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 |
|---|---|---|---|---|---|
| Russell Investments Group, Ltd. | 325,708 | $264.5 萬 | 0.00% | −2,692−0.8% | 減碼 |
| Envestnet Asset Management Inc | 312,245 | $253.5 萬 | 0.00% | +19,816+6.8% | 加碼 |
| Gsa Capital Partners LLP | 310,769 | $252.3 萬 | 0.16% | −214,459−40.8% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 297,348 | $241.4 萬 | 0.00% | +297,348 | 新進 |
| E Fund Management (Hong Kong) Co., Ltd. | 276,764 | $224.7 萬 | 0.75% | +276,764 | 新進 |
| British Columbia Investment Management Corp | 276,600 | $224.6 萬 | 0.01% | +276,600 | 新進 |
| Handelsbanken Fonder AB | 275,182 | $223.4 萬 | 0.01% | +7,284+2.7% | 加碼 |
| Public Sector Pension Investment Board | 252,000 | $204.6 萬 | 0.01% | +252,000 | 新進 |
| Storebrand Asset Management AS | 221,682 | $180.0 萬 | 0.00% | +221,682 | 新進 |
| Royal Bank of Canada | 216,016 | $175.4 萬 | 0.00% | +38,732+21.8% | 加碼 |
| Harvest Fund Management Co., Ltd | 212,716 | $172.5 萬 | 0.06% | −35,657−14.4% | 減碼 |
| National Pension Service | 210,469 | $170.9 萬 | 0.00% | +210,469 | 新進 |
| ABS Investment Management LLC | 202,072 | $164.1 萬 | 1.33% | +202,072 | 新進 |
| Korea Investment CORP | 197,200 | $160.1 萬 | 0.00% | +197,200 | 新進 |
| Limestone Investment Advisors LP | 195,371 | $158.6 萬 | 0.80% | 00.0% | 不變 |
| KLP Kapitalforvaltning AS | 187,800 | $152.5 萬 | 0.00% | +187,800 | 新進 |
| Exchange Traded Concepts, LLC | 181,055 | $147.0 萬 | 0.01% | −6,810−3.6% | 減碼 |
| Nykredit A/S | 177,610 | $144.2 萬 | 0.01% | +177,610 | 新進 |
| SEI Investments Co | 175,765 | $142.7 萬 | 0.00% | +34,336+24.3% | 加碼 |
| Public Employees Retirement System of Ohio | 174,620 | $141.8 萬 | 0.00% | +30,900+21.5% | 加碼 |
| Morgan Creek Capital Management, LLC | 174,105 | $141.4 萬 | 0.95% | 00.0% | 不變 |
| Resona Asset Management Co.,Ltd. | 157,088 | $127.4 萬 | 0.01% | +157,088 | 新進 |
| Vanguard Investments Australia, Ltd. | 153,997 | $125.0 萬 | 0.00% | +115,439+299.4% | 加碼 |
| HighVista Strategies LLC | 120,847 | $98.1 萬 | 0.22% | +43,656+56.6% | 加碼 |
| Profund Advisors LLC | 114,057 | $92.6 萬 | 0.03% | +1,632+1.5% | 加碼 |
| Asset Management One Co.,Ltd. | 112,636 | $91.5 萬 | 0.00% | +112,636 | 新進 |
| California State Teachers Retirement System | 110,212 | $89.5 萬 | 0.00% | +110,212 | 新進 |
| Swiss Life Asset Management Ltd | 107,221 | $87.1 萬 | 0.00% | +107,221 | 新進 |
| Manufacturers Life Insurance Company, The | 106,770 | $86.7 萬 | 0.00% | +106,770 | 新進 |
| Nomura Asset Management Co Ltd | 105,500 | $85.7 萬 | 0.00% | +103,200+4,487.0% | 加碼 |
| Quantinno Capital Management LP | 103,884 | $84.4 萬 | 0.00% | +103,884 | 新進 |
| Prosperity Consulting Group, LLC | 96,395 | $78.3 萬 | 0.03% | +96,395 | 新進 |
| Vident Advisory, LLC | 95,833 | $77.8 萬 | 0.01% | +48,548+102.7% | 加碼 |
| Legacy Wealth Asset Management, LLC | 95,825 | $77.8 萬 | 0.17% | +18,745+24.3% | 加碼 |
| Himension Fund | 94,443 | $76.7 萬 | 0.05% | +94,443 | 新進 |
| DnB Asset Management AS | 94,143 | $76.4 萬 | 0.00% | +94,143 | 新進 |
| Prudential Financial Inc | 86,800 | $70.5 萬 | 0.00% | +86,800 | 新進 |
| Trium Capital LLP | 84,458 | $68.6 萬 | 0.43% | +84,458 | 新進 |
| Caisse de Depot Et Placement du Quebec | 80,900 | $65.7 萬 | 0.00% | +80,900 | 新進 |
| Police & Firemen's Retirement System of New Jersey | 78,503 | $63.7 萬 | 0.00% | +78,503 | 新進 |
| XTX Topco Ltd | 74,326 | $60.4 萬 | 0.01% | −115,825−60.9% | 減碼 |
| Susquehanna International Group, LLP | 71,839 | $58.3 萬 | 0.00% | −1,936,046−96.4% | 減碼 |
| Alliancebernstein L.P. | 69,353 | $57.6 萬 | 0.00% | +69,353 | 新進 |
| Danske Bank A/S | 70,000 | $56.8 萬 | 0.00% | +70,000 | 新進 |
| Federation des caisses Desjardins du Quebec | 66,126 | $53.7 萬 | 0.00% | −46,942−41.5% | 減碼 |
| IFM Investors Pty Ltd | 61,514 | $49.9 萬 | 0.00% | +61,514 | 新進 |
| Tuttle Tactical Management | 59,098 | $48.0 萬 | 0.32% | +59,098 | 新進 |
| IMC-Chicago, LLC | 55,562 | $45.1 萬 | 0.00% | +16,926+43.8% | 加碼 |
| Janney Montgomery Scott LLC | 55,052 | $44.7 萬 | 0.00% | +55,052 | 新進 |
| Engineers Gate Manager LP | 51,537 | $41.8 萬 | 0.01% | −58,003−53.0% | 減碼 |
| Mediolanum International Funds Ltd | 51,620 | $41.7 萬 | 0.00% | +51,620 | 新進 |
| Brinker Capital Investments, LLC | 49,197 | $39.9 萬 | 0.00% | +14,417+41.5% | 加碼 |
| Certior Financial Group, LLC | 48,727 | $39.6 萬 | 0.22% | +48,727 | 新進 |
| Quadrature Capital Ltd | 47,993 | $39.0 萬 | 0.00% | +47,993 | 新進 |
| Truist Financial Corp | 47,725 | $38.8 萬 | 0.00% | +1,360+2.9% | 加碼 |
| JustInvest LLC | 45,015 | $36.6 萬 | 0.00% | +16,211+56.3% | 加碼 |
| Havemeyer Place LP | 43,953 | $35.7 萬 | 0.04% | −126,897−74.3% | 減碼 |
| E. Ohman J:or Asset Management AB | 43,000 | $34.9 萬 | 0.01% | +43,000 | 新進 |
| Credit Agricole S A | 40,500 | $32.9 萬 | 0.00% | +40,500 | 新進 |
| Rhumbline Advisers | 38,240 | $31.1 萬 | 0.00% | +35,682+1,394.9% | 加碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 38,144 | $31.0 萬 | 0.00% | +38,144 | 新進 |
| Eurizon Capital SGR S.p.A. | 37,600 | $30.5 萬 | 0.00% | +37,600 | 新進 |
| LPL Financial LLC | 37,180 | $30.2 萬 | 0.00% | −15,691−29.7% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 36,604 | $29.7 萬 | 0.00% | +5,516+17.7% | 加碼 |
| Rakuten Investment Management, Inc. | 36,784 | $29.7 萬 | 0.00% | +36,784 | 新進 |
| KBC Group NV | 36,302 | $29.5 萬 | 0.00% | +36,302 | 新進 |
| Mariner, LLC | 35,831 | $29.1 萬 | 0.00% | +6,984+24.2% | 加碼 |
| Sanctuary Advisors, LLC | 35,371 | $28.7 萬 | 0.00% | +35,371 | 新進 |
| Old Mission Capital LLC | 34,641 | $28.1 萬 | 0.01% | +34,641 | 新進 |
| Catalyst Funds Management Pty Ltd | 34,492 | $28.0 萬 | 0.02% | −393,112−91.9% | 減碼 |
| Campbell & CO Investment Adviser LLC | 33,616 | $27.3 萬 | 0.01% | −14,216−29.7% | 減碼 |
| Cerity Partners LLC | 33,574 | $27.3 萬 | 0.00% | +33,574 | 新進 |
| Macquarie Group Ltd | 33,559 | $27.2 萬 | 0.00% | +33,559 | 新進 |
| Ensign Peak Advisors, Inc | 33,100 | $26.9 萬 | 0.00% | +33,100 | 新進 |
| Crossmark Global Holdings, Inc. | 30,803 | $25.0 萬 | 0.00% | +218+0.7% | 加碼 |
| Voya Investment Management LLC | 29,848 | $24.2 萬 | 0.00% | +29,848 | 新進 |
| Walleye Capital LLC | 29,400 | $23.9 萬 | 0.00% | +21,969+295.6% | 加碼 |
| Numerai GP LLC | 28,736 | $23.3 萬 | 0.02% | +28,736 | 新進 |
| CIBC Asset Management Inc | 25,820 | $21.0 萬 | 0.00% | +25,820 | 新進 |
| Hantz Financial Services, Inc. | 22,818 | $18.5 萬 | 0.00% | −564−2.4% | 減碼 |
| Axxion S.A. | 21,661 | $17.6 萬 | 0.01% | +21,661 | 新進 |
| QRG Capital Management, Inc. | 21,039 | $17.1 萬 | 0.00% | +7,976+61.1% | 加碼 |
| Bayesian Capital Management, LP | 20,813 | $16.9 萬 | 0.11% | +20,813 | 新進 |
| Simplex Trading, LLC | 19,698 | $16.0 萬 | 0.00% | +8,381+74.1% | 加碼 |
| Virtu Financial LLC | 19,156 | $15.6 萬 | 0.00% | +19,156 | 新進 |
| O'Shaughnessy Asset Management, LLC | 18,994 | $15.4 萬 | 0.00% | −4,034−17.5% | 減碼 |
| Vise Technologies, Inc. | 16,254 | $13.2 萬 | 0.00% | +2,652+19.5% | 加碼 |
| Oxford Asset Management LLP | 15,299 | $12.4 萬 | 0.06% | −9,811−39.1% | 減碼 |
| Pathstone Holdings, LLC | 15,203 | $12.3 萬 | 0.00% | +15,203 | 新進 |
| Fox Run Management, L.L.C. | 14,618 | $11.9 萬 | 0.02% | +14,618 | 新進 |
| Cigna Investments Inc | 14,053 | $11.4 萬 | 0.01% | +14,053 | 新進 |
| The PNC Financial Services Group, Inc. | 13,597 | $11.0 萬 | 0.00% | +13,451+9,213.0% | 加碼 |
| Centiva Capital, LP | 13,205 | $10.7 萬 | 0.00% | −12,610−48.8% | 減碼 |
| Bryn Mawr Trust Co | 13,000 | $10.6 萬 | 0.00% | +13,000 | 新進 |
| Lighthouse Investment Partners, LLC | 12,930 | $10.5 萬 | 0.00% | +12,930 | 新進 |
| Prudential PLC | 12,450 | $10.1 萬 | 0.00% | +12,450 | 新進 |
| Atomi Financial Group, Inc. | 11,879 | $9.65 萬 | 0.00% | −261−2.1% | 減碼 |
| Mackenzie Financial Corp | 11,768 | $9.56 萬 | 0.00% | +524+4.7% | 加碼 |
| Stifel Financial Corp | 11,414 | $9.27 萬 | 0.00% | +398+3.6% | 加碼 |
| Nissay Asset Management Corp | 11,412 | $9.27 萬 | 0.00% | +11,412 | 新進 |