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 3 季 13F 持有人
John Hancock Financial Opportunities Fund 在 2023/9/30 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
- 65
- 較 2023 年第 2 季 0 家
- 持有股數
- 368.4 萬
- 較 2023 年第 2 季 +5.72 萬 (+1.6%)
- 總市值
- $9,674 萬
- 較 2023 年第 2 季 −$58.9 萬 (−0.6%)
- 新進機構
- 6
- 另有 23 家加碼
- 清倉機構
- 6
- 另有 19 家減碼
另有 1 家機構在 2023 年第 2 季持有、還沒有申報 2023 年第 3 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 3 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 2023 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Morgan Stanley | 1,302,308 | $3,420 萬 | 0.00% | −22,084−1.7% | 減碼 |
| Wells Fargo & Company | 589,601 | $1,548 萬 | 0.00% | +57,587+10.8% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 390,147 | $1,025 萬 | 0.02% | −3,737−0.9% | 減碼 |
| Janney Montgomery Scott LLC | 213,148 | $559.7 萬 | 0.02% | −852−0.4% | 減碼 |
| Royal Bank of Canada | 149,011 | $391.3 萬 | 0.00% | +12,811+9.4% | 加碼 |
| Raymond James & Associates | 120,710 | $317.0 萬 | 0.00% | +3,085+2.6% | 加碼 |
| Fca Corp | 90,789 | $238.4 萬 | 0.89% | +3,294+3.8% | 加碼 |
| North Star Asset Management Inc | 83,144 | $218.3 萬 | 0.13% | −7,163−7.9% | 減碼 |
| Aurora Investment Counsel | 81,602 | $214.3 萬 | 1.42% | +3,199+4.1% | 加碼 |
| Stifel Financial Corp | 81,033 | $212.8 萬 | 0.00% | −4,990−5.8% | 減碼 |
| LPL Financial LLC | 72,433 | $190.2 萬 | 0.00% | +7,449+11.5% | 加碼 |
| Bank of America Corp | 48,201 | $126.6 萬 | 0.00% | +3,648+8.2% | 加碼 |
| Lincoln National Corp | 39,705 | $104.3 萬 | 0.02% | −1,110−2.7% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 30,945 | $81.3 萬 | 0.00% | +2,340+8.2% | 加碼 |
| UBS Group AG | 29,626 | $77.8 萬 | 0.00% | −625−2.1% | 減碼 |
| Advisor Group Holdings, Inc. | 21,148 | $55.5 萬 | 0.00% | +6,797+47.4% | 加碼 |
| Peapack Gladstone Financial Corp | 20,992 | $55.1 萬 | 0.01% | −366−1.7% | 減碼 |
| Oppenheimer & Co Inc | 18,066 | $47.4 萬 | 0.01% | +1,606+9.8% | 加碼 |
| National Asset Management, Inc. | 16,645 | $43.7 萬 | 0.01% | −752−4.3% | 減碼 |
| JPMorgan Chase & Co | 16,195 | $42.5 萬 | 0.00% | +16,195 | 新進 |
| Samalin Investment Counsel, LLC | 15,960 | $41.9 萬 | 0.24% | +6,595+70.4% | 加碼 |
| Commonwealth Equity Services, LLC | 15,672 | $41.2 萬 | 0.00% | +1,263+8.8% | 加碼 |
| D.A. Davidson & Co. | 15,049 | $39.5 萬 | 0.00% | +266+1.8% | 加碼 |
| Advisory Services Network, LLC | 14,451 | $37.9 萬 | 0.01% | −1,830−11.2% | 減碼 |
| Thrivent Financial for Lutherans | 14,659 | $37.4 萬 | 0.00% | −3,821−20.7% | 減碼 |
| All Season Financial Advisors, Inc. | 13,088 | $34.4 萬 | 0.35% | +626+5.0% | 加碼 |
| Atria Wealth Solutions, Inc. | 12,796 | $33.6 萬 | 0.00% | −489−3.7% | 減碼 |
| Institute for Wealth Management, LLC. | 10,868 | $28.5 萬 | 0.05% | 00.0% | 不變 |
| Invesco Ltd. | 10,679 | $28.0 萬 | 0.00% | +469+4.6% | 加碼 |
| Avidian Wealth Solutions, LLC | 10,464 | $27.5 萬 | 0.02% | 00.0% | 不變 |
| Formidable Asset Management, LLC | 10,410 | $27.3 萬 | 0.06% | 00.0% | 不變 |
| Stephens Inc | 10,225 | $26.9 萬 | 0.01% | −25,639−71.5% | 減碼 |
| HighTower Advisors, LLC | 9,908 | $26.0 萬 | 0.00% | +811+8.9% | 加碼 |
| Ameriprise Financial Inc | 9,895 | $26.0 萬 | 0.00% | +101+1.0% | 加碼 |
| DFPG Investments, LLC | 9,670 | $25.6 萬 | 0.02% | −4,125−29.9% | 減碼 |
| L.M. Kohn & Company | 9,341 | $24.5 萬 | 0.09% | +100+1.1% | 加碼 |
| Steward Partners Investment Advisory, LLC | 9,308 | $24.4 萬 | 0.00% | −990−9.6% | 減碼 |
| Wedbush Securities Inc | 8,838 | $23.2 萬 | 0.01% | +778+9.7% | 加碼 |
| Mariner, LLC | 8,710 | $22.9 萬 | 0.00% | +135+1.6% | 加碼 |
| Comerica Bank | 8,635 | $22.7 萬 | 0.00% | +8,635 | 新進 |
| First Republic Investment Management, Inc. | 7,942 | $20.9 萬 | 0.00% | −431−5.1% | 減碼 |
| Private Advisor Group, LLC | 7,787 | $20.4 萬 | 0.00% | +28+0.4% | 加碼 |
| The PNC Financial Services Group, Inc. | 7,717 | $20.3 萬 | 0.00% | 00.0% | 不變 |
| Mendota Financial Group, LLC | 4,485 | $11.8 萬 | 0.12% | 00.0% | 不變 |
| Allworth Financial LP | 3,373 | $8.86 萬 | 0.00% | 00.0% | 不變 |
| Highlander Capital Management, LLC | 1,713 | $4.50 萬 | 0.02% | −187−9.8% | 減碼 |
| Northwestern Mutual Wealth Management Co | 1,041 | $2.73 萬 | 0.00% | +396+61.4% | 加碼 |
| Thompson Investment Management, Inc. | 649 | $1.70 萬 | 0.00% | 00.0% | 不變 |
| AdvisorNet Financial, Inc | 600 | $1.58 萬 | 0.00% | +600 | 新進 |
| GWM Advisors LLC | 576 | $1.51 萬 | 0.00% | 00.0% | 不變 |
| CWM, LLC | 589 | $1.50 萬 | 0.00% | 00.0% | 不變 |
| Toth Financial Advisory Corp | 560 | $1.47 萬 | 0.00% | +55+10.9% | 加碼 |
| Private Trust Co NA | 500 | $1.31 萬 | 0.00% | 00.0% | 不變 |
| IFP Advisors, Inc | 500 | $1.31 萬 | 0.00% | +500 | 新進 |
| TD Private Client Wealth LLC | 431 | $1.13 萬 | 0.00% | 00.0% | 不變 |
| Spire Wealth Management | 429 | $1.13 萬 | 0.00% | −879−67.2% | 減碼 |
| Bogart Wealth, LLC | 231 | $6,066 | 0.00% | 00.0% | 不變 |
| Capital Analysts, LLC | 200 | $5,000 | 0.00% | +200 | 新進 |
| Global Retirement Partners, LLC | 171 | $4,342 | 0.00% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 165 | $4,333 | 0.00% | 00.0% | 不變 |
| Hazlett, Burt & Watson, Inc. | 150 | $4,000 | 0.00% | +150 | 新進 |
| Harbour Investments, Inc. | 125 | $3,283 | 0.00% | 00.0% | 不變 |
| Cary Street Partner Investment Advisory LLC | 75 | $1,970 | 0.00% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 4 | $105 | 0.00% | −1−20.0% | 減碼 |
| Huntington National Bank | – | $26 | 0.00% | – | – |
| Signaturefd, LLC | 0 | $0 | 0.00% | −1,000−100.0% | 清倉 |
| IAG Wealth Partners, LLC | 0 | $0 | 0.00% | −944−100.0% | 清倉 |
| FinTrust Capital Advisors, LLC | 0 | $0 | 0.00% | −213−100.0% | 清倉 |
| TD Waterhouse Canada Inc. | 0 | $0 | 0.00% | −150−100.0% | 清倉 |
| Horan Securities, Inc. | 0 | $0 | 0.00% | −180−100.0% | 清倉 |
| FMR LLC | 0 | $0 | 0.00% | −1−100.0% | 清倉 |
| Coastal Capital Group, Inc. | – | – | – | – | 本季未申報 |