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。
2025 年第 1 季 13F 持有人
John Hancock Financial Opportunities Fund 在 2025/3/31 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
- 69
- 較 2024 年第 4 季 −5 家
- 持有股數
- 412.8 萬
- 較 2024 年第 4 季 −15.4 萬 (−3.6%)
- 總市值
- $1.41 億
- 較 2024 年第 4 季 −$2,906 萬 (−17.1%)
- 新進機構
- 4
- 另有 25 家加碼
- 清倉機構
- 9
- 另有 19 家減碼
另有 1 家機構在 2024 年第 4 季持有、還沒有申報 2025 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 |
2025 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 2024 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Morgan Stanley | 1,252,293 | $4,272 萬 | 0.00% | −37,954−2.9% | 減碼 |
| Wells Fargo & Company | 588,655 | $2,008 萬 | 0.00% | +11,230+1.9% | 加碼 |
| Raymond James Financial Inc | 530,579 | $1,810 萬 | 0.01% | +5,374+1.0% | 加碼 |
| Royal Bank of Canada | 249,634 | $851.5 萬 | 0.00% | −6,229−2.4% | 減碼 |
| Janney Montgomery Scott LLC | 216,557 | $738.7 萬 | 0.02% | +15,403+7.7% | 加碼 |
| LPL Financial LLC | 210,292 | $717.3 萬 | 0.00% | +24,519+13.2% | 加碼 |
| Cornerstone Advisors, LLC | 154,898 | $528.4 萬 | 0.23% | −81,472−34.5% | 減碼 |
| Fca Corp | 92,394 | $315.2 萬 | 1.00% | −2,236−2.4% | 減碼 |
| Stifel Financial Corp | 85,775 | $292.6 萬 | 0.00% | +14,113+19.7% | 加碼 |
| North Star Asset Management Inc | 73,043 | $249.1 萬 | 0.11% | −755−1.0% | 減碼 |
| UBS Group AG | 42,027 | $143.4 萬 | 0.00% | +77+0.2% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 37,479 | $127.8 萬 | 0.00% | −604−1.6% | 減碼 |
| Gilliland Jeter Wealth Management LLC | 36,121 | $123.2 萬 | 0.44% | +1,845+5.4% | 加碼 |
| Steward Partners Investment Advisory, LLC | 35,127 | $119.8 萬 | 0.01% | +7,303+26.2% | 加碼 |
| Bank of America Corp | 33,105 | $112.9 萬 | 0.00% | −3,260−9.0% | 減碼 |
| Pensionmark Financial Group, LLC | 32,327 | $110.3 萬 | 0.03% | −1,692−5.0% | 減碼 |
| Chancellor Financial Group WB LP | 30,520 | $104.1 萬 | 0.86% | −3,109−9.2% | 減碼 |
| Oppenheimer & Co Inc | 28,528 | $97.3 萬 | 0.01% | +5,672+24.8% | 加碼 |
| Triumph Capital Management | 26,505 | $90.4 萬 | 0.30% | +3,440+14.9% | 加碼 |
| Samalin Investment Counsel, LLC | 26,253 | $89.5 萬 | 0.36% | +1,755+7.2% | 加碼 |
| Jaffetilchin Investment Partners, LLC | 23,882 | $81.5 萬 | 0.06% | +23,882 | 新進 |
| Ameriprise Financial Inc | 22,399 | $76.4 萬 | 0.00% | +347+1.6% | 加碼 |
| Tennessee Valley Asset Management Partners | 20,657 | $70.5 萬 | 0.11% | +12+0.1% | 加碼 |
| Private Advisor Group, LLC | 19,521 | $66.6 萬 | 0.00% | +4,076+26.4% | 加碼 |
| Invesco Ltd. | 19,174 | $65.4 萬 | 0.00% | −454−2.3% | 減碼 |
| Mariner, LLC | 18,481 | $63.0 萬 | 0.00% | −1,348−6.8% | 減碼 |
| Commonwealth Equity Services, LLC | 18,350 | $62.6 萬 | 0.00% | −136−0.7% | 減碼 |
| HighTower Advisors, LLC | 16,636 | $56.7 萬 | 0.00% | 00.0% | 不變 |
| AlphaCore Capital LLC | 15,002 | $51.2 萬 | 0.04% | +15,002 | 新進 |
| Peapack Gladstone Financial Corp | 14,945 | $51.0 萬 | 0.01% | −2,005−11.8% | 減碼 |
| L.M. Kohn & Company | 12,857 | $43.9 萬 | 0.11% | +550+4.5% | 加碼 |
| Stephens Inc | 12,489 | $42.6 萬 | 0.01% | −500−3.8% | 減碼 |
| Advisor Group Holdings, Inc. | 12,349 | $42.1 萬 | 0.00% | +1,241+11.2% | 加碼 |
| Kestra Advisory Services, LLC | 12,336 | $42.1 萬 | 0.00% | +651+5.6% | 加碼 |
| D.A. Davidson & Co. | 11,289 | $38.5 萬 | 0.00% | +15+0.1% | 加碼 |
| Institute for Wealth Management, LLC. | 10,784 | $36.8 萬 | 0.05% | 00.0% | 不變 |
| J.W. Cole Advisors, Inc. | 10,183 | $34.7 萬 | 0.01% | +1,139+12.6% | 加碼 |
| Avidian Wealth Solutions, LLC | 9,144 | $31.2 萬 | 0.01% | 00.0% | 不變 |
| Redwood Wealth Management Group, LLC | 8,829 | $30.1 萬 | 0.15% | 00.0% | 不變 |
| Abel Hall, LLC | 8,000 | $27.3 萬 | 0.16% | 00.0% | 不變 |
| Creative Planning | 7,208 | $24.6 萬 | 0.00% | −422−5.5% | 減碼 |
| Wedbush Securities Inc | 6,781 | $23.1 萬 | 0.01% | 00.0% | 不變 |
| Wiley Bros.-Aintree Capital, LLC | 6,120 | $20.8 萬 | 0.00% | +6,120 | 新進 |
| Colony Group, LLC | 6,031 | $20.6 萬 | 0.00% | −5,853−49.3% | 減碼 |
| Comerica Bank | 5,033 | $17.2 萬 | 0.00% | 00.0% | 不變 |
| Allworth Financial LP | 3,391 | $10.9 萬 | 0.00% | +3+0.1% | 加碼 |
| The PNC Financial Services Group, Inc. | 2,917 | $9.95 萬 | 0.00% | −1,100−27.4% | 減碼 |
| Private Trust Co NA | 2,000 | $6.82 萬 | 0.01% | +500+33.3% | 加碼 |
| MAI Capital Management | 1,740 | $5.94 萬 | 0.00% | 00.0% | 不變 |
| GWM Advisors LLC | 1,076 | $3.67 萬 | 0.00% | 00.0% | 不變 |
| Toth Financial Advisory Corp | 780 | $2.66 萬 | 0.00% | +35+4.7% | 加碼 |
| Thompson Investment Management, Inc. | 649 | $2.21 萬 | 0.00% | 00.0% | 不變 |
| Creative Financial Designs Inc | 600 | $2.05 萬 | 0.00% | 00.0% | 不變 |
| CWM, LLC | 514 | $1.80 萬 | 0.00% | 00.0% | 不變 |
| Hantz Financial Services, Inc. | 500 | $1.70 萬 | 0.00% | 00.0% | 不變 |
| Spire Wealth Management | 463 | $1.58 萬 | 0.00% | +34+7.9% | 加碼 |
| Geneos Wealth Management Inc. | 330 | $1.13 萬 | 0.00% | +165+100.0% | 加碼 |
| CIBC Private Wealth Group, LLC | 300 | $8,532 | 0.00% | −941−75.8% | 減碼 |
| Eastern Bank | 250 | $8,528 | 0.00% | 00.0% | 不變 |
| Bogart Wealth, LLC | 231 | $7,879 | 0.00% | 00.0% | 不變 |
| Tidemark, LLC | 225 | $7,675 | 0.00% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 206 | $7,027 | 0.00% | +57+38.3% | 加碼 |
| AdvisorNet Financial, Inc | 200 | $6,822 | 0.00% | −400−66.7% | 減碼 |
| Navigoe, LLC | 200 | $6,000 | 0.01% | 00.0% | 不變 |
| Harbour Investments, Inc. | 125 | $4,264 | 0.00% | 00.0% | 不變 |
| TSFG, LLC | 127 | $4,000 | 0.00% | +127 | 新進 |
| Investors Research Corp | 110 | $3,752 | 0.00% | 00.0% | 不變 |
| CoreCap Advisors, LLC | 50 | $1,706 | 0.00% | 00.0% | 不變 |
| Huntington National Bank | – | $34 | 0.00% | – | – |
| Strategic Wealth Designers | 0 | $0 | 0.00% | −37,812−100.0% | 清倉 |
| Aurora Investment Counsel | 0 | $0 | 0.00% | −73,601−100.0% | 清倉 |
| Shaker Financial Services, LLC | 0 | $0 | 0.00% | −26,308−100.0% | 清倉 |
| Wealth Enhancement Advisory Services, LLC | 0 | $0 | 0.00% | −6,618−100.0% | 清倉 |
| Mendota Financial Group, LLC | 0 | $0 | 0.00% | −2,774−100.0% | 清倉 |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −500−100.0% | 清倉 |
| Jones Financial Companies LLLP | 0 | $0 | 0.00% | −416−100.0% | 清倉 |
| Wingate Wealth Advisors, Inc. | 0 | $0 | 0.00% | −220−100.0% | 清倉 |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −3−100.0% | 清倉 |
| Global Retirement Partners, LLC | – | – | – | – | 本季未申報 |