,000 | 0.00% | 00.0% | 不變 |
| Sargent Bickham Lagudis LLC | 200 | $8,000 | 0.00% | 00.0% | 不變 |
| Rockefeller Capital Management L.P. | 142 | $5,000 | 0.00% | 00.0% | 不變 |
| Money Concepts Capital Corp | 104 | $4,000 | 0.00% | +104 | 新進 |
| Northwestern Mutual Wealth Management Co | 80 | $3,000 | 0.00% | −1−1.2% | 減碼 |
| Whittier Trust Co of Nevada Inc | 84 | $3,000 | 0.00% | 00.0% | 不變 |
| Concorde Financial Corp | 75 | $3,000 | 0.00% | +25+50.0% | 加碼 |
| Benjamin F. Edwards & Company, Inc. | 50 | $2,000 | 0.00% | −429−89.6% | 減碼 |
| Global Retirement Partners, LLC | 46 | $2,000 | 0.00% | +46 | 新進 |
| Proequities, Inc. | 0 | $0 | 0.00% | −575−100.0% | 清倉 |
| Millennium Management LLC | 0 | $0 | 0.00% | −10,483−100.0% | 清倉 |
| Camden Capital, LLC | 0 | $0 | 0.00% | −6,743−100.0% | 清倉 |
| Centaurus Financial, Inc. | 0 | $0 | 0.00% | −2,418−100.0% | 清倉 |
| Widmann Financial Services, Inc. | 0 | $0 | 0.00% | −750−100.0% | 清倉 |
| Clearstead Advisors, LLC | 0 | $0 | 0.00% | −120−100.0% | 清倉 |
| Total Clarity Wealth Management, Inc. | 0 | $0 | 0.00% | −85−100.0% | 清倉 |
| Confluence Wealth Services, Inc. | 0 | $0 | 0.00% | −73−100.0% | 清倉 |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −50−100.0% | 清倉 |
| NEXT Financial Group, Inc | – | – | – | – | 本季未申報 |
| Carroll Financial Associates, Inc. | – | – | – | – | 本季未申報 |