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 4 季 13F 持有人
Full Truck Alliance Co. Ltd. 在 2025/12/31 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
- 211
- 較 2025 年第 3 季 −14 家
- 持有股數
- 7.44 億
- 較 2025 年第 3 季 +3,366 萬 (+4.7%)
- 總市值
- $79.8 億
- 較 2025 年第 3 季 −$12.2 億 (−13.2%)
- 新進機構
- 32
- 另有 76 家加碼
- 清倉機構
- 46
- 另有 75 家減碼
另有 4 家機構在 2025 年第 3 季持有、還沒有申報 2025 年第 4 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 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 2025 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Optiver Holding B.V. | 2 | $21 | 0.00% | 00.0% | 不變 |
| Larson Financial Group LLC | 18 | $193 | 0.00% | +18 | 新進 |
| Rossby Financial, LCC | 28 | $300 | 0.00% | 00.0% | 不變 |
| Highline Wealth Partners LLC | 35 | $376 | 0.00% | −231−86.8% | 減碼 |
| North Star Investment Management Corp. | 45 | $483 | 0.00% | +45 | 新進 |
| IMA Wealth, Inc. | 53 | $568 | 0.00% | +53 | 新進 |
| Nisa Investment Advisors, LLC | 68 | $730 | 0.00% | +68 | 新進 |
| Ronald Blue Trust, Inc. | 72 | $773 | 0.00% | +72 | 新進 |
| The PNC Financial Services Group, Inc. | 89 | $958 | 0.00% | −24−21.2% | 減碼 |
| Basecamp Wealth Advisors LLC | 90 | $966 | 0.00% | +90 | 新進 |
| Tower Research Capital LLC (TRC) | 127 | $1,363 | 0.00% | +2+1.6% | 加碼 |
| Pinnacle Wealth Planning Services, Inc. | 172 | $1,846 | 0.00% | +172 | 新進 |
| CIBC Private Wealth Group, LLC | 192 | $2,060 | 0.00% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 194 | $2,084 | 0.00% | +1+0.5% | 加碼 |
| Glen Eagle Advisors, LLC | 508 | $5,450 | 0.00% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 558 | $5,987 | 0.00% | 00.0% | 不變 |
| Ramirez Asset Management, Inc. | 590 | $6,332 | 0.00% | −228,688−99.7% | 減碼 |
| Assetmark, Inc | 613 | $6,577 | 0.00% | +150+32.4% | 加碼 |
| Private Trust Co NA | 625 | $6,706 | 0.00% | 00.0% | 不變 |
| Park Place Capital Corp | 944 | $1.01 萬 | 0.00% | 00.0% | 不變 |
| Rakuten Securities, Inc. | 1,021 | $1.10 萬 | 0.00% | −2−0.2% | 減碼 |
| Bell Investment Advisors, Inc | 1,106 | $1.19 萬 | 0.00% | +409+58.7% | 加碼 |
| Baillie Gifford & Co | 1,158 | $1.24 萬 | 0.00% | +1,158 | 新進 |
| First Horizon Corp | 1,287 | $1.38 萬 | 0.00% | 00.0% | 不變 |
| Farther Finance Advisors, LLC | 1,327 | $1.42 萬 | 0.00% | +133+11.1% | 加碼 |
| Byrne Asset Management LLC | 1,370 | $1.47 萬 | 0.01% | 00.0% | 不變 |
| Advisor Group Holdings, Inc. | 1,606 | $1.72 萬 | 0.00% | −46−2.8% | 減碼 |
| Pacer Advisors, Inc. | 1,909 | $2.05 萬 | 0.00% | +1,587+492.9% | 加碼 |
| Smartleaf Asset Management LLC | 1,954 | $2.14 萬 | 0.00% | +1,954 | 新進 |
| US Bancorp | 2,500 | $2.68 萬 | 0.00% | 00.0% | 不變 |
| Rhumbline Advisers | 2,558 | $2.74 萬 | 0.00% | −459−15.2% | 減碼 |
| PEAK6 LLC | 3,504 | $3.76 萬 | 0.00% | −120,457−97.2% | 減碼 |
| Rockefeller Capital Management L.P. | 3,663 | $3.93 萬 | 0.00% | +3,663 | 新進 |
| EverSource Wealth Advisors, LLC | 3,718 | $3.99 萬 | 0.00% | +388+11.7% | 加碼 |
| Banque de Luxembourg S.A. | 4,138 | $4.44 萬 | 0.02% | +4,138 | 新進 |
| CoreCap Advisors, LLC | 4,200 | $4.51 萬 | 0.00% | +4,000+2,000.0% | 加碼 |
| Bayforest Capital Ltd | 5,571 | $5.98 萬 | 0.04% | −42,531−88.4% | 減碼 |
| SBI Securities Co., Ltd. | 6,194 | $6.65 萬 | 0.00% | +293+5.0% | 加碼 |
| Caitong International Asset Management Co., Ltd | 6,826 | $7.32 萬 | 0.02% | +5,651+480.9% | 加碼 |
| Wells Fargo & Company | 9,258 | $9.93 萬 | 0.00% | +2,373+34.5% | 加碼 |
| Daiwa Securities Group Inc. | 10,000 | $10.7 萬 | 0.00% | 00.0% | 不變 |
| Oppenheimer Asset Management Inc. | 10,801 | $11.6 萬 | 0.00% | −111−1.0% | 減碼 |
| Stifel Financial Corp | 11,410 | $12.2 萬 | 0.00% | +30.0% | 加碼 |
| Vise Technologies, Inc. | 13,602 | $14.6 萬 | 0.00% | +329+2.5% | 加碼 |
| Hantz Financial Services, Inc. | 13,946 | $15.0 萬 | 0.00% | +2,613+23.1% | 加碼 |
| Fox Run Management, L.L.C. | 14,194 | $15.2 萬 | 0.02% | +14,194 | 新進 |
| Savant Capital, LLC | 14,452 | $15.5 萬 | 0.00% | −1,710−10.6% | 減碼 |
| Atomi Financial Group, Inc. | 15,521 | $16.7 萬 | 0.00% | −427−2.7% | 減碼 |
| LPL Financial LLC | 16,788 | $18.0 萬 | 0.00% | +4,742+39.4% | 加碼 |
| Landscape Capital Management, L.L.C. | 17,954 | $19.3 萬 | 0.01% | +17,954 | 新進 |
| QRG Capital Management, Inc. | 18,167 | $19.5 萬 | 0.00% | +5,869+47.7% | 加碼 |
| Two Sigma Securities, LLC | 18,466 | $19.8 萬 | 0.03% | +18,466 | 新進 |
| Harbour Capital Advisors, LLC | 20,150 | $22.7 萬 | 0.05% | −3,150−13.5% | 減碼 |
| Bryn Mawr Trust Co | 23,000 | $24.7 萬 | 0.01% | 00.0% | 不變 |
| Parnassus Investments | 23,076 | $24.8 萬 | 0.00% | +1,529+7.1% | 加碼 |
| Headlands Technologies LLC | 24,055 | $25.8 萬 | 0.02% | −126,024−84.0% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 24,726 | $26.5 萬 | 0.00% | −1,908−7.2% | 減碼 |
| Skopos Labs, Inc. | 24,527 | $26.9 萬 | 0.01% | +13,741+127.4% | 加碼 |
| WCM Investment Management, LLC | 26,561 | $29.0 萬 | 0.00% | −23,201−46.6% | 減碼 |
| Leonteq Securities AG | 28,888 | $31.0 萬 | 0.02% | +540+1.9% | 加碼 |
| Crossmark Global Holdings, Inc. | 30,605 | $32.8 萬 | 0.00% | −262−0.8% | 減碼 |
| Campbell & CO Investment Adviser LLC | 30,811 | $33.1 萬 | 0.02% | −10,153−24.8% | 減碼 |
| JustInvest LLC | 30,963 | $33.2 萬 | 0.00% | −3,338−9.7% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 31,011 | $33.3 萬 | 0.00% | +593+1.9% | 加碼 |
| Brinker Capital Investments, LLC | 31,033 | $33.3 萬 | 0.00% | −2,576−7.7% | 減碼 |
| Millennium Management LLC | 33,122 | $35.5 萬 | 0.00% | −349,846−91.4% | 減碼 |
| Truist Financial Corp | 35,695 | $38.3 萬 | 0.00% | −7,274−16.9% | 減碼 |
| Group One Trading, L.P. | 36,343 | $39.0 萬 | 0.01% | −87,584−70.7% | 減碼 |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 36,400 | $39.1 萬 | 0.09% | −16,800−31.6% | 減碼 |
| Mariner, LLC | 37,755 | $40.5 萬 | 0.00% | −2,205−5.5% | 減碼 |
| Tuttle Tactical Management | 38,711 | $41.5 萬 | 0.92% | +25,579+194.8% | 加碼 |
| Simplex Trading, LLC | 39,695 | $42.6 萬 | 0.01% | −66,155−62.5% | 減碼 |
| Abn Amro Investment Solutions | 41,553 | $44.6 萬 | 0.01% | −120,571−74.4% | 減碼 |
| Jump Financial, LLC | 49,866 | $53.5 萬 | 0.01% | −41,265−45.3% | 減碼 |
| Nomura Asset Management Co Ltd | 52,445 | $56.3 萬 | 0.00% | −739−1.4% | 減碼 |
| Pathstone Holdings, LLC | 53,687 | $57.6 萬 | 0.00% | +7,067+15.2% | 加碼 |
| Vident Advisory, LLC | 56,261 | $60.4 萬 | 0.01% | +5,967+11.9% | 加碼 |
| Susquehanna Portfolio Strategies, LLC | 66,133 | $71.0 萬 | 0.01% | 00.0% | 不變 |
| Boothbay Fund Management, LLC | 66,160 | $71.0 萬 | 0.02% | 00.0% | 不變 |
| Deutsche Bank AG | 67,261 | $72.2 萬 | 0.00% | +5,426+8.8% | 加碼 |
| Gsa Capital Partners LLP | 67,659 | $72.6 萬 | 0.06% | +44,585+193.2% | 加碼 |
| XTX Topco Ltd | 73,601 | $79.0 萬 | 0.02% | +73,601 | 新進 |
| Susquehanna International Group, LLP | 74,576 | $80.0 萬 | 0.00% | +51,564+224.1% | 加碼 |
| Bank of New York Mellon Corp | 81,903 | $87.9 萬 | 0.00% | +2,797+3.5% | 加碼 |
| Allianz Asset Management GmbH | 84,199 | $90.3 萬 | 0.00% | −1,442,339−94.5% | 減碼 |
| Trium Capital LLP | 85,402 | $91.6 萬 | 0.71% | +85,402 | 新進 |
| HighVista Strategies LLC | 87,591 | $94.0 萬 | 0.24% | +87,591 | 新進 |
| Toroso Investments, LLC | 89,648 | $96.2 萬 | 0.00% | −18,712−17.3% | 減碼 |
| Himension Fund | 93,533 | $100.4 萬 | 0.06% | +9,424+11.2% | 加碼 |
| Federation des caisses Desjardins du Quebec | 108,474 | $116.4 萬 | 0.00% | +5,809+5.7% | 加碼 |
| Profund Advisors LLC | 112,256 | $120.5 萬 | 0.04% | −5,278−4.5% | 減碼 |
| J. Safra Sarasin Holding AG | 115,000 | $125.7 萬 | 0.02% | 00.0% | 不變 |
| Squarepoint Ops LLC | 122,176 | $131.1 萬 | 0.00% | −170,932−58.3% | 減碼 |
| Keywise Capital Management (HK) Ltd | 135,200 | $145.1 萬 | 0.12% | +71,200+111.3% | 加碼 |
| Northern Trust Corp | 144,827 | $155.4 萬 | 0.00% | +2,242+1.6% | 加碼 |
| Royal Bank of Canada | 149,427 | $160.4 萬 | 0.00% | +17,335+13.1% | 加碼 |
| Envestnet Asset Management Inc | 161,161 | $172.9 萬 | 0.00% | −11,311−6.6% | 減碼 |
| Standard Life Aberdeen plc | 172,854 | $185.5 萬 | 0.00% | +626+0.4% | 加碼 |
| Morgan Creek Capital Management, LLC | 174,105 | $186.8 萬 | 0.51% | +174,105 | 新進 |
| SEI Investments Co | 177,912 | $190.9 萬 | 0.00% | −229,683−56.4% | 減碼 |