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 |
|---|---|---|---|---|---|---|---|---|
| TAK | TAKEDA PHARMACEUTIC-SP ADR | $9,000 | 0.00% | 548 | -32 | -5.5% | -$526 | 减仓 |
| BBY | BEST BUY CO INC | $9,000 | 0.00% | 116 | -31 | -21.1% | -$2,405 | 减仓 |
| FG | F&G ANNUITIES & LIFE INC | $9,000 | 0.00% | 344 | -22 | -6.0% | -$576 | 减仓 |
| SPTS | SS SPDR P ST TERM TSY ETF | $9,000 | 0.00% | 306 | 0 | 0.0% | — | 不变 |
| LYFT | LYFT INC-A | $9,000 | 0.00% | 583 | 0 | 0.0% | — | 不变 |
| TECH | BIO-TECHNE CORP | $9,000 | 0.00% | 125 | -25 | -16.7% | -$1,800 | 减仓 |
| BC | BRUNSWICK CORP | $9,000 | 0.00% | 107 | 0 | 0.0% | — | 不变 |
| SW | SMURFIT WESTROCK PLC | $9,000 | 0.00% | 196 | 9 | 4.8% | $413 | 加仓 |
| MBC | MASTERBRAND INC | $9,000 | 0.00% | 879 | 0 | 0.0% | — | 不变 |
| RVTY | REVVITY INC | $9,000 | 0.00% | 82 | 0 | 0.0% | — | 不变 |
| VMRK | EQUITY RESIDENTIAL | $9,000 | 0.00% | 134 | 17 | 14.5% | $1,142 | 加仓 |
| XYZ | BLOCK INC | $9,000 | 0.00% | 117 | 0 | 0.0% | — | 不变 |
| MAA | MID-AMERICA APARTMENT COMM | $9,000 | 0.00% | 66 | 44 | 200.0% | $6,000 | 加仓 |
| UDR | UDR INC | $9,000 | 0.00% | 225 | 152 | 208.2% | $6,080 | 加仓 |
| NXT | NEXTPOWER INC-CL A | $9,000 | 0.00% | 75 | 75 | — | $9,000 | 新建仓 |
| UI | UBIQUITI INC | $9,000 | 0.00% | 16 | 16 | — | $9,000 | 新建仓 |
| VSXY | VICTORIA'S SECRET & CO | $9,000 | 0.00% | 108 | 108 | — | $9,000 | 新建仓 |
| FTDR | FRONTDOOR INC | $9,000 | 0.00% | 115 | 115 | — | $9,000 | 新建仓 |
| CRUS | CIRRUS LOGIC INC | $9,000 | 0.00% | 60 | 60 | — | $9,000 | 新建仓 |
| INSW | INTERNATIONAL SEAWAYS INC | $9,000 | 0.00% | 118 | 118 | — | $9,000 | 新建仓 |
| ARWR | ARROWHEAD PHARMACEUTICALS IN | $9,000 | 0.00% | 105 | 105 | — | $9,000 | 新建仓 |
| AU | ANGLOGOLD ASHANTI PLC | $9,000 | 0.00% | 106 | 106 | — | $9,000 | 新建仓 |
| EME | EMCOR GROUP INC | $9,000 | 0.00% | 11 | 11 | — | $9,000 | 新建仓 |
| EFX | EQUIFAX INC | $1.00万 | 0.00% | 62 | -55 | -47.0% | -$8,871 | 减仓 |
| AA | ALCOA CORP | $1.00万 | 0.00% | 190 | 0 | 0.0% | — | 不变 |
| NCLH | NORWEGIAN CRUISE LINE HOLDIN | $1.00万 | 0.00% | 469 | -50 | -9.6% | -$1,066 | 减仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $1.00万 | 0.00% | 110 | 0 | 0.0% | — | 不变 |
| GSHD | GOOSEHEAD INSURANCE INC -A | $1.00万 | 0.00% | 201 | 0 | 0.0% | — | 不变 |
| EMB | ISHARES JP MORGAN USD EMERGI | $1.00万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| SMCI | SUPER MICRO COMPUTER INC | $1.00万 | 0.00% | 327 | -11 | -3.3% | -$336 | 减仓 |
| SWKS | SKYWORKS SOLUTIONS INC | $1.00万 | 0.00% | 148 | -7 | -4.5% | -$473 | 减仓 |
| FTI | TECHNIPFMC PLC | $1.00万 | 0.00% | 156 | 156 | — | $1.00万 | 新建仓 |
| MYRG | MYR GROUP INC/DELAWARE | $1.00万 | 0.00% | 19 | 19 | — | $1.00万 | 新建仓 |
| CTRE | CARETRUST REIT INC | $1.00万 | 0.00% | 239 | 239 | — | $1.00万 | 新建仓 |
| FR | FIRST INDUSTRIAL REALTY TR | $1.00万 | 0.00% | 170 | 170 | — | $1.00万 | 新建仓 |
| MLI | MUELLER INDUSTRIES INC | $1.00万 | 0.00% | 82 | 82 | — | $1.00万 | 新建仓 |
| TOST | TOAST INC-CLASS A | $1.00万 | 0.00% | 343 | 343 | — | $1.00万 | 新建仓 |
| CSV | CARRIAGE SERVICES INC | $1.00万 | 0.00% | 250 | 250 | — | $1.00万 | 新建仓 |
| PTC | PTC INC | $1.10万 | 0.00% | 101 | -53 | -34.4% | -$5,772 | 减仓 |
| CLX | CLOROX COMPANY | $1.10万 | 0.00% | 115 | -51 | -30.7% | -$4,878 | 减仓 |
| CACI | CACI INTERNATIONAL INC -CL A | $1.10万 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| RELX | RELX PLC - SPON ADR | $1.10万 | 0.00% | 343 | 0 | 0.0% | — | 不变 |
| NULV | NUVEEN ESG LARGE-CAP VAL ETF | $1.10万 | 0.00% | 230 | 0 | 0.0% | — | 不变 |
| FTV | FORTIVE CORP | $1.10万 | 0.00% | 174 | -8 | -4.4% | -$506 | 减仓 |
| FRT | FEDERAL REALTY INVS TRUST | $1.10万 | 0.00% | 89 | -4 | -4.3% | -$494 | 减仓 |
| KHC | KRAFT HEINZ CO/THE | $1.10万 | 0.00% | 483 | 81 | 20.1% | $1,845 | 加仓 |
| BUD | ANHEUSER-BUSCH INBEV-SPN ADR | $1.10万 | 0.00% | 134 | 0 | 0.0% | — | 不变 |
| ARE | ALEXANDRIA REAL ESTATE EQUIT | $1.10万 | 0.00% | 211 | 61 | 40.7% | $3,180 | 加仓 |
| BLDR | BUILDERS FIRSTSOURCE INC | $1.10万 | 0.00% | 128 | 44 | 52.4% | $3,781 | 加仓 |
| VSNT | VERSANT MEDIA GROUP INC | $1.10万 | 0.00% | 302 | 173 | 134.1% | $6,301 | 加仓 |
| NBIS | NEBIUS GROUP NV | $1.10万 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| NYT | NEW YORK TIMES CO-A | $1.10万 | 0.00% | 162 | 162 | — | $1.10万 | 新建仓 |
| COKE | COCA-COLA CONSOLIDATED INC | $1.10万 | 0.00% | 60 | 60 | — | $1.10万 | 新建仓 |
| PRM | PERIMETER SOLUTIONS INC | $1.10万 | 0.00% | 319 | 319 | — | $1.10万 | 新建仓 |
| YOU | CLEAR SECURE INC -CLASS A | $1.10万 | 0.00% | 191 | 191 | — | $1.10万 | 新建仓 |
| GLPI | GAMING AND LEISURE PROPERTIE | $1.20万 | 0.00% | 262 | 0 | 0.0% | — | 不变 |
| TSN | TYSON FOODS INC-CL A | $1.20万 | 0.00% | 203 | 22 | 12.2% | $1,300 | 加仓 |
| BBT | BEACON FINANCIAL CORP | $1.20万 | 0.00% | 410 | 0 | 0.0% | — | 不变 |
| HGTY | HAGERTY INC-A | $1.20万 | 0.00% | 1,025 | 0 | 0.0% | — | 不变 |
| SOLS | SOLSTICE ADV MATERIALS INC | $1.20万 | 0.00% | 141 | -6 | -4.1% | -$511 | 减仓 |
| DB | DEUTSCHE BANK AG-REGISTERED | $1.20万 | 0.00% | 344 | 0 | 0.0% | — | 不变 |
| IX | ORIX - SPONSORED ADR | $1.20万 | 0.00% | 305 | 5 | 1.7% | $197 | 加仓 |
| XPEL | XPEL INC | $1.20万 | 0.00% | 252 | 54 | 27.3% | $2,571 | 加仓 |
| FFIV | F5 INC | $1.20万 | 0.00% | 28 | -1 | -3.4% | -$429 | 减仓 |
| WRB | WR BERKLEY CORP | $1.20万 | 0.00% | 165 | 42 | 34.1% | $3,055 | 加仓 |
| DVA | DAVITA INC | $1.20万 | 0.00% | 52 | 15 | 40.5% | $3,462 | 加仓 |
| COO | COOPER COS INC/THE | $1.20万 | 0.00% | 173 | 91 | 111.0% | $6,312 | 加仓 |
| IESC | IES HOLDINGS INC | $1.20万 | 0.00% | 16 | 16 | — | $1.20万 | 新建仓 |
| GDDY | GODADDY INC - CLASS A | $1.30万 | 0.00% | 149 | -146 | -49.5% | -$1.27万 | 减仓 |
| CDW | CDW CORP/DE | $1.30万 | 0.00% | 90 | -88 | -49.4% | -$1.27万 | 减仓 |
| GEHC | GE HEALTHCARE TECHNOLOGY | $1.30万 | 0.00% | 197 | -25 | -11.3% | -$1,650 | 减仓 |
| BG | BUNGE GLOBAL SA | $1.30万 | 0.00% | 120 | -7 | -5.5% | -$758 | 减仓 |
| XLC | SS COMM SELECT SECTOR SPDR | $1.30万 | 0.00% | 120 | 0 | 0.0% | — | 不变 |
| SIG | SIGNET JEWELERS LTD | $1.30万 | 0.00% | 153 | 0 | 0.0% | — | 不变 |
| RGEN | REPLIGEN CORP | $1.30万 | 0.00% | 92 | 0 | 0.0% | — | 不变 |
| HPQ | HP INC | $1.30万 | 0.00% | 601 | 84 | 16.2% | $1,817 | 加仓 |
| ESS | ESSEX PROPERTY TRUST INC | $1.30万 | 0.00% | 44 | 4 | 10.0% | $1,182 | 加仓 |
| NOK | NOKIA CORP-SPON ADR | $1.30万 | 0.00% | 952 | 4 | 0.4% | $55 | 加仓 |
| STM | STMICROELECTRONICS NV-NY SHS | $1.30万 | 0.00% | 174 | 0 | 0.0% | — | 不变 |
| CMS | CMS ENERGY CORP | $1.40万 | 0.00% | 185 | 3 | 1.6% | $227 | 加仓 |
| NWG | NATWEST GROUP PLC -SPON ADR | $1.40万 | 0.00% | 815 | 0 | 0.0% | — | 不变 |
| KIM | KIMCO REALTY CORP | $1.40万 | 0.00% | 560 | 75 | 15.5% | $1,875 | 加仓 |
| — | AVALONBAY COMMUNITIES INC | $1.40万 | 0.00% | 76 | 8 | 11.8% | $1,474 | 加仓 |
| ARGX | ARGENX SE - ADR | $1.40万 | 0.00% | 15 | 1 | 7.1% | $933 | 加仓 |
| ARW | ARROW ELECTRONICS INC | $1.40万 | 0.00% | 65 | 10 | 18.2% | $2,154 | 加仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $1.40万 | 0.00% | 161 | 81 | 101.2% | $7,043 | 加仓 |
| FND | FLOOR & DECOR HOLDINGS INC-A | $1.40万 | 0.00% | 245 | 245 | — | $1.40万 | 新建仓 |
| CPRT | COPART INC | $1.50万 | 0.00% | 521 | -12,738 | -96.1% | -$36.67万 | 减仓 |
| XYL | XYLEM INC | $1.50万 | 0.00% | 126 | -15 | -10.6% | -$1,786 | 减仓 |
| SPOT | SPOTIFY TECHNOLOGY SA | $1.50万 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| SCHF | SCHWAB INTL EQUITY ETF | $1.50万 | 0.00% | 553 | -65 | -10.5% | -$1,763 | 减仓 |
| LDOS | LEIDOS HOLDINGS INC | $1.50万 | 0.00% | 145 | 56 | 62.9% | $5,793 | 加仓 |
| LYG | LLOYDS BANKING GROUP PLC-ADR | $1.50万 | 0.00% | 2,575 | 0 | 0.0% | — | 不变 |
| CINF | CINCINNATI FINANCIAL CORP | $1.50万 | 0.00% | 79 | -3 | -3.7% | -$570 | 减仓 |
| CHRW | C.H. ROBINSON WORLDWIDE INC | $1.50万 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| BAM | BROOKFIELD ASSET MGMT-A | $1.50万 | 0.00% | 336 | 336 | — | $1.50万 | 新建仓 |
| OXY | OCCIDENTAL PETROLEUM CORP | $1.60万 | 0.00% | 324 | -44 | -12.0% | -$2,173 | 减仓 |
| APTV | APTIV PLC | $1.60万 | 0.00% | 262 | 15 | 6.1% | $916 | 加仓 |
| DXCM | DEXCOM INC | $1.60万 | 0.00% | 239 | 12 | 5.3% | $803 | 加仓 |
| QQQ | INVESCO QQQ TRUST SERIES 1 | $1.60万 | 0.00% | 22 | 0 | 0.0% | — | 不变 |