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。
2024 年第 2 季 13F 持有人
John Hancock Financial Opportunities Fund 在 2024/6/30 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
- 69
- 較 2024 年第 1 季 +1 家
- 持有股數
- 394.2 萬
- 較 2024 年第 1 季 −260.5 萬 (−39.8%)
- 總市值
- $1.10 億
- 較 2024 年第 1 季 −$8,318 萬 (−43.0%)
- 新進機構
- 8
- 另有 28 家加碼
- 清倉機構
- 7
- 另有 12 家減碼
另有 1 家機構在 2024 年第 1 季持有、還沒有申報 2024 年第 2 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 |
2024 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 2024 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Morgan Stanley | 1,264,907 | $3,543 萬 | 0.00% | −2,744,623−68.5% | 減碼 |
| Wells Fargo & Company | 590,785 | $1,655 萬 | 0.00% | +15,173+2.6% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 383,506 | $1,074 萬 | 0.02% | −26,632−6.5% | 減碼 |
| Janney Montgomery Scott LLC | 206,464 | $578.3 萬 | 0.02% | −4,150−2.0% | 減碼 |
| Royal Bank of Canada | 195,135 | $546.5 萬 | 0.00% | +26,695+15.8% | 加碼 |
| Raymond James & Associates | 117,778 | $329.9 萬 | 0.00% | −1,505−1.3% | 減碼 |
| Cornerstone Advisors, LLC | 97,366 | $272.7 萬 | 0.11% | +97,366 | 新進 |
| Fca Corp | 93,089 | $260.7 萬 | 0.83% | +1,161+1.3% | 加碼 |
| Aurora Investment Counsel | 89,279 | $250.1 萬 | 1.47% | +429+0.5% | 加碼 |
| LPL Financial LLC | 88,882 | $249.0 萬 | 0.00% | +5,958+7.2% | 加碼 |
| Stifel Financial Corp | 79,764 | $223.4 萬 | 0.00% | +171+0.2% | 加碼 |
| North Star Asset Management Inc | 75,204 | $210.6 萬 | 0.10% | −1,795−2.3% | 減碼 |
| UBS Group AG | 47,616 | $133.4 萬 | 0.00% | +11,240+30.9% | 加碼 |
| Landscape Capital Management, L.L.C. | 40,934 | $114.7 萬 | 0.10% | −7,951−16.3% | 減碼 |
| Shaker Financial Services, LLC | 40,840 | $114.4 萬 | 0.46% | +19,629+92.5% | 加碼 |
| Wolverine Asset Management LLC | 39,148 | $109.7 萬 | 0.02% | +31,319+400.0% | 加碼 |
| Pensionmark Financial Group, LLC | 36,664 | $102.7 萬 | 0.06% | +36,664 | 新進 |
| Cambridge Investment Research Advisors, Inc. | 36,177 | $101.3 萬 | 0.00% | +2,169+6.4% | 加碼 |
| Bank of America Corp | 35,875 | $100.5 萬 | 0.00% | −6,226−14.8% | 減碼 |
| Gilliland Jeter Wealth Management LLC | 32,163 | $90.1 萬 | 0.30% | −4,305−11.8% | 減碼 |
| Advisor Group Holdings, Inc. | 29,620 | $83.0 萬 | 0.00% | +13,729+86.4% | 加碼 |
| Oppenheimer & Co Inc | 26,639 | $74.6 萬 | 0.01% | +302+1.1% | 加碼 |
| Samalin Investment Counsel, LLC | 25,570 | $71.6 萬 | 0.33% | +1,991+8.4% | 加碼 |
| Commonwealth Equity Services, LLC | 19,817 | $55.5 萬 | 0.00% | +1,068+5.7% | 加碼 |
| Mariner, LLC | 17,576 | $49.2 萬 | 0.00% | +3,216+22.4% | 加碼 |
| Peapack Gladstone Financial Corp | 17,063 | $47.8 萬 | 0.01% | 00.0% | 不變 |
| All Season Financial Advisors, Inc. | 13,550 | $38.0 萬 | 0.34% | −863−6.0% | 減碼 |
| Private Advisor Group, LLC | 12,963 | $36.3 萬 | 0.00% | +2,316+21.8% | 加碼 |
| L.M. Kohn & Company | 12,266 | $34.4 萬 | 0.09% | −35−0.3% | 減碼 |
| Ameriprise Financial Inc | 12,221 | $34.2 萬 | 0.00% | +1,706+16.2% | 加碼 |
| Wintrust Investments LLC | 12,176 | $34.1 萬 | 0.03% | +998+8.9% | 加碼 |
| D.A. Davidson & Co. | 11,597 | $32.5 萬 | 0.00% | −2,434−17.3% | 減碼 |
| Stephens Inc | 11,524 | $32.3 萬 | 0.00% | +2,824+32.5% | 加碼 |
| Formidable Asset Management, LLC | 11,210 | $31.4 萬 | 0.05% | +1,100+10.9% | 加碼 |
| Institute for Wealth Management, LLC. | 10,804 | $30.3 萬 | 0.04% | 00.0% | 不變 |
| Avidian Wealth Solutions, LLC | 10,464 | $29.3 萬 | 0.01% | 00.0% | 不變 |
| Atria Wealth Solutions, Inc. | 10,393 | $29.1 萬 | 0.00% | +1,101+11.8% | 加碼 |
| Redwood Wealth Management Group, LLC | 8,829 | $24.7 萬 | 0.19% | +1,500+20.5% | 加碼 |
| J.W. Cole Advisors, Inc. | 8,817 | $24.7 萬 | 0.01% | +114+1.3% | 加碼 |
| Wedbush Securities Inc | 8,738 | $24.5 萬 | 0.01% | +700+8.7% | 加碼 |
| Invesco Ltd. | 8,397 | $23.5 萬 | 0.00% | +8,397 | 新進 |
| Abel Hall, LLC | 8,000 | $22.4 萬 | 0.16% | 00.0% | 不變 |
| Creative Planning | 7,634 | $21.4 萬 | 0.00% | +7,634 | 新進 |
| Steward Partners Investment Advisory, LLC | 5,495 | $15.4 萬 | 0.00% | −582−9.6% | 減碼 |
| Comerica Bank | 5,135 | $14.4 萬 | 0.00% | +300+6.2% | 加碼 |
| Mendota Financial Group, LLC | 4,485 | $12.6 萬 | 0.07% | 00.0% | 不變 |
| The PNC Financial Services Group, Inc. | 4,017 | $11.3 萬 | 0.00% | 00.0% | 不變 |
| Allworth Financial LP | 3,384 | $10.7 萬 | 0.00% | +3+0.1% | 加碼 |
| EverSource Wealth Advisors, LLC | 2,500 | $8.19 萬 | 0.01% | +2,500 | 新進 |
| International Assets Investment Management, LLC | 1,825 | $5.11 萬 | 0.00% | +1,825 | 新進 |
| Private Trust Co NA | 1,500 | $4.20 萬 | 0.00% | +1,000+200.0% | 加碼 |
| GWM Advisors LLC | 1,076 | $3.01 萬 | 0.00% | 00.0% | 不變 |
| Toth Financial Advisory Corp | 660 | $1.85 萬 | 0.00% | +100+17.9% | 加碼 |
| Thompson Investment Management, Inc. | 649 | $1.82 萬 | 0.00% | 00.0% | 不變 |
| Creative Financial Designs Inc | 600 | $1.68 萬 | 0.00% | 00.0% | 不變 |
| AdvisorNet Financial, Inc | 600 | $1.68 萬 | 0.00% | 00.0% | 不變 |
| IFP Advisors, Inc | 500 | $1.40 萬 | 0.00% | 00.0% | 不變 |
| CWM, LLC | 514 | $1.40 萬 | 0.00% | 00.0% | 不變 |
| Spire Wealth Management | 429 | $1.20 萬 | 0.00% | 00.0% | 不變 |
| CIBC Private Wealth Group, LLC | 300 | $8,367 | 0.00% | 00.0% | 不變 |
| Bogart Wealth, LLC | 231 | $6,470 | 0.00% | 00.0% | 不變 |
| Principal Securities, Inc. | 225 | $6,302 | 0.00% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 171 | $4,790 | 0.00% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 165 | $4,622 | 0.00% | 00.0% | 不變 |
| Harbour Investments, Inc. | 125 | $3,501 | 0.00% | 00.0% | 不變 |
| Investors Research Corp | 110 | $3,081 | 0.00% | +110 | 新進 |
| Northwestern Mutual Wealth Management Co | 80 | $2,241 | 0.00% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 3 | $84 | 0.00% | +3 | 新進 |
| Huntington National Bank | – | $28 | 0.00% | – | – |
| Mesirow Financial Investment Management, Inc. | 0 | $0 | 0.00% | −44,500−100.0% | 清倉 |
| Lincoln National Corp | 0 | $0 | 0.00% | −29,510−100.0% | 清倉 |
| National Asset Management, Inc. | 0 | $0 | 0.00% | −16,645−100.0% | 清倉 |
| Thrivent Financial for Lutherans | 0 | $0 | 0.00% | −8,694−100.0% | 清倉 |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −7,047−100.0% | 清倉 |
| TD Private Client Wealth LLC | 0 | $0 | 0.00% | −431−100.0% | 清倉 |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −50−100.0% | 清倉 |
| Highlander Capital Management, LLC | – | – | – | – | 本季未申報 |