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 2 季 13F 持有人
John Hancock Financial Opportunities Fund 在 2025/6/30 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
- 68
- 較 2025 年第 1 季 −1 家
- 持有股數
- 429.8 萬
- 較 2025 年第 1 季 +17.1 萬 (+4.1%)
- 總市值
- $1.52 億
- 較 2025 年第 1 季 +$1,148 萬 (+8.2%)
- 新進機構
- 5
- 另有 27 家加碼
- 清倉機構
- 6
- 另有 16 家減碼
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 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 2025 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Morgan Stanley | 1,228,139 | $4,350 萬 | 0.00% | −24,154−1.9% | 減碼 |
| Wells Fargo & Company | 592,393 | $2,098 萬 | 0.00% | +3,738+0.6% | 加碼 |
| Raymond James Financial Inc | 558,810 | $1,979 萬 | 0.01% | +28,231+5.3% | 加碼 |
| Royal Bank of Canada | 511,974 | $1,813 萬 | 0.00% | +262,340+105.1% | 加碼 |
| Janney Montgomery Scott LLC | 207,114 | $733.6 萬 | 0.02% | −9,443−4.4% | 減碼 |
| LPL Financial LLC | 203,311 | $720.1 萬 | 0.00% | −6,981−3.3% | 減碼 |
| Cornerstone Advisors, LLC | 96,558 | $342.0 萬 | 0.12% | −58,340−37.7% | 減碼 |
| Fca Corp | 93,877 | $332.5 萬 | 1.00% | +1,483+1.6% | 加碼 |
| Stifel Financial Corp | 87,116 | $308.6 萬 | 0.00% | +1,341+1.6% | 加碼 |
| North Star Asset Management Inc | 72,293 | $256.1 萬 | 0.11% | −750−1.0% | 減碼 |
| UBS Group AG | 46,678 | $165.3 萬 | 0.00% | +4,651+11.1% | 加碼 |
| Bank of America Corp | 41,345 | $146.4 萬 | 0.00% | +8,240+24.9% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 38,018 | $134.7 萬 | 0.00% | +539+1.4% | 加碼 |
| Gilliland Jeter Wealth Management LLC | 36,882 | $130.6 萬 | 0.43% | +761+2.1% | 加碼 |
| Steward Partners Investment Advisory, LLC | 35,695 | $126.4 萬 | 0.01% | +568+1.6% | 加碼 |
| Pensionmark Financial Group, LLC | 31,856 | $112.8 萬 | 0.03% | −471−1.5% | 減碼 |
| Chancellor Financial Group WB LP | 30,677 | $108.7 萬 | 0.84% | +157+0.5% | 加碼 |
| Oppenheimer & Co Inc | 29,522 | $104.6 萬 | 0.01% | +994+3.5% | 加碼 |
| Samalin Investment Counsel, LLC | 27,288 | $96.7 萬 | 0.37% | +1,035+3.9% | 加碼 |
| Triumph Capital Management | 26,640 | $94.4 萬 | 0.28% | +135+0.5% | 加碼 |
| Ameriprise Financial Inc | 22,951 | $81.3 萬 | 0.00% | +552+2.5% | 加碼 |
| AlphaCore Capital LLC | 22,487 | $79.6 萬 | 0.03% | +7,485+49.9% | 加碼 |
| Private Advisor Group, LLC | 20,162 | $71.4 萬 | 0.00% | +641+3.3% | 加碼 |
| Mariner, LLC | 18,984 | $67.2 萬 | 0.00% | +503+2.7% | 加碼 |
| Commonwealth Equity Services, LLC | 18,002 | $63.8 萬 | 0.00% | −348−1.9% | 減碼 |
| Advisor Group Holdings, Inc. | 17,188 | $60.9 萬 | 0.00% | +4,839+39.2% | 加碼 |
| HighTower Advisors, LLC | 16,372 | $58.0 萬 | 0.00% | −264−1.6% | 減碼 |
| Peapack Gladstone Financial Corp | 14,945 | $52.9 萬 | 0.01% | 00.0% | 不變 |
| Invesco Ltd. | 14,076 | $49.9 萬 | 0.00% | −5,098−26.6% | 減碼 |
| Kestra Advisory Services, LLC | 13,068 | $46.3 萬 | 0.00% | +732+5.9% | 加碼 |
| Stephens Inc | 12,889 | $45.7 萬 | 0.01% | +400+3.2% | 加碼 |
| L.M. Kohn & Company | 12,857 | $45.5 萬 | 0.12% | 00.0% | 不變 |
| D.A. Davidson & Co. | 10,803 | $38.3 萬 | 0.00% | −486−4.3% | 減碼 |
| Institute for Wealth Management, LLC. | 10,784 | $38.2 萬 | 0.04% | 00.0% | 不變 |
| J.W. Cole Advisors, Inc. | 10,674 | $37.8 萬 | 0.01% | +491+4.8% | 加碼 |
| Redwood Wealth Management Group, LLC | 8,829 | $31.3 萬 | 0.14% | 00.0% | 不變 |
| Abel Hall, LLC | 8,000 | $28.3 萬 | 0.13% | 00.0% | 不變 |
| Avidian Wealth Solutions, LLC | 6,909 | $24.5 萬 | 0.01% | −2,235−24.4% | 減碼 |
| Colony Group, LLC | 5,980 | $21.2 萬 | 0.00% | −51−0.8% | 減碼 |
| Envestnet Asset Management Inc | 5,733 | $20.3 萬 | 0.00% | +5,733 | 新進 |
| Wealth Enhancement Advisory Services, LLC | 5,479 | $20.1 萬 | 0.00% | +5,479 | 新進 |
| Comerica Bank | 5,033 | $17.8 萬 | 0.00% | 00.0% | 不變 |
| Allworth Financial LP | 4,493 | $15.9 萬 | 0.00% | +1,102+32.5% | 加碼 |
| The PNC Financial Services Group, Inc. | 2,017 | $7.14 萬 | 0.00% | −900−30.9% | 減碼 |
| Private Trust Co NA | 2,000 | $7.08 萬 | 0.01% | 00.0% | 不變 |
| MAI Capital Management | 1,740 | $6.16 萬 | 0.00% | 00.0% | 不變 |
| Thompson Investment Management, Inc. | 1,616 | $5.72 萬 | 0.01% | +967+149.0% | 加碼 |
| GWM Advisors LLC | 1,076 | $3.81 萬 | 0.00% | 00.0% | 不變 |
| Fifth Third Bancorp | 1,000 | $3.54 萬 | 0.00% | +1,000 | 新進 |
| Ronald Blue Trust, Inc. | 1,000 | $3.54 萬 | 0.00% | +1,000 | 新進 |
| Toth Financial Advisory Corp | 780 | $2.76 萬 | 0.00% | 00.0% | 不變 |
| CWM, LLC | 693 | $2.50 萬 | 0.00% | +179+34.8% | 加碼 |
| Creative Financial Designs Inc | 600 | $2.13 萬 | 0.00% | 00.0% | 不變 |
| Hantz Financial Services, Inc. | 500 | $1.80 萬 | 0.00% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 354 | $1.25 萬 | 0.00% | +148+71.8% | 加碼 |
| CIBC Private Wealth Group, LLC | 300 | $1.06 萬 | 0.00% | 00.0% | 不變 |
| Spire Wealth Management | 277 | $9,811 | 0.00% | −186−40.2% | 減碼 |
| Eastern Bank | 250 | $8,855 | 0.00% | 00.0% | 不變 |
| Bogart Wealth, LLC | 231 | $8,182 | 0.00% | 00.0% | 不變 |
| AdvisorNet Financial, Inc | 200 | $7,084 | 0.00% | 00.0% | 不變 |
| Navigoe, LLC | 200 | $7,000 | 0.01% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 171 | $6,057 | 0.00% | +171 | 新進 |
| Geneos Wealth Management Inc. | 165 | $5,844 | 0.00% | −165−50.0% | 減碼 |
| TSFG, LLC | 130 | $5,000 | 0.00% | +3+2.4% | 加碼 |
| Tidemark, LLC | 125 | $4,428 | 0.00% | −100−44.4% | 減碼 |
| Harbour Investments, Inc. | 125 | $4,428 | 0.00% | 00.0% | 不變 |
| CoreCap Advisors, LLC | 50 | $1,771 | 0.00% | 00.0% | 不變 |
| Huntington National Bank | – | $35 | 0.00% | – | – |
| Jaffetilchin Investment Partners, LLC | 0 | $0 | 0.00% | −23,882−100.0% | 清倉 |
| Tennessee Valley Asset Management Partners | 0 | $0 | 0.00% | −20,657−100.0% | 清倉 |
| Creative Planning | 0 | $0 | 0.00% | −7,208−100.0% | 清倉 |
| Wedbush Securities Inc | 0 | $0 | 0.00% | −6,781−100.0% | 清倉 |
| Wiley Bros.-Aintree Capital, LLC | 0 | $0 | 0.00% | −6,120−100.0% | 清倉 |
| Investors Research Corp | 0 | $0 | 0.00% | −110−100.0% | 清倉 |