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。
2025 年第 1 季 13F 持有人
Full Truck Alliance Co. Ltd. 在 2025/3/31 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
- 247
- 較 2024 年第 4 季 +55 家
- 持有股數
- 6.53 億
- 較 2024 年第 4 季 +1,882 萬 (+3.0%)
- 總市值
- $83.2 億
- 較 2024 年第 4 季 +$14.6 億 (+21.3%)
- 新進機構
- 69
- 另有 92 家加碼
- 清倉機構
- 14
- 另有 61 家減碼
另有 3 家機構在 2024 年第 4 季持有、還沒有申報 2025 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 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 |
2025 年第 1 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 2024 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Principal Securities, Inc. | 23 | $249 | 0.00% | 00.0% | 不變 |
| Sierra Ocean, LLC | 24 | $306 | 0.00% | +24 | 新進 |
| NewSquare Capital LLC | 25 | $319 | 0.00% | +25 | 新進 |
| Sunbelt Securities, Inc. | 100 | $1,277 | 0.00% | 00.0% | 不變 |
| Rakuten Securities, Inc. | 118 | $1,507 | 0.00% | +118 | 新進 |
| The PNC Financial Services Group, Inc. | 121 | $1,545 | 0.00% | +121 | 新進 |
| CIBC Private Wealth Group, LLC | 169 | $1,751 | 0.00% | +169 | 新進 |
| Farther Finance Advisors, LLC | 398 | $5,090 | 0.00% | 00.0% | 不變 |
| Glen Eagle Advisors, LLC | 508 | $6,486 | 0.00% | 00.0% | 不變 |
| Hantz Financial Services, Inc. | 510 | $7,000 | 0.00% | +510 | 新進 |
| Bell Investment Advisors, Inc | 553 | $7,062 | 0.00% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 564 | $7,202 | 0.00% | +264+88.0% | 加碼 |
| Pacer Advisors, Inc. | 614 | $7,841 | 0.00% | −31−4.8% | 減碼 |
| Private Trust Co NA | 625 | $7,981 | 0.00% | 00.0% | 不變 |
| Advisor Group Holdings, Inc. | 670 | $8,554 | 0.00% | +61+10.0% | 加碼 |
| Park Place Capital Corp | 944 | $1.21 萬 | 0.00% | +944 | 新進 |
| EverSource Wealth Advisors, LLC | 1,035 | $1.32 萬 | 0.00% | −20,110−95.1% | 減碼 |
| Ronald Blue Trust, Inc. | 1,164 | $1.49 萬 | 0.00% | 00.0% | 不變 |
| Byrne Asset Management LLC | 1,270 | $1.62 萬 | 0.01% | 00.0% | 不變 |
| Compagnie Lombard Odier SCmA | 1,600 | $2.04 萬 | 0.00% | +1,600 | 新進 |
| Ci Investments Inc. | 1,688 | $2.20 萬 | 0.00% | +261+18.3% | 加碼 |
| Amiral Gestion | 2,118 | $2.70 萬 | 0.01% | +2,118 | 新進 |
| Atlas Capital Advisors LLC | 2,246 | $2.87 萬 | 0.00% | +2,246 | 新進 |
| Coldstream Capital Management Inc | 2,320 | $2.96 萬 | 0.00% | +2,320 | 新進 |
| Skopos Labs, Inc. | 2,459 | $3.14 萬 | 0.01% | +2,046+495.4% | 加碼 |
| US Bancorp | 3,121 | $3.99 萬 | 0.00% | +3,121 | 新進 |
| Advisors Asset Management, Inc. | 3,303 | $4.22 萬 | 0.00% | −2,068−38.5% | 減碼 |
| Clear Street Markets LLC | 5,013 | $6.40 萬 | 0.04% | +4,693+1,466.6% | 加碼 |
| Rhumbline Advisers | 5,387 | $6.88 萬 | 0.00% | −8,512−61.2% | 減碼 |
| Optiver Holding B.V. | 5,586 | $7.13 萬 | 0.00% | +5,586 | 新進 |
| Shen Neil Nanpeng | 7,174 | $7.95 萬 | 47.25% | 00.0% | 不變 |
| SBI Securities Co., Ltd. | 6,742 | $8.61 萬 | 0.00% | +871+14.8% | 加碼 |
| Harel Insurance Investments & Financial Services Ltd. | 6,990 | $8.90 萬 | 0.00% | −1,517−17.8% | 減碼 |
| Caitong International Asset Management Co., Ltd | 11,090 | $14.2 萬 | 0.11% | +11,004+12,795.3% | 加碼 |
| TownSquare Capital, LLC | 11,185 | $14.3 萬 | 0.00% | +891+8.7% | 加碼 |
| HighTower Advisors, LLC | 11,567 | $14.8 萬 | 0.00% | −207,036−94.7% | 減碼 |
| Brinker Capital Investments, LLC | 12,654 | $16.2 萬 | 0.00% | +12,654 | 新進 |
| Orion Portfolio Solutions, LLC | 12,654 | $16.2 萬 | 0.00% | +12,654 | 新進 |
| Jasper Ridge Partners, L.P. | 13,738 | $17.5 萬 | 0.01% | 00.0% | 不變 |
| Walleye Trading LLC | 13,996 | $17.9 萬 | 0.01% | +13,996 | 新進 |
| Hexagon Capital Partners LLC | 14,619 | $18.7 萬 | 0.04% | 00.0% | 不變 |
| Two Sigma Advisers, LP | 16,100 | $20.6 萬 | 0.00% | +16,100 | 新進 |
| Atomi Financial Group, Inc. | 16,156 | $20.6 萬 | 0.01% | +5,218+47.7% | 加碼 |
| Atria Wealth Solutions, Inc. | 16,630 | $21.2 萬 | 0.00% | +16,630 | 新進 |
| E Fund Management (Hong Kong) Co., Ltd. | 17,358 | $22.2 萬 | 0.20% | +17,358 | 新進 |
| Barometer Capital Management Inc. | 18,017 | $22.8 萬 | 0.08% | −23,400−56.5% | 減碼 |
| Federation des caisses Desjardins du Quebec | 18,528 | $23.7 萬 | 0.00% | +16,528+826.4% | 加碼 |
| HRT Financial LP | 19,211 | $24.5 萬 | 0.00% | −234,058−92.4% | 減碼 |
| Wolverine Trading, LLC | 19,012 | $24.5 萬 | 0.01% | +8,400+79.2% | 加碼 |
| Prelude Capital Management, LLC | 20,049 | $25.6 萬 | 0.03% | +20,049 | 新進 |
| Fox Run Management, L.L.C. | 20,231 | $25.8 萬 | 0.04% | +20,231 | 新進 |
| Deltec Asset Management LLC | 20,500 | $26.2 萬 | 0.06% | +20,500 | 新進 |
| Savant Capital, LLC | 20,842 | $26.6 萬 | 0.00% | +2,901+16.2% | 加碼 |
| Arete Wealth Advisors, LLC | 21,695 | $27.7 萬 | 0.02% | −6,123−22.0% | 減碼 |
| Susquehanna International Group, LLP | 22,330 | $28.5 萬 | 0.00% | +5,243+30.7% | 加碼 |
| Bryn Mawr Trust Co | 23,000 | $29.4 萬 | 0.01% | 00.0% | 不變 |
| Harbour Capital Advisors, LLC | 23,900 | $29.9 萬 | 0.07% | +23,900 | 新進 |
| Mirae Asset Global Investments Co., Ltd. | 24,146 | $31.1 萬 | 0.00% | +1,406+6.2% | 加碼 |
| QRG Capital Management, Inc. | 24,702 | $31.5 萬 | 0.00% | +24,702 | 新進 |
| Truist Financial Corp | 24,788 | $31.7 萬 | 0.00% | +11,548+87.2% | 加碼 |
| Quinn Opportunity Partners LLC | 24,798 | $31.7 萬 | 0.02% | −137,067−84.7% | 減碼 |
| Hudson Bay Capital Management LP | 25,000 | $31.9 萬 | 0.00% | +25,000 | 新進 |
| Custom Index Systems, LLC | 25,152 | $32.1 萬 | 0.16% | +25,152 | 新進 |
| Summit Global Investments | 26,510 | $33.9 萬 | 0.02% | +26,510 | 新進 |
| JustInvest LLC | 26,560 | $33.9 萬 | 0.01% | +446+1.7% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 26,964 | $34.4 萬 | 0.00% | +6,556+32.1% | 加碼 |
| WCM Investment Management, LLC | 27,035 | $34.9 萬 | 0.00% | +7,610+39.2% | 加碼 |
| National Bank of Canada | 27,457 | $35.1 萬 | 0.00% | +27,457 | 新進 |
| Aigen Investment Management, LP | 28,655 | $36.6 萬 | 0.06% | −9,476−24.9% | 減碼 |
| Altfest L J & Co Inc | 28,905 | $36.9 萬 | 0.05% | +28,905 | 新進 |
| Crossmark Global Holdings, Inc. | 30,681 | $39.2 萬 | 0.01% | +547+1.8% | 加碼 |
| Centiva Capital, LP | 32,388 | $41.4 萬 | 0.02% | +32,388 | 新進 |
| Royal Bank of Canada | 34,765 | $44.4 萬 | 0.00% | +22,001+172.4% | 加碼 |
| Boothbay Fund Management, LLC | 34,800 | $44.4 萬 | 0.02% | −10,000−22.3% | 減碼 |
| NFJ Investment Group, LLC | 37,825 | $48.3 萬 | 0.02% | −1,271−3.3% | 減碼 |
| Bayforest Capital Ltd | 43,607 | $55.7 萬 | 0.24% | +14,908+51.9% | 加碼 |
| Oberweis Asset Management Inc | 45,000 | $57.5 萬 | 0.03% | +23,000+104.5% | 加碼 |
| Diversified Trust Co | 46,100 | $58.9 萬 | 0.01% | +46,100 | 新進 |
| Wells Fargo & Company | 47,378 | $60.5 萬 | 0.00% | +46,364+4,572.4% | 加碼 |
| Mariner, LLC | 48,672 | $62.2 萬 | 0.00% | −5,760−10.6% | 減碼 |
| Bayesian Capital Management, LP | 48,700 | $62.2 萬 | 0.10% | +48,700 | 新進 |
| Vident Advisory, LLC | 51,204 | $65.4 萬 | 0.01% | +311+0.6% | 加碼 |
| XTX Topco Ltd | 52,661 | $67.2 萬 | 0.03% | +52,661 | 新進 |
| Mangrove Partners | 59,350 | $75.8 萬 | 0.09% | +59,350 | 新進 |
| O'Neil Global Advisors, Inc. | 61,038 | $77.9 萬 | 1.47% | +61,038 | 新進 |
| Quadrature Capital Ltd | 62,230 | $79.5 萬 | 0.02% | −149,921−70.7% | 減碼 |
| Calamos Advisors LLC | 65,800 | $84.0 萬 | 0.00% | +65,800 | 新進 |
| D. E. Shaw & Co., Inc. | 68,329 | $87.3 萬 | 0.00% | −762,694−91.8% | 減碼 |
| Lighthouse Investment Partners, LLC | 68,532 | $87.5 萬 | 0.04% | +68,532 | 新進 |
| Arrowstreet Capital, Limited Partnership | 69,375 | $88.6 萬 | 0.00% | +69,375 | 新進 |
| Numerai GP LLC | 70,614 | $90.2 萬 | 0.17% | −100,922−58.8% | 減碼 |
| Engineers Gate Manager LP | 74,877 | $95.6 萬 | 0.02% | +74,877 | 新進 |
| Handelsbanken Fonder AB | 75,100 | $95.9 萬 | 0.00% | 00.0% | 不變 |
| Deutsche Bank AG | 79,544 | $101.6 萬 | 0.00% | −699−0.9% | 減碼 |
| Envestnet Asset Management Inc | 80,491 | $102.8 萬 | 0.00% | +30,845+62.1% | 加碼 |
| Caxton Associates LLP | 80,903 | $103.3 萬 | 0.04% | +80,903 | 新進 |
| Prudential PLC | 81,831 | $104.5 萬 | 0.01% | +57,532+236.8% | 加碼 |
| PEAK6 LLC | 82,593 | $105.5 萬 | 0.04% | +82,593 | 新進 |
| Marshall Wace, LLP | 83,158 | $106.2 萬 | 0.00% | +83,158 | 新進 |
| Bank of New York Mellon Corp | 85,106 | $108.7 萬 | 0.00% | +1,577+1.9% | 加碼 |