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。
2023 年第 1 季 13F 持有人
John Hancock Financial Opportunities Fund 在 2023/3/31 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 2022 年第 4 季 +8 家
- 持有股數
- 398.7 萬
- 較 2022 年第 4 季 +9.99 萬 (+2.6%)
- 總市值
- $1.22 億
- 較 2022 年第 4 季 −$738.1 萬 (−5.7%)
- 新進機構
- 14
- 另有 26 家加碼
- 清倉機構
- 6
- 另有 14 家減碼
另有 2 家機構在 2022 年第 4 季持有、還沒有申報 2023 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 |
2023 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 2022 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Morgan Stanley | 1,517,727 | $4,635 萬 | 0.00% | −88,918−5.5% | 減碼 |
| Wells Fargo & Company | 456,482 | $1,394 萬 | 0.00% | +87,251+23.6% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 429,635 | $1,312 萬 | 0.02% | +29,262+7.3% | 加碼 |
| Janney Montgomery Scott LLC | 241,717 | $738.2 萬 | 0.03% | +20,598+9.3% | 加碼 |
| Raymond James & Associates | 187,549 | $572.8 萬 | 0.00% | +35,885+23.7% | 加碼 |
| Bank of America Corp | 168,611 | $514.9 萬 | 0.00% | −12,808−7.1% | 減碼 |
| Royal Bank of Canada | 125,604 | $383.6 萬 | 0.00% | −27,469−17.9% | 減碼 |
| North Star Asset Management Inc | 93,820 | $286.5 萬 | 0.17% | −2,675−2.8% | 減碼 |
| Stifel Financial Corp | 90,943 | $277.7 萬 | 0.00% | +8,389+10.2% | 加碼 |
| Fca Corp | 87,511 | $267.3 萬 | 1.00% | +1,669+1.9% | 加碼 |
| Steward Partners Investment Advisory, LLC | 70,644 | $215.7 萬 | 0.03% | −16,785−19.2% | 減碼 |
| LPL Financial LLC | 52,126 | $159.2 萬 | 0.00% | +2,668+5.4% | 加碼 |
| Stephens Inc | 47,353 | $144.6 萬 | 0.03% | +36,578+339.5% | 加碼 |
| Lincoln National Corp | 37,022 | $113.1 萬 | 0.02% | +5,726+18.3% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 25,944 | $79.2 萬 | 0.00% | +5,713+28.2% | 加碼 |
| JPMorgan Chase & Co | 24,025 | $73.4 萬 | 0.00% | +24,025 | 新進 |
| UBS Group AG | 23,096 | $70.5 萬 | 0.00% | +1,234+5.6% | 加碼 |
| Peapack Gladstone Financial Corp | 21,359 | $65.2 萬 | 0.01% | 00.0% | 不變 |
| DFPG Investments, LLC | 17,945 | $54.8 萬 | 0.06% | −2,700−13.1% | 減碼 |
| National Asset Management, Inc. | 17,491 | $53.4 萬 | 0.01% | +862+5.2% | 加碼 |
| Commonwealth Equity Services, LLC | 15,495 | $47.3 萬 | 0.00% | −3,612−18.9% | 減碼 |
| Atria Wealth Solutions, Inc. | 14,543 | $44.4 萬 | 0.01% | +14,543 | 新進 |
| D.A. Davidson & Co. | 14,117 | $43.1 萬 | 0.00% | +3,562+33.7% | 加碼 |
| Advisory Services Network, LLC | 13,674 | $41.8 萬 | 0.01% | +11,488+525.5% | 加碼 |
| Aurora Investment Counsel | 11,348 | $34.7 萬 | 0.23% | +11,348 | 新進 |
| Orleans Capital Management Corp | 11,207 | $34.2 萬 | 0.25% | −233−2.0% | 減碼 |
| Advisor Group Holdings, Inc. | 11,026 | $33.7 萬 | 0.00% | −1,836−14.3% | 減碼 |
| Institute for Wealth Management, LLC. | 10,868 | $33.2 萬 | 0.06% | 00.0% | 不變 |
| HighTower Advisors, LLC | 10,665 | $32.6 萬 | 0.00% | +1,568+17.2% | 加碼 |
| Ameriprise Financial Inc | 10,222 | $31.2 萬 | 0.00% | −561−5.2% | 減碼 |
| Invesco Ltd. | 10,159 | $31.0 萬 | 0.00% | +10,159 | 新進 |
| Wedbush Securities Inc | 9,788 | $29.9 萬 | 0.01% | +415+4.4% | 加碼 |
| Mariner, LLC | 9,744 | $29.8 萬 | 0.00% | +920+10.4% | 加碼 |
| Oppenheimer & Co Inc | 8,947 | $27.3 萬 | 0.01% | +827+10.2% | 加碼 |
| L.M. Kohn & Company | 8,749 | $26.7 萬 | 0.11% | −240−2.7% | 減碼 |
| First Republic Investment Management, Inc. | 8,585 | $26.2 萬 | 0.00% | +932+12.2% | 加碼 |
| The PNC Financial Services Group, Inc. | 8,067 | $24.6 萬 | 0.00% | +7,400+1,109.4% | 加碼 |
| J.W. Cole Advisors, Inc. | 7,964 | $24.3 萬 | 0.02% | −989−11.0% | 減碼 |
| Csenge Advisory Group | 7,812 | $23.9 萬 | 0.02% | −19,137−71.0% | 減碼 |
| Avidian Wealth Solutions, LLC | 7,664 | $23.4 萬 | 0.01% | 00.0% | 不變 |
| Redwood Wealth Management Group, LLC | 7,329 | $22.4 萬 | 0.25% | 00.0% | 不變 |
| V Wealth Advisors LLC | 7,202 | $22.0 萬 | 0.04% | 00.0% | 不變 |
| Wintrust Investments LLC | 6,938 | $21.2 萬 | 0.03% | −316−4.4% | 減碼 |
| Formidable Asset Management, LLC | 6,610 | $19.9 萬 | 0.04% | +6,610 | 新進 |
| Allworth Financial LP | 3,312 | $10.1 萬 | 0.00% | +52+1.6% | 加碼 |
| Northwestern Mutual Wealth Management Co | 1,785 | $5.45 萬 | 0.00% | +590+49.4% | 加碼 |
| Signaturefd, LLC | 1,000 | $3.05 萬 | 0.00% | +1,000 | 新進 |
| Spire Wealth Management | 850 | $2.60 萬 | 0.00% | +850 | 新進 |
| Thompson Investment Management, Inc. | 649 | $1.98 萬 | 0.00% | +649 | 新進 |
| CWM, LLC | 589 | $1.80 萬 | 0.00% | +75+14.6% | 加碼 |
| GWM Advisors LLC | 576 | $1.76 萬 | 0.00% | +2+0.3% | 加碼 |
| Coastal Capital Group, Inc. | 561 | $1.71 萬 | 0.00% | +22+4.1% | 加碼 |
| Private Trust Co NA | 500 | $1.53 萬 | 0.00% | 00.0% | 不變 |
| TD Private Client Wealth LLC | 431 | $1.32 萬 | 0.00% | 00.0% | 不變 |
| FinTrust Capital Advisors, LLC | 213 | $7,096 | 0.00% | 00.0% | 不變 |
| Bogart Wealth, LLC | 231 | $7,055 | 0.00% | 00.0% | 不變 |
| TD Waterhouse Canada Inc. | 150 | $6,083 | 0.00% | +150 | 新進 |
| Highlander Capital Management, LLC | 187 | $6,000 | 0.00% | 00.0% | 不變 |
| Horan Securities, Inc. | 176 | $5,375 | 0.00% | +176 | 新進 |
| Geneos Wealth Management Inc. | 165 | $5,039 | 0.00% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 171 | $4,460 | 0.00% | 00.0% | 不變 |
| Harbour Investments, Inc. | 125 | $3,818 | 0.00% | +100+400.0% | 加碼 |
| Toth Financial Advisory Corp | 105 | $3,207 | 0.00% | +105 | 新進 |
| Mach-1 Financial Group, Inc. | 105 | $3,207 | 0.02% | +105 | 新進 |
| Benjamin F. Edwards & Company, Inc. | 50 | $2,000 | 0.00% | 00.0% | 不變 |
| Central Bank & Trust Co | 26 | $794 | 0.00% | +26 | 新進 |
| Belpointe Asset Management LLC | 12 | $366 | 0.00% | +12 | 新進 |
| Huntington National Bank | – | $31 | 0.00% | – | – |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −33,184−100.0% | 清倉 |
| Elequin Capital LP | 0 | $0 | 0.00% | −6,977−100.0% | 清倉 |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −3,592−100.0% | 清倉 |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −210−100.0% | 清倉 |
| Concorde Financial Corp | 0 | $0 | 0.00% | −75−100.0% | 清倉 |
| Private Advisor Group, LLC | 0 | $0 | 0.00% | −11,373−100.0% | 清倉 |
| CoreCap Advisors, LLC | – | – | – | – | 本季未申報 |
| Sargent Bickham Lagudis LLC | – | – | – | – | 本季未申報 |