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 |
|---|---|---|---|---|---|---|---|---|
| SEI | SOLARIS ENERGY INFRASTRUCTUR | $8,352.70万 | 0.65% | 1,038,119 | -23,554 | -2.2% | -$189.52万 | 减仓 |
| BBIO | BRIDGEBIO PHARMA INC | $8,380.00万 | 0.65% | 1,125,131 | 162,488 | 16.9% | $1,210.21万 | 加仓 |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $8,450.10万 | 0.66% | 350,667 | -20,431 | -5.5% | -$492.33万 | 减仓 |
| JBL | JABIL INC | $8,462.90万 | 0.66% | 219,538 | -125,753 | -36.4% | -$4,847.61万 | 减仓 |
| FIX | COMFORT SYSTEMS USA INC | $8,685.70万 | 0.68% | 43,819 | -51,855 | -54.2% | -$1.03亿 | 减仓 |
| SF | STIFEL FINANCIAL CORP | $8,700.60万 | 0.68% | 1,247,030 | -60,715 | -4.6% | -$423.61万 | 减仓 |
| AIT | APPLIED INDUSTRIAL TECH INC | $8,720.60万 | 0.68% | 257,886 | -13,603 | -5.0% | -$460.00万 | 减仓 |
| VOYA | VOYA FINANCIAL INC | $8,728.40万 | 0.68% | 964,138 | -54,900 | -5.4% | -$497.01万 | 减仓 |
| LOPE | GRAND CANYON EDUCATION INC | $8,825.00万 | 0.69% | 616,654 | -107,071 | -14.8% | -$1,532.30万 | 减仓 |
| NDSN | NORDSON CORP | $8,859.40万 | 0.69% | 293,653 | -18,940 | -6.1% | -$571.41万 | 减仓 |
| MEDP | MEDPACE HOLDINGS INC | $9,146.10万 | 0.71% | 172,696 | -10,076 | -5.5% | -$533.63万 | 减仓 |
| ESI | ELEMENT SOLUTIONS INC | $9,252.10万 | 0.72% | 1,937,614 | -138,550 | -6.7% | -$661.58万 | 减仓 |
| CVCO | CAVCO INDUSTRIES INC | $9,427.30万 | 0.74% | 153,439 | -9,845 | -6.0% | -$604.88万 | 减仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $9,563.10万 | 0.75% | 567,421 | -26,304 | -4.4% | -$443.32万 | 减仓 |
| UMBF | UMB FINANCIAL CORP | $9,600.20万 | 0.75% | 672,465 | -28,722 | -4.1% | -$410.04万 | 减仓 |
| MSFT | MICROSOFT CORP | $1.00亿 | 0.78% | 269,177 | -3,512 | -1.3% | -$131.00万 | 减仓 |
| IDA | IDACORP INC | $1.01亿 | 0.79% | 668,455 | -31,325 | -4.5% | -$473.95万 | 减仓 |
| AVGO | BROADCOM INC | $1.03亿 | 0.80% | 272,092 | -64,697 | -19.2% | -$2,443.94万 | 减仓 |
| BURL | BURLINGTON STORES INC | $1.03亿 | 0.80% | 324,761 | -14,697 | -4.3% | -$465.60万 | 减仓 |
| PFGC | PERFORMANCE FOOD GROUP CO | $1.04亿 | 0.81% | 927,410 | -39,489 | -4.1% | -$441.45万 | 减仓 |
| HALO | HALOZYME THERAPEUTICS INC | $1.06亿 | 0.83% | 1,353,883 | -39,992 | -2.9% | -$313.02万 | 减仓 |
| — | GATES INDUSTRIAL CORP PLC | $1.07亿 | 0.84% | 3,826,871 | -201,465 | -5.0% | -$563.50万 | 减仓 |
| COHR | COHERENT CORP | $1.13亿 | 0.88% | 285,545 | -1,790 | -0.6% | -$70.61万 | 减仓 |
| GMED | GLOBUS MEDICAL INC - A | $1.15亿 | 0.90% | 1,453,206 | -41,517 | -2.8% | -$328.03万 | 减仓 |
| POWL | POWELL INDUSTRIES INC | $1.17亿 | 0.92% | 410,122 | -191,483 | -31.8% | -$5,483.38万 | 减仓 |
| FN | FABRINET | $1.18亿 | 0.93% | 210,752 | 82,429 | 64.2% | $4,633.31万 | 加仓 |
| FSS | FEDERAL SIGNAL CORP | $1.19亿 | 0.93% | 926,454 | -31,670 | -3.3% | -$406.93万 | 减仓 |
| TXRH | TEXAS ROADHOUSE INC | $1.24亿 | 0.97% | 644,226 | 5,377 | 0.8% | $103.90万 | 加仓 |
| APG | API GROUP CORP | $1.25亿 | 0.98% | 2,956,543 | -154,399 | -5.0% | -$653.88万 | 减仓 |
| ENTG | ENTEGRIS INC | $1.25亿 | 0.98% | 696,739 | -42,317 | -5.7% | -$761.12万 | 减仓 |
| MOG/A | MOOG INC-CLASS A | $1.32亿 | 1.03% | 311,540 | -17,409 | -5.3% | -$737.87万 | 减仓 |
| RBC | RBC BEARINGS INC | $1.44亿 | 1.13% | 224,336 | -57,543 | -20.4% | -$3,706.22万 | 减仓 |
| NOVT | NOVANTA INC | $1.46亿 | 1.14% | 897,268 | 38,614 | 4.5% | $626.48万 | 加仓 |
| ITT | ITT INC | $1.51亿 | 1.18% | 764,125 | -32,621 | -4.1% | -$645.12万 | 减仓 |
| STRL | STERLING INFRASTRUCTURE INC | $1.66亿 | 1.30% | 197,645 | -107,091 | -35.1% | -$8,989.10万 | 减仓 |
| SPXC | SPX TECHNOLOGIES INC | $1.75亿 | 1.37% | 713,791 | 38,649 | 5.7% | $947.57万 | 加仓 |
| AEIS | ADVANCED ENERGY INDUSTRIES | $2.15亿 | 1.68% | 577,834 | -23,271 | -3.9% | -$867.71万 | 减仓 |
| MTSI | MACOM TECHNOLOGY SOLUTIONS H | $2.41亿 | 1.89% | 634,742 | -204,320 | -24.4% | -$7,771.79万 | 减仓 |