GW&K Investment Management, LLC
BOSTON MA · SEC CIK 0001082917
$113.42亿2026Q1 申报市值
1,020持仓数
12.8%前十大占比 · 第一大 1.7%
51 / 24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
COHR 新建仓+$6,844.70万
FN 新建仓+$6,692.70万
PIPR 加仓+$4,742.29万
PNFP 新建仓+$4,697.90万
CW 新建仓+$4,293.60万
2026Q1 卖出最多 按季末市值估算
MTSI 减仓-$8,413.70万
TRI POINTE HOMES 减仓-$6,406.05万
LITE 减仓-$5,739.28万
RBC 减仓-$4,478.52万
PINNACLE FINANCI 清仓-$4,415.30万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| RACE | FERRARI NV | $5.30万 | 0.00% | 157 | 21 | 15.4% | $7,089 | 加仓 |
| SPYM | STATE STREET SPDR PORTFOLIO | $5.40万 | 0.00% | 708 | 0 | 0.0% | — | 不变 |
| DAL | DELTA AIR LINES INC | $5.50万 | 0.00% | 832 | 8 | 1.0% | $529 | 加仓 |
| — | WARNER BROS DISCOVERY INC | $5.50万 | 0.00% | 2,015 | 79 | 4.1% | $2,156 | 加仓 |
| MPWR | MONOLITHIC POWER SYSTEMS INC | $5.50万 | 0.00% | 50 | -1 | -2.0% | -$1,100 | 减仓 |
| HSBC | HSBC HOLDINGS PLC-SPONS ADR | $5.50万 | 0.00% | 665 | 166 | 33.3% | $1.37万 | 加仓 |
| APA | APA CORP | $5.50万 | 0.00% | 1,305 | -5 | -0.4% | -$211 | 减仓 |
| CVNA | CARVANA CO | $5.60万 | 0.00% | 177 | 39 | 28.3% | $1.23万 | 加仓 |
| TRGP | TARGA RESOURCES CORP | $5.60万 | 0.00% | 222 | 2 | 0.9% | $505 | 加仓 |
| ROST | ROSS STORES INC | $5.60万 | 0.00% | 260 | 65 | 33.3% | $1.40万 | 加仓 |
| MELI | MERCADOLIBRE INC | $5.70万 | 0.00% | 33 | 4 | 13.8% | $6,909 | 加仓 |
| HCA | HCA HEALTHCARE INC | $5.70万 | 0.00% | 120 | -3 | -2.4% | -$1,425 | 减仓 |
| ITW | ILLINOIS TOOL WORKS | $5.80万 | 0.00% | 221 | -2 | -0.9% | -$525 | 减仓 |
| ASND | ASCENDIS PHARMA A/S - ADR | $5.80万 | 0.00% | 255 | 29 | 12.8% | $6,596 | 加仓 |
| CHD | CHURCH & DWIGHT CO INC | $5.80万 | 0.00% | 618 | 274 | 79.7% | $2.57万 | 加仓 |
| SNPS | SYNOPSYS INC | $6.00万 | 0.00% | 151 | 17 | 12.7% | $6,755 | 加仓 |
| PRF | INVESCO RAFI US 1000 ETF | $6.00万 | 0.00% | 1,258 | 0 | 0.0% | — | 不变 |
| AME | AMETEK INC | $6.00万 | 0.00% | 280 | 50 | 21.7% | $1.07万 | 加仓 |
| PSX | PHILLIPS 66 | $6.00万 | 0.00% | 328 | 5 | 1.5% | $915 | 加仓 |
| XJH | ISHARE ESG SS S&P MIDCAP ETF | $6.00万 | 0.00% | 1,324 | 1,324 | — | $6.00万 | 新建仓 |
| PNQI | INVESCO NASDAQ INTERNET ETF | $6.20万 | 0.00% | 1,375 | 0 | 0.0% | — | 不变 |
| HXL | HEXCEL CORP | $6.20万 | 0.00% | 771 | -226 | -22.7% | -$1.82万 | 减仓 |
| MAR | MARRIOTT INTERNATIONAL -CL A | $6.20万 | 0.00% | 190 | 7 | 3.8% | $2,284 | 加仓 |
| AEP | AMERICAN ELECTRIC POWER | $6.20万 | 0.00% | 473 | -14 | -2.9% | -$1,835 | 减仓 |
| BKR | BAKER HUGHES CO | $6.20万 | 0.00% | 1,014 | -5 | -0.5% | -$306 | 减仓 |
| CHWY | CHEWY INC - CLASS A | $6.30万 | 0.00% | 2,328 | 186 | 8.7% | $5,034 | 加仓 |
| FWONK | LIBERTY MEDIA CORP-FORMULA-C | $6.30万 | 0.00% | 741 | 92 | 14.2% | $7,822 | 加仓 |
| RTO | RENTOKIL INITIAL PLC-SP ADR | $6.30万 | 0.00% | 2,016 | 12 | 0.6% | $375 | 加仓 |
| QXO | QXO INC | $6.30万 | 0.00% | 3,244 | 364 | 12.6% | $7,069 | 加仓 |
| BFAM | BRIGHT HORIZONS FAMILY SOLUT | $6.40万 | 0.00% | 782 | -513,371 | -99.8% | -$4,201.50万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $6.40万 | 0.00% | 407 | 75 | 22.6% | $1.18万 | 加仓 |
| GLD | SPDR GOLD SHARES | $6.50万 | 0.00% | 152 | 152 | — | $6.50万 | 新建仓 |
| CSL | CARLISLE COS INC | $6.60万 | 0.00% | 197 | 37 | 23.1% | $1.24万 | 加仓 |
| ESGU | ISHARES ESG AWARE MSCI USA | $6.60万 | 0.00% | 469 | 469 | — | $6.60万 | 新建仓 |
| CVS | CVS HEALTH CORP | $6.70万 | 0.00% | 936 | -43 | -4.4% | -$3,078 | 减仓 |
| CTAS | CINTAS CORP | $6.70万 | 0.00% | 398 | -4 | -1.0% | -$673 | 减仓 |
| SCHB | SCHWAB US BROAD MARKET ETF | $6.70万 | 0.00% | 2,681 | 0 | 0.0% | — | 不变 |
| CDNS | CADENCE DESIGN SYS INC | $6.80万 | 0.00% | 245 | 6 | 2.5% | $1,665 | 加仓 |
| PH | PARKER HANNIFIN CORP | $6.80万 | 0.00% | 76 | 4 | 5.6% | $3,579 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $6.80万 | 0.00% | 520 | 19 | 3.8% | $2,485 | 加仓 |
| TER | TERADYNE INC | $6.80万 | 0.00% | 228 | -5 | -2.1% | -$1,491 | 减仓 |
| SHOP | SHOPIFY INC - CLASS A | $6.90万 | 0.00% | 580 | 0 | 0.0% | — | 不变 |
| CI | CIGNA CORP | $6.90万 | 0.00% | 259 | 4 | 1.6% | $1,066 | 加仓 |
| TGT | TARGET CORP | $6.90万 | 0.00% | 565 | 25 | 4.6% | $3,053 | 加仓 |
| NET | CLOUDFLARE INC - CLASS A | $6.90万 | 0.00% | 332 | 332 | — | $6.90万 | 新建仓 |
| ACN | ACCENTURE PLC-CL A | $7.00万 | 0.00% | 353 | -152 | -30.1% | -$3.01万 | 减仓 |
| EXC | EXELON CORP | $7.30万 | 0.00% | 1,494 | -27 | -1.8% | -$1,319 | 减仓 |
| HEI/A | HEICO CORP-CLASS A | $7.40万 | 0.00% | 351 | 44 | 14.3% | $9,276 | 加仓 |
| LMT | LOCKHEED MARTIN CORPORATION | $7.40万 | 0.00% | 123 | 11 | 9.8% | $6,618 | 加仓 |
| TWLO | TWILIO INC - A | $7.50万 | 0.00% | 593 | 80 | 15.6% | $1.01万 | 加仓 |
| PEG | PUBLIC SERVICE ENTERPRISE GP | $7.50万 | 0.00% | 923 | 11 | 1.2% | $894 | 加仓 |
| TPL | TEXAS PACIFIC LAND CORP | $7.50万 | 0.00% | 159 | 12 | 8.2% | $5,660 | 加仓 |
| DDOG | DATADOG INC - CLASS A | $7.60万 | 0.00% | 640 | 44 | 7.4% | $5,225 | 加仓 |
| RWR | SS SPDR DOW JONES REIT ETF | $7.60万 | 0.00% | 750 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORP | $7.70万 | 0.00% | 233 | -13 | -5.3% | -$4,296 | 减仓 |
| PGR | PROGRESSIVE CORP | $7.70万 | 0.00% | 388 | 48 | 14.1% | $9,526 | 加仓 |
| EMR | EMERSON ELECTRIC CO | $7.70万 | 0.00% | 589 | 33 | 5.9% | $4,314 | 加仓 |
| PODD | INSULET CORP | $7.80万 | 0.00% | 370 | 24 | 6.9% | $5,059 | 加仓 |
| SBUX | STARBUCKS CORP | $7.80万 | 0.00% | 873 | 69 | 8.6% | $6,165 | 加仓 |
| ROL | ROLLINS INC | $7.90万 | 0.00% | 1,486 | 182 | 14.0% | $9,676 | 加仓 |
| SCHD | SCHWAB US DVD EQUITY ETF | $7.90万 | 0.00% | 2,576 | 2,576 | — | $7.90万 | 新建仓 |
| ADBE | ADOBE INC | $8.10万 | 0.00% | 332 | 77 | 30.2% | $1.88万 | 加仓 |
| SNDK | SANDISK CORP | $8.10万 | 0.00% | 128 | 77 | 151.0% | $4.87万 | 加仓 |
| COF | CAPITAL ONE FINANCIAL CORP | $8.20万 | 0.00% | 450 | -83 | -15.6% | -$1.51万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $8.30万 | 0.00% | 186 | 35 | 23.2% | $1.56万 | 加仓 |
| LVS | LAS VEGAS SANDS CORP | $8.40万 | 0.00% | 1,559 | 20 | 1.3% | $1,078 | 加仓 |
| ECL | ECOLAB INC | $8.40万 | 0.00% | 315 | 184 | 140.5% | $4.91万 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $8.50万 | 0.00% | 732 | -15 | -2.0% | -$1,742 | 减仓 |
| IWY | ISHARES RUSSELL TOP 200 GROW | $8.60万 | 0.00% | 344 | 0 | 0.0% | — | 不变 |
| EQIX | EQUINIX INC | $8.60万 | 0.00% | 88 | 5 | 6.0% | $4,886 | 加仓 |
| SHEL | SHELL PLC-ADR | $8.60万 | 0.00% | 928 | 113 | 13.9% | $1.05万 | 加仓 |
| VUG | VANGUARD GROWTH ETF | $8.70万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| CL | COLGATE-PALMOLIVE CO | $8.70万 | 0.00% | 1,019 | 144 | 16.5% | $1.23万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $8.80万 | 0.00% | 1,454 | 30 | 2.1% | $1,816 | 加仓 |
| WELL | WELLTOWER INC | $8.80万 | 0.00% | 445 | 53 | 13.5% | $1.05万 | 加仓 |
| — | CHART INDUSTRIES INC | $8.90万 | 0.00% | 431 | -720 | -62.6% | -$14.87万 | 减仓 |
| NVS | NOVARTIS AG-SPONSORED ADR | $8.90万 | 0.00% | 583 | 88 | 17.8% | $1.34万 | 加仓 |
| VLO | VALERO ENERGY CORP | $8.90万 | 0.00% | 360 | 13 | 3.7% | $3,214 | 加仓 |
| TFC | TRUIST FINANCIAL CORP | $9.20万 | 0.00% | 2,011 | 73 | 3.8% | $3,340 | 加仓 |
| MSCI | MSCI INC | $9.20万 | 0.00% | 171 | 14 | 8.9% | $7,532 | 加仓 |
| SCHC | SCHWAB INTL SMALL-CAP EQUITY | $9.20万 | 0.00% | 1,962 | 0 | 0.0% | — | 不变 |
| CPAY | CORPAY INC | $9.30万 | 0.00% | 318 | -492 | -60.7% | -$14.39万 | 减仓 |
| TTC | TORO CO | $9.30万 | 0.00% | 996 | -1,388 | -58.2% | -$12.96万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $9.30万 | 0.00% | 22 | 1 | 4.8% | $4,227 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $9.30万 | 0.00% | 120 | 1 | 0.8% | $775 | 加仓 |
| ANET | ARISTA NETWORKS INC | $9.40万 | 0.00% | 762 | 38 | 5.2% | $4,688 | 加仓 |
| ALL | ALLSTATE CORP | $9.40万 | 0.00% | 452 | 3 | 0.7% | $624 | 加仓 |
| CSX | CSX CORP | $9.40万 | 0.00% | 2,301 | 77 | 3.5% | $3,146 | 加仓 |
| SO | SOUTHERN CO/THE | $9.50万 | 0.00% | 984 | 12 | 1.2% | $1,159 | 加仓 |
| AXON | AXON ENTERPRISE INC | $9.60万 | 0.00% | 226 | 38 | 20.2% | $1.61万 | 加仓 |
| ASML | ASML HOLDING NV-NY REG SHS | $9.60万 | 0.00% | 73 | 15 | 25.9% | $1.97万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $9.70万 | 0.00% | 211 | 6 | 2.9% | $2,758 | 加仓 |
| CRH | CRH PLC | $9.70万 | 0.00% | 919 | 109 | 13.5% | $1.15万 | 加仓 |
| GSK | GSK PLC-SPON ADR | $9.70万 | 0.00% | 1,760 | 236 | 15.5% | $1.30万 | 加仓 |
| GM | GENERAL MOTORS CO | $9.80万 | 0.00% | 1,310 | 24 | 1.9% | $1,795 | 加仓 |
| SYF | SYNCHRONY FINANCIAL | $9.90万 | 0.00% | 1,450 | 3 | 0.2% | $205 | 加仓 |
| MDT | MEDTRONIC PLC | $10.20万 | 0.00% | 1,179 | -58 | -4.7% | -$5,018 | 减仓 |
| PLD | PROLOGIS INC | $10.20万 | 0.00% | 768 | 43 | 5.9% | $5,711 | 加仓 |
| QCOM | QUALCOMM INC | $10.30万 | 0.00% | 798 | -188 | -19.1% | -$2.43万 | 减仓 |
| SPYX | SS SPDR S&P 500 FOSS FL ETF | $10.30万 | 0.00% | 1,940 | 1,940 | — | $10.30万 | 新建仓 |