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 2 季 13F 持有人
Full Truck Alliance Co. Ltd. 在 2026/6/30 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
- 245
- 較 2026 年第 1 季 +45 家
- 持有股數
- 7.41 億
- 較 2026 年第 1 季 +2,349 萬 (+3.3%)
- 總市值
- $60.1 億
- 較 2026 年第 1 季 +$6,772 萬 (+1.1%)
- 新進機構
- 86
- 另有 79 家加碼
- 清倉機構
- 41
- 另有 58 家減碼
另有 3 家機構在 2026 年第 1 季持有、還沒有申報 2026 年第 2 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 2 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 2026 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Federation des caisses Desjardins du Quebec | 66,126 | $53.7 萬 | 0.00% | −46,942−41.5% | 減碼 |
| Danske Bank A/S | 70,000 | $56.8 萬 | 0.00% | +70,000 | 新進 |
| Alliancebernstein L.P. | 69,353 | $57.6 萬 | 0.00% | +69,353 | 新進 |
| Susquehanna International Group, LLP | 71,839 | $58.3 萬 | 0.00% | −1,936,046−96.4% | 減碼 |
| XTX Topco Ltd | 74,326 | $60.4 萬 | 0.01% | −115,825−60.9% | 減碼 |
| Police & Firemen's Retirement System of New Jersey | 78,503 | $63.7 萬 | 0.00% | +78,503 | 新進 |
| Caisse de Depot Et Placement du Quebec | 80,900 | $65.7 萬 | 0.00% | +80,900 | 新進 |
| Trium Capital LLP | 84,458 | $68.6 萬 | 0.43% | +84,458 | 新進 |
| Prudential Financial Inc | 86,800 | $70.5 萬 | 0.00% | +86,800 | 新進 |
| DnB Asset Management AS | 94,143 | $76.4 萬 | 0.00% | +94,143 | 新進 |
| Himension Fund | 94,443 | $76.7 萬 | 0.05% | +94,443 | 新進 |
| Legacy Wealth Asset Management, LLC | 95,825 | $77.8 萬 | 0.17% | +18,745+24.3% | 加碼 |
| Vident Advisory, LLC | 95,833 | $77.8 萬 | 0.01% | +48,548+102.7% | 加碼 |
| Prosperity Consulting Group, LLC | 96,395 | $78.3 萬 | 0.03% | +96,395 | 新進 |
| Quantinno Capital Management LP | 103,884 | $84.4 萬 | 0.00% | +103,884 | 新進 |
| Nomura Asset Management Co Ltd | 105,500 | $85.7 萬 | 0.00% | +103,200+4,487.0% | 加碼 |
| Manufacturers Life Insurance Company, The | 106,770 | $86.7 萬 | 0.00% | +106,770 | 新進 |
| Swiss Life Asset Management Ltd | 107,221 | $87.1 萬 | 0.00% | +107,221 | 新進 |
| California State Teachers Retirement System | 110,212 | $89.5 萬 | 0.00% | +110,212 | 新進 |
| Asset Management One Co.,Ltd. | 112,636 | $91.5 萬 | 0.00% | +112,636 | 新進 |
| Profund Advisors LLC | 114,057 | $92.6 萬 | 0.03% | +1,632+1.5% | 加碼 |
| HighVista Strategies LLC | 120,847 | $98.1 萬 | 0.22% | +43,656+56.6% | 加碼 |
| Vanguard Investments Australia, Ltd. | 153,997 | $125.0 萬 | 0.00% | +115,439+299.4% | 加碼 |
| Resona Asset Management Co.,Ltd. | 157,088 | $127.4 萬 | 0.01% | +157,088 | 新進 |
| Morgan Creek Capital Management, LLC | 174,105 | $141.4 萬 | 0.95% | 00.0% | 不變 |
| Public Employees Retirement System of Ohio | 174,620 | $141.8 萬 | 0.00% | +30,900+21.5% | 加碼 |
| SEI Investments Co | 175,765 | $142.7 萬 | 0.00% | +34,336+24.3% | 加碼 |
| Nykredit A/S | 177,610 | $144.2 萬 | 0.01% | +177,610 | 新進 |
| Exchange Traded Concepts, LLC | 181,055 | $147.0 萬 | 0.01% | −6,810−3.6% | 減碼 |
| KLP Kapitalforvaltning AS | 187,800 | $152.5 萬 | 0.00% | +187,800 | 新進 |
| Limestone Investment Advisors LP | 195,371 | $158.6 萬 | 0.80% | 00.0% | 不變 |
| Korea Investment CORP | 197,200 | $160.1 萬 | 0.00% | +197,200 | 新進 |
| ABS Investment Management LLC | 202,072 | $164.1 萬 | 1.33% | +202,072 | 新進 |
| National Pension Service | 210,469 | $170.9 萬 | 0.00% | +210,469 | 新進 |
| Harvest Fund Management Co., Ltd | 212,716 | $172.5 萬 | 0.06% | −35,657−14.4% | 減碼 |
| Royal Bank of Canada | 216,016 | $175.4 萬 | 0.00% | +38,732+21.8% | 加碼 |
| Storebrand Asset Management AS | 221,682 | $180.0 萬 | 0.00% | +221,682 | 新進 |
| Public Sector Pension Investment Board | 252,000 | $204.6 萬 | 0.01% | +252,000 | 新進 |
| Handelsbanken Fonder AB | 275,182 | $223.4 萬 | 0.01% | +7,284+2.7% | 加碼 |
| British Columbia Investment Management Corp | 276,600 | $224.6 萬 | 0.01% | +276,600 | 新進 |
| E Fund Management (Hong Kong) Co., Ltd. | 276,764 | $224.7 萬 | 0.75% | +276,764 | 新進 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 297,348 | $241.4 萬 | 0.00% | +297,348 | 新進 |
| Gsa Capital Partners LLP | 310,769 | $252.3 萬 | 0.16% | −214,459−40.8% | 減碼 |
| Envestnet Asset Management Inc | 312,245 | $253.5 萬 | 0.00% | +19,816+6.8% | 加碼 |
| Russell Investments Group, Ltd. | 325,708 | $264.5 萬 | 0.00% | −2,692−0.8% | 減碼 |
| GAM Holding AG | 346,380 | $281.3 萬 | 0.22% | +51,778+17.6% | 加碼 |
| Standard Life Aberdeen plc | 346,501 | $281.4 萬 | 0.00% | +170,728+97.1% | 加碼 |
| Liontrust Investment Partners LLP | 363,523 | $295.2 萬 | 0.04% | +355,523+4,444.0% | 加碼 |
| AIA Group Ltd | 392,296 | $318.5 萬 | 0.04% | −115,189−22.7% | 減碼 |
| TB Alternative Assets Ltd. | 412,834 | $335.2 萬 | 0.54% | −55,600−11.9% | 減碼 |
| PEAK6 LLC | 448,734 | $364.4 萬 | 0.09% | +87,844+24.3% | 加碼 |
| Van Eck Associates Corp | 476,136 | $386.6 萬 | 0.00% | +80,200+20.3% | 加碼 |
| Aviva PLC | 495,860 | $402.6 萬 | 0.01% | +495,860 | 新進 |
| Boundless Plain Holdings Ltd | 510,383 | $410.4 萬 | 0.95% | 00.0% | 不變 |
| Yiheng Capital Management, L.P. | 513,248 | $416.8 萬 | 1.84% | 00.0% | 不變 |
| BLI - Banque de Luxembourg Investments | 521,500 | $421.6 萬 | 0.15% | +39,500+8.2% | 加碼 |
| American Century Companies Inc | 548,480 | $445.4 萬 | 0.00% | +548,480 | 新進 |
| Man Group plc | 660,004 | $535.9 萬 | 0.01% | +660,004 | 新進 |
| Royal London Asset Management Ltd | 677,500 | $550.1 萬 | 0.01% | +677,500 | 新進 |
| Bank of New York Mellon Corp | 693,759 | $563.3 萬 | 0.00% | +611,230+740.6% | 加碼 |
| Price T Rowe Associates Inc | 729,241 | $592.3 萬 | 0.00% | +31,580+4.5% | 加碼 |
| Citadel Advisors LLC | 734,984 | $596.8 萬 | 0.00% | −293,646−28.5% | 減碼 |
| SG Americas Securities, LLC | 744,771 | $604.8 萬 | 0.00% | −208,037−21.8% | 減碼 |
| Lazard Asset Management LLC | 747,696 | $607.1 萬 | 0.01% | +94,709+14.5% | 加碼 |
| Toroso Investments, LLC | 770,588 | $625.7 萬 | 0.02% | +273,851+55.1% | 加碼 |
| Notable Capital Management, L.L.C. | 802,090 | $651.3 萬 | 12.63% | −8,358−1.0% | 減碼 |
| Fideuram Asset Management (Ireland) dac | 791,003 | $662.5 萬 | 0.13% | +791,003 | 新進 |
| Ameriprise Financial Inc | 817,564 | $663.9 萬 | 0.00% | +6,873+0.8% | 加碼 |
| Renaissance Technologies LLC | 863,800 | $701.4 萬 | 0.01% | −532,829−38.2% | 減碼 |
| Matthews International Capital Management LLC | 867,295 | $704.2 萬 | 2.41% | +609,468+236.4% | 加碼 |
| California Public Employees Retirement System | 882,239 | $716.4 萬 | 0.00% | +302,411+52.2% | 加碼 |
| Charles Schwab Investment Management Inc | 883,037 | $717.0 萬 | 0.00% | −2,277−0.3% | 減碼 |
| Marshall Wace, LLP | 918,492 | $745.8 萬 | 0.01% | −7,045,519−88.5% | 減碼 |
| 1832 Asset Management L.P. | 952,429 | $773.4 萬 | 0.01% | +344,279+56.6% | 加碼 |
| HarbourVest Partners LLC | 957,580 | $777.6 萬 | 4.57% | 00.0% | 不變 |
| Pinpoint Asset Management (Singapore) Pte. Ltd. | 962,956 | $781.9 萬 | 1.59% | −948,785−49.6% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 972,500 | $789.7 萬 | 0.00% | +972,500 | 新進 |
| GF Fund Management Co. Ltd. | 978,258 | $794.3 萬 | 0.10% | +113,906+13.2% | 加碼 |
| National Bank of Canada | 1,000,000 | $812.0 萬 | 0.01% | +593,956+146.3% | 加碼 |
| Evergreen Quality Fund GP, Ltd. | 1,021,200 | $829.2 萬 | 0.13% | +1,021,200 | 新進 |
| Pictet Asset Management Holding SA | 1,049,337 | $852.1 萬 | 0.01% | +489,323+87.4% | 加碼 |
| C WorldWide Group Holding A/S | 1,153,400 | $936.6 萬 | 0.23% | +9,100+0.8% | 加碼 |
| Franklin Resources Inc | 1,215,966 | $987.4 萬 | 0.00% | −3,676−0.3% | 減碼 |
| Nomura Holdings Inc | 1,240,290 | $1,007 萬 | 0.04% | +1,240,290 | 新進 |
| Oversea-Chinese Banking CORP Ltd | 1,256,657 | $1,020 萬 | 0.24% | 00.0% | 不變 |
| Nuveen, LLC | 1,287,016 | $1,045 萬 | 0.00% | +1,287,016 | 新進 |
| Swiss National Bank | 1,348,000 | $1,095 萬 | 0.01% | +1,348,000 | 新進 |
| Deutsche Bank AG | 1,488,472 | $1,209 萬 | 0.00% | +1,421,463+2,121.3% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,566,780 | $1,272 萬 | 0.01% | +1,566,780 | 新進 |
| Northern Trust Corp | 1,594,198 | $1,294 萬 | 0.00% | +1,445,310+970.7% | 加碼 |
| Citigroup Inc | 1,615,285 | $1,312 萬 | 0.01% | −4,088,765−71.7% | 減碼 |
| Capitolis Liquid Global Markets LLC | 1,716,200 | $1,394 萬 | 0.06% | 00.0% | 不變 |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 1,732,410 | $1,407 萬 | 2.26% | +1,732,410 | 新進 |
| Capital World Investors | 1,813,054 | $1,472 萬 | 0.00% | −157,758−8.0% | 減碼 |
| Barclays PLC | 1,987,213 | $1,614 萬 | 0.01% | +1,405,656+241.7% | 加碼 |
| Jupiter Asset Management Ltd | 2,005,400 | $1,628 萬 | 0.08% | +2,005,400 | 新進 |
| Acadian Asset Management LLC | 2,022,843 | $1,642 萬 | 0.02% | +2,022,843 | 新進 |
| Robeco Institutional Asset Management B.V. | 2,065,867 | $1,677 萬 | 0.02% | −408,000−16.5% | 減碼 |
| UBS Asset Management Americas Inc | 2,179,182 | $1,769 萬 | 0.00% | +2,179,182 | 新進 |
| Bank of America Corp | 2,185,595 | $1,775 萬 | 0.00% | −330,193−13.1% | 減碼 |