BTO HANCOCK JOHN FINL OPPTYS FD
SH BEN INT NEW
26Q126Q2
26Q126Q2
历季机构持有情况
| 季度 | 持有机构 | 机构总持股 | 申报市值 | 新建仓 | 加仓 | 减仓 | 清仓 | 估算净买入 |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 84 | 4,251,723 | $1.68亿 | 8 | 30 | 18 | 5 | $633.52万 |
| 2026Q1 | 79 | 4,071,194 | $1.46亿 | 9 | 30 | 20 | 11 | -$486.04万 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q2 买入最多
| MORGAN STANLEY | 加仓 | $271.88万 |
| 1607 Capital Partners, LLC | 新建仓 | $221.49万 |
| Shaker Financial Services, LLC | 重新持有 | $48.01万 |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 加仓 | $42.44万 |
| Karpus Management, Inc. | 新建仓 | $38.23万 |
| Almanack Investment Partners, LLC. | 新建仓 | $37.76万 |
| ENVESTNET ASSET MANAGEMENT INC | 加仓 | $36.17万 |
| OSAIC HOLDINGS, INC. | 加仓 | $34.10万 |
| CITADEL ADVISORS LLC | 新建仓 | $33.52万 |
| FCA CORP /TX | 加仓 | $25.47万 |
| &PARTNERS | 新建仓 | $20.34万 |
| Cambridge Investment Research Advisors, Inc. | 加仓 | $11.97万 |
| Private Advisor Group, LLC | 加仓 | $10.83万 |
| Steward Partners Investment Advisory, LLC | 加仓 | $10.33万 |
| ROYAL BANK OF CANADA | 加仓 | $9.80万 |
| Z3 Capital Partners, LLC | 加仓 | $9.59万 |
| LPL Financial LLC | 加仓 | $8.51万 |
| Advisory Advocates, LLC | 加仓 | $6.90万 |
| BANK OF AMERICA CORP /DE/ | 加仓 | $6.04万 |
| AMERIPRISE FINANCIAL INC | 加仓 | $5.18万 |
2026Q2 卖出最多
| Janney Montgomery Scott LLC | 减仓 | -$61.83万 |
| WOLVERINE ASSET MANAGEMENT LLC | 清仓 | -$48.79万 |
| Redwood Wealth Management Group, LLC | 清仓 | -$33.10万 |
| WELLS FARGO & COMPANY/MN | 减仓 | -$26.46万 |
| Samalin Investment Counsel, LLC | 减仓 | -$24.08万 |
| RAYMOND JAMES FINANCIAL INC | 减仓 | -$22.41万 |
| STIFEL FINANCIAL CORP | 减仓 | -$11.11万 |
| XTX Topco Ltd | 减仓 | -$7.02万 |
| PNC Financial Services Group, Inc. | 减仓 | -$6.59万 |
| MAI Capital Management | 清仓 | -$6.24万 |
| STEPHENS INC /AR/ | 减仓 | -$5.52万 |
| Osbon Capital Management LLC | 清仓 | -$4.16万 |
| Indivisible Partners | 减仓 | -$3.67万 |
| UBS Group AG | 减仓 | -$2.83万 |
| COMMONWEALTH EQUITY SERVICES, LLC | 减仓 | -$2.22万 |
| J.W. COLE ADVISORS, INC. | 重新持有 | -$2.11万 |
| FIFTH THIRD BANCORP | 减仓 | -$2.11万 |
| PEAPACK GLADSTONE FINANCIAL CORP | 减仓 | -$1.56万 |
| Alessandra Capital Management, LLC | 减仓 | -$8,081 |
| NORTH STAR ASSET MANAGEMENT INC | 减仓 | -$6,898 |
2026Q2 最大持有机构
导出全部持有机构 CSV 🔒| 机构 | 持股 | 市值 | 占该机构组合 | 变动股数 | 操作 |
|---|---|---|---|---|---|
| MORGAN STANLEY | 1,258,587 | $4,961.35万 | 0.00% | 68,969 | 加仓 |
| WELLS FARGO & COMPANY/MN | 646,729 | $2,549.40万 | 0.00% | -6,713 | 减仓 |
| Z3 Capital Partners, LLC | 411,393 | $1,621.71万 | 3.40% | 2,432 | 加仓 |
| ROYAL BANK OF CANADA | 270,289 | $1,065.40万 | 0.00% | 2,485 | 加仓 |
| Janney Montgomery Scott LLC | 177,451 | $699.50万 | 0.01% | -15,684 | 减仓 |
| RAYMOND JAMES FINANCIAL INC | 172,704 | $680.80万 | 0.00% | -5,686 | 减仓 |
| LPL Financial LLC | 130,039 | $512.61万 | 0.00% | 2,159 | 加仓 |
| STIFEL FINANCIAL CORP | 99,302 | $391.44万 | 0.00% | -2,818 | 减仓 |
| FCA CORP /TX | 95,444 | $376.24万 | 0.93% | 6,460 | 加仓 |
| NORTH STAR ASSET MANAGEMENT INC | 67,641 | $266.64万 | 0.10% | -175 | 减仓 |
| Alessandra Capital Management, LLC | 61,315 | $241.71万 | 1.71% | -205 | 减仓 |
| Steward Partners Investment Advisory, LLC | 56,961 | $224.54万 | 0.01% | 2,621 | 加仓 |
| 1607 Capital Partners, LLC | 56,187 | $221.49万 | 0.19% | 56,187 | 新建仓 |
| Cambridge Investment Research Advisors, Inc. | 51,248 | $202.00万 | 0.00% | 3,036 | 加仓 |
| BANK OF AMERICA CORP /DE/ | 46,684 | $184.03万 | 0.00% | 1,533 | 加仓 |
| UBS Group AG | 43,824 | $172.75万 | 0.00% | -717 | 减仓 |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 41,092 | $161.98万 | 0.10% | 10,767 | 加仓 |
| Gilliland Jeter Wealth Management LLC | 37,494 | $147.80万 | 0.39% | 107 | 加仓 |
| AMERIPRISE FINANCIAL INC | 35,323 | $139.24万 | 0.00% | 1,314 | 加仓 |
| Chancellor Financial Group WB LP | 31,366 | $123.64万 | 0.77% | 169 | 加仓 |
| Advisory Advocates, LLC | 30,800 | $121.41万 | 1.04% | 1,750 | 加仓 |
| OPPENHEIMER & CO INC | 28,082 | $110.70万 | 0.01% | 192 | 加仓 |
| Private Advisor Group, LLC | 26,708 | $105.28万 | 0.00% | 2,747 | 加仓 |
| HighTower Advisors, LLC | 25,390 | $100.09万 | 0.00% | 193 | 加仓 |
| Shaker Financial Services, LLC | 22,755 | $89.70万 | 0.28% | 12,179 | 重新持有 |
| World Investment Advisors | 23,785 | $85.40万 | 0.01% | -70 | 减仓 |
| Tennessee Valley Asset Management Partners | 20,719 | $81.67万 | 0.09% | 12 | 加仓 |
| OSAIC HOLDINGS, INC. | 19,452 | $76.71万 | 0.00% | 8,647 | 加仓 |
| Kestra Advisory Services, LLC | 15,554 | $61.31万 | 0.00% | 464 | 加仓 |
| ENVESTNET ASSET MANAGEMENT INC | 15,410 | $60.75万 | 0.00% | 9,176 | 加仓 |
| Samalin Investment Counsel, LLC | 14,970 | $59.01万 | 0.18% | -6,108 | 减仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 14,544 | $57.33万 | 0.00% | -562 | 减仓 |
| Mariner, LLC | 14,218 | $56.05万 | 0.00% | 188 | 加仓 |
| BENJAMIN EDWARDS INC | 13,723 | $54.09万 | 0.00% | 332 | 加仓 |
| J.W. COLE ADVISORS, INC. | 11,774 | $46.41万 | 0.01% | -536 | 重新持有 |
| Institute for Wealth Management, LLC. | 10,784 | $42.51万 | 0.04% | 0 | 不变 |
| PEAPACK GLADSTONE FINANCIAL CORP | 10,515 | $41.50万 | 0.00% | -395 | 减仓 |
| Triumph Capital Management | 10,250 | $40.41万 | 0.07% | -52 | 减仓 |
| Focus Partners Wealth | 9,941 | $39.19万 | 0.00% | 471 | 加仓 |
| Karpus Management, Inc. | 9,698 | $38.23万 | 0.01% | 9,698 | 新建仓 |
| Almanack Investment Partners, LLC. | 9,579 | $37.76万 | 0.05% | 9,579 | 新建仓 |
| D.A. DAVIDSON & CO. | 9,035 | $35.62万 | 0.00% | 14 | 加仓 |
| CITADEL ADVISORS LLC | 8,503 | $33.52万 | 0.00% | 8,503 | 新建仓 |
| Cetera Investment Advisers | 8,429 | $33.23万 | 0.00% | 14 | 加仓 |
| STEPHENS INC /AR/ | 8,149 | $32.12万 | 0.00% | -1,400 | 减仓 |
| Abel Hall, LLC | 8,000 | $31.54万 | 0.05% | 0 | 不变 |
| XTX Topco Ltd | 7,898 | $31.13万 | 0.00% | -1,780 | 减仓 |
| Indivisible Partners | 7,180 | $28.30万 | 0.02% | -932 | 减仓 |
| Creative Planning | 6,641 | $26.18万 | 0.00% | 20 | 加仓 |
| FIFTH THIRD BANCORP | 5,204 | $20.51万 | 0.00% | -535 | 减仓 |
内部人交易（Form 4）
BTO 董事、高管和大股东的最新买卖申报。专业版可看 🔒