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 2 季 13F 持有人
John Hancock Financial Opportunities Fund 在 2022/6/30 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
- 66
- 較 2022 年第 1 季 −2 家
- 持有股數
- 421.9 萬
- 較 2022 年第 1 季 +30.0 萬 (+7.7%)
- 總市值
- $1.45 億
- 較 2022 年第 1 季 −$1,259 萬 (−8.0%)
- 新進機構
- 6
- 另有 23 家加碼
- 清倉機構
- 8
- 另有 21 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 |
2022 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 2022 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Morgan Stanley | 1,660,738 | $6,166 萬 | 0.01% | +23,959+1.5% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 397,052 | $1,474 萬 | 0.03% | −9,541−2.3% | 減碼 |
| Wells Fargo & Company | 343,476 | $1,275 萬 | 0.00% | −14,755−4.1% | 減碼 |
| Janney Montgomery Scott LLC | 255,988 | $899.8 萬 | 0.04% | −761−0.3% | 減碼 |
| Bank of America Corp | 187,702 | $696.9 萬 | 0.00% | −3,107−1.6% | 減碼 |
| Royal Bank of Canada | 147,424 | $547.4 萬 | 0.00% | −9,003−5.8% | 減碼 |
| Raymond James & Associates | 140,312 | $521.0 萬 | 0.01% | +3,550+2.6% | 加碼 |
| North Star Asset Management Inc | 98,888 | $367.2 萬 | 0.24% | −2,530−2.5% | 減碼 |
| Fca Corp | 84,918 | $315.3 萬 | 1.24% | +90+0.1% | 加碼 |
| Stifel Financial Corp | 73,364 | $272.4 萬 | 0.00% | +14,952+25.6% | 加碼 |
| Steward Partners Investment Advisory, LLC | 70,998 | $263.6 萬 | 0.05% | +9,044+14.6% | 加碼 |
| LPL Financial LLC | 46,963 | $174.4 萬 | 0.00% | −38,139−44.8% | 減碼 |
| Euro Pacific Asset Management, LLC | 330,802 | $112.1 萬 | 0.27% | +330,802 | 新進 |
| UBS Group AG | 27,580 | $102.4 萬 | 0.00% | −2,644−8.7% | 減碼 |
| Csenge Advisory Group | 27,416 | $101.8 萬 | 0.09% | +1,313+5.0% | 加碼 |
| Lincoln National Corp | 25,952 | $96.4 萬 | 0.02% | +7,490+40.6% | 加碼 |
| Commonwealth Equity Services, LLC | 23,557 | $87.4 萬 | 0.00% | −24−0.1% | 減碼 |
| Peapack Gladstone Financial Corp | 21,438 | $79.6 萬 | 0.02% | 00.0% | 不變 |
| Cambridge Investment Research Advisors, Inc. | 17,807 | $66.1 萬 | 0.00% | +1,290+7.8% | 加碼 |
| National Asset Management, Inc. | 16,879 | $62.7 萬 | 0.03% | +509+3.1% | 加碼 |
| Mariner, LLC | 14,220 | $52.8 萬 | 0.00% | +3,779+36.2% | 加碼 |
| Atria Wealth Solutions, Inc. | 14,078 | $52.3 萬 | 0.01% | −1,487−9.6% | 減碼 |
| Invesco Ltd. | 12,223 | $45.4 萬 | 0.00% | −1,557−11.3% | 減碼 |
| Orleans Capital Management Corp | 11,440 | $42.5 萬 | 0.32% | −52−0.5% | 減碼 |
| D.A. Davidson & Co. | 10,880 | $40.4 萬 | 0.01% | +11+0.1% | 加碼 |
| Institute for Wealth Management, LLC. | 10,868 | $40.4 萬 | 0.08% | 00.0% | 不變 |
| Stephens Inc | 10,025 | $37.2 萬 | 0.01% | −100−1.0% | 減碼 |
| Ameriprise Financial Inc | 9,542 | $35.4 萬 | 0.00% | −7,326−43.4% | 減碼 |
| HighTower Advisors, LLC | 9,513 | $35.4 萬 | 0.00% | +3,028+46.7% | 加碼 |
| Wedbush Securities Inc | 9,518 | $35.3 萬 | 0.02% | +264+2.9% | 加碼 |
| Private Advisor Group, LLC | 9,479 | $35.2 萬 | 0.00% | +868+10.1% | 加碼 |
| J.W. Cole Advisors, Inc. | 9,302 | $34.5 萬 | 0.03% | −434−4.5% | 減碼 |
| Avidian Wealth Solutions, LLC | 8,784 | $32.6 萬 | 0.02% | −992−10.1% | 減碼 |
| L.M. Kohn & Company | 8,305 | $30.9 萬 | 0.14% | 00.0% | 不變 |
| Wintrust Investments LLC | 8,318 | $30.9 萬 | 0.04% | +60+0.7% | 加碼 |
| Oppenheimer & Co Inc | 8,057 | $29.9 萬 | 0.01% | +215+2.7% | 加碼 |
| First Republic Investment Management, Inc. | 7,512 | $27.9 萬 | 0.00% | −2,800−27.2% | 減碼 |
| Patten Group, Inc. | 7,310 | $26.3 萬 | 0.08% | 00.0% | 不變 |
| Moors & Cabot, Inc. | 6,604 | $24.5 萬 | 0.02% | +600+10.0% | 加碼 |
| Advisor Group Holdings, Inc. | 6,283 | $23.3 萬 | 0.00% | +270+4.5% | 加碼 |
| Truist Financial Corp | 5,987 | $22.2 萬 | 0.00% | −201−3.2% | 減碼 |
| Creative Planning | 5,784 | $21.5 萬 | 0.00% | 00.0% | 不變 |
| Allworth Financial LP | 3,968 | $14.7 萬 | 0.00% | +597+17.7% | 加碼 |
| Tradition Wealth Management, LLC | 2,030 | $7.50 萬 | 0.01% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 1,595 | $5.90 萬 | 0.00% | +300+23.2% | 加碼 |
| Heritage Wealth Management, LLC | 1,500 | $5.57 萬 | 0.02% | 00.0% | 不變 |
| American Portfolios Advisors | 1,048 | $3.89 萬 | 0.00% | −370−26.1% | 減碼 |
| Venture Visionary Partners LLC | 850 | $3.16 萬 | 0.00% | +850 | 新進 |
| The PNC Financial Services Group, Inc. | 667 | $2.40 萬 | 0.00% | −1,000−60.0% | 減碼 |
| Northwestern Mutual Wealth Management Co | 645 | $2.40 萬 | 0.00% | +565+706.3% | 加碼 |
| Coastal Capital Group, Inc. | 530 | $2.00 萬 | 0.01% | +7+1.3% | 加碼 |
| Private Trust Co NA | 500 | $1.90 萬 | 0.00% | +500 | 新進 |
| TD Private Client Wealth LLC | 431 | $1.60 萬 | 0.00% | 00.0% | 不變 |
| Sargent Bickham Lagudis LLC | 300 | $1.10 萬 | 0.00% | +100+50.0% | 加碼 |
| FourThought Financial, LLC | 255 | $9,000 | 0.00% | 00.0% | 不變 |
| Bogart Wealth, LLC | 231 | $9,000 | 0.00% | 00.0% | 不變 |
| FinTrust Capital Advisors, LLC | 213 | $8,000 | 0.00% | 00.0% | 不變 |
| CWM, LLC | 189 | $7,000 | 0.00% | −2,081−91.7% | 減碼 |
| Highlander Capital Management, LLC | 187 | $7,000 | 0.00% | 00.0% | 不變 |
| Rockefeller Capital Management L.P. | 142 | $5,000 | 0.00% | 00.0% | 不變 |
| Whittier Trust Co of Nevada Inc | 84 | $3,000 | 0.00% | 00.0% | 不變 |
| Mach-1 Financial Group, Inc. | 105 | $3,000 | 0.00% | +105 | 新進 |
| Benjamin F. Edwards & Company, Inc. | 50 | $2,000 | 0.00% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 46 | $2,000 | 0.00% | 00.0% | 不變 |
| CoreCap Advisors, LLC | 50 | $2,000 | 0.00% | +50 | 新進 |
| Harbour Investments, Inc. | 25 | $1,000 | 0.00% | +25 | 新進 |
| Huntington National Bank | 0 | $0 | 0.00% | – | 清倉 |
| AdvisorNet Financial, Inc | 0 | $0 | 0.00% | −496−100.0% | 清倉 |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −2,637−100.0% | 清倉 |
| Bedel Financial Consulting, Inc. | 0 | $0 | 0.00% | −2,086−100.0% | 清倉 |
| Oakworth Capital, Inc. | 0 | $0 | 0.00% | −700−100.0% | 清倉 |
| JFS Wealth Advisors, LLC | 0 | $0 | 0.00% | −252−100.0% | 清倉 |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −104−100.0% | 清倉 |
| Concorde Financial Corp | 0 | $0 | 0.00% | −75−100.0% | 清倉 |