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。
2026 年第 1 季 13F 持有人
John Hancock Financial Opportunities Fund 在 2026/3/31 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
- 80
- 較 2025 年第 4 季 −3 家
- 持有股數
- 407.1 萬
- 較 2025 年第 4 季 −15.8 萬 (−3.7%)
- 總市值
- $1.46 億
- 較 2025 年第 4 季 −$233.0 萬 (−1.6%)
- 新進機構
- 10
- 另有 30 家加碼
- 清倉機構
- 13
- 另有 20 家減碼
另有 3 家機構在 2025 年第 4 季持有、還沒有申報 2026 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 |
2026 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 2025 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Morgan Stanley | 1,189,618 | $4,267 萬 | 0.00% | +650.0% | 加碼 |
| Wells Fargo & Company | 653,442 | $2,344 萬 | 0.00% | −13,750−2.1% | 減碼 |
| Z3 Capital Partners, LLC | 408,961 | $1,467 萬 | 3.72% | +5,373+1.3% | 加碼 |
| Royal Bank of Canada | 267,804 | $960.6 萬 | 0.00% | +8,443+3.3% | 加碼 |
| Janney Montgomery Scott LLC | 193,135 | $692.8 萬 | 0.02% | −3,474−1.8% | 減碼 |
| Raymond James Financial Inc | 178,390 | $639.9 萬 | 0.00% | +2,077+1.2% | 加碼 |
| LPL Financial LLC | 127,880 | $458.7 萬 | 0.00% | −1,905−1.5% | 減碼 |
| Stifel Financial Corp | 102,120 | $366.3 萬 | 0.00% | +15,387+17.7% | 加碼 |
| Fca Corp | 88,984 | $319.2 萬 | 0.90% | +2,064+2.4% | 加碼 |
| North Star Asset Management Inc | 67,816 | $243.3 萬 | 0.11% | −264−0.4% | 減碼 |
| Alessandra Capital Management, LLC | 61,520 | $220.7 萬 | 1.88% | +2,238+3.8% | 加碼 |
| Steward Partners Investment Advisory, LLC | 54,340 | $194.9 萬 | 0.01% | +5,131+10.4% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 48,212 | $172.9 萬 | 0.00% | +4,027+9.1% | 加碼 |
| Bank of America Corp | 45,151 | $162.0 萬 | 0.00% | +1,311+3.0% | 加碼 |
| UBS Group AG | 44,541 | $159.8 萬 | 0.00% | −3,125−6.6% | 減碼 |
| Gilliland Jeter Wealth Management LLC | 37,387 | $134.1 萬 | 0.40% | +1,118+3.1% | 加碼 |
| Ameriprise Financial Inc | 34,009 | $122.0 萬 | 0.00% | +9,469+38.6% | 加碼 |
| Chancellor Financial Group WB LP | 31,197 | $111.9 萬 | 0.80% | +209+0.7% | 加碼 |
| City of London Investment Management Co Ltd | 30,325 | $108.8 萬 | 0.08% | +22,787+302.3% | 加碼 |
| Advisory Advocates, LLC | 29,050 | $104.2 萬 | 1.06% | +2,050+7.6% | 加碼 |
| Oppenheimer & Co Inc | 27,890 | $100.0 萬 | 0.01% | −504−1.8% | 減碼 |
| HighTower Advisors, LLC | 25,197 | $90.4 萬 | 0.00% | −972−3.7% | 減碼 |
| Private Advisor Group, LLC | 23,961 | $85.9 萬 | 0.00% | +796+3.4% | 加碼 |
| Pensionmark Financial Group, LLC | 23,855 | $85.6 萬 | 0.01% | −3,735−13.5% | 減碼 |
| Samalin Investment Counsel, LLC | 21,078 | $75.6 萬 | 0.27% | −4,885−18.8% | 減碼 |
| Tennessee Valley Asset Management Partners | 20,707 | $74.3 萬 | 0.10% | +13+0.1% | 加碼 |
| Commonwealth Equity Services, LLC | 15,106 | $54.2 萬 | 0.00% | +1,304+9.4% | 加碼 |
| Kestra Advisory Services, LLC | 15,090 | $54.1 萬 | 0.00% | +639+4.4% | 加碼 |
| Mariner, LLC | 14,030 | $50.3 萬 | 0.00% | −13,735−49.5% | 減碼 |
| Wolverine Asset Management LLC | 13,603 | $48.8 萬 | 0.01% | −62,545−82.1% | 減碼 |
| Benjamin Edwards Inc | 13,391 | $48.0 萬 | 0.00% | 00.0% | 不變 |
| Peapack Gladstone Financial Corp | 10,910 | $39.1 萬 | 0.01% | −2,938−21.2% | 減碼 |
| Advisor Group Holdings, Inc. | 10,805 | $38.8 萬 | 0.00% | −5,657−34.4% | 減碼 |
| Institute for Wealth Management, LLC. | 10,784 | $38.7 萬 | 0.04% | 00.0% | 不變 |
| Triumph Capital Management | 10,302 | $37.0 萬 | 0.08% | −9,070−46.8% | 減碼 |
| XTX Topco Ltd | 9,678 | $34.7 萬 | 0.01% | +1,912+24.6% | 加碼 |
| Stephens Inc | 9,549 | $34.3 萬 | 0.00% | −4,556−32.3% | 減碼 |
| Colony Group, LLC | 9,470 | $34.0 萬 | 0.00% | −532−5.3% | 減碼 |
| Redwood Wealth Management Group, LLC | 9,229 | $33.1 萬 | 0.14% | +400+4.5% | 加碼 |
| D.A. Davidson & Co. | 9,021 | $32.4 萬 | 0.00% | +15+0.2% | 加碼 |
| Cetera Investment Advisers | 8,415 | $30.2 萬 | 0.00% | +1,315+18.5% | 加碼 |
| Indivisible Partners | 8,112 | $29.1 萬 | 0.03% | +8,112 | 新進 |
| Abel Hall, LLC | 8,000 | $28.7 萬 | 0.06% | 00.0% | 不變 |
| Creative Planning | 6,621 | $23.7 萬 | 0.00% | +22+0.3% | 加碼 |
| Envestnet Asset Management Inc | 6,234 | $22.4 萬 | 0.00% | +6,234 | 新進 |
| Fifth Third Bancorp | 5,739 | $20.6 萬 | 0.00% | +5,739 | 新進 |
| Allworth Financial LP | 4,501 | $16.1 萬 | 0.00% | +3+0.1% | 加碼 |
| Centaurus Financial, Inc. | 2,921 | $10.5 萬 | 0.00% | +53+1.8% | 加碼 |
| Vanguard National Trust Co | 2,915 | $10.5 萬 | 0.01% | +2,915 | 新進 |
| Farther Finance Advisors, LLC | 2,145 | $7.63 萬 | 0.00% | +920+75.1% | 加碼 |
| The PNC Financial Services Group, Inc. | 2,029 | $7.28 萬 | 0.00% | +212+11.7% | 加碼 |
| Private Trust Co NA | 2,000 | $7.17 萬 | 0.01% | 00.0% | 不變 |
| MAI Capital Management | 1,740 | $6.24 萬 | 0.00% | 00.0% | 不變 |
| Thompson Investment Management, Inc. | 1,616 | $5.80 萬 | 0.01% | 00.0% | 不變 |
| International Assets Investment Management, LLC | 1,625 | $5.78 萬 | 0.00% | 00.0% | 不變 |
| GWM Advisors LLC | 1,576 | $5.65 萬 | 0.00% | −500−24.1% | 減碼 |
| Osbon Capital Management LLC | 1,160 | $4.16 萬 | 0.03% | +1,160 | 新進 |
| Atlantic Union Bankshares Corp | 1,000 | $3.59 萬 | 0.00% | 00.0% | 不變 |
| CWM, LLC | 785 | $2.82 萬 | 0.00% | +271+52.7% | 加碼 |
| Eastern Bank | 750 | $2.69 萬 | 0.00% | +500+200.0% | 加碼 |
| Creative Financial Designs Inc | 600 | $2.15 萬 | 0.00% | 00.0% | 不變 |
| Toth Financial Advisory Corp | 502 | $1.80 萬 | 0.00% | −429−46.1% | 減碼 |
| Plante Moran Financial Advisors, LLC | 400 | $1.43 萬 | 0.00% | −185−31.6% | 減碼 |
| Sfam, LLC | 300 | $1.08 萬 | 0.01% | 00.0% | 不變 |
| Spire Wealth Management | 277 | $9,936 | 0.00% | 00.0% | 不變 |
| Bogart Wealth, LLC | 231 | $8,286 | 0.00% | 00.0% | 不變 |
| Mark Sheptoff Financial Planning, LLC | 200 | $7,446 | 0.00% | +200 | 新進 |
| AdvisorNet Financial, Inc | 200 | $7,174 | 0.00% | 00.0% | 不變 |
| Navigoe, LLC | 200 | $7,000 | 0.00% | 00.0% | 不變 |
| Larson Financial Group LLC | 174 | $6,255 | 0.00% | +174 | 新進 |
| Beaird Harris Wealth Management, LLC | 143 | $5,130 | 0.00% | +143 | 新進 |
| Harbour Investments, Inc. | 125 | $4,484 | 0.00% | 00.0% | 不變 |
| Tidemark, LLC | 125 | $4,484 | 0.00% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 118 | $4,233 | 0.00% | −36−23.4% | 減碼 |
| Wellington-Altus USA Inc. | 100 | $3,942 | 0.00% | 00.0% | 不變 |
| Monetary Solutions, Ltd | 100 | $3,587 | 0.00% | 00.0% | 不變 |
| CoreCap Advisors, LLC | 50 | $1,794 | 0.00% | 00.0% | 不變 |
| JPMorgan Chase & Co | 22 | $752 | 0.00% | +22 | 新進 |
| Mather Group, LLC. | 4 | $143 | 0.00% | +4 | 新進 |
| Huntington National Bank | – | $36 | 0.00% | – | – |
| Readystate Asset Management LP | 0 | $0 | 0.00% | −70,727−100.0% | 清倉 |
| AlphaCore Capital LLC | 0 | $0 | 0.00% | −13,792−100.0% | 清倉 |
| Logan Stone Capital, LLC | 0 | $0 | 0.00% | −12,670−100.0% | 清倉 |
| J.W. Cole Advisors, Inc. | 0 | $0 | 0.00% | −12,310−100.0% | 清倉 |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −11,160−100.0% | 清倉 |
| Shaker Financial Services, LLC | 0 | $0 | 0.00% | −10,576−100.0% | 清倉 |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −7,319−100.0% | 清倉 |
| Smartleaf Asset Management LLC | 0 | $0 | 0.00% | −503−100.0% | 清倉 |
| McIlrath & Eck, LLC | 0 | $0 | 0.00% | −425−100.0% | 清倉 |
| Mountain Hill Investment Partners Corp. | 0 | $0 | 0.00% | −300−100.0% | 清倉 |
| Global Wealth Strategies & Associates | 0 | $0 | 0.00% | −180−100.0% | 清倉 |
| Highline Wealth Partners LLC | 0 | $0 | 0.00% | −100−100.0% | 清倉 |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −18−100.0% | 清倉 |
| Comerica Bank | – | – | – | – | 本季未申報 |
| CIBC Private Wealth Group, LLC | – | – | – | – | 本季未申報 |
| Global Retirement Partners, LLC | – | – | – | – | 本季未申報 |