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 2 季 13F 持有人
John Hancock Financial Opportunities Fund 在 2026/6/30 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
- 84
- 較 2026 年第 1 季 +5 家
- 持有股數
- 425.1 萬
- 較 2026 年第 1 季 +18.1 萬 (+4.4%)
- 總市值
- $1.67 億
- 較 2026 年第 1 季 +$2,149 萬 (+14.7%)
- 新進機構
- 10
- 另有 30 家加碼
- 清倉機構
- 5
- 另有 18 家減碼
另有 1 家機構在 2026 年第 1 季持有、還沒有申報 2026 年第 2 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 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 2026 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Morgan Stanley | 1,258,587 | $4,961 萬 | 0.00% | +68,969+5.8% | 加碼 |
| Wells Fargo & Company | 646,729 | $2,549 萬 | 0.00% | −6,713−1.0% | 減碼 |
| Z3 Capital Partners, LLC | 411,393 | $1,622 萬 | 3.40% | +2,432+0.6% | 加碼 |
| Royal Bank of Canada | 270,289 | $1,065 萬 | 0.00% | +2,485+0.9% | 加碼 |
| Janney Montgomery Scott LLC | 177,451 | $699.5 萬 | 0.01% | −15,684−8.1% | 減碼 |
| Raymond James Financial Inc | 172,704 | $680.8 萬 | 0.00% | −5,686−3.2% | 減碼 |
| LPL Financial LLC | 130,039 | $512.6 萬 | 0.00% | +2,159+1.7% | 加碼 |
| Stifel Financial Corp | 99,302 | $391.4 萬 | 0.00% | −2,818−2.8% | 減碼 |
| Fca Corp | 95,444 | $376.2 萬 | 0.93% | +6,460+7.3% | 加碼 |
| North Star Asset Management Inc | 67,641 | $266.6 萬 | 0.10% | −175−0.3% | 減碼 |
| Alessandra Capital Management, LLC | 61,315 | $241.7 萬 | 1.71% | −205−0.3% | 減碼 |
| Steward Partners Investment Advisory, LLC | 56,961 | $224.5 萬 | 0.01% | +2,621+4.8% | 加碼 |
| 1607 Capital Partners, LLC | 56,187 | $221.5 萬 | 0.19% | +56,187 | 新進 |
| Cambridge Investment Research Advisors, Inc. | 51,248 | $202.0 萬 | 0.00% | +3,036+6.3% | 加碼 |
| Bank of America Corp | 46,684 | $184.0 萬 | 0.00% | +1,533+3.4% | 加碼 |
| UBS Group AG | 43,824 | $172.8 萬 | 0.00% | −717−1.6% | 減碼 |
| City of London Investment Management Co Ltd | 41,092 | $162.0 萬 | 0.10% | +10,767+35.5% | 加碼 |
| Gilliland Jeter Wealth Management LLC | 37,494 | $147.8 萬 | 0.39% | +107+0.3% | 加碼 |
| Ameriprise Financial Inc | 35,323 | $139.2 萬 | 0.00% | +1,314+3.9% | 加碼 |
| Chancellor Financial Group WB LP | 31,366 | $123.6 萬 | 0.77% | +169+0.5% | 加碼 |
| Advisory Advocates, LLC | 30,800 | $121.4 萬 | 1.04% | +1,750+6.0% | 加碼 |
| Oppenheimer & Co Inc | 28,082 | $110.7 萬 | 0.01% | +192+0.7% | 加碼 |
| Private Advisor Group, LLC | 26,708 | $105.3 萬 | 0.00% | +2,747+11.5% | 加碼 |
| HighTower Advisors, LLC | 25,390 | $100.1 萬 | 0.00% | +193+0.8% | 加碼 |
| Shaker Financial Services, LLC | 22,755 | $89.7 萬 | 0.28% | +22,755 | 新進 |
| Pensionmark Financial Group, LLC | 23,785 | $85.4 萬 | 0.01% | −70−0.3% | 減碼 |
| Tennessee Valley Asset Management Partners | 20,719 | $81.7 萬 | 0.09% | +12+0.1% | 加碼 |
| Advisor Group Holdings, Inc. | 19,452 | $76.7 萬 | 0.00% | +8,647+80.0% | 加碼 |
| Kestra Advisory Services, LLC | 15,554 | $61.3 萬 | 0.00% | +464+3.1% | 加碼 |
| Envestnet Asset Management Inc | 15,410 | $60.7 萬 | 0.00% | +9,176+147.2% | 加碼 |
| Samalin Investment Counsel, LLC | 14,970 | $59.0 萬 | 0.19% | −6,108−29.0% | 減碼 |
| Commonwealth Equity Services, LLC | 14,544 | $57.3 萬 | 0.00% | −562−3.7% | 減碼 |
| Mariner, LLC | 14,218 | $56.0 萬 | 0.00% | +188+1.3% | 加碼 |
| Benjamin Edwards Inc | 13,723 | $54.1 萬 | 0.00% | +332+2.5% | 加碼 |
| J.W. Cole Advisors, Inc. | 11,774 | $46.4 萬 | 0.01% | +11,774 | 新進 |
| Institute for Wealth Management, LLC. | 10,784 | $42.5 萬 | 0.04% | 00.0% | 不變 |
| Peapack Gladstone Financial Corp | 10,515 | $41.5 萬 | 0.00% | −395−3.6% | 減碼 |
| Triumph Capital Management | 10,250 | $40.4 萬 | 0.07% | −52−0.5% | 減碼 |
| Colony Group, LLC | 9,941 | $39.2 萬 | 0.00% | +471+5.0% | 加碼 |
| Karpus Management, Inc. | 9,698 | $38.2 萬 | 0.01% | +9,698 | 新進 |
| Almanack Investment Partners, LLC. | 9,579 | $37.8 萬 | 0.05% | +9,579 | 新進 |
| D.A. Davidson & Co. | 9,035 | $35.6 萬 | 0.00% | +14+0.2% | 加碼 |
| Citadel Advisors LLC | 8,503 | $33.5 萬 | 0.00% | +8,503 | 新進 |
| Cetera Investment Advisers | 8,429 | $33.2 萬 | 0.00% | +14+0.2% | 加碼 |
| Stephens Inc | 8,149 | $32.1 萬 | 0.00% | −1,400−14.7% | 減碼 |
| Abel Hall, LLC | 8,000 | $31.5 萬 | 0.05% | 00.0% | 不變 |
| XTX Topco Ltd | 7,898 | $31.1 萬 | 0.00% | −1,780−18.4% | 減碼 |
| Indivisible Partners | 7,180 | $28.3 萬 | 0.02% | −932−11.5% | 減碼 |
| Creative Planning | 6,641 | $26.2 萬 | 0.00% | +20+0.3% | 加碼 |
| Fifth Third Bancorp | 5,204 | $20.5 萬 | 0.00% | −535−9.3% | 減碼 |
| Wiley Bros.-Aintree Capital, LLC | 5,161 | $20.3 萬 | 0.00% | +5,161 | 新進 |
| Allworth Financial LP | 4,503 | $17.8 萬 | 0.00% | +20.0% | 加碼 |
| Centaurus Financial, Inc. | 2,969 | $11.7 萬 | 0.00% | +48+1.6% | 加碼 |
| Vanguard National Trust Co | 2,915 | $11.5 萬 | 0.01% | 00.0% | 不變 |
| Farther Finance Advisors, LLC | 2,145 | $8.46 萬 | 0.00% | 00.0% | 不變 |
| Private Trust Co NA | 2,000 | $7.88 萬 | 0.01% | 00.0% | 不變 |
| International Assets Investment Management, LLC | 1,625 | $6.47 萬 | 0.00% | 00.0% | 不變 |
| Thompson Investment Management, Inc. | 1,616 | $6.37 萬 | 0.01% | 00.0% | 不變 |
| GWM Advisors LLC | 1,576 | $6.21 萬 | 0.00% | 00.0% | 不變 |
| Action Point Financial Planning, LLC | 1,160 | $4.57 萬 | 0.00% | +1,160 | 新進 |
| Atlantic Union Bankshares Corp | 1,000 | $3.94 萬 | 0.00% | 00.0% | 不變 |
| JPMorgan Chase & Co | 830 | $3.25 萬 | 0.00% | +808+3,672.7% | 加碼 |
| Eastern Bank | 750 | $2.96 萬 | 0.00% | 00.0% | 不變 |
| Creative Financial Designs Inc | 600 | $2.37 萬 | 0.00% | 00.0% | 不變 |
| Toth Financial Advisory Corp | 505 | $1.99 萬 | 0.00% | +3+0.6% | 加碼 |
| Plante Moran Financial Advisors, LLC | 400 | $1.58 萬 | 0.00% | 00.0% | 不變 |
| The PNC Financial Services Group, Inc. | 357 | $1.41 萬 | 0.00% | −1,672−82.4% | 減碼 |
| Sfam, LLC | 300 | $1.18 萬 | 0.01% | 00.0% | 不變 |
| Spire Wealth Management | 277 | $1.09 萬 | 0.00% | 00.0% | 不變 |
| Bogart Wealth, LLC | 231 | $9,106 | 0.00% | 00.0% | 不變 |
| Mark Sheptoff Financial Planning, LLC | 200 | $7,884 | 0.00% | 00.0% | 不變 |
| AdvisorNet Financial, Inc | 200 | $7,884 | 0.00% | 00.0% | 不變 |
| Navigoe, LLC | 200 | $7,000 | 0.00% | 00.0% | 不變 |
| Larson Financial Group LLC | 174 | $6,874 | 0.00% | 00.0% | 不變 |
| MB, Levis & Associates, LLC | 158 | $6,228 | 0.00% | +158 | 新進 |
| Harbour Investments, Inc. | 125 | $4,928 | 0.00% | 00.0% | 不變 |
| Tidemark, LLC | 125 | $4,928 | 0.00% | 00.0% | 不變 |
| Monetary Solutions, Ltd | 100 | $3,942 | 0.00% | 00.0% | 不變 |
| Wellington-Altus USA Inc. | 100 | $3,587 | 0.00% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 80 | $3,154 | 0.00% | −38−32.2% | 減碼 |
| Global Retirement Partners, LLC | 52 | $2,060 | 0.00% | +52 | 新進 |
| CoreCap Advisors, LLC | 50 | $1,971 | 0.00% | 00.0% | 不變 |
| Mather Group, LLC. | 4 | $158 | 0.00% | 00.0% | 不變 |
| Huntington National Bank | – | $39 | 0.00% | – | – |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −13,603−100.0% | 清倉 |
| Redwood Wealth Management Group, LLC | 0 | $0 | 0.00% | −9,229−100.0% | 清倉 |
| MAI Capital Management | 0 | $0 | 0.00% | −1,740−100.0% | 清倉 |
| Osbon Capital Management LLC | 0 | $0 | 0.00% | −1,160−100.0% | 清倉 |
| Beaird Harris Wealth Management, LLC | 0 | $0 | 0.00% | −143−100.0% | 清倉 |
| CWM, LLC | – | – | – | – | 本季未申報 |