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 4 季 13F 持有人
John Hancock Financial Opportunities Fund 在 2024/12/31 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
- 75
- 較 2024 年第 3 季 +3 家
- 持有股數
- 428.2 萬
- 較 2024 年第 3 季 +57.2 萬 (+15.4%)
- 總市值
- $1.70 億
- 較 2024 年第 3 季 +$4,714 萬 (+38.4%)
- 新進機構
- 12
- 另有 21 家加碼
- 清倉機構
- 9
- 另有 20 家減碼
另有 4 家機構在 2024 年第 3 季持有、還沒有申報 2024 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 |
2024 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 2024 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Morgan Stanley | 1,290,247 | $4,605 萬 | 0.00% | +12,801+1.0% | 加碼 |
| Wells Fargo & Company | 577,425 | $2,061 萬 | 0.00% | −19,016−3.2% | 減碼 |
| Raymond James Financial Inc | 525,205 | $1,874 萬 | 0.01% | +525,205 | 新進 |
| Strategic Wealth Designers | 37,812 | $1,838 萬 | 0.68% | +37,812 | 新進 |
| Royal Bank of Canada | 255,863 | $913.2 萬 | 0.00% | +27,903+12.2% | 加碼 |
| Cornerstone Advisors, LLC | 236,370 | $843.6 萬 | 0.34% | +9,633+4.2% | 加碼 |
| Janney Montgomery Scott LLC | 201,154 | $717.9 萬 | 0.02% | −5,631−2.7% | 減碼 |
| LPL Financial LLC | 185,773 | $663.0 萬 | 0.00% | +74,403+66.8% | 加碼 |
| Fca Corp | 94,630 | $337.7 萬 | 1.05% | +638+0.7% | 加碼 |
| North Star Asset Management Inc | 73,798 | $263.4 萬 | 0.12% | −700−0.9% | 減碼 |
| Aurora Investment Counsel | 73,601 | $262.7 萬 | 1.44% | −10,063−12.0% | 減碼 |
| Stifel Financial Corp | 71,662 | $255.8 萬 | 0.00% | +15,744+28.2% | 加碼 |
| UBS Group AG | 41,950 | $149.7 萬 | 0.00% | +430+1.0% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 38,083 | $135.9 萬 | 0.00% | −816−2.1% | 減碼 |
| Bank of America Corp | 36,365 | $129.8 萬 | 0.00% | −1,360−3.6% | 減碼 |
| Gilliland Jeter Wealth Management LLC | 34,276 | $122.3 萬 | 0.41% | −36,762−51.7% | 減碼 |
| Pensionmark Financial Group, LLC | 34,019 | $121.4 萬 | 0.03% | −1,924−5.4% | 減碼 |
| Chancellor Financial Group WB LP | 33,629 | $120.0 萬 | 0.97% | +33,629 | 新進 |
| Steward Partners Investment Advisory, LLC | 27,824 | $99.3 萬 | 0.01% | +17,429+167.7% | 加碼 |
| Shaker Financial Services, LLC | 26,308 | $93.9 萬 | 0.36% | −33,346−55.9% | 減碼 |
| Samalin Investment Counsel, LLC | 24,498 | $87.4 萬 | 0.38% | −364−1.5% | 減碼 |
| Triumph Capital Management | 23,065 | $82.3 萬 | 0.28% | +2,743+13.5% | 加碼 |
| Oppenheimer & Co Inc | 22,856 | $81.6 萬 | 0.01% | −1,134−4.7% | 減碼 |
| Ameriprise Financial Inc | 22,052 | $78.7 萬 | 0.00% | +10,860+97.0% | 加碼 |
| Tennessee Valley Asset Management Partners | 20,645 | $73.7 萬 | 0.12% | +20,645 | 新進 |
| Mariner, LLC | 19,829 | $70.8 萬 | 0.00% | +1,614+8.9% | 加碼 |
| Invesco Ltd. | 19,628 | $70.1 萬 | 0.00% | +292+1.5% | 加碼 |
| Commonwealth Equity Services, LLC | 18,486 | $66.0 萬 | 0.00% | +425+2.4% | 加碼 |
| Peapack Gladstone Financial Corp | 16,950 | $60.5 萬 | 0.01% | −113−0.7% | 減碼 |
| HighTower Advisors, LLC | 16,636 | $59.4 萬 | 0.00% | +1,198+7.8% | 加碼 |
| Private Advisor Group, LLC | 15,445 | $55.1 萬 | 0.00% | +1,467+10.5% | 加碼 |
| Stephens Inc | 12,989 | $46.4 萬 | 0.01% | −31,768−71.0% | 減碼 |
| L.M. Kohn & Company | 12,307 | $43.9 萬 | 0.11% | −384−3.0% | 減碼 |
| Colony Group, LLC | 11,884 | $42.4 萬 | 0.00% | +11,884 | 新進 |
| Kestra Advisory Services, LLC | 11,685 | $41.7 萬 | 0.00% | +11,685 | 新進 |
| D.A. Davidson & Co. | 11,274 | $40.2 萬 | 0.00% | +162+1.5% | 加碼 |
| Advisor Group Holdings, Inc. | 11,108 | $39.7 萬 | 0.00% | −8,198−42.5% | 減碼 |
| Institute for Wealth Management, LLC. | 10,784 | $38.5 萬 | 0.05% | 00.0% | 不變 |
| Avidian Wealth Solutions, LLC | 9,144 | $32.6 萬 | 0.01% | −1,320−12.6% | 減碼 |
| J.W. Cole Advisors, Inc. | 9,044 | $32.3 萬 | 0.01% | +107+1.2% | 加碼 |
| Redwood Wealth Management Group, LLC | 8,829 | $31.5 萬 | 0.15% | 00.0% | 不變 |
| Abel Hall, LLC | 8,000 | $28.6 萬 | 0.18% | 00.0% | 不變 |
| Creative Planning | 7,630 | $27.2 萬 | 0.00% | −230−2.9% | 減碼 |
| Wedbush Securities Inc | 6,781 | $24.2 萬 | 0.01% | −1,907−21.9% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 6,618 | $23.6 萬 | 0.00% | +283+4.5% | 加碼 |
| Comerica Bank | 5,033 | $18.0 萬 | 0.00% | 00.0% | 不變 |
| The PNC Financial Services Group, Inc. | 4,017 | $14.3 萬 | 0.00% | 00.0% | 不變 |
| Allworth Financial LP | 3,388 | $12.6 萬 | 0.00% | +2+0.1% | 加碼 |
| Mendota Financial Group, LLC | 2,774 | $9.90 萬 | 0.06% | −1,052−27.5% | 減碼 |
| MAI Capital Management | 1,740 | $6.21 萬 | 0.00% | +1,740 | 新進 |
| Private Trust Co NA | 1,500 | $5.35 萬 | 0.01% | 00.0% | 不變 |
| CIBC Private Wealth Group, LLC | 1,241 | $4.33 萬 | 0.00% | 00.0% | 不變 |
| GWM Advisors LLC | 1,076 | $3.84 萬 | 0.00% | 00.0% | 不變 |
| Toth Financial Advisory Corp | 745 | $2.66 萬 | 0.00% | +75+11.2% | 加碼 |
| Thompson Investment Management, Inc. | 649 | $2.32 萬 | 0.00% | 00.0% | 不變 |
| Creative Financial Designs Inc | 600 | $2.14 萬 | 0.00% | 00.0% | 不變 |
| AdvisorNet Financial, Inc | 600 | $2.14 萬 | 0.00% | 00.0% | 不變 |
| CWM, LLC | 514 | $1.80 萬 | 0.00% | 00.0% | 不變 |
| Hantz Financial Services, Inc. | 500 | $1.80 萬 | 0.00% | +500 | 新進 |
| IFP Advisors, Inc | 500 | $1.78 萬 | 0.00% | 00.0% | 不變 |
| Spire Wealth Management | 429 | $1.53 萬 | 0.00% | 00.0% | 不變 |
| Jones Financial Companies LLLP | 416 | $1.48 萬 | 0.00% | +416 | 新進 |
| Eastern Bank | 250 | $8,923 | 0.00% | 00.0% | 不變 |
| Bogart Wealth, LLC | 231 | $8,244 | 0.00% | 00.0% | 不變 |
| Tidemark, LLC | 225 | $8,030 | 0.00% | +225 | 新進 |
| Wingate Wealth Advisors, Inc. | 220 | $7,852 | 0.01% | +220 | 新進 |
| Navigoe, LLC | 200 | $7,000 | 0.01% | +200 | 新進 |
| Global Retirement Partners, LLC | 171 | $6,103 | 0.00% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 165 | $5,889 | 0.00% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 149 | $5,318 | 0.00% | +3+2.1% | 加碼 |
| Harbour Investments, Inc. | 125 | $4,461 | 0.00% | 00.0% | 不變 |
| Investors Research Corp | 110 | $3,926 | 0.00% | 00.0% | 不變 |
| CoreCap Advisors, LLC | 50 | $1,784 | 0.00% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 3 | $107 | 0.00% | −7,342−100.0% | 減碼 |
| Huntington National Bank | – | $36 | 0.00% | – | – |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −60,517−100.0% | 清倉 |
| Formidable Asset Management, LLC | 0 | $0 | 0.00% | −9,910−100.0% | 清倉 |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −8,840−100.0% | 清倉 |
| Jaffetilchin Investment Partners, LLC | 0 | $0 | 0.00% | −2,936−100.0% | 清倉 |
| EverSource Wealth Advisors, LLC | 0 | $0 | 0.00% | −2,500−100.0% | 清倉 |
| US Bancorp | 0 | $0 | 0.00% | −907−100.0% | 清倉 |
| Wintrust Investments LLC | 0 | $0 | 0.00% | −699−100.0% | 清倉 |
| Mechanics Financial Corp | 0 | $0 | 0.00% | −650−100.0% | 清倉 |
| Principal Securities, Inc. | 0 | $0 | 0.00% | −225−100.0% | 清倉 |
| Raymond James Financial Services Advisors, Inc. | – | – | – | – | 本季未申報 |
| Raymond James & Associates | – | – | – | – | 本季未申報 |
| All Season Financial Advisors, Inc. | – | – | – | – | 本季未申報 |
| FinTrust Capital Advisors, LLC | – | – | – | – | 本季未申報 |