Quantum Capital Management, LLC / NJ
NORTHFIELD NJ · SEC CIK 0001513125
$7.81亿2026Q1 申报市值
34持仓数
70.0%前十大占比 · 第一大 9.4%
4 / 4新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
MLM 新建仓+$5,321.31万
TYL 加仓+$1,625.31万
IT 新建仓+$1,560.55万
MSCI 加仓+$1,185.55万
VMC 新建仓+$721.95万
2026Q1 卖出最多 按季末市值估算
ODFL 减仓-$4,571.68万
CPRT 减仓-$2,971.32万
LSTR 清仓-$2,797.46万
CSGP 清仓-$1,469.75万
HEI/A 减仓-$1,244.99万
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| ODFL | Old Dominion Freight Line In | $7,346.50万 | 9.40% | 375,972 | -233,965 | -38.4% | -$4,571.68万 | 减仓 |
| NVR | NVR Inc | $6,356.55万 | 8.13% | 9,646 | 986 | 11.4% | $649.76万 | 加仓 |
| PRI | Primerica Inc | $6,284.57万 | 8.04% | 250,901 | -2,847 | -1.1% | -$71.31万 | 减仓 |
| MSCI | MSCI Inc | $5,901.09万 | 7.55% | 109,480 | 21,995 | 25.1% | $1,185.55万 | 加仓 |
| VEEV | Veeva Sys Inc | $5,571.99万 | 7.13% | 317,203 | 36,413 | 13.0% | $639.63万 | 加仓 |
| MLM | Martin Marietta Matls Inc | $5,321.31万 | 6.81% | 90,394 | 90,394 | — | $5,321.31万 | 新建仓 |
| HEI/A | Heico Corp New | $4,954.49万 | 6.34% | 234,710 | -58,979 | -20.1% | -$1,244.99万 | 减仓 |
| FAST | Fastenal Co | $4,424.45万 | 5.66% | 953,546 | -13,203 | -1.4% | -$61.26万 | 减仓 |
| MCO | Moodys Corp | $4,349.59万 | 5.57% | 99,704 | 15,833 | 18.9% | $690.71万 | 加仓 |
| GGG | Graco Inc | $4,194.44万 | 5.37% | 495,503 | -5,519 | -1.1% | -$46.72万 | 减仓 |
| BRO | Brown & Brown Inc | $4,183.96万 | 5.35% | 641,613 | -8,242 | -1.3% | -$53.75万 | 减仓 |
| TYL | Tyler Technologies Inc | $4,124.31万 | 5.28% | 120,460 | 47,471 | 65.0% | $1,625.31万 | 加仓 |
| IDXX | Idexx Labs Inc | $3,158.27万 | 4.04% | 56,208 | -20,238 | -26.5% | -$1,137.15万 | 减仓 |
| BKNG | Booking Holdings Inc | $2,648.71万 | 3.39% | 6,291 | -847 | -11.9% | -$356.61万 | 减仓 |
| CPRT | Copart Inc | $1,738.73万 | 2.23% | 523,715 | -894,975 | -63.1% | -$2,971.32万 | 减仓 |
| IT | Gartner Inc | $1,560.55万 | 2.00% | 98,557 | 98,557 | — | $1,560.55万 | 新建仓 |
| GLD | SPDR Gold Tr | $1,256.79万 | 1.61% | 29,208 | -901 | -3.0% | -$38.77万 | 减仓 |
| VEU | Vanguard Intl Equity Index F | $895.71万 | 1.15% | 119,269 | -3,622 | -2.9% | -$27.20万 | 减仓 |
| VMC | Vulcan Matls Co | $721.95万 | 0.92% | 26,513 | 26,513 | — | $721.95万 | 新建仓 |
| VSS | Vanguard Intl Equity Index F | $706.95万 | 0.90% | 48,491 | -1,474 | -3.0% | -$21.49万 | 减仓 |
| BRK/B | Berkshire Hathaway Inc Del | $604.41万 | 0.77% | 12,613 | -370 | -2.8% | -$17.73万 | 减仓 |
| VYMI | Vanguard Whitehall Fds | $598.53万 | 0.77% | 63,511 | 63,511 | — | $598.53万 | 新建仓 |
| APPF | Appfolio Inc | $535.15万 | 0.68% | 33,909 | -457 | -1.3% | -$7.21万 | 减仓 |
| VYM | Vanguard Whitehall Fds | $316.21万 | 0.40% | 21,351 | -631 | -2.9% | -$9.35万 | 减仓 |
| VONE | Vanguard Scottsdale Fds | $256.87万 | 0.33% | 8,704 | -260 | -2.9% | -$7.67万 | 减仓 |
| SCHZ | Schwab Strategic Tr | $26.50万 | 0.03% | 11,412 | 950 | 9.1% | $2.21万 | 加仓 |
| SCL | Stepan Co | $25.04万 | 0.03% | 5,010 | 0 | 0.0% | — | 不变 |
| ITB | iShares Tr | $18.82万 | 0.02% | 2,078 | 6 | 0.3% | $543 | 加仓 |
| SCHB | Schwab Strategic Tr | $18.62万 | 0.02% | 7,417 | -672 | -8.3% | -$1.69万 | 减仓 |
| SCHF | Schwab Strategic Tr | $17.17万 | 0.02% | 6,936 | -140 | -2.0% | -$3,465 | 减仓 |
| SGOV | iShares Tr | $16.20万 | 0.02% | 1,609 | -487 | -23.2% | -$4.90万 | 减仓 |
| VXUS | Vanguard Index Fds | $5.44万 | 0.01% | 706 | -19 | -2.6% | -$1,465 | 减仓 |
| VTI | Vanguard Star Fds | $4.52万 | 0.01% | 141 | 0 | 0.0% | — | 不变 |
| SCHO | Schwab Strategic Tr | $3,786 | 0.00% | 156 | 0 | 0.0% | — | 不变 |
| LSTR | Landstar Sys Inc | $0 | 0.00% | 0 | -194,673 | -100.0% | -$2,797.46万 | 清仓 |
| CSGP | Costar Group Inc | $0 | 0.00% | 0 | -218,583 | -100.0% | -$1,469.75万 | 清仓 |
| VGT | Vanguard World Fd | $0 | 0.00% | 0 | -5,088 | -100.0% | -$383.52万 | 清仓 |
| DSGX | Descartes Sys Group Inc | $0 | 0.00% | 0 | -31,421 | -100.0% | -$275.44万 | 清仓 |