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 4 季 13F 持有人
John Hancock Financial Opportunities Fund 在 2022/12/31 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
- 62
- 較 2022 年第 3 季 +1 家
- 持有股數
- 388.8 萬
- 較 2022 年第 3 季 −8.24 萬 (−2.1%)
- 總市值
- $1.29 億
- 較 2022 年第 3 季 +$386.3 萬 (+3.1%)
- 新進機構
- 9
- 另有 22 家加碼
- 清倉機構
- 8
- 另有 13 家減碼
另有 2 家機構在 2022 年第 3 季持有、還沒有申報 2022 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 |
2022 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 2022 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Morgan Stanley | 1,606,645 | $5,352 萬 | 0.01% | −112,808−6.6% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 400,373 | $1,334 萬 | 0.03% | +19,806+5.2% | 加碼 |
| Wells Fargo & Company | 369,231 | $1,230 萬 | 0.00% | +22,494+6.5% | 加碼 |
| Janney Montgomery Scott LLC | 221,119 | $736.5 萬 | 0.03% | −32,857−12.9% | 減碼 |
| Bank of America Corp | 181,419 | $604.3 萬 | 0.00% | −1,575−0.9% | 減碼 |
| Royal Bank of Canada | 153,073 | $509.9 萬 | 0.00% | −8,570−5.3% | 減碼 |
| Raymond James & Associates | 151,664 | $505.2 萬 | 0.00% | +16,247+12.0% | 加碼 |
| North Star Asset Management Inc | 96,495 | $321.4 萬 | 0.20% | −943−1.0% | 減碼 |
| Steward Partners Investment Advisory, LLC | 87,429 | $291.2 萬 | 0.05% | +7,485+9.4% | 加碼 |
| Fca Corp | 85,842 | $285.9 萬 | 1.15% | +812+1.0% | 加碼 |
| Stifel Financial Corp | 82,554 | $275.0 萬 | 0.00% | +8,244+11.1% | 加碼 |
| LPL Financial LLC | 49,458 | $164.7 萬 | 0.00% | +167+0.3% | 加碼 |
| Wolverine Asset Management LLC | 33,184 | $110.5 萬 | 0.02% | +4,204+14.5% | 加碼 |
| Lincoln National Corp | 31,296 | $104.2 萬 | 0.02% | +1,666+5.6% | 加碼 |
| Csenge Advisory Group | 26,949 | $89.8 萬 | 0.07% | −1,101−3.9% | 減碼 |
| DFPG Investments, LLC | 20,645 | $74.8 萬 | 0.12% | +20,645 | 新進 |
| UBS Group AG | 21,862 | $72.8 萬 | 0.00% | −192−0.9% | 減碼 |
| Peapack Gladstone Financial Corp | 21,359 | $71.1 萬 | 0.01% | 00.0% | 不變 |
| Cambridge Investment Research Advisors, Inc. | 20,231 | $67.4 萬 | 0.00% | +4,382+27.6% | 加碼 |
| Commonwealth Equity Services, LLC | 19,107 | $63.6 萬 | 0.00% | +3,387+21.5% | 加碼 |
| National Asset Management, Inc. | 16,629 | $55.5 萬 | 0.02% | −1,179−6.6% | 減碼 |
| Advisor Group Holdings, Inc. | 12,862 | $42.8 萬 | 0.00% | +5,147+66.7% | 加碼 |
| Orleans Capital Management Corp | 11,440 | $38.1 萬 | 0.29% | 00.0% | 不變 |
| Institute for Wealth Management, LLC. | 10,868 | $36.2 萬 | 0.08% | 00.0% | 不變 |
| Ameriprise Financial Inc | 10,783 | $36.0 萬 | 0.00% | +1,030+10.6% | 加碼 |
| Stephens Inc | 10,775 | $35.9 萬 | 0.01% | −38,367−78.1% | 減碼 |
| D.A. Davidson & Co. | 10,555 | $35.2 萬 | 0.00% | −338−3.1% | 減碼 |
| Wedbush Securities Inc | 9,373 | $31.2 萬 | 0.02% | +15+0.2% | 加碼 |
| HighTower Advisors, LLC | 9,097 | $30.3 萬 | 0.00% | −424−4.5% | 減碼 |
| L.M. Kohn & Company | 8,989 | $29.9 萬 | 0.14% | +701+8.5% | 加碼 |
| J.W. Cole Advisors, Inc. | 8,953 | $29.8 萬 | 0.02% | +88+1.0% | 加碼 |
| Mariner, LLC | 8,824 | $29.4 萬 | 0.00% | 00.0% | 不變 |
| Oppenheimer & Co Inc | 8,120 | $27.0 萬 | 0.01% | +66+0.8% | 加碼 |
| Avidian Wealth Solutions, LLC | 7,664 | $25.5 萬 | 0.02% | 00.0% | 不變 |
| First Republic Investment Management, Inc. | 7,653 | $25.5 萬 | 0.00% | +49+0.6% | 加碼 |
| Redwood Wealth Management Group, LLC | 7,329 | $24.4 萬 | 0.30% | +7,329 | 新進 |
| Wintrust Investments LLC | 7,254 | $24.2 萬 | 0.03% | −1,152−13.7% | 減碼 |
| V Wealth Advisors LLC | 7,202 | $24.0 萬 | 0.05% | +7,202 | 新進 |
| Elequin Capital LP | 6,977 | $23.2 萬 | 0.07% | +6,977 | 新進 |
| Rockefeller Capital Management L.P. | 3,592 | $11.9 萬 | 0.00% | +200+5.9% | 加碼 |
| Allworth Financial LP | 3,260 | $10.9 萬 | 0.00% | −252−7.2% | 減碼 |
| Advisory Services Network, LLC | 2,186 | $7.28 萬 | 0.00% | +2,186 | 新進 |
| Northwestern Mutual Wealth Management Co | 1,195 | $3.98 萬 | 0.00% | +550+85.3% | 加碼 |
| The PNC Financial Services Group, Inc. | 667 | $2.22 萬 | 0.00% | 00.0% | 不變 |
| Coastal Capital Group, Inc. | 539 | $1.70 萬 | 0.00% | 00.0% | 不變 |
| Private Trust Co NA | 500 | $1.70 萬 | 0.00% | 00.0% | 不變 |
| CWM, LLC | 514 | $1.70 萬 | 0.00% | +257+100.0% | 加碼 |
| CoreCap Advisors, LLC | 500 | $1.67 萬 | 0.00% | +500 | 新進 |
| TD Private Client Wealth LLC | 431 | $1.44 萬 | 0.00% | 00.0% | 不變 |
| Bogart Wealth, LLC | 231 | $7,695 | 0.00% | 00.0% | 不變 |
| FinTrust Capital Advisors, LLC | 213 | $7,095 | 0.00% | 00.0% | 不變 |
| Money Concepts Capital Corp | 210 | $6,997 | 0.00% | +210 | 新進 |
| Sargent Bickham Lagudis LLC | 200 | $6,662 | 0.00% | 00.0% | 不變 |
| Highlander Capital Management, LLC | 187 | $6,000 | 0.00% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 171 | $5,696 | 0.00% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 165 | $5,496 | 0.00% | 00.0% | 不變 |
| Concorde Financial Corp | 75 | $2,367 | 0.00% | 00.0% | 不變 |
| Benjamin F. Edwards & Company, Inc. | 50 | $2,000 | 0.00% | 00.0% | 不變 |
| Harbour Investments, Inc. | 25 | $833 | 0.00% | 00.0% | 不變 |
| Private Advisor Group, LLC | 11,373 | $379 | 0.00% | +394+3.6% | 加碼 |
| Huntington National Bank | – | $33 | 0.00% | – | 新進 |
| GWM Advisors LLC | 574 | $19 | 0.00% | +574 | 新進 |
| Patten Group, Inc. | 0 | $0 | 0.00% | −7,010−100.0% | 清倉 |
| Moors & Cabot, Inc. | 0 | $0 | 0.00% | −6,604−100.0% | 清倉 |
| Atria Wealth Solutions, Inc. | 0 | $0 | 0.00% | −6,394−100.0% | 清倉 |
| Tradition Wealth Management, LLC | 0 | $0 | 0.00% | −2,030−100.0% | 清倉 |
| Axiom Investment Management LLC | 0 | $0 | 0.00% | −2,000−100.0% | 清倉 |
| Heritage Wealth Management, LLC | 0 | $0 | 0.00% | −1,500−100.0% | 清倉 |
| Mach-1 Financial Group, Inc. | 0 | $0 | 0.00% | −105−100.0% | 清倉 |
| FMR LLC | 0 | $0 | 0.00% | −1−100.0% | 清倉 |
| American Portfolios Advisors | – | – | – | – | 本季未申報 |
| FourThought Financial, LLC | – | – | – | – | 本季未申報 |