Full Truck Alliance Co. Ltd.
YMM- 交易所
- NYSE
- 產業
- Services-Prepackaged Software
- SEC CIK
- 0001838413
近 90 天，Full Truck Alliance Co. Ltd. 沒有內部人公開市場買賣的申報；2026 年第 2 季末有 245 家機構在 13F 申報持有，市值合計 $60.1 億；大師中只有景林資產持有。
2023 年第 4 季 13F 持有人
Full Truck Alliance Co. Ltd. 在 2023/12/31 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
- 149
- 較 2023 年第 3 季 +28 家
- 持有股數
- 4.65 億
- 較 2023 年第 3 季 +2,483 萬 (+5.6%)
- 總市值
- $32.5 億
- 較 2023 年第 3 季 +$1.52 億 (+4.9%)
- 新進機構
- 38
- 另有 43 家加碼
- 清倉機構
- 10
- 另有 48 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 YMM 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 | 245 | $60.1 億 |
| 2026 年第 1 季 | 203 | $59.6 億 |
| 2025 年第 4 季 | 211 | $79.8 億 |
| 2025 年第 3 季 | 229 | $92.4 億 |
| 2025 年第 2 季 | 229 | $79.3 億 |
| 2025 年第 1 季 | 247 | $83.2 億 |
| 2024 年第 4 季 | 195 | $69.3 億 |
| 2024 年第 3 季 | 170 | $48.4 億 |
| 2024 年第 2 季 | 177 | $43.9 億 |
| 2024 年第 1 季 | 146 | $36.6 億 |
| 2023 年第 4 季 | 149 | $32.5 億 |
| 2023 年第 3 季 | 121 | $31.0 億 |
| 2023 年第 2 季 | 118 | $27.3 億 |
| 2023 年第 1 季 | 133 | $34.9 億 |
| 2022 年第 4 季 | 126 | $36.0 億 |
| 2022 年第 3 季 | 105 | $26.5 億 |
| 2022 年第 2 季 | 109 | $35.3 億 |
| 2022 年第 1 季 | 88 | $24.0 億 |
| 2021 年第 4 季 | 97 | $25.6 億 |
| 2021 年第 3 季 | 57 | $15.4 億 |
| 2021 年第 2 季 | 67 | $18.0 億 |
| 2021 年第 1 季 | 0 | $0 |
2023 年第 4 季持有機構
每家機構持有 Full Truck Alliance Co. Ltd. 的股數、市值與佔組合比重；股數變化跟 2023 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Zurcher Kantonalbank (Zurich Cantonalbank) | 77 | $540 | 0.00% | 00.0% | 不變 |
| Royal Bank of Canada | 112 | $1,000 | 0.00% | −373−76.9% | 減碼 |
| Farther Finance Advisors, LLC | 160 | $1,122 | 0.00% | +160 | 新進 |
| Arlington Trust Co LLC | 218 | $1,528 | 0.00% | +218 | 新進 |
| EverSource Wealth Advisors, LLC | 389 | $2,727 | 0.00% | +140+56.2% | 加碼 |
| Glen Eagle Advisors, LLC | 500 | $3,505 | 0.00% | 00.0% | 不變 |
| Byrne Asset Management LLC | 600 | $4,098 | 0.00% | +600 | 新進 |
| Quantbot Technologies LP | 592 | $4,150 | 0.00% | +592 | 新進 |
| Bell Investment Advisors, Inc | 623 | $4,368 | 0.00% | +58+10.3% | 加碼 |
| Private Trust Co NA | 625 | $4,381 | 0.00% | 00.0% | 不變 |
| Pacer Advisors, Inc. | 758 | $5,314 | 0.00% | +61+8.8% | 加碼 |
| US Bancorp | 1,912 | $1.34 萬 | 0.00% | +1,912 | 新進 |
| Advisors Preferred, LLC | 2,361 | $1.56 萬 | 0.00% | +2,361 | 新進 |
| Ronald Blue Trust, Inc. | 2,320 | $1.60 萬 | 0.00% | +2,320 | 新進 |
| Ci Investments Inc. | 2,391 | $1.70 萬 | 0.00% | −2,164−47.5% | 減碼 |
| Banque Cantonale Vaudoise | 2,974 | $2.10 萬 | 0.00% | −200−6.3% | 減碼 |
| Shen Neil Nanpeng | 7,174 | $4.79 萬 | 26.70% | 00.0% | 不變 |
| FMR LLC | 7,262 | $5.09 萬 | 0.00% | −430−5.6% | 減碼 |
| Advisors Asset Management, Inc. | 10,050 | $7.05 萬 | 0.00% | +1,934+23.8% | 加碼 |
| Atomi Financial Group, Inc. | 13,473 | $9.44 萬 | 0.01% | +13,473 | 新進 |
| Crossmark Global Holdings, Inc. | 13,526 | $9.50 萬 | 0.00% | +13,526 | 新進 |
| Harel Insurance Investments & Financial Services Ltd. | 13,701 | $9.60 萬 | 0.00% | −8,152−37.3% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 14,685 | $10.3 萬 | 0.00% | +14,685 | 新進 |
| HRT Financial LP | 15,291 | $10.7 萬 | 0.00% | +15,291 | 新進 |
| Two Sigma Securities, LLC | 16,725 | $11.7 萬 | 0.01% | +669+4.2% | 加碼 |
| Cubist Systematic Strategies, LLC | 17,375 | $12.2 萬 | 0.00% | +17,375 | 新進 |
| Barometer Capital Management Inc. | 17,400 | $12.2 萬 | 0.03% | +17,400 | 新進 |
| EntryPoint Capital, LLC | 19,929 | $14.0 萬 | 0.13% | +19,929 | 新進 |
| Centiva Capital, LP | 22,560 | $15.8 萬 | 0.01% | +22,560 | 新進 |
| Y-Intercept (Hong Kong) Ltd | 24,402 | $17.1 萬 | 0.02% | −12,574−34.0% | 減碼 |
| Vident Advisory, LLC | 24,752 | $17.4 萬 | 0.00% | +4,334+21.2% | 加碼 |
| Compagnie Lombard Odier SCmA | 26,400 | $18.5 萬 | 0.00% | −975,670−97.4% | 減碼 |
| JustInvest LLC | 27,060 | $19.0 萬 | 0.00% | +123+0.5% | 加碼 |
| Aigen Investment Management, LP | 28,751 | $20.2 萬 | 0.04% | +28,751 | 新進 |
| Hexagon Capital Partners LLC | 28,819 | $20.2 萬 | 0.05% | 00.0% | 不變 |
| Virtu Financial LLC | 28,930 | $20.3 萬 | 0.02% | +28,930 | 新進 |
| Rhumbline Advisers | 30,285 | $21.2 萬 | 0.00% | −20−0.1% | 減碼 |
| Squarepoint Ops LLC | 30,737 | $21.5 萬 | 0.00% | +30,737 | 新進 |
| Quadrature Capital Ltd | 32,694 | $22.9 萬 | 0.00% | +32,694 | 新進 |
| Ieq Capital, LLC | 33,805 | $23.7 萬 | 0.00% | 00.0% | 不變 |
| Mariner, LLC | 34,047 | $23.9 萬 | 0.00% | +19,648+136.5% | 加碼 |
| Standard Life Aberdeen plc | 34,748 | $24.4 萬 | 0.00% | +3,473+11.1% | 加碼 |
| China Universal Asset Management Co., Ltd. | 37,130 | $26.0 萬 | 0.05% | −125,700−77.2% | 減碼 |
| Marex Group plc | 38,010 | $26.6 萬 | 0.01% | +38,010 | 新進 |
| Aubrey Capital Management Ltd | 43,000 | $30.1 萬 | 0.13% | 00.0% | 不變 |
| Flow Traders U.S. LLC | 43,581 | $30.6 萬 | 0.01% | +43,581 | 新進 |
| DRW Securities, LLC | 43,711 | $30.6 萬 | 0.01% | +43,711 | 新進 |
| Deutsche Bank AG | 44,322 | $31.1 萬 | 0.00% | −65,076−59.5% | 減碼 |
| Tower Research Capital LLC (TRC) | 45,428 | $31.8 萬 | 0.00% | +42,415+1,407.7% | 加碼 |
| Capital Fund Management S.A. | 46,901 | $32.9 萬 | 0.00% | −261,080−84.8% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 57,451 | $40.3 萬 | 0.00% | +39,302+216.6% | 加碼 |
| Engineers Gate Manager LP | 61,119 | $42.8 萬 | 0.01% | +61,119 | 新進 |
| Seaport Global Advisors, LLC | 61,843 | $43.4 萬 | 1.04% | +61,843 | 新進 |
| Point72 Hong Kong Ltd | 66,772 | $46.8 萬 | 0.03% | −162,328−70.9% | 減碼 |
| SEI Investments Co | 70,874 | $49.7 萬 | 0.00% | 00.0% | 不變 |
| Handelsbanken Fonder AB | 75,100 | $52.6 萬 | 0.00% | −13,600−15.3% | 減碼 |
| Jump Financial, LLC | 81,000 | $56.8 萬 | 0.02% | +81,000 | 新進 |
| Nomura Holdings Inc | 86,340 | $60.5 萬 | 0.01% | −323,300−78.9% | 減碼 |
| Bank of New York Mellon Corp | 87,503 | $61.3 萬 | 0.00% | +1,659+1.9% | 加碼 |
| Rock Creek Group, LP | 120,000 | $63.4 萬 | 0.09% | +30,000+33.3% | 加碼 |
| Bank of America Corp | 100,371 | $70.4 萬 | 0.00% | −426,283−80.9% | 減碼 |
| Geode Capital Management, LLC | 108,827 | $76.3 萬 | 0.00% | +11,017+11.3% | 加碼 |
| Northern Trust Corp | 111,186 | $77.9 萬 | 0.00% | +25,172+29.3% | 加碼 |
| Franklin Resources Inc | 115,190 | $80.7 萬 | 0.00% | −7,724−6.3% | 減碼 |
| UBS Asset Management Americas Inc | 124,200 | $87.1 萬 | 0.00% | −12,200−8.9% | 減碼 |
| Profund Advisors LLC | 128,330 | $90.0 萬 | 0.04% | +80,010+165.6% | 加碼 |
| Schroder Investment Management Group | 139,795 | $98.0 萬 | 0.00% | −51,182−26.8% | 減碼 |
| Quaero Capital S.A. | 157,965 | $110.7 萬 | 1.15% | +157,965 | 新進 |
| Polymer Capital Management (HK) LTD | 170,900 | $119.8 萬 | 0.42% | +170,900 | 新進 |
| Lombard Odier Asset Management (Switzerland) SA | 183,688 | $128.8 萬 | 0.17% | −15,116−7.6% | 減碼 |
| Alps Advisors Inc | 192,972 | $135.3 萬 | 0.01% | −27,792−12.6% | 減碼 |
| Citigroup Inc | 235,978 | $165.4 萬 | 0.00% | +221,790+1,563.2% | 加碼 |
| Qube Research & Technologies Ltd | 238,663 | $167.3 萬 | 0.00% | +238,663 | 新進 |
| ABS Direct Equity Fund LLC | 264,200 | $185.2 萬 | 1.74% | +264,200 | 新進 |
| Ramirez Asset Management, Inc. | 286,509 | $200.8 萬 | 0.41% | +72,969+34.2% | 加碼 |
| Twinbeech Capital LP | 293,245 | $205.6 萬 | 0.03% | +293,245 | 新進 |
| Macquarie Group Ltd | 333,975 | $234.1 萬 | 0.00% | −1,500,000−81.8% | 減碼 |
| Parametrica Management Ltd | 355,280 | $249.1 萬 | 4.09% | +70,599+24.8% | 加碼 |
| Quinn Opportunity Partners LLC | 356,165 | $249.7 萬 | 0.29% | −447,608−55.7% | 減碼 |
| Point72 Asset Management, L.P. | 364,500 | $255.5 萬 | 0.01% | −142,300−28.1% | 減碼 |
| Voloridge Investment Management, LLC | 368,161 | $258.1 萬 | 0.01% | +221,953+151.8% | 加碼 |
| Penserra Capital Management LLC | 387,031 | $271.3 萬 | 0.05% | −35,292−8.4% | 減碼 |
| UBS Group AG | 406,469 | $284.9 萬 | 0.00% | +355,959+704.7% | 加碼 |
| Susquehanna International Group, LLP | 418,508 | $293.4 萬 | 0.00% | +296,166+242.1% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 423,900 | $297.2 萬 | 0.01% | −1,239,200−74.5% | 減碼 |
| Renaissance Capital LLC | 427,839 | $299.9 萬 | 1.47% | +89,305+26.4% | 加碼 |
| Westpac Banking Corp | 520,277 | $364.7 萬 | 0.30% | +520,277 | 新進 |
| Octahedron Capital Management L.P. | 520,300 | $364.7 萬 | 4.82% | 00.0% | 不變 |
| Parkwood LLC | 543,421 | $380.9 萬 | 0.61% | 00.0% | 不變 |
| Schonfeld Strategic Advisors LLC | 625,240 | $438.3 萬 | 0.04% | −2,334,146−78.9% | 減碼 |
| Harvest Fund Management Co., Ltd | 629,396 | $440.6 萬 | 0.69% | −116,640−15.6% | 減碼 |
| MIC Capital Management UK LLP | 630,697 | $442.1 萬 | 0.86% | 00.0% | 不變 |
| Federated Hermes, Inc. | 752,460 | $527.5 萬 | 0.01% | −36,167−4.6% | 減碼 |
| TB Alternative Assets Ltd. | 830,500 | $582.2 萬 | 1.55% | −172,200−17.2% | 減碼 |
| Charles Schwab Investment Management Inc | 850,413 | $596.1 萬 | 0.00% | −44,185−4.9% | 減碼 |
| BlackRock Inc. | 866,261 | $607.2 萬 | 0.00% | −59,363−6.4% | 減碼 |
| Old Mission Capital LLC | 889,749 | $623.7 萬 | 0.17% | +889,749 | 新進 |
| Twenty Acre Capital LP | 929,300 | $651.4 萬 | 6.20% | +55,100+6.3% | 加碼 |
| HarbourVest Partners LLC | 957,580 | $671.3 萬 | 2.25% | 00.0% | 不變 |
| Millennium Management LLC | 1,021,669 | $716.2 萬 | 0.01% | −923,445−47.5% | 減碼 |