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。
2026 年第 1 季 13F 持有人
Full Truck Alliance Co. Ltd. 在 2026/3/31 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
- 203
- 較 2025 年第 4 季 −3 家
- 持有股數
- 7.19 億
- 較 2025 年第 4 季 +1,754 萬 (+2.5%)
- 總市值
- $59.6 億
- 較 2025 年第 4 季 −$15.6 億 (−20.8%)
- 新進機構
- 43
- 另有 68 家加碼
- 清倉機構
- 46
- 另有 67 家減碼
另有 5 家機構在 2025 年第 4 季持有、還沒有申報 2026 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 |
2026 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 2025 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Larson Financial Group LLC | 26 | $216 | 0.00% | +8+44.4% | 加碼 |
| North Star Investment Management Corp. | 56 | $465 | 0.00% | +11+24.4% | 加碼 |
| Stone House Investment Management, LLC | 75 | $623 | 0.00% | +75 | 新進 |
| Rossby Financial, LCC | 119 | $982 | 0.00% | +91+325.0% | 加碼 |
| Nisa Investment Advisors, LLC | 130 | $1,079 | 0.00% | +62+91.2% | 加碼 |
| Caitong International Asset Management Co., Ltd | 135 | $1,120 | 0.00% | −6,691−98.0% | 減碼 |
| The PNC Financial Services Group, Inc. | 146 | $1,214 | 0.00% | +57+64.0% | 加碼 |
| IFP Advisors, Inc | 200 | $1,660 | 0.00% | +200 | 新進 |
| Bell Investment Advisors, Inc | 371 | $3,080 | 0.00% | −735−66.5% | 減碼 |
| Glen Eagle Advisors, LLC | 508 | $4,216 | 0.00% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 558 | $4,631 | 0.00% | 00.0% | 不變 |
| Westpac Banking Corp | 600 | $4,980 | 0.00% | −204,641−99.7% | 減碼 |
| Private Trust Co NA | 625 | $5,188 | 0.00% | 00.0% | 不變 |
| Pacer Advisors, Inc. | 876 | $7,000 | 0.00% | −1,033−54.1% | 減碼 |
| Park Place Capital Corp | 944 | $7,835 | 0.00% | 00.0% | 不變 |
| Assetmark, Inc | 949 | $7,877 | 0.00% | +336+54.8% | 加碼 |
| Creative Financial Designs Inc | 968 | $8,034 | 0.00% | +968 | 新進 |
| Rakuten Securities, Inc. | 1,021 | $8,474 | 0.00% | 00.0% | 不變 |
| Farther Finance Advisors, LLC | 1,141 | $9,411 | 0.00% | −186−14.0% | 減碼 |
| Baillie Gifford & Co | 1,158 | $9,611 | 0.00% | 00.0% | 不變 |
| Smartleaf Asset Management LLC | 1,376 | $1.11 萬 | 0.00% | −578−29.6% | 減碼 |
| Byrne Asset Management LLC | 1,370 | $1.14 萬 | 0.01% | 00.0% | 不變 |
| Jones Financial Companies LLLP | 1,522 | $1.23 萬 | 0.00% | +1,522 | 新進 |
| Advisor Group Holdings, Inc. | 1,514 | $1.26 萬 | 0.00% | −92−5.7% | 減碼 |
| CoreCap Advisors, LLC | 2,200 | $1.83 萬 | 0.00% | −2,000−47.6% | 減碼 |
| Nomura Asset Management Co Ltd | 2,300 | $1.91 萬 | 0.00% | −50,145−95.6% | 減碼 |
| US Bancorp | 2,500 | $2.08 萬 | 0.00% | 00.0% | 不變 |
| First Horizon Corp | 2,548 | $2.11 萬 | 0.00% | +1,261+98.0% | 加碼 |
| Rhumbline Advisers | 2,558 | $2.12 萬 | 0.00% | 00.0% | 不變 |
| Rockefeller Capital Management L.P. | 2,822 | $2.34 萬 | 0.00% | −841−23.0% | 減碼 |
| Parallel Advisors, LLC | 2,983 | $2.48 萬 | 0.00% | +2,983 | 新進 |
| Bayforest Capital Ltd | 3,119 | $2.59 萬 | 0.03% | −2,452−44.0% | 減碼 |
| Wells Fargo & Company | 3,373 | $2.80 萬 | 0.00% | −5,885−63.6% | 減碼 |
| EverSource Wealth Advisors, LLC | 4,332 | $3.60 萬 | 0.00% | +614+16.5% | 加碼 |
| FMR LLC | 4,764 | $3.95 萬 | 0.00% | −21,739,999−100.0% | 減碼 |
| Tower Research Capital LLC (TRC) | 5,115 | $4.25 萬 | 0.00% | +4,988+3,927.6% | 加碼 |
| SBI Securities Co., Ltd. | 6,405 | $5.32 萬 | 0.00% | +211+3.4% | 加碼 |
| Walleye Capital LLC | 7,431 | $6.17 萬 | 0.00% | +7,431 | 新進 |
| Oakum Bay Capital LLC | 7,500 | $6.22 萬 | 0.03% | +7,500 | 新進 |
| Liontrust Investment Partners LLP | 8,000 | $6.64 萬 | 0.00% | −537,668−98.5% | 減碼 |
| Daiwa Securities Group Inc. | 10,000 | $8.30 萬 | 0.00% | 00.0% | 不變 |
| Stifel Financial Corp | 11,016 | $9.14 萬 | 0.00% | −394−3.5% | 減碼 |
| Mackenzie Financial Corp | 11,244 | $9.33 萬 | 0.00% | +11,244 | 新進 |
| Brevan Howard Capital Management LP | 11,261 | $9.35 萬 | 0.00% | +11,261 | 新進 |
| Simplex Trading, LLC | 11,317 | $9.39 萬 | 0.00% | −28,378−71.5% | 減碼 |
| Atomi Financial Group, Inc. | 12,140 | $10.1 萬 | 0.00% | −3,381−21.8% | 減碼 |
| Aigen Investment Management, LP | 12,297 | $10.2 萬 | 0.03% | +12,297 | 新進 |
| Bridgefront Capital, LLC | 12,370 | $10.3 萬 | 0.03% | +12,370 | 新進 |
| QRG Capital Management, Inc. | 13,063 | $10.8 萬 | 0.00% | −5,104−28.1% | 減碼 |
| Savant Capital, LLC | 14,054 | $11.7 萬 | 0.00% | −398−2.8% | 減碼 |
| Verition Fund Management LLC | 16,315 | $13.5 萬 | 0.00% | +16,315 | 新進 |
| Scientech Research LLC | 16,338 | $13.6 萬 | 0.11% | +16,338 | 新進 |
| Jane Street Group, LLC | 17,027 | $14.1 萬 | 0.00% | −2,212,353−99.2% | 減碼 |
| Vise Technologies, Inc. | 13,602 | $14.6 萬 | 0.00% | 00.0% | 不變 |
| O'Shaughnessy Asset Management, LLC | 23,028 | $19.1 萬 | 0.00% | −1,698−6.9% | 減碼 |
| Hantz Financial Services, Inc. | 23,382 | $19.4 萬 | 0.00% | +9,436+67.7% | 加碼 |
| ExodusPoint Capital Management, LP | 23,944 | $19.9 萬 | 0.00% | +23,944 | 新進 |
| Oxford Asset Management LLP | 25,110 | $20.8 萬 | 0.08% | +25,110 | 新進 |
| Centiva Capital, LP | 25,815 | $21.4 萬 | 0.01% | +25,815 | 新進 |
| Landscape Capital Management, L.L.C. | 27,419 | $22.8 萬 | 0.01% | +9,465+52.7% | 加碼 |
| Leonteq Securities AG | 28,185 | $23.4 萬 | 0.01% | −703−2.4% | 減碼 |
| JustInvest LLC | 28,804 | $23.9 萬 | 0.00% | −2,159−7.0% | 減碼 |
| Mariner, LLC | 28,847 | $23.9 萬 | 0.00% | −8,908−23.6% | 減碼 |
| Crossmark Global Holdings, Inc. | 30,585 | $25.4 萬 | 0.00% | −20−0.1% | 減碼 |
| Persistent Asset Partners Ltd | 30,811 | $25.6 萬 | 0.10% | +30,811 | 新進 |
| Mirae Asset Global Investments Co., Ltd. | 31,088 | $25.8 萬 | 0.00% | +77+0.2% | 加碼 |
| Brinker Capital Investments, LLC | 34,780 | $28.9 萬 | 0.00% | +3,747+12.1% | 加碼 |
| Two Sigma Securities, LLC | 38,525 | $32.0 萬 | 0.04% | +20,059+108.6% | 加碼 |
| Vanguard Investments Australia, Ltd. | 38,558 | $32.0 萬 | 0.00% | +38,558 | 新進 |
| IMC-Chicago, LLC | 38,636 | $32.1 萬 | 0.00% | +38,636 | 新進 |
| Headlands Technologies LLC | 39,311 | $32.6 萬 | 0.04% | +15,256+63.4% | 加碼 |
| Quantessence Capital LLC | 41,976 | $34.8 萬 | 1.70% | +41,976 | 新進 |
| Truist Financial Corp | 46,365 | $38.5 萬 | 0.00% | +10,670+29.9% | 加碼 |
| Group One Trading, L.P. | 46,641 | $38.7 萬 | 0.01% | +10,298+28.3% | 加碼 |
| Vident Advisory, LLC | 47,285 | $39.2 萬 | 0.00% | −8,976−16.0% | 減碼 |
| Skopos Labs, Inc. | 47,742 | $39.6 萬 | 0.01% | +23,215+94.7% | 加碼 |
| Campbell & CO Investment Adviser LLC | 47,832 | $39.7 萬 | 0.02% | +17,021+55.2% | 加碼 |
| Maven Securities LTD | 50,000 | $41.5 萬 | 0.02% | +50,000 | 新進 |
| Bright Valley Capital Ltd | 51,100 | $42.4 萬 | 0.44% | −704,776−93.2% | 減碼 |
| LPL Financial LLC | 52,871 | $43.9 萬 | 0.00% | +36,083+214.9% | 加碼 |
| SummitTX Capital, L.P. | 62,094 | $51.5 萬 | 0.02% | +62,094 | 新進 |
| Caxton Associates LLP | 63,000 | $52.3 萬 | 0.01% | +63,000 | 新進 |
| Squarepoint Ops LLC | 66,399 | $55.1 萬 | 0.00% | −55,777−45.7% | 減碼 |
| Deutsche Bank AG | 67,009 | $55.6 萬 | 0.00% | −252−0.4% | 減碼 |
| Legacy Wealth Asset Management, LLC | 77,080 | $64.0 萬 | 0.16% | +77,080 | 新進 |
| HighVista Strategies LLC | 77,191 | $64.1 萬 | 0.18% | −10,400−11.9% | 減碼 |
| Bank of New York Mellon Corp | 82,529 | $68.5 萬 | 0.00% | +626+0.8% | 加碼 |
| Quantbot Technologies LP | 88,464 | $73.4 萬 | 0.03% | +88,464 | 新進 |
| Winton Group Ltd | 104,000 | $86.3 萬 | 0.03% | +104,000 | 新進 |
| Engineers Gate Manager LP | 109,540 | $90.9 萬 | 0.01% | +109,540 | 新進 |
| Profund Advisors LLC | 112,425 | $93.3 萬 | 0.03% | +169+0.2% | 加碼 |
| Federation des caisses Desjardins du Quebec | 113,068 | $93.8 萬 | 0.00% | +4,594+4.2% | 加碼 |
| Jump Financial, LLC | 123,296 | $102.3 萬 | 0.02% | +73,430+147.3% | 加碼 |
| SEI Investments Co | 141,429 | $117.4 萬 | 0.00% | −36,483−20.5% | 減碼 |
| Public Employees Retirement System of Ohio | 143,720 | $119.3 萬 | 0.00% | −162,124−53.0% | 減碼 |
| Long Corridor Asset Management Ltd | 146,000 | $121.2 萬 | 0.29% | +146,000 | 新進 |
| Northern Trust Corp | 148,888 | $123.6 萬 | 0.00% | +4,061+2.8% | 加碼 |
| Polymer Capital Management (HK) LTD | 149,143 | $123.8 萬 | 0.17% | +149,143 | 新進 |
| Havemeyer Place LP | 170,850 | $141.8 萬 | 0.16% | +170,850 | 新進 |
| Morgan Creek Capital Management, LLC | 174,105 | $144.5 萬 | 0.95% | 00.0% | 不變 |