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 |
|---|---|---|---|---|---|---|---|---|
| MTSI | MACOM TECHNOLOGY SOLUTIONS H | $2.41亿 | 1.89% | 634,742 | -204,320 | -24.4% | -$7,771.79万 | 减仓 |
| AEIS | ADVANCED ENERGY INDUSTRIES | $2.15亿 | 1.68% | 577,834 | -23,271 | -3.9% | -$867.71万 | 减仓 |
| SPXC | SPX TECHNOLOGIES INC | $1.75亿 | 1.37% | 713,791 | 38,649 | 5.7% | $947.57万 | 加仓 |
| STRL | STERLING INFRASTRUCTURE INC | $1.66亿 | 1.30% | 197,645 | -107,091 | -35.1% | -$8,989.10万 | 减仓 |
| ITT | ITT INC | $1.51亿 | 1.18% | 764,125 | -32,621 | -4.1% | -$645.12万 | 减仓 |
| NOVT | NOVANTA INC | $1.46亿 | 1.14% | 897,268 | 38,614 | 4.5% | $626.48万 | 加仓 |
| RBC | RBC BEARINGS INC | $1.44亿 | 1.13% | 224,336 | -57,543 | -20.4% | -$3,706.22万 | 减仓 |
| MOG/A | MOOG INC-CLASS A | $1.32亿 | 1.03% | 311,540 | -17,409 | -5.3% | -$737.87万 | 减仓 |
| ENTG | ENTEGRIS INC | $1.25亿 | 0.98% | 696,739 | -42,317 | -5.7% | -$761.12万 | 减仓 |
| APG | API GROUP CORP | $1.25亿 | 0.98% | 2,956,543 | -154,399 | -5.0% | -$653.88万 | 减仓 |
| TXRH | TEXAS ROADHOUSE INC | $1.24亿 | 0.97% | 644,226 | 5,377 | 0.8% | $103.90万 | 加仓 |
| FSS | FEDERAL SIGNAL CORP | $1.19亿 | 0.93% | 926,454 | -31,670 | -3.3% | -$406.93万 | 减仓 |
| FN | FABRINET | $1.18亿 | 0.93% | 210,752 | 82,429 | 64.2% | $4,633.31万 | 加仓 |
| POWL | POWELL INDUSTRIES INC | $1.17亿 | 0.92% | 410,122 | -191,483 | -31.8% | -$5,483.38万 | 减仓 |
| GMED | GLOBUS MEDICAL INC - A | $1.15亿 | 0.90% | 1,453,206 | -41,517 | -2.8% | -$328.03万 | 减仓 |
| COHR | COHERENT CORP | $1.13亿 | 0.88% | 285,545 | -1,790 | -0.6% | -$70.61万 | 减仓 |
| — | GATES INDUSTRIAL CORP PLC | $1.07亿 | 0.84% | 3,826,871 | -201,465 | -5.0% | -$563.50万 | 减仓 |
| HALO | HALOZYME THERAPEUTICS INC | $1.06亿 | 0.83% | 1,353,883 | -39,992 | -2.9% | -$313.02万 | 减仓 |
| PFGC | PERFORMANCE FOOD GROUP CO | $1.04亿 | 0.81% | 927,410 | -39,489 | -4.1% | -$441.45万 | 减仓 |
| BURL | BURLINGTON STORES INC | $1.03亿 | 0.80% | 324,761 | -14,697 | -4.3% | -$465.60万 | 减仓 |
| AVGO | BROADCOM INC | $1.03亿 | 0.80% | 272,092 | -64,697 | -19.2% | -$2,443.94万 | 减仓 |
| IDA | IDACORP INC | $1.01亿 | 0.79% | 668,455 | -31,325 | -4.5% | -$473.95万 | 减仓 |
| MSFT | MICROSOFT CORP | $1.00亿 | 0.78% | 269,177 | -3,512 | -1.3% | -$131.00万 | 减仓 |
| UMBF | UMB FINANCIAL CORP | $9,600.20万 | 0.75% | 672,465 | -28,722 | -4.1% | -$410.04万 | 减仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $9,563.10万 | 0.75% | 567,421 | -26,304 | -4.4% | -$443.32万 | 减仓 |
| CVCO | CAVCO INDUSTRIES INC | $9,427.30万 | 0.74% | 153,439 | -9,845 | -6.0% | -$604.88万 | 减仓 |
| ESI | ELEMENT SOLUTIONS INC | $9,252.10万 | 0.72% | 1,937,614 | -138,550 | -6.7% | -$661.58万 | 减仓 |
| MEDP | MEDPACE HOLDINGS INC | $9,146.10万 | 0.71% | 172,696 | -10,076 | -5.5% | -$533.63万 | 减仓 |
| NDSN | NORDSON CORP | $8,859.40万 | 0.69% | 293,653 | -18,940 | -6.1% | -$571.41万 | 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 |
| VOYA | VOYA FINANCIAL INC | $8,728.40万 | 0.68% | 964,138 | -54,900 | -5.4% | -$497.01万 | 减仓 |
| AIT | APPLIED INDUSTRIAL TECH INC | $8,720.60万 | 0.68% | 257,886 | -13,603 | -5.0% | -$460.00万 | 减仓 |
| SF | STIFEL FINANCIAL CORP | $8,700.60万 | 0.68% | 1,247,030 | -60,715 | -4.6% | -$423.61万 | 减仓 |
| FIX | COMFORT SYSTEMS USA INC | $8,685.70万 | 0.68% | 43,819 | -51,855 | -54.2% | -$1.03亿 | 减仓 |
| JBL | JABIL INC | $8,462.90万 | 0.66% | 219,538 | -125,753 | -36.4% | -$4,847.61万 | 减仓 |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $8,450.10万 | 0.66% | 350,667 | -20,431 | -5.5% | -$492.33万 | 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 |
| SEI | SOLARIS ENERGY INFRASTRUCTUR | $8,352.70万 | 0.65% | 1,038,119 | -23,554 | -2.2% | -$189.52万 | 减仓 |
| VCYT | VERACYTE INC | $8,319.30万 | 0.65% | 1,416,543 | -20,779 | -1.4% | -$122.03万 | 减仓 |
| RHP | RYMAN HOSPITALITY PROPERTIES | $7,916.00万 | 0.62% | 615,786 | 262,197 | 74.2% | $3,370.57万 | 加仓 |
| CYTK | CYTOKINETICS INC | $7,804.40万 | 0.61% | 916,107 | 421,488 | 85.2% | $3,590.70万 | 加仓 |
| LGND | LIGAND PHARMACEUTICALS | $7,803.80万 | 0.61% | 246,883 | 97,382 | 65.1% | $3,078.18万 | 加仓 |
| DELL | DELL TECHNOLOGIES -C | $7,615.20万 | 0.60% | 176,499 | 23,022 | 15.0% | $993.30万 | 加仓 |
| MGY | MAGNOLIA OIL & GAS CORP - A | $7,462.70万 | 0.58% | 2,917,419 | -163,845 | -5.3% | -$419.11万 | 减仓 |
| CGNX | COGNEX CORP | $7,389.60万 | 0.58% | 1,020,371 | -61,343 | -5.7% | -$444.25万 | 减仓 |
| BJ | BJS WHOLESALE CLUB HOLDINGS | $7,300.80万 | 0.57% | 837,052 | 92,726 | 12.5% | $808.76万 | 加仓 |
| CFG | CITIZENS FINANCIAL GROUP | $7,244.80万 | 0.57% | 1,033,943 | -16,692 | -1.6% | -$116.96万 | 减仓 |
| PM | PHILIP MORRIS INTERNATIONAL | $7,078.30万 | 0.55% | 391,260 | -6,463 | -1.6% | -$116.92万 | 减仓 |
| DCO | DUCOMMUN INC | $7,066.70万 | 0.55% | 381,545 | 69,512 | 22.3% | $1,287.45万 | 加仓 |
| GBCI | GLACIER BANCORP INC | $6,953.40万 | 0.54% | 1,348,072 | -61,029 | -4.3% | -$314.79万 | 减仓 |
| ABBV | ABBVIE INC | $6,938.70万 | 0.54% | 275,739 | -33,680 | -10.9% | -$847.52万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $6,911.30万 | 0.54% | 211,142 | -3,391 | -1.6% | -$111.00万 | 减仓 |
| VCEL | VERICEL CORP | $6,898.20万 | 0.54% | 1,550,497 | -66,358 | -4.1% | -$295.23万 | 减仓 |
| RPM | RPM INTERNATIONAL INC | $6,891.30万 | 0.54% | 619,997 | -26,166 | -4.0% | -$290.84万 | 减仓 |
| MTDR | MATADOR RESOURCES CO | $6,856.70万 | 0.54% | 1,377,394 | -181,170 | -11.6% | -$901.87万 | 减仓 |
| INSM | INSMED INC | $6,714.60万 | 0.52% | 629,760 | 6,712 | 1.1% | $71.56万 | 加仓 |
| NVDA | NVIDIA CORP | $6,588.50万 | 0.51% | 329,277 | -2,206 | -0.7% | -$44.14万 | 减仓 |
| DORM | DORMAN PRODUCTS INC | $6,571.90万 | 0.51% | 481,630 | -32,058 | -6.2% | -$437.44万 | 减仓 |
| SMTC | SEMTECH CORP | $6,564.40万 | 0.51% | 405,585 | -71,940 | -15.1% | -$1,164.35万 | 减仓 |
| — | CRINETICS PHARMACEUTICALS IN | $6,478.00万 | 0.51% | 1,731,140 | 112,454 | 6.9% | $420.81万 | 加仓 |
| VIAV | VIAVI SOLUTIONS INC | $6,447.30万 | 0.50% | 1,350,233 | -421,648 | -23.8% | -$2,013.35万 | 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 |
| AIZ | ASSURANT INC | $6,386.40万 | 0.50% | 237,825 | -15,243 | -6.0% | -$409.33万 | 减仓 |
| NTRA | NATERA INC | $6,279.00万 | 0.49% | 231,308 | -10,712 | -4.4% | -$290.78万 | 减仓 |
| KWR | QUAKER HOUGHTON | $6,231.70万 | 0.49% | 392,247 | -3,718 | -0.9% | -$59.07万 | 减仓 |
| PIPR | PIPER SANDLER COS | $6,230.50万 | 0.49% | 861,276 | -54,567 | -6.0% | -$394.74万 | 减仓 |
| EXP | EAGLE MATERIALS INC | $6,228.80万 | 0.49% | 276,835 | -14,982 | -5.1% | -$337.10万 | 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 |
| MS | MORGAN STANLEY | $6,036.70万 | 0.47% | 288,780 | -4,688 | -1.6% | -$98.00万 | 减仓 |
| WTFC | WINTRUST FINANCIAL CORP | $6,005.30万 | 0.47% | 373,649 | -25,386 | -6.4% | -$408.00万 | 减仓 |
| PNFP | PINNACLE FINANCIAL PARTNERS | $5,982.80万 | 0.47% | 593,062 | 47,686 | 8.7% | $481.06万 | 加仓 |
| LECO | LINCOLN ELECTRIC HOLDINGS | $5,949.60万 | 0.46% | 224,077 | -12,139 | -5.1% | -$322.31万 | 减仓 |
| IONS | IONIS PHARMACEUTICALS INC | $5,922.70万 | 0.46% | 746,966 | -32,383 | -4.2% | -$256.77万 | 减仓 |
| SAIL | SAILPOINT INC | $5,882.30万 | 0.46% | 4,017,925 | 929,975 | 30.1% | $1,361.50万 | 加仓 |
| CHDN | CHURCHILL DOWNS INC | $5,857.60万 | 0.46% | 653,447 | -14,951 | -2.2% | -$134.02万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR-SP ADR | $5,760.40万 | 0.45% | 120,619 | 13,343 | 12.4% | $637.22万 | 加仓 |
| HQY | HEALTHEQUITY INC | $5,711.70万 | 0.45% | 632,382 | 168,067 | 36.2% | $1,517.99万 | 加仓 |
| EGP | EASTGROUP PROPERTIES INC | $5,558.00万 | 0.43% | 274,429 | -11,026 | -3.9% | -$223.31万 | 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 |
| CFR | CULLEN/FROST BANKERS INC | $5,494.30万 | 0.43% | 355,565 | -20,612 | -5.5% | -$318.50万 | 减仓 |
| CECO | CECO ENVIRONMENTAL CORP | $5,458.40万 | 0.43% | 601,544 | 601,544 | — | $5,458.40万 | 新建仓 |
| GOOGL | ALPHABET INC-CL A | $5,454.30万 | 0.43% | 152,624 | -1,063 | -0.7% | -$37.99万 | 减仓 |
| ALLE | ALLEGION PLC | $5,423.30万 | 0.42% | 386,022 | 64,919 | 20.2% | $912.06万 | 加仓 |
| SITE | SITEONE LANDSCAPE SUPPLY INC | $5,395.10万 | 0.42% | 471,553 | -35,211 | -6.9% | -$402.85万 | 减仓 |
| CSW | CSW INDUSTRIALS INC | $5,339.70万 | 0.42% | 191,870 | 18,691 | 10.8% | $520.17万 | 加仓 |
| LGN | LEGENCE CORP-CL A | $5,031.70万 | 0.39% | 590,365 | -12,768 | -2.1% | -$108.82万 | 减仓 |
| RARE | ULTRAGENYX PHARMACEUTICAL IN | $4,945.70万 | 0.39% | 1,481,178 | -134,248 | -8.3% | -$448.26万 | 减仓 |
| BIO | BIO-RAD LABORATORIES-A | $4,900.60万 | 0.38% | 166,905 | -7,803 | -4.5% | -$229.11万 | 减仓 |
| TXN | TEXAS INSTRUMENTS INC | $4,875.40万 | 0.38% | 163,567 | 6,751 | 4.3% | $201.23万 | 加仓 |
| ETR | ENTERGY CORP | $4,844.30万 | 0.38% | 421,755 | -146,929 | -25.8% | -$1,687.63万 | 减仓 |
| ABCB | AMERIS BANCORP | $4,829.80万 | 0.38% | 535,106 | -9,800 | -1.8% | -$88.45万 | 减仓 |
| — | SUPERNUS PHARMACEUTICALS INC | $4,824.20万 | 0.38% | 1,037,242 | -17,942 | -1.7% | -$83.45万 | 减仓 |
| AVNT | AVIENT CORP | $4,802.80万 | 0.38% | 1,299,448 | -17,844 | -1.4% | -$65.95万 | 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 |
| SKY | CHAMPION HOMES INC | $4,779.40万 | 0.37% | 542,381 | -4,555 | -0.8% | -$40.14万 | 减仓 |
| KNSL | KINSALE CAPITAL GROUP INC | $4,703.20万 | 0.37% | 142,599 | -7,984 | -5.3% | -$263.33万 | 减仓 |
| HLI | HOULIHAN LOKEY INC | $4,690.60万 | 0.37% | 349,700 | -4,395 | -1.2% | -$58.95万 | 减仓 |
| ITGR | INTEGER HOLDINGS CORP | $4,650.80万 | 0.36% | 497,676 | -30,267 | -5.7% | -$282.85万 | 减仓 |
| ORI | OLD REPUBLIC INTL CORP | $4,646.30万 | 0.36% | 1,135,463 | -16,646 | -1.4% | -$68.12万 | 减仓 |
| ALGM | ALLEGRO MICROSYSTEMS INC | $4,642.40万 | 0.36% | 666,812 | 7,236 | 1.1% | $50.38万 | 加仓 |