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 4 季 13F 持有人
John Hancock Financial Opportunities Fund 在 2023/12/31 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
- 76
- 較 2023 年第 3 季 +12 家
- 持有股數
- 534.8 萬
- 較 2023 年第 3 季 +167.1 萬 (+45.5%)
- 總市值
- $1.60 億
- 較 2023 年第 3 季 +$6,393 萬 (+66.2%)
- 新進機構
- 16
- 另有 19 家加碼
- 清倉機構
- 4
- 另有 19 家減碼
另有 1 家機構在 2023 年第 3 季持有、還沒有申報 2023 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 |
2023 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 2023 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Morgan Stanley | 2,691,034 | $8,095 萬 | 0.00% | +1,388,726+106.6% | 加碼 |
| Wells Fargo & Company | 589,601 | $1,774 萬 | 0.01% | 00.0% | 不變 |
| Raymond James Financial Services Advisors, Inc. | 420,783 | $1,266 萬 | 0.02% | +30,636+7.9% | 加碼 |
| Janney Montgomery Scott LLC | 208,796 | $628.1 萬 | 0.02% | −4,352−2.0% | 減碼 |
| Royal Bank of Canada | 154,135 | $463.7 萬 | 0.00% | +5,124+3.4% | 加碼 |
| Raymond James & Associates | 116,146 | $349.4 萬 | 0.00% | −4,564−3.8% | 減碼 |
| Fca Corp | 91,296 | $274.6 萬 | 0.94% | +507+0.6% | 加碼 |
| LPL Financial LLC | 78,819 | $237.1 萬 | 0.00% | +6,386+8.8% | 加碼 |
| North Star Asset Management Inc | 78,104 | $234.9 萬 | 0.12% | −5,040−6.1% | 減碼 |
| Stifel Financial Corp | 74,146 | $223.0 萬 | 0.00% | −6,887−8.5% | 減碼 |
| Aurora Investment Counsel | 86,761 | $220.8 萬 | 1.44% | +5,159+6.3% | 加碼 |
| Mesirow Financial Investment Management, Inc. | 44,500 | $133.9 萬 | 0.05% | +44,500 | 新進 |
| Bank of America Corp | 43,675 | $131.4 萬 | 0.00% | −4,526−9.4% | 減碼 |
| Wolverine Asset Management LLC | 40,995 | $123.3 萬 | 0.02% | +40,995 | 新進 |
| Pensionmark Financial Group, LLC | 38,073 | $114.5 萬 | 0.15% | +38,073 | 新進 |
| UBS Group AG | 37,298 | $112.2 萬 | 0.00% | +7,672+25.9% | 加碼 |
| Gilliland Jeter Wealth Management LLC | 36,317 | $109.2 萬 | 0.45% | +36,317 | 新進 |
| Landscape Capital Management, L.L.C. | 33,531 | $100.9 萬 | 0.09% | +33,531 | 新進 |
| Lincoln National Corp | 33,108 | $99.6 萬 | 0.02% | −6,597−16.6% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 30,756 | $92.5 萬 | 0.00% | −189−0.6% | 減碼 |
| Oppenheimer & Co Inc | 25,506 | $76.7 萬 | 0.01% | +7,440+41.2% | 加碼 |
| JPMorgan Chase & Co | 23,570 | $70.9 萬 | 0.00% | +7,375+45.5% | 加碼 |
| Samalin Investment Counsel, LLC | 22,075 | $66.4 萬 | 0.34% | +6,115+38.3% | 加碼 |
| Stephens Inc | 20,593 | $61.9 萬 | 0.01% | +10,368+101.4% | 加碼 |
| Peapack Gladstone Financial Corp | 19,515 | $58.7 萬 | 0.01% | −1,477−7.0% | 減碼 |
| All Season Financial Advisors, Inc. | 19,407 | $58.4 萬 | 0.50% | +6,319+48.3% | 加碼 |
| Advisor Group Holdings, Inc. | 15,505 | $46.6 萬 | 0.00% | −5,643−26.7% | 減碼 |
| Commonwealth Equity Services, LLC | 14,670 | $44.1 萬 | 0.00% | −1,002−6.4% | 減碼 |
| Mariner, LLC | 14,051 | $42.3 萬 | 0.00% | +5,341+61.3% | 加碼 |
| D.A. Davidson & Co. | 14,016 | $42.2 萬 | 0.00% | −1,033−6.9% | 減碼 |
| National Asset Management, Inc. | 13,678 | $41.2 萬 | 0.01% | −2,967−17.8% | 減碼 |
| Formidable Asset Management, LLC | 12,910 | $38.8 萬 | 0.08% | +2,500+24.0% | 加碼 |
| Elequin Capital LP | 12,609 | $37.9 萬 | 0.11% | +12,609 | 新進 |
| Advisory Services Network, LLC | 11,829 | $35.6 萬 | 0.01% | −2,622−18.1% | 減碼 |
| L.M. Kohn & Company | 11,411 | $34.3 萬 | 0.11% | +2,070+22.2% | 加碼 |
| Ameriprise Financial Inc | 11,124 | $33.5 萬 | 0.00% | +1,229+12.4% | 加碼 |
| Institute for Wealth Management, LLC. | 10,868 | $32.7 萬 | 0.05% | 00.0% | 不變 |
| Thrivent Financial for Lutherans | 10,737 | $32.3 萬 | 0.00% | −3,922−26.8% | 減碼 |
| Avidian Wealth Solutions, LLC | 10,464 | $31.5 萬 | 0.02% | 00.0% | 不變 |
| Atria Wealth Solutions, Inc. | 10,372 | $31.2 萬 | 0.00% | −2,424−18.9% | 減碼 |
| HighTower Advisors, LLC | 10,221 | $30.6 萬 | 0.00% | +313+3.2% | 加碼 |
| Private Advisor Group, LLC | 9,663 | $29.1 萬 | 0.00% | +1,876+24.1% | 加碼 |
| Wedbush Securities Inc | 8,838 | $26.6 萬 | 0.01% | 00.0% | 不變 |
| Comerica Bank | 8,635 | $26.0 萬 | 0.00% | 00.0% | 不變 |
| Steward Partners Investment Advisory, LLC | 8,457 | $25.4 萬 | 0.00% | −851−9.1% | 減碼 |
| Abel Hall, LLC | 8,000 | $24.1 萬 | 0.21% | +8,000 | 新進 |
| The PNC Financial Services Group, Inc. | 7,717 | $23.2 萬 | 0.00% | 00.0% | 不變 |
| Invesco Ltd. | 7,663 | $23.1 萬 | 0.00% | −3,016−28.2% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 7,585 | $22.8 萬 | 0.00% | +7,585 | 新進 |
| J.W. Cole Advisors, Inc. | 7,408 | $22.3 萬 | 0.01% | +7,408 | 新進 |
| Redwood Wealth Management Group, LLC | 7,329 | $22.0 萬 | 0.24% | +7,329 | 新進 |
| Wintrust Investments LLC | 6,807 | $20.5 萬 | 0.02% | +6,807 | 新進 |
| Mendota Financial Group, LLC | 4,485 | $13.5 萬 | 0.11% | 00.0% | 不變 |
| Allworth Financial LP | 3,590 | $10.8 萬 | 0.00% | +217+6.4% | 加碼 |
| Highlander Capital Management, LLC | 1,713 | $5.15 萬 | 0.02% | 00.0% | 不變 |
| Thompson Investment Management, Inc. | 649 | $1.95 萬 | 0.00% | 00.0% | 不變 |
| AdvisorNet Financial, Inc | 600 | $1.80 萬 | 0.00% | 00.0% | 不變 |
| Creative Financial Designs Inc | 600 | $1.80 萬 | 0.00% | +600 | 新進 |
| CWM, LLC | 589 | $1.80 萬 | 0.00% | 00.0% | 不變 |
| GWM Advisors LLC | 576 | $1.73 萬 | 0.00% | 00.0% | 不變 |
| Toth Financial Advisory Corp | 560 | $1.68 萬 | 0.00% | 00.0% | 不變 |
| Private Trust Co NA | 500 | $1.50 萬 | 0.00% | 00.0% | 不變 |
| IFP Advisors, Inc | 500 | $1.50 萬 | 0.00% | 00.0% | 不變 |
| Spire Wealth Management | 429 | $1.30 萬 | 0.00% | 00.0% | 不變 |
| TD Private Client Wealth LLC | 431 | $1.30 萬 | 0.00% | 00.0% | 不變 |
| Bogart Wealth, LLC | 231 | $6,948 | 0.00% | 00.0% | 不變 |
| Principal Securities, Inc. | 225 | $6,768 | 0.00% | +225 | 新進 |
| Global Retirement Partners, LLC | 171 | $5,084 | 0.00% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 165 | $4,963 | 0.00% | 00.0% | 不變 |
| LM Advisors LLC | 154 | $4,636 | 0.00% | +154 | 新進 |
| Harbour Investments, Inc. | 125 | $3,760 | 0.00% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 80 | $2,406 | 0.00% | −961−92.3% | 減碼 |
| Benjamin F. Edwards & Company, Inc. | 50 | $2,000 | 0.00% | +50 | 新進 |
| Tower Research Capital LLC (TRC) | 3 | $90 | 0.00% | −1−25.0% | 減碼 |
| Huntington National Bank | – | $30 | 0.00% | – | – |
| FMR LLC | 1 | $30 | 0.00% | +1 | 新進 |
| DFPG Investments, LLC | 0 | $0 | 0.00% | −9,670−100.0% | 清倉 |
| Capital Analysts, LLC | 0 | $0 | 0.00% | −200−100.0% | 清倉 |
| Hazlett, Burt & Watson, Inc. | 0 | $0 | 0.00% | −150−100.0% | 清倉 |
| Cary Street Partner Investment Advisory LLC | 0 | $0 | 0.00% | −75−100.0% | 清倉 |
| First Republic Investment Management, Inc. | – | – | – | – | 本季未申報 |