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 4 季 13F 持有人
John Hancock Financial Opportunities Fund 在 2025/12/31 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
- 86
- 較 2025 年第 3 季 +9 家
- 持有股數
- 423.5 萬
- 較 2025 年第 3 季 +60.9 萬 (+16.8%)
- 總市值
- $1.49 億
- 較 2025 年第 3 季 +$1,808 萬 (+13.9%)
- 新進機構
- 18
- 另有 25 家加碼
- 清倉機構
- 9
- 另有 18 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 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 2025 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Morgan Stanley | 1,189,553 | $4,173 萬 | 0.00% | −28,621−2.3% | 減碼 |
| Wells Fargo & Company | 667,192 | $2,341 萬 | 0.00% | +23,822+3.7% | 加碼 |
| Z3 Capital Partners, LLC | 403,588 | $1,416 萬 | 3.40% | +403,588 | 新進 |
| Royal Bank of Canada | 259,361 | $909.8 萬 | 0.00% | +449+0.2% | 加碼 |
| Janney Montgomery Scott LLC | 196,609 | $689.7 萬 | 0.02% | −2,034−1.0% | 減碼 |
| Raymond James Financial Inc | 176,313 | $618.5 萬 | 0.00% | −15,775−8.2% | 減碼 |
| LPL Financial LLC | 129,785 | $455.3 萬 | 0.00% | −10,712−7.6% | 減碼 |
| Fca Corp | 86,920 | $304.9 萬 | 0.86% | −6,555−7.0% | 減碼 |
| Stifel Financial Corp | 86,733 | $304.3 萬 | 0.00% | +302+0.3% | 加碼 |
| Wolverine Asset Management LLC | 76,148 | $267.1 萬 | 0.04% | +76,148 | 新進 |
| Readystate Asset Management LP | 70,727 | $248.1 萬 | 0.11% | +70,727 | 新進 |
| North Star Asset Management Inc | 68,080 | $238.8 萬 | 0.10% | −950−1.4% | 減碼 |
| Alessandra Capital Management, LLC | 59,282 | $208.0 萬 | 1.85% | +59,282 | 新進 |
| Steward Partners Investment Advisory, LLC | 49,209 | $172.6 萬 | 0.01% | +6,694+15.7% | 加碼 |
| UBS Group AG | 47,666 | $167.2 萬 | 0.00% | +927+2.0% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 44,185 | $155.0 萬 | 0.00% | +3,948+9.8% | 加碼 |
| Bank of America Corp | 43,840 | $153.8 萬 | 0.00% | −5,503−11.2% | 減碼 |
| Gilliland Jeter Wealth Management LLC | 36,269 | $127.2 萬 | 0.38% | −527−1.4% | 減碼 |
| Chancellor Financial Group WB LP | 30,988 | $108.7 萬 | 0.74% | +118+0.4% | 加碼 |
| Oppenheimer & Co Inc | 28,394 | $99.6 萬 | 0.01% | −1,339−4.5% | 減碼 |
| Mariner, LLC | 27,765 | $97.4 萬 | 0.00% | +8,643+45.2% | 加碼 |
| Pensionmark Financial Group, LLC | 27,590 | $96.8 萬 | 0.02% | −769−2.7% | 減碼 |
| Advisory Advocates, LLC | 27,000 | $94.7 萬 | 0.94% | +27,000 | 新進 |
| HighTower Advisors, LLC | 26,169 | $91.8 萬 | 0.00% | +9,875+60.6% | 加碼 |
| Samalin Investment Counsel, LLC | 25,963 | $91.1 萬 | 0.32% | +228+0.9% | 加碼 |
| Ameriprise Financial Inc | 24,540 | $86.1 萬 | 0.00% | −600−2.4% | 減碼 |
| Private Advisor Group, LLC | 23,165 | $81.3 萬 | 0.00% | +1,829+8.6% | 加碼 |
| Tennessee Valley Asset Management Partners | 20,694 | $72.6 萬 | 0.09% | +13+0.1% | 加碼 |
| Triumph Capital Management | 19,372 | $68.0 萬 | 0.15% | +39+0.2% | 加碼 |
| Advisor Group Holdings, Inc. | 16,462 | $57.8 萬 | 0.00% | +224+1.4% | 加碼 |
| Kestra Advisory Services, LLC | 14,451 | $50.7 萬 | 0.00% | −306−2.1% | 減碼 |
| Stephens Inc | 14,105 | $49.5 萬 | 0.01% | +1,541+12.3% | 加碼 |
| Peapack Gladstone Financial Corp | 13,848 | $48.6 萬 | 0.01% | −294−2.1% | 減碼 |
| Commonwealth Equity Services, LLC | 13,802 | $48.4 萬 | 0.00% | −362−2.6% | 減碼 |
| AlphaCore Capital LLC | 13,792 | $48.4 萬 | 0.01% | −8,255−37.4% | 減碼 |
| Benjamin Edwards Inc | 13,391 | $47.0 萬 | 0.01% | +213+1.6% | 加碼 |
| Logan Stone Capital, LLC | 12,670 | $44.4 萬 | 0.11% | +12,670 | 新進 |
| J.W. Cole Advisors, Inc. | 12,310 | $43.2 萬 | 0.01% | +122+1.0% | 加碼 |
| Landscape Capital Management, L.L.C. | 11,160 | $39.1 萬 | 0.03% | +11,160 | 新進 |
| Institute for Wealth Management, LLC. | 10,784 | $37.8 萬 | 0.04% | 00.0% | 不變 |
| Shaker Financial Services, LLC | 10,576 | $37.1 萬 | 0.12% | +10,576 | 新進 |
| Colony Group, LLC | 10,002 | $35.1 萬 | 0.00% | +4,237+73.5% | 加碼 |
| D.A. Davidson & Co. | 9,006 | $31.6 萬 | 0.00% | −1,811−16.7% | 減碼 |
| Redwood Wealth Management Group, LLC | 8,829 | $31.0 萬 | 0.13% | 00.0% | 不變 |
| Abel Hall, LLC | 8,000 | $28.1 萬 | 0.07% | 00.0% | 不變 |
| XTX Topco Ltd | 7,766 | $27.2 萬 | 0.01% | +7,766 | 新進 |
| City of London Investment Management Co Ltd | 7,538 | $26.4 萬 | 0.02% | +7,538 | 新進 |
| Sowell Financial Services LLC | 7,319 | $25.7 萬 | 0.01% | +7,319 | 新進 |
| Cetera Investment Advisers | 7,100 | $24.9 萬 | 0.00% | +14+0.2% | 加碼 |
| Creative Planning | 6,599 | $23.1 萬 | 0.00% | +21+0.3% | 加碼 |
| Comerica Bank | 5,233 | $18.4 萬 | 0.00% | +200+4.0% | 加碼 |
| Allworth Financial LP | 4,498 | $15.8 萬 | 0.00% | +20.0% | 加碼 |
| Centaurus Financial, Inc. | 2,868 | $10.1 萬 | 0.00% | +38+1.3% | 加碼 |
| GWM Advisors LLC | 2,076 | $7.28 萬 | 0.00% | +1,000+92.9% | 加碼 |
| Private Trust Co NA | 2,000 | $7.02 萬 | 0.01% | 00.0% | 不變 |
| The PNC Financial Services Group, Inc. | 1,817 | $6.37 萬 | 0.00% | 00.0% | 不變 |
| MAI Capital Management | 1,740 | $6.10 萬 | 0.00% | 00.0% | 不變 |
| International Assets Investment Management, LLC | 1,625 | $5.70 萬 | 0.00% | +1,625 | 新進 |
| Thompson Investment Management, Inc. | 1,616 | $5.67 萬 | 0.01% | 00.0% | 不變 |
| Farther Finance Advisors, LLC | 1,225 | $4.30 萬 | 0.00% | +1,225 | 新進 |
| Atlantic Union Bankshares Corp | 1,000 | $3.51 萬 | 0.00% | 00.0% | 不變 |
| Toth Financial Advisory Corp | 931 | $3.27 萬 | 0.00% | +61+7.0% | 加碼 |
| Creative Financial Designs Inc | 600 | $2.10 萬 | 0.00% | 00.0% | 不變 |
| Plante Moran Financial Advisors, LLC | 585 | $2.05 萬 | 0.00% | +585 | 新進 |
| CWM, LLC | 514 | $1.80 萬 | 0.00% | −62−10.8% | 減碼 |
| Smartleaf Asset Management LLC | 503 | $1.78 萬 | 0.00% | 00.0% | 不變 |
| McIlrath & Eck, LLC | 425 | $1.49 萬 | 0.00% | +425 | 新進 |
| CIBC Private Wealth Group, LLC | 300 | $1.05 萬 | 0.00% | 00.0% | 不變 |
| Mountain Hill Investment Partners Corp. | 300 | $1.05 萬 | 0.01% | 00.0% | 不變 |
| Sfam, LLC | 300 | $1.05 萬 | 0.01% | +300 | 新進 |
| Spire Wealth Management | 277 | $9,717 | 0.00% | 00.0% | 不變 |
| Eastern Bank | 250 | $8,770 | 0.00% | 00.0% | 不變 |
| Bogart Wealth, LLC | 231 | $8,103 | 0.00% | 00.0% | 不變 |
| AdvisorNet Financial, Inc | 200 | $7,016 | 0.00% | 00.0% | 不變 |
| Navigoe, LLC | 200 | $7,000 | 0.00% | 00.0% | 不變 |
| Global Wealth Strategies & Associates | 180 | $6,314 | 0.00% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 171 | $5,999 | 0.00% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 154 | $5,402 | 0.00% | 00.0% | 不變 |
| Harbour Investments, Inc. | 125 | $4,385 | 0.00% | 00.0% | 不變 |
| Tidemark, LLC | 125 | $4,385 | 0.00% | 00.0% | 不變 |
| Highline Wealth Partners LLC | 100 | $3,508 | 0.00% | 00.0% | 不變 |
| Wellington-Altus USA Inc. | 100 | $3,508 | 0.00% | +100 | 新進 |
| Monetary Solutions, Ltd | 100 | $3,508 | 0.00% | +100 | 新進 |
| CoreCap Advisors, LLC | 50 | $1,754 | 0.00% | 00.0% | 不變 |
| Ronald Blue Trust, Inc. | 18 | $631 | 0.00% | −10−35.7% | 減碼 |
| Huntington National Bank | – | $35 | 0.00% | – | – |
| Cornerstone Advisors, LLC | 0 | $0 | 0.00% | −56,349−100.0% | 清倉 |
| Invesco Ltd. | 0 | $0 | 0.00% | −6,256−100.0% | 清倉 |
| Avidian Wealth Solutions, LLC | 0 | $0 | 0.00% | −5,789−100.0% | 清倉 |
| Hantz Financial Services, Inc. | 0 | $0 | 0.00% | −500−100.0% | 清倉 |
| Russell Investments Group, Ltd. | 0 | $0 | 0.00% | −340−100.0% | 清倉 |
| Geneos Wealth Management Inc. | 0 | $0 | 0.00% | −165−100.0% | 清倉 |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −97−100.0% | 清倉 |
| Jones Financial Companies LLLP | 0 | $0 | 0.00% | −22−100.0% | 清倉 |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −5−100.0% | 清倉 |