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 |
|---|---|---|---|---|---|---|---|---|
| UHS | UNIVERSAL HEALTH SERVICES-B | $5,000 | 0.00% | 31 | 2 | 6.9% | $323 | 加仓 |
| CHKP | CHECK POINT SOFTWARE TECH | $5,000 | 0.00% | 40 | 5 | 14.3% | $625 | 加仓 |
| CCEP | COCA-COLA EUROPACIFIC PARTNE | $5,000 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| AER | AERCAP HOLDINGS NV | $5,000 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| PNW | PINNACLE WEST CAPITAL | $5,000 | 0.00% | 47 | -6 | -11.3% | -$638 | 减仓 |
| ESGE | ISHARES INC ISHARES ESG AWAR | $5,000 | 0.00% | 89 | 0 | 0.0% | — | 不变 |
| PNR | PENTAIR PLC | $5,000 | 0.00% | 64 | 19 | 42.2% | $1,484 | 加仓 |
| LNT | ALLIANT ENERGY CORP | $5,000 | 0.00% | 59 | 2 | 3.5% | $169 | 加仓 |
| TKO | TKO GROUP HOLDINGS INC | $5,000 | 0.00% | 27 | 19 | 237.5% | $3,519 | 加仓 |
| BOTZ | GLOBAL X ROBOTICS & ARTIFICI | $5,000 | 0.00% | 133 | 66 | 98.5% | $2,481 | 加仓 |
| FCN | FTI CONSULTING INC | $5,000 | 0.00% | 31 | -9 | -22.5% | -$1,452 | 重新持有 |
| FIZZ | NATIONAL BEVERAGE CORP | $5,000 | 0.00% | 160 | 160 | — | $5,000 | 新建仓 |
| KBE | SPDR S&P BANK ETF | $5,000 | 0.00% | 72 | 72 | — | $5,000 | 新建仓 |
| PAR | PAR TECHNOLOGY CORP/DEL | $4,000 | 0.00% | 216 | -78,002 | -99.7% | -$144.45万 | 减仓 |
| RYAN | RYAN SPECIALTY HOLDINGS INC | $4,000 | 0.00% | 97 | -896 | -90.2% | -$3.69万 | 减仓 |
| TRMB | TRIMBLE INC | $4,000 | 0.00% | 77 | -257 | -76.9% | -$1.34万 | 减仓 |
| HRL | HORMEL FOODS CORP | $4,000 | 0.00% | 167 | -280 | -62.6% | -$6,707 | 减仓 |
| EQNR | EQUINOR ASA-SPON ADR | $4,000 | 0.00% | 130 | -18 | -12.2% | -$554 | 减仓 |
| MOH | MOLINA HEALTHCARE INC | $4,000 | 0.00% | 17 | -23 | -57.5% | -$5,412 | 减仓 |
| GMAB | GENMAB A/S -SP ADR | $4,000 | 0.00% | 156 | 0 | 0.0% | — | 不变 |
| IVZ | INVESCO LTD | $4,000 | 0.00% | 158 | -12 | -7.1% | -$304 | 减仓 |
| BRSL | INTERNATIONAL GAME TECHNOLOG | $4,000 | 0.00% | 330 | 0 | 0.0% | — | 不变 |
| VIOO | VANGUARD S&P SMALL-CAP 600 E | $4,000 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| FUN | SIX FLAGS ENTERTAINMENT CORP | $4,000 | 0.00% | 166 | 0 | 0.0% | — | 不变 |
| SKYD | PARAMOUNT SKYDANCE CL B | $4,000 | 0.00% | 439 | 230 | 110.0% | $2,096 | 加仓 |
| VAW | VANGUARD MATERIALS ETF | $4,000 | 0.00% | 18 | 18 | — | $4,000 | 新建仓 |
| ACLS | AXCELIS TECHNOLOGIES INC | $4,000 | 0.00% | 21 | 21 | — | $4,000 | 新建仓 |
| RMBS | RAMBUS INC | $4,000 | 0.00% | 30 | 30 | — | $4,000 | 新建仓 |
| IGV | ISHARES EXPANDED TECH-SOFTWA | $4,000 | 0.00% | 48 | 48 | — | $4,000 | 新建仓 |
| NJR | NEW JERSEY RESOURCES CORP | $4,000 | 0.00% | 64 | 64 | — | $4,000 | 新建仓 |
| RYAAY | RYANAIR HOLDINGS PLC-SP ADR | $3,000 | 0.00% | 54 | -8 | -12.9% | -$444 | 减仓 |
| EG | EVEREST GROUP LTD | $3,000 | 0.00% | 9 | -4 | -30.8% | -$1,333 | 减仓 |
| STIP | ISHARES 0-5 YEAR TIPS BOND E | $3,000 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| WYNN | WYNN RESORTS LTD | $3,000 | 0.00% | 26 | -3 | -10.3% | -$346 | 减仓 |
| NI | NISOURCE INC | $3,000 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| HSIC | HENRY SCHEIN INC | $3,000 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| — | WEBSTER FINANCIAL CORP | $3,000 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| ICL | ICL GROUP LTD | $3,000 | 0.00% | 660 | 0 | 0.0% | — | 不变 |
| PHG | KONINKLIJKE PHILIPS NVR- NY | $3,000 | 0.00% | 123 | 1 | 0.8% | $24 | 加仓 |
| PSO | PEARSON PLC-SPONSORED ADR | $3,000 | 0.00% | 158 | 16 | 11.3% | $304 | 加仓 |
| AEG | AEGON LTD-NY REG SHR | $3,000 | 0.00% | 319 | 38 | 13.5% | $357 | 加仓 |
| MFC | MANULIFE FINANCIAL CORP | $3,000 | 0.00% | 69 | -2 | -2.8% | -$87 | 减仓 |
| TAP | MOLSON COORS BEVERAGE CO - B | $3,000 | 0.00% | 87 | 31 | 55.4% | $1,069 | 加仓 |
| UGI | UGI CORP | $3,000 | 0.00% | 88 | 88 | — | $3,000 | 新建仓 |
| VDC | VANGUARD CONSUMER STAPLE ETF | $3,000 | 0.00% | 15 | 15 | — | $3,000 | 新建仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $3,000 | 0.00% | 27 | 27 | — | $3,000 | 新建仓 |
| OGE | OGE ENERGY CORP | $3,000 | 0.00% | 61 | 61 | — | $3,000 | 新建仓 |
| MTCH | MATCH GROUP INC | $2,000 | 0.00% | 50 | -69 | -58.0% | -$2,760 | 减仓 |
| FOX | FOX CORP - CLASS B | $2,000 | 0.00% | 46 | -33 | -41.8% | -$1,435 | 减仓 |
| HUBS | HUBSPOT INC | $2,000 | 0.00% | 12 | -1 | -7.7% | -$167 | 减仓 |
| OKLO | OKLO INC | $2,000 | 0.00% | 35 | -21 | -37.5% | -$1,200 | 减仓 |
| QGEN | QIAGEN N.V. | $2,000 | 0.00% | 50 | 10 | 25.0% | $400 | 加仓 |
| SUSC | ISHARES ESG AWARE USD CORPOR | $2,000 | 0.00% | 93 | 0 | 0.0% | — | 不变 |
| TS | TENARIS SA-ADR | $2,000 | 0.00% | 44 | 5 | 12.8% | $227 | 加仓 |
| WD | WALKER & DUNLOP INC | $2,000 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| AHRT | AH REALTY TRUST INC | $2,000 | 0.00% | 275 | 0 | 0.0% | — | 不变 |
| SNN | SMITH & NEPHEW PLC -SPON ADR | $2,000 | 0.00% | 66 | -7 | -9.6% | -$212 | 减仓 |
| XEMD | BONDBLOXX-JPM USD EM MK 1-10 | $2,000 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| SLVM | SYLVAMO CORP | $2,000 | 0.00% | 40 | -1 | -2.4% | -$50 | 减仓 |
| BF/B | BROWN-FORMAN CORP-CLASS B | $2,000 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| GRAB | GRAB HOLDINGS LTD - CL A | $2,000 | 0.00% | 479 | -100 | -17.3% | -$418 | 减仓 |
| CE | CELANESE CORP | $2,000 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| FMS | FRESENIUS MEDICAL CARE-ADR | $2,000 | 0.00% | 81 | 1 | 1.2% | $25 | 加仓 |
| NWSA | NEWS CORP - CLASS A | $2,000 | 0.00% | 96 | 23 | 31.5% | $479 | 加仓 |
| PRGS | PROGRESS SOFTWARE CORP | $2,000 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| GENI | GENIUS SPORTS LTD | $2,000 | 0.00% | 325 | 0 | 0.0% | — | 不变 |
| DT | DYNATRACE INC | $2,000 | 0.00% | 40 | 40 | — | $2,000 | 新建仓 |
| BFAM | BRIGHT HORIZONS FAMILY SOLUT | $1,000 | 0.00% | 18 | -764 | -97.7% | -$4.24万 | 减仓 |
| EPAM | EPAM SYSTEMS INC | $1,000 | 0.00% | 7 | -81 | -92.0% | -$1.16万 | 减仓 |
| JKHY | JACK HENRY & ASSOCIATES INC | $1,000 | 0.00% | 7 | -9 | -56.2% | -$1,286 | 减仓 |
| ALG | ALAMO GROUP INC | $1,000 | 0.00% | 8 | -9 | -52.9% | -$1,125 | 减仓 |
| STLA | STELLANTIS NV | $1,000 | 0.00% | 260 | -30 | -10.3% | -$115 | 减仓 |
| FUTU | FUTU HOLDINGS LTD-ADR | $1,000 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| AOS | SMITH (A.O.) CORP | $1,000 | 0.00% | 18 | -14 | -43.8% | -$778 | 减仓 |
| TEAM | ATLASSIAN CORP-CL A | $1,000 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| CWH | CAMPING WORLD HOLDINGS INC-A | $1,000 | 0.00% | 140 | 0 | 0.0% | — | 不变 |
| KD | KYNDRYL HOLDINGS INC | $1,000 | 0.00% | 58 | 0 | 0.0% | — | 不变 |
| OGN | ORGANON & CO | $1,000 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| IRON | DISC MEDICINE INC | $1,000 | 0.00% | 16 | 16 | — | $1,000 | 新建仓 |
| FNDX | SCHWAB FNDMNTL US LRG CO ETF | $1,000 | 0.00% | 24 | 24 | — | $1,000 | 新建仓 |
| REET | ISHARES GLOBAL REIT ETF | $1,000 | 0.00% | 36 | 36 | — | $1,000 | 新建仓 |
| ESAB | ESAB CORP | $1,000 | 0.00% | 7 | 7 | — | $1,000 | 新建仓 |
| VGNT | VERSIGENT PLC | $1,000 | 0.00% | 34 | 34 | — | $1,000 | 新建仓 |
| VGT | VANGUARD INFO TECH ETF | $1,000 | 0.00% | 7 | -35 | -83.3% | -$5,000 | 重新持有 |
| — | THERMON GROUP HOLDINGS INC | $0 | 0.00% | 0 | -952,518 | -100.0% | -$4,800.70万 | 清仓 |
| — | TRI POINTE HOMES INC | $0 | 0.00% | 0 | -510,856 | -100.0% | -$2,387.20万 | 清仓 |
| — | MASIMO CORP | $0 | 0.00% | 0 | -122,781 | -100.0% | -$2,183.90万 | 清仓 |
| BRC | BRADY CORPORATION - CL A | $0 | 0.00% | 0 | -220,875 | -100.0% | -$1,794.40万 | 清仓 |
| — | WHITESTONE REIT | $0 | 0.00% | 0 | -1,035,745 | -100.0% | -$1,672.70万 | 清仓 |
| VRRM | VERRA MOBILITY CORP | $0 | 0.00% | 0 | -622,633 | -100.0% | -$889.70万 | 清仓 |
| — | XOMA ROYALTY CORPORATION | $0 | 0.00% | 0 | -232,141 | -100.0% | -$728.20万 | 清仓 |
| SCHD | SCHWAB US DVD EQUITY ETF | $0 | 0.00% | 0 | -2,576 | -100.0% | -$7.90万 | 清仓 |
| ASND | ASCENDIS PHARMA A/S - ADR | $0 | 0.00% | 0 | -255 | -100.0% | -$5.80万 | 清仓 |
| EFAX | STATE STREET SPDR MSCI EAFE | $0 | 0.00% | 0 | -962 | -100.0% | -$4.80万 | 清仓 |
| FSV | FIRSTSERVICE CORP | $0 | 0.00% | 0 | -345 | -100.0% | -$4.80万 | 清仓 |
| BIRK | BIRKENSTOCK HOLDING PLC | $0 | 0.00% | 0 | -1,277 | -100.0% | -$4.60万 | 清仓 |
| — | COTERRA ENERGY INC | $0 | 0.00% | 0 | -1,244 | -100.0% | -$4.40万 | 清仓 |
| — | HOLOGIC INC | $0 | 0.00% | 0 | -508 | -100.0% | -$3.80万 | 清仓 |
| THRM | GENTHERM INC | $0 | 0.00% | 2 | -1,349 | -99.9% | — | 减仓 |
| CCL | CARNIVAL CORP | $0 | 0.00% | 0 | -1,336 | -100.0% | -$3.50万 | 清仓 |