GW&K Investment Management, LLC
BOSTON MA · SEC CIK 0001082917
$127.98亿2026Q2 申报市值
1,108持仓数
12.7%前十大占比 · 第一大 1.9%
113 / 30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
CECO 新建仓+$5,458.40万
FN 加仓+$4,633.31万
STX 加仓+$4,383.89万
WHD 新建仓+$3,845.20万
CYTK 加仓+$3,590.70万
2026Q2 卖出最多 按季末市值估算
FIX 减仓-$1.03亿
STRL 减仓-$8,989.10万
MTSI 减仓-$7,771.79万
CRDO 减仓-$6,256.72万
POWL 减仓-$5,483.38万
2026Q2 持仓明细 点表头排序 · 每页 100 行
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 |
|---|---|---|---|---|---|---|---|---|
| ETN | EATON CORP PLC | $3,409.60万 | 0.27% | 80,015 | 14,610 | 22.3% | $622.56万 | 加仓 |
| SKWD | SKYWARD SPECIALTY INSURANCE | $3,412.10万 | 0.27% | 584,760 | -5,387 | -0.9% | -$31.43万 | 减仓 |
| AROC | ARCHROCK INC | $3,437.40万 | 0.27% | 844,364 | 844,364 | — | $3,437.40万 | 新建仓 |
| PCTY | PAYLOCITY HOLDING CORP | $3,461.40万 | 0.27% | 331,138 | -8,461 | -2.5% | -$88.44万 | 减仓 |
| COCO | VITA COCO CO INC/THE | $3,497.90万 | 0.27% | 528,872 | -8,308 | -1.5% | -$54.95万 | 减仓 |
| BCPC | BALCHEM CORP | $3,500.10万 | 0.27% | 207,163 | -3,510 | -1.7% | -$59.30万 | 减仓 |
| TCBI | TEXAS CAPITAL BANCSHARES INC | $3,551.10万 | 0.28% | 343,890 | 122,915 | 55.6% | $1,269.25万 | 加仓 |
| AGX | ARGAN INC | $3,577.30万 | 0.28% | 44,796 | 44,796 | — | $3,577.30万 | 新建仓 |
| CDRE | CADRE HOLDINGS INC | $3,633.20万 | 0.28% | 1,274,371 | 227,195 | 21.7% | $647.73万 | 加仓 |
| CSCO | CISCO SYS INC | $3,640.40万 | 0.28% | 309,929 | -6,945 | -2.2% | -$81.58万 | 减仓 |
| OVV | OVINTIV INC | $3,642.20万 | 0.28% | 691,774 | -42,736 | -5.8% | -$225.01万 | 减仓 |
| MCHP | MICROCHIP TECHNOLOGY INC | $3,665.90万 | 0.29% | 401,968 | -3,667 | -0.9% | -$33.44万 | 减仓 |
| ALLY | ALLY FINANCIAL INC | $3,672.80万 | 0.29% | 799,303 | -12,924 | -1.6% | -$59.39万 | 减仓 |
| BLK | BLACKROCK INC | $3,674.70万 | 0.29% | 38,216 | -620 | -1.6% | -$59.62万 | 减仓 |
| HD | HOME DEPOT INC | $3,685.30万 | 0.29% | 104,493 | -1,473 | -1.4% | -$51.95万 | 减仓 |
| CENTA | CENTRAL GARDEN AND PET CO-A | $3,692.00万 | 0.29% | 952,272 | -10,991 | -1.1% | -$42.61万 | 减仓 |
| GTX | GARRETT MOTION INC | $3,730.20万 | 0.29% | 1,029,577 | -396,349 | -27.8% | -$1,435.99万 | 减仓 |
| WHD | CACTUS INC - A | $3,845.20万 | 0.30% | 750,566 | 750,566 | — | $3,845.20万 | 新建仓 |
| FTAI | FTAI AVIATION LTD | $3,847.40万 | 0.30% | 142,217 | -15,148 | -9.6% | -$409.80万 | 减仓 |
| TNDM | TANDEM DIABETES CARE INC | $3,876.70万 | 0.30% | 2,569,032 | -120,074 | -4.5% | -$181.19万 | 减仓 |
| ADC | AGREE REALTY CORP | $3,955.50万 | 0.31% | 522,247 | -33,857 | -6.1% | -$256.43万 | 减仓 |
| POR | PORTLAND GENERAL ELECTRIC CO | $4,022.00万 | 0.31% | 775,988 | -48,661 | -5.9% | -$252.21万 | 减仓 |
| CATY | CATHAY GENERAL BANCORP | $4,068.20万 | 0.32% | 656,264 | -8,656 | -1.3% | -$53.66万 | 减仓 |
| NWE | NORTHWESTERN ENERGY GROUP IN | $4,096.20万 | 0.32% | 571,934 | -7,694 | -1.3% | -$55.10万 | 减仓 |
| QSR | RESTAURANT BRANDS INTERN | $4,128.80万 | 0.32% | 569,407 | -9,124 | -1.6% | -$66.16万 | 减仓 |
| STAG | STAG INDUSTRIAL INC | $4,141.50万 | 0.32% | 1,088,152 | -39,506 | -3.5% | -$150.36万 | 减仓 |
| SSD | SIMPSON MANUFACTURING CO INC | $4,162.10万 | 0.33% | 198,808 | -13,725 | -6.5% | -$287.34万 | 减仓 |
| RTX | RTX CORP | $4,206.70万 | 0.33% | 221,719 | -54,765 | -19.8% | -$1,039.06万 | 减仓 |
| PCOR | PROCORE TECHNOLOGIES INC | $4,239.10万 | 0.33% | 1,043,590 | 4,863 | 0.5% | $19.75万 | 加仓 |
| FAST | FASTENAL CO | $4,247.50万 | 0.33% | 884,344 | -12,998 | -1.4% | -$62.43万 | 减仓 |
| KO | COCA-COLA CO/THE | $4,254.40万 | 0.33% | 523,494 | -8,415 | -1.6% | -$68.39万 | 减仓 |
| FERG | FERGUSON ENTERPRISES INC | $4,403.60万 | 0.34% | 185,547 | -2,974 | -1.6% | -$70.58万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HOLDINGS | $4,427.70万 | 0.35% | 45,883 | 45,429 | 10,006.4% | $4,383.89万 | 加仓 |
| SNDR | SCHNEIDER NATIONAL INC-CL B | $4,453.20万 | 0.35% | 1,219,072 | -13,283 | -1.1% | -$48.52万 | 减仓 |
| SUI | SUN COMMUNITIES INC | $4,455.80万 | 0.35% | 371,593 | -21,327 | -5.4% | -$255.73万 | 减仓 |
| AGIO | AGIOS PHARMACEUTICALS INC | $4,477.70万 | 0.35% | 1,206,615 | -8,286 | -0.7% | -$30.75万 | 减仓 |
| VNOM | VIPER ENERGY INC-CL A | $4,569.00万 | 0.36% | 1,077,602 | -17,117 | -1.6% | -$72.58万 | 减仓 |
| CW | CURTISS-WRIGHT CORP | $4,575.50万 | 0.36% | 60,377 | -2,656 | -4.2% | -$201.28万 | 减仓 |
| ALGM | ALLEGRO MICROSYSTEMS INC | $4,642.40万 | 0.36% | 666,812 | 7,236 | 1.1% | $50.38万 | 加仓 |
| ORI | OLD REPUBLIC INTL CORP | $4,646.30万 | 0.36% | 1,135,463 | -16,646 | -1.4% | -$68.12万 | 减仓 |
| ITGR | INTEGER HOLDINGS CORP | $4,650.80万 | 0.36% | 497,676 | -30,267 | -5.7% | -$282.85万 | 减仓 |
| HLI | HOULIHAN LOKEY INC | $4,690.60万 | 0.37% | 349,700 | -4,395 | -1.2% | -$58.95万 | 减仓 |
| KNSL | KINSALE CAPITAL GROUP INC | $4,703.20万 | 0.37% | 142,599 | -7,984 | -5.3% | -$263.33万 | 减仓 |
| SKY | CHAMPION HOMES INC | $4,779.40万 | 0.37% | 542,381 | -4,555 | -0.8% | -$40.14万 | 减仓 |
| SBCF | SEACOAST BANKING CORP/FL | $4,791.50万 | 0.37% | 1,441,055 | -13,690 | -0.9% | -$45.52万 | 减仓 |
| AVNT | AVIENT CORP | $4,802.80万 | 0.38% | 1,299,448 | -17,844 | -1.4% | -$65.95万 | 减仓 |
| — | SUPERNUS PHARMACEUTICALS INC | $4,824.20万 | 0.38% | 1,037,242 | -17,942 | -1.7% | -$83.45万 | 减仓 |
| ABCB | AMERIS BANCORP | $4,829.80万 | 0.38% | 535,106 | -9,800 | -1.8% | -$88.45万 | 减仓 |
| ETR | ENTERGY CORP | $4,844.30万 | 0.38% | 421,755 | -146,929 | -25.8% | -$1,687.63万 | 减仓 |
| TXN | TEXAS INSTRUMENTS INC | $4,875.40万 | 0.38% | 163,567 | 6,751 | 4.3% | $201.23万 | 加仓 |
| BIO | BIO-RAD LABORATORIES-A | $4,900.60万 | 0.38% | 166,905 | -7,803 | -4.5% | -$229.11万 | 减仓 |
| RARE | ULTRAGENYX PHARMACEUTICAL IN | $4,945.70万 | 0.39% | 1,481,178 | -134,248 | -8.3% | -$448.26万 | 减仓 |
| LGN | LEGENCE CORP-CL A | $5,031.70万 | 0.39% | 590,365 | -12,768 | -2.1% | -$108.82万 | 减仓 |
| CSW | CSW INDUSTRIALS INC | $5,339.70万 | 0.42% | 191,870 | 18,691 | 10.8% | $520.17万 | 加仓 |
| SITE | SITEONE LANDSCAPE SUPPLY INC | $5,395.10万 | 0.42% | 471,553 | -35,211 | -6.9% | -$402.85万 | 减仓 |
| ALLE | ALLEGION PLC | $5,423.30万 | 0.42% | 386,022 | 64,919 | 20.2% | $912.06万 | 加仓 |
| GOOGL | ALPHABET INC-CL A | $5,454.30万 | 0.43% | 152,624 | -1,063 | -0.7% | -$37.99万 | 减仓 |
| CECO | CECO ENVIRONMENTAL CORP | $5,458.40万 | 0.43% | 601,544 | 601,544 | — | $5,458.40万 | 新建仓 |
| CFR | CULLEN/FROST BANKERS INC | $5,494.30万 | 0.43% | 355,565 | -20,612 | -5.5% | -$318.50万 | 减仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $5,540.00万 | 0.43% | 203,708 | -230,062 | -53.0% | -$6,256.72万 | 减仓 |
| EGP | EASTGROUP PROPERTIES INC | $5,558.00万 | 0.43% | 274,429 | -11,026 | -3.9% | -$223.31万 | 减仓 |
| HQY | HEALTHEQUITY INC | $5,711.70万 | 0.45% | 632,382 | 168,067 | 36.2% | $1,517.99万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR-SP ADR | $5,760.40万 | 0.45% | 120,619 | 13,343 | 12.4% | $637.22万 | 加仓 |
| CHDN | CHURCHILL DOWNS INC | $5,857.60万 | 0.46% | 653,447 | -14,951 | -2.2% | -$134.02万 | 减仓 |
| SAIL | SAILPOINT INC | $5,882.30万 | 0.46% | 4,017,925 | 929,975 | 30.1% | $1,361.50万 | 加仓 |
| IONS | IONIS PHARMACEUTICALS INC | $5,922.70万 | 0.46% | 746,966 | -32,383 | -4.2% | -$256.77万 | 减仓 |
| LECO | LINCOLN ELECTRIC HOLDINGS | $5,949.60万 | 0.46% | 224,077 | -12,139 | -5.1% | -$322.31万 | 减仓 |
| PNFP | PINNACLE FINANCIAL PARTNERS | $5,982.80万 | 0.47% | 593,062 | 47,686 | 8.7% | $481.06万 | 加仓 |
| WTFC | WINTRUST FINANCIAL CORP | $6,005.30万 | 0.47% | 373,649 | -25,386 | -6.4% | -$408.00万 | 减仓 |
| MS | MORGAN STANLEY | $6,036.70万 | 0.47% | 288,780 | -4,688 | -1.6% | -$98.00万 | 减仓 |
| AUB | ATLANTIC UNION BANKSHARES CO | $6,205.20万 | 0.48% | 1,466,606 | -95,505 | -6.1% | -$404.08万 | 减仓 |
| EXP | EAGLE MATERIALS INC | $6,228.80万 | 0.49% | 276,835 | -14,982 | -5.1% | -$337.10万 | 减仓 |
| PIPR | PIPER SANDLER COS | $6,230.50万 | 0.49% | 861,276 | -54,567 | -6.0% | -$394.74万 | 减仓 |
| KWR | QUAKER HOUGHTON | $6,231.70万 | 0.49% | 392,247 | -3,718 | -0.9% | -$59.07万 | 减仓 |
| NTRA | NATERA INC | $6,279.00万 | 0.49% | 231,308 | -10,712 | -4.4% | -$290.78万 | 减仓 |
| AIZ | ASSURANT INC | $6,386.40万 | 0.50% | 237,825 | -15,243 | -6.0% | -$409.33万 | 减仓 |
| LEVI | LEVI STRAUSS & CO- CLASS A | $6,412.00万 | 0.50% | 2,582,378 | -78,138 | -2.9% | -$194.02万 | 减仓 |
| VIAV | VIAVI SOLUTIONS INC | $6,447.30万 | 0.50% | 1,350,233 | -421,648 | -23.8% | -$2,013.35万 | 减仓 |
| — | CRINETICS PHARMACEUTICALS IN | $6,478.00万 | 0.51% | 1,731,140 | 112,454 | 6.9% | $420.81万 | 加仓 |
| SMTC | SEMTECH CORP | $6,564.40万 | 0.51% | 405,585 | -71,940 | -15.1% | -$1,164.35万 | 减仓 |
| DORM | DORMAN PRODUCTS INC | $6,571.90万 | 0.51% | 481,630 | -32,058 | -6.2% | -$437.44万 | 减仓 |
| NVDA | NVIDIA CORP | $6,588.50万 | 0.51% | 329,277 | -2,206 | -0.7% | -$44.14万 | 减仓 |
| INSM | INSMED INC | $6,714.60万 | 0.52% | 629,760 | 6,712 | 1.1% | $71.56万 | 加仓 |
| MTDR | MATADOR RESOURCES CO | $6,856.70万 | 0.54% | 1,377,394 | -181,170 | -11.6% | -$901.87万 | 减仓 |
| RPM | RPM INTERNATIONAL INC | $6,891.30万 | 0.54% | 619,997 | -26,166 | -4.0% | -$290.84万 | 减仓 |
| VCEL | VERICEL CORP | $6,898.20万 | 0.54% | 1,550,497 | -66,358 | -4.1% | -$295.23万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $6,911.30万 | 0.54% | 211,142 | -3,391 | -1.6% | -$111.00万 | 减仓 |
| ABBV | ABBVIE INC | $6,938.70万 | 0.54% | 275,739 | -33,680 | -10.9% | -$847.52万 | 减仓 |
| GBCI | GLACIER BANCORP INC | $6,953.40万 | 0.54% | 1,348,072 | -61,029 | -4.3% | -$314.79万 | 减仓 |
| DCO | DUCOMMUN INC | $7,066.70万 | 0.55% | 381,545 | 69,512 | 22.3% | $1,287.45万 | 加仓 |
| PM | PHILIP MORRIS INTERNATIONAL | $7,078.30万 | 0.55% | 391,260 | -6,463 | -1.6% | -$116.92万 | 减仓 |
| CFG | CITIZENS FINANCIAL GROUP | $7,244.80万 | 0.57% | 1,033,943 | -16,692 | -1.6% | -$116.96万 | 减仓 |
| BJ | BJS WHOLESALE CLUB HOLDINGS | $7,300.80万 | 0.57% | 837,052 | 92,726 | 12.5% | $808.76万 | 加仓 |
| CGNX | COGNEX CORP | $7,389.60万 | 0.58% | 1,020,371 | -61,343 | -5.7% | -$444.25万 | 减仓 |
| MGY | MAGNOLIA OIL & GAS CORP - A | $7,462.70万 | 0.58% | 2,917,419 | -163,845 | -5.3% | -$419.11万 | 减仓 |
| DELL | DELL TECHNOLOGIES -C | $7,615.20万 | 0.60% | 176,499 | 23,022 | 15.0% | $993.30万 | 加仓 |
| LGND | LIGAND PHARMACEUTICALS | $7,803.80万 | 0.61% | 246,883 | 97,382 | 65.1% | $3,078.18万 | 加仓 |
| CYTK | CYTOKINETICS INC | $7,804.40万 | 0.61% | 916,107 | 421,488 | 85.2% | $3,590.70万 | 加仓 |
| RHP | RYMAN HOSPITALITY PROPERTIES | $7,916.00万 | 0.62% | 615,786 | 262,197 | 74.2% | $3,370.57万 | 加仓 |
| VCYT | VERACYTE INC | $8,319.30万 | 0.65% | 1,416,543 | -20,779 | -1.4% | -$122.03万 | 减仓 |