Quantum Capital Management, LLC / NJ
NORTHFIELD NJ · SEC CIK 0001513125
$7.98亿2026Q2 申报市值
35持仓数
69.7%前十大占比 · 第一大 8.9%
3 / 2新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
GGG 加仓+$2,063.53万
BRO 加仓+$1,678.42万
IDXX 加仓+$1,443.81万
HEI/A 加仓+$1,009.02万
POOL 新建仓+$702.70万
2026Q2 卖出最多 按季末市值估算
ODFL 减仓-$4,355.18万
MSCI 减仓-$1,308.26万
PRI 减仓-$1,023.44万
BKNG 减仓-$990.21万
VEEV 减仓-$795.40万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| HEI/A | Heico Corp New | $7,062.45万 | 8.86% | 273,833 | 39,123 | 16.7% | $1,009.02万 | 加仓 |
| NVR | NVR Inc | $6,602.87万 | 8.28% | 9,691 | 45 | 0.5% | $30.66万 | 加仓 |
| PRI | Primerica Inc | $6,107.20万 | 7.66% | 214,890 | -36,011 | -14.4% | -$1,023.44万 | 减仓 |
| GGG | Graco Inc | $5,810.03万 | 7.28% | 768,421 | 272,918 | 55.1% | $2,063.53万 | 加仓 |
| BRO | Brown & Brown Inc | $5,794.37万 | 7.27% | 903,253 | 261,640 | 40.8% | $1,678.42万 | 加仓 |
| MLM | Martin Marietta Matls Inc | $5,404.60万 | 6.78% | 93,716 | 3,322 | 3.7% | $191.58万 | 加仓 |
| VEEV | Veeva Sys Inc | $4,834.00万 | 6.06% | 272,384 | -44,819 | -14.1% | -$795.40万 | 减仓 |
| MSCI | MSCI Inc | $4,823.07万 | 6.05% | 86,120 | -23,360 | -21.3% | -$1,308.26万 | 减仓 |
| FAST | Fastenal Co | $4,624.49万 | 5.80% | 962,833 | 9,287 | 1.0% | $44.61万 | 加仓 |
| MCO | Moodys Corp | $4,564.44万 | 5.72% | 100,778 | 1,074 | 1.1% | $48.64万 | 加仓 |
| IDXX | Idexx Labs Inc | $4,402.83万 | 5.52% | 83,634 | 27,426 | 48.8% | $1,443.81万 | 加仓 |
| ODFL | Old Dominion Freight Line In | $3,788.38万 | 4.75% | 174,902 | -201,070 | -53.5% | -$4,355.18万 | 减仓 |
| TYL | Tyler Technologies Inc | $3,106.42万 | 3.89% | 106,217 | -14,243 | -11.8% | -$416.55万 | 减仓 |
| IT | Gartner Inc | $1,948.38万 | 2.44% | 150,315 | 51,758 | 52.5% | $670.89万 | 加仓 |
| BKNG | Booking Holdings Inc | $1,813.06万 | 2.27% | 101,720 | -55,555 | -35.3% | -$990.21万 | 减仓 |
| CPRT | Copart Inc | $1,497.68万 | 1.88% | 531,279 | 7,564 | 1.4% | $21.32万 | 加仓 |
| GLD | SPDR Gold Tr | $1,059.76万 | 1.33% | 28,768 | -440 | -1.5% | -$16.21万 | 减仓 |
| VEU | Vanguard Intl Equity Index F | $984.93万 | 1.23% | 117,604 | -1,665 | -1.4% | -$13.94万 | 减仓 |
| VMC | Vulcan Matls Co | $791.72万 | 0.99% | 26,837 | 324 | 1.2% | $9.56万 | 加仓 |
| VSS | Vanguard Intl Equity Index F | $737.91万 | 0.93% | 47,826 | -665 | -1.4% | -$10.26万 | 减仓 |
| POOL | Pool Corp | $702.70万 | 0.88% | 32,699 | 32,699 | — | $702.70万 | 新建仓 |
| BRK/B | Berkshire Hathaway Inc Del | $621.78万 | 0.78% | 12,426 | -187 | -1.5% | -$9.36万 | 减仓 |
| VYMI | Vanguard Whitehall Fds | $615.11万 | 0.77% | 62,638 | -873 | -1.4% | -$8.57万 | 减仓 |
| VOO | Vanguard Index Fds | $587.02万 | 0.74% | 8,547 | 8,547 | — | $587.02万 | 新建仓 |
| VYM | Vanguard Whitehall Fds | $542.33万 | 0.68% | 34,318 | 12,967 | 60.7% | $204.92万 | 加仓 |
| SCHD | Schwab Strategic Tr | $483.25万 | 0.61% | 152,398 | 152,398 | — | $483.25万 | 新建仓 |
| VONE | Vanguard Scottsdale Fds | $290.55万 | 0.36% | 8,578 | -126 | -1.4% | -$4.27万 | 减仓 |
| SCL | Stepan Co | $27.92万 | 0.04% | 5,010 | 0 | 0.0% | — | 不变 |
| SCHZ | Schwab Strategic Tr | $27.21万 | 0.03% | 11,763 | 351 | 3.1% | $8,119 | 加仓 |
| SGOV | iShares Tr | $24.01万 | 0.03% | 2,385 | 776 | 48.2% | $7.81万 | 加仓 |
| ITB | iShares Tr | $22.01万 | 0.03% | 2,107 | 29 | 1.4% | $3,030 | 加仓 |
| SCHB | Schwab Strategic Tr | $21.99万 | 0.03% | 7,593 | 176 | 2.4% | $5,097 | 加仓 |
| SCHF | Schwab Strategic Tr | $19.69万 | 0.02% | 7,108 | 172 | 2.5% | $4,764 | 加仓 |
| VXUS | Vanguard Index Fds | $6.04万 | 0.01% | 706 | 0 | 0.0% | — | 不变 |
| VTI | Vanguard Star Fds | $5.22万 | 0.01% | 141 | 0 | 0.0% | — | 不变 |
| APPF | Appfolio Inc | $0 | 0.00% | 0 | -33,909 | -100.0% | -$535.15万 | 清仓 |
| SCHO | Schwab Strategic Tr | $0 | 0.00% | 0 | -156 | -100.0% | -$3,786 | 清仓 |