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 3 季 13F 持有人
John Hancock Financial Opportunities Fund 在 2025/9/30 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
- 77
- 較 2025 年第 2 季 +9 家
- 持有股數
- 362.6 萬
- 較 2025 年第 2 季 −67.2 萬 (−15.6%)
- 總市值
- $1.30 億
- 較 2025 年第 2 季 −$2,177 萬 (−14.3%)
- 新進機構
- 14
- 另有 15 家加碼
- 清倉機構
- 5
- 另有 26 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Morgan Stanley | 1,218,174 | $4,383 萬 | 0.00% | −9,965−0.8% | 減碼 |
| Wells Fargo & Company | 643,370 | $2,315 萬 | 0.00% | +50,977+8.6% | 加碼 |
| Royal Bank of Canada | 258,912 | $931.6 萬 | 0.00% | −253,062−49.4% | 減碼 |
| Janney Montgomery Scott LLC | 198,643 | $714.7 萬 | 0.02% | −8,471−4.1% | 減碼 |
| Raymond James Financial Inc | 192,088 | $691.1 萬 | 0.00% | −366,722−65.6% | 減碼 |
| LPL Financial LLC | 140,497 | $505.5 萬 | 0.00% | −62,814−30.9% | 減碼 |
| Fca Corp | 93,475 | $336.3 萬 | 0.93% | −402−0.4% | 減碼 |
| Stifel Financial Corp | 86,431 | $311.0 萬 | 0.00% | −685−0.8% | 減碼 |
| North Star Asset Management Inc | 69,030 | $248.4 萬 | 0.10% | −3,263−4.5% | 減碼 |
| Cornerstone Advisors, LLC | 56,349 | $202.7 萬 | 0.07% | −40,209−41.6% | 減碼 |
| Bank of America Corp | 49,343 | $177.5 萬 | 0.00% | +7,998+19.3% | 加碼 |
| UBS Group AG | 46,739 | $168.2 萬 | 0.00% | +61+0.1% | 加碼 |
| Steward Partners Investment Advisory, LLC | 42,515 | $153.0 萬 | 0.01% | +6,820+19.1% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 40,237 | $144.8 萬 | 0.00% | +2,219+5.8% | 加碼 |
| Gilliland Jeter Wealth Management LLC | 36,796 | $132.4 萬 | 0.41% | −86−0.2% | 減碼 |
| Chancellor Financial Group WB LP | 30,870 | $111.1 萬 | 0.79% | +193+0.6% | 加碼 |
| Oppenheimer & Co Inc | 29,733 | $107.0 萬 | 0.01% | +211+0.7% | 加碼 |
| Pensionmark Financial Group, LLC | 28,359 | $102.0 萬 | 0.02% | −3,497−11.0% | 減碼 |
| Samalin Investment Counsel, LLC | 25,735 | $92.6 萬 | 0.32% | −1,553−5.7% | 減碼 |
| Ameriprise Financial Inc | 25,140 | $90.5 萬 | 0.00% | +2,189+9.5% | 加碼 |
| AlphaCore Capital LLC | 22,047 | $79.3 萬 | 0.03% | −440−2.0% | 減碼 |
| Private Advisor Group, LLC | 21,336 | $76.8 萬 | 0.00% | +1,174+5.8% | 加碼 |
| Tennessee Valley Asset Management Partners | 20,681 | $74.4 萬 | 0.10% | +20,681 | 新進 |
| Triumph Capital Management | 19,333 | $69.6 萬 | 0.19% | −7,307−27.4% | 減碼 |
| Mariner, LLC | 19,122 | $68.8 萬 | 0.00% | +138+0.7% | 加碼 |
| Advisor Group Holdings, Inc. | 16,238 | $59.7 萬 | 0.00% | −950−5.5% | 減碼 |
| HighTower Advisors, LLC | 16,294 | $58.6 萬 | 0.00% | −78−0.5% | 減碼 |
| Kestra Advisory Services, LLC | 14,757 | $53.1 萬 | 0.00% | +1,689+12.9% | 加碼 |
| Commonwealth Equity Services, LLC | 14,164 | $51.0 萬 | 0.00% | −3,838−21.3% | 減碼 |
| Peapack Gladstone Financial Corp | 14,142 | $50.9 萬 | 0.01% | −803−5.4% | 減碼 |
| Benjamin Edwards Inc | 13,178 | $47.4 萬 | 0.01% | +13,178 | 新進 |
| Stephens Inc | 12,564 | $45.2 萬 | 0.01% | −325−2.5% | 減碼 |
| J.W. Cole Advisors, Inc. | 12,188 | $43.9 萬 | 0.01% | +1,514+14.2% | 加碼 |
| D.A. Davidson & Co. | 10,817 | $38.9 萬 | 0.00% | +14+0.1% | 加碼 |
| Institute for Wealth Management, LLC. | 10,784 | $38.8 萬 | 0.04% | 00.0% | 不變 |
| Redwood Wealth Management Group, LLC | 8,829 | $31.8 萬 | 0.13% | 00.0% | 不變 |
| Abel Hall, LLC | 8,000 | $28.8 萬 | 0.12% | 00.0% | 不變 |
| Cetera Investment Advisers | 7,086 | $25.5 萬 | 0.00% | +7,086 | 新進 |
| Creative Planning | 6,578 | $23.7 萬 | 0.00% | +6,578 | 新進 |
| Invesco Ltd. | 6,256 | $22.5 萬 | 0.00% | −7,820−55.6% | 減碼 |
| Avidian Wealth Solutions, LLC | 5,789 | $20.8 萬 | 0.01% | −1,120−16.2% | 減碼 |
| Colony Group, LLC | 5,765 | $20.7 萬 | 0.00% | −215−3.6% | 減碼 |
| Comerica Bank | 5,033 | $18.1 萬 | 0.00% | 00.0% | 不變 |
| Allworth Financial LP | 4,496 | $16.2 萬 | 0.00% | +3+0.1% | 加碼 |
| Centaurus Financial, Inc. | 2,830 | $10.2 萬 | 0.00% | +2,830 | 新進 |
| Private Trust Co NA | 2,000 | $7.20 萬 | 0.01% | 00.0% | 不變 |
| The PNC Financial Services Group, Inc. | 1,817 | $6.54 萬 | 0.00% | −200−9.9% | 減碼 |
| MAI Capital Management | 1,740 | $6.26 萬 | 0.00% | 00.0% | 不變 |
| Thompson Investment Management, Inc. | 1,616 | $5.81 萬 | 0.01% | 00.0% | 不變 |
| GWM Advisors LLC | 1,076 | $3.87 萬 | 0.00% | 00.0% | 不變 |
| Atlantic Union Bankshares Corp | 1,000 | $3.60 萬 | 0.00% | +1,000 | 新進 |
| Toth Financial Advisory Corp | 870 | $3.13 萬 | 0.00% | +90+11.5% | 加碼 |
| Creative Financial Designs Inc | 600 | $2.16 萬 | 0.00% | 00.0% | 不變 |
| CWM, LLC | 576 | $2.10 萬 | 0.00% | −117−16.9% | 減碼 |
| Smartleaf Asset Management LLC | 503 | $1.81 萬 | 0.00% | +503 | 新進 |
| Hantz Financial Services, Inc. | 500 | $1.80 萬 | 0.00% | 00.0% | 不變 |
| Russell Investments Group, Ltd. | 340 | $1.22 萬 | 0.00% | +340 | 新進 |
| CIBC Private Wealth Group, LLC | 300 | $1.08 萬 | 0.00% | 00.0% | 不變 |
| Mountain Hill Investment Partners Corp. | 300 | $1.08 萬 | 0.01% | +300 | 新進 |
| Spire Wealth Management | 277 | $9,966 | 0.00% | 00.0% | 不變 |
| Eastern Bank | 250 | $8,995 | 0.00% | 00.0% | 不變 |
| Bogart Wealth, LLC | 231 | $8,311 | 0.00% | 00.0% | 不變 |
| AdvisorNet Financial, Inc | 200 | $7,196 | 0.00% | 00.0% | 不變 |
| Navigoe, LLC | 200 | $7,000 | 0.00% | 00.0% | 不變 |
| Global Wealth Strategies & Associates | 180 | $6,476 | 0.00% | +180 | 新進 |
| Global Retirement Partners, LLC | 171 | $6,153 | 0.00% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 165 | $5,937 | 0.00% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 154 | $5,541 | 0.00% | −200−56.5% | 減碼 |
| Harbour Investments, Inc. | 125 | $4,498 | 0.00% | 00.0% | 不變 |
| Tidemark, LLC | 125 | $4,498 | 0.00% | 00.0% | 不變 |
| Highline Wealth Partners LLC | 100 | $3,598 | 0.00% | +100 | 新進 |
| Advisory Services Network, LLC | 97 | $3,490 | 0.00% | +97 | 新進 |
| CoreCap Advisors, LLC | 50 | $1,799 | 0.00% | 00.0% | 不變 |
| Ronald Blue Trust, Inc. | 28 | $1,007 | 0.00% | −972−97.2% | 減碼 |
| Jones Financial Companies LLLP | 22 | $792 | 0.00% | +22 | 新進 |
| Tower Research Capital LLC (TRC) | 5 | $180 | 0.00% | +5 | 新進 |
| Huntington National Bank | – | $36 | 0.00% | – | – |
| L.M. Kohn & Company | 0 | $0 | 0.00% | −12,857−100.0% | 清倉 |
| Envestnet Asset Management Inc | 0 | $0 | 0.00% | −5,733−100.0% | 清倉 |
| Wealth Enhancement Advisory Services, LLC | 0 | $0 | 0.00% | −5,479−100.0% | 清倉 |
| Fifth Third Bancorp | 0 | $0 | 0.00% | −1,000−100.0% | 清倉 |
| TSFG, LLC | 0 | $0 | 0.00% | −130−100.0% | 清倉 |