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 |
|---|---|---|---|---|---|---|---|---|
| CW | CURTISS-WRIGHT CORP | $4,575.50万 | 0.36% | 60,377 | -2,656 | -4.2% | -$201.28万 | 减仓 |
| VNOM | VIPER ENERGY INC-CL A | $4,569.00万 | 0.36% | 1,077,602 | -17,117 | -1.6% | -$72.58万 | 减仓 |
| AGIO | AGIOS PHARMACEUTICALS INC | $4,477.70万 | 0.35% | 1,206,615 | -8,286 | -0.7% | -$30.75万 | 减仓 |
| SUI | SUN COMMUNITIES INC | $4,455.80万 | 0.35% | 371,593 | -21,327 | -5.4% | -$255.73万 | 减仓 |
| SNDR | SCHNEIDER NATIONAL INC-CL B | $4,453.20万 | 0.35% | 1,219,072 | -13,283 | -1.1% | -$48.52万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HOLDINGS | $4,427.70万 | 0.35% | 45,883 | 45,429 | 10,006.4% | $4,383.89万 | 加仓 |
| FERG | FERGUSON ENTERPRISES INC | $4,403.60万 | 0.34% | 185,547 | -2,974 | -1.6% | -$70.58万 | 减仓 |
| KO | COCA-COLA CO/THE | $4,254.40万 | 0.33% | 523,494 | -8,415 | -1.6% | -$68.39万 | 减仓 |
| FAST | FASTENAL CO | $4,247.50万 | 0.33% | 884,344 | -12,998 | -1.4% | -$62.43万 | 减仓 |
| PCOR | PROCORE TECHNOLOGIES INC | $4,239.10万 | 0.33% | 1,043,590 | 4,863 | 0.5% | $19.75万 | 加仓 |
| RTX | RTX CORP | $4,206.70万 | 0.33% | 221,719 | -54,765 | -19.8% | -$1,039.06万 | 减仓 |
| SSD | SIMPSON MANUFACTURING CO INC | $4,162.10万 | 0.33% | 198,808 | -13,725 | -6.5% | -$287.34万 | 减仓 |
| STAG | STAG INDUSTRIAL INC | $4,141.50万 | 0.32% | 1,088,152 | -39,506 | -3.5% | -$150.36万 | 减仓 |
| QSR | RESTAURANT BRANDS INTERN | $4,128.80万 | 0.32% | 569,407 | -9,124 | -1.6% | -$66.16万 | 减仓 |
| NWE | NORTHWESTERN ENERGY GROUP IN | $4,096.20万 | 0.32% | 571,934 | -7,694 | -1.3% | -$55.10万 | 减仓 |
| CATY | CATHAY GENERAL BANCORP | $4,068.20万 | 0.32% | 656,264 | -8,656 | -1.3% | -$53.66万 | 减仓 |
| POR | PORTLAND GENERAL ELECTRIC CO | $4,022.00万 | 0.31% | 775,988 | -48,661 | -5.9% | -$252.21万 | 减仓 |
| ADC | AGREE REALTY CORP | $3,955.50万 | 0.31% | 522,247 | -33,857 | -6.1% | -$256.43万 | 减仓 |
| TNDM | TANDEM DIABETES CARE INC | $3,876.70万 | 0.30% | 2,569,032 | -120,074 | -4.5% | -$181.19万 | 减仓 |
| FTAI | FTAI AVIATION LTD | $3,847.40万 | 0.30% | 142,217 | -15,148 | -9.6% | -$409.80万 | 减仓 |
| WHD | CACTUS INC - A | $3,845.20万 | 0.30% | 750,566 | 750,566 | — | $3,845.20万 | 新建仓 |
| GTX | GARRETT MOTION INC | $3,730.20万 | 0.29% | 1,029,577 | -396,349 | -27.8% | -$1,435.99万 | 减仓 |
| CENTA | CENTRAL GARDEN AND PET CO-A | $3,692.00万 | 0.29% | 952,272 | -10,991 | -1.1% | -$42.61万 | 减仓 |
| HD | HOME DEPOT INC | $3,685.30万 | 0.29% | 104,493 | -1,473 | -1.4% | -$51.95万 | 减仓 |
| BLK | BLACKROCK INC | $3,674.70万 | 0.29% | 38,216 | -620 | -1.6% | -$59.62万 | 减仓 |
| ALLY | ALLY FINANCIAL INC | $3,672.80万 | 0.29% | 799,303 | -12,924 | -1.6% | -$59.39万 | 减仓 |
| MCHP | MICROCHIP TECHNOLOGY INC | $3,665.90万 | 0.29% | 401,968 | -3,667 | -0.9% | -$33.44万 | 减仓 |
| OVV | OVINTIV INC | $3,642.20万 | 0.28% | 691,774 | -42,736 | -5.8% | -$225.01万 | 减仓 |
| CSCO | CISCO SYS INC | $3,640.40万 | 0.28% | 309,929 | -6,945 | -2.2% | -$81.58万 | 减仓 |
| CDRE | CADRE HOLDINGS INC | $3,633.20万 | 0.28% | 1,274,371 | 227,195 | 21.7% | $647.73万 | 加仓 |
| AGX | ARGAN INC | $3,577.30万 | 0.28% | 44,796 | 44,796 | — | $3,577.30万 | 新建仓 |
| TCBI | TEXAS CAPITAL BANCSHARES INC | $3,551.10万 | 0.28% | 343,890 | 122,915 | 55.6% | $1,269.25万 | 加仓 |
| BCPC | BALCHEM CORP | $3,500.10万 | 0.27% | 207,163 | -3,510 | -1.7% | -$59.30万 | 减仓 |
| COCO | VITA COCO CO INC/THE | $3,497.90万 | 0.27% | 528,872 | -8,308 | -1.5% | -$54.95万 | 减仓 |
| PCTY | PAYLOCITY HOLDING CORP | $3,461.40万 | 0.27% | 331,138 | -8,461 | -2.5% | -$88.44万 | 减仓 |
| AROC | ARCHROCK INC | $3,437.40万 | 0.27% | 844,364 | 844,364 | — | $3,437.40万 | 新建仓 |
| SKWD | SKYWARD SPECIALTY INSURANCE | $3,412.10万 | 0.27% | 584,760 | -5,387 | -0.9% | -$31.43万 | 减仓 |
| ETN | EATON CORP PLC | $3,409.60万 | 0.27% | 80,015 | 14,610 | 22.3% | $622.56万 | 加仓 |
| EPAC | ENERPAC TOOL GROUP CORP | $3,408.70万 | 0.27% | 950,548 | 7,412 | 0.8% | $26.58万 | 加仓 |
| GPI | GROUP 1 AUTOMOTIVE INC | $3,407.10万 | 0.27% | 117,009 | -6,996 | -5.6% | -$203.71万 | 减仓 |
| ARQT | ARCUTIS BIOTHERAPEUTICS INC | $3,377.20万 | 0.26% | 1,288,018 | 299,631 | 30.3% | $785.64万 | 加仓 |
| AAPL | APPLE INC | $3,349.70万 | 0.26% | 115,761 | -1,408 | -1.2% | -$40.74万 | 减仓 |
| AR | ANTERO RESOURCES CORP | $3,334.60万 | 0.26% | 948,928 | -58,372 | -5.8% | -$205.12万 | 减仓 |
| AMGN | AMGEN INC | $3,295.60万 | 0.26% | 91,008 | -1,329 | -1.4% | -$48.13万 | 减仓 |
| DRI | DARDEN RESTAURANTS INC | $3,271.70万 | 0.26% | 158,811 | 158,697 | 139,207.9% | $3,269.35万 | 加仓 |
| HLNE | HAMILTON LANE INC-CLASS A | $3,271.50万 | 0.26% | 414,998 | 177,218 | 74.5% | $1,397.04万 | 加仓 |
| BELFB | BEL FUSE INC-CL B | $3,243.00万 | 0.25% | 97,377 | -33,042 | -25.3% | -$1,100.42万 | 减仓 |
| CRS | CARPENTER TECHNOLOGY | $3,224.30万 | 0.25% | 52,272 | -23,146 | -30.7% | -$1,427.72万 | 减仓 |
| HMN | HORACE MANN EDUCATORS | $3,190.80万 | 0.25% | 617,784 | -8,528 | -1.4% | -$44.05万 | 减仓 |
| SCI | SERVICE CORP INTERNATIONAL | $3,180.30万 | 0.25% | 418,681 | -7,746 | -1.8% | -$58.84万 | 减仓 |
| CNQ | CANADIAN NATURAL RESOURCES | $3,171.90万 | 0.25% | 803,020 | -315,686 | -28.2% | -$1,246.95万 | 减仓 |
| BCRX | BIOCRYST PHARMACEUTICALS INC | $3,171.10万 | 0.25% | 3,171,113 | -69,349 | -2.1% | -$69.35万 | 减仓 |
| DOC | HEALTHPEAK PROPERTIES INC | $3,154.90万 | 0.25% | 1,474,255 | -87,849 | -5.6% | -$188.00万 | 减仓 |
| CVLT | COMMVAULT SYSTEMS INC | $3,150.00万 | 0.25% | 222,253 | 5,384 | 2.5% | $76.31万 | 加仓 |
| NEO | NEOGENOMICS INC | $3,106.80万 | 0.24% | 2,129,421 | -61,337 | -2.8% | -$89.49万 | 减仓 |
| AMCR | AMCOR PLC | $3,059.30万 | 0.24% | 705,714 | 212,549 | 43.1% | $921.41万 | 加仓 |
| WTRG | ESSENTIAL UTILITIES INC | $3,019.00万 | 0.24% | 788,035 | -11,156 | -1.4% | -$42.74万 | 减仓 |
| MANH | MANHATTAN ASSOCIATES INC | $3,016.50万 | 0.24% | 216,622 | -9,071 | -4.0% | -$126.32万 | 减仓 |
| PATK | PATRICK INDUSTRIES INC | $3,014.80万 | 0.24% | 335,795 | -4,883 | -1.4% | -$43.84万 | 减仓 |
| ENB | ENBRIDGE INC | $3,007.60万 | 0.24% | 554,813 | -10,090 | -1.8% | -$54.70万 | 减仓 |
| WMB | WILLIAMS COS INC | $2,996.70万 | 0.23% | 403,106 | -2,165 | -0.5% | -$16.09万 | 减仓 |
| GNRC | GENERAC HOLDINGS INC | $2,974.00万 | 0.23% | 101,568 | -103 | -0.1% | -$3.02万 | 减仓 |
| DSGX | DESCARTES SYSTEMS GRP/THE | $2,959.80万 | 0.23% | 427,473 | 176,924 | 70.6% | $1,225.01万 | 加仓 |
| INDB | INDEPENDENT BANK CORP/MA | $2,894.80万 | 0.23% | 345,765 | 48,750 | 16.4% | $408.14万 | 加仓 |
| POOL | POOL CORP | $2,866.00万 | 0.22% | 133,357 | -6,409 | -4.6% | -$137.74万 | 减仓 |
| AMZN | AMAZON.COM INC | $2,821.60万 | 0.22% | 118,386 | -238 | -0.2% | -$5.67万 | 减仓 |
| BOOT | BOOT BARN HOLDINGS INC | $2,816.90万 | 0.22% | 171,479 | 16,312 | 10.5% | $267.96万 | 加仓 |
| SNX | TD SYNNEX CORP | $2,738.10万 | 0.21% | 102,422 | -38,779 | -27.5% | -$1,036.70万 | 减仓 |
| GPC | GENUINE PARTS CO | $2,724.10万 | 0.21% | 230,898 | 60,641 | 35.6% | $715.43万 | 加仓 |
| ITRN | ITURAN LOCATION AND CONTROL | $2,718.10万 | 0.21% | 445,521 | -63,642 | -12.5% | -$388.28万 | 减仓 |
| ABG | ASBURY AUTOMOTIVE GROUP | $2,715.20万 | 0.21% | 135,031 | -1,094 | -0.8% | -$22.00万 | 减仓 |
| CNS | COHEN & STEERS INC | $2,656.80万 | 0.21% | 348,944 | -4,203 | -1.2% | -$32.00万 | 减仓 |
| ATRC | ATRICURE INC | $2,656.70万 | 0.21% | 949,516 | -13,899 | -1.4% | -$38.89万 | 减仓 |
| IRT | INDEPENDENCE REALTY TRUST IN | $2,651.90万 | 0.21% | 1,588,902 | -2,978 | -0.2% | -$4.97万 | 减仓 |
| AAMI | ACADIAN ASSET MANAGEMENT INC | $2,638.60万 | 0.21% | 368,935 | -7,042 | -1.9% | -$50.36万 | 减仓 |
| APD | AIR PRODUCTS & CHEMICALS INC | $2,627.00万 | 0.21% | 89,603 | 89,498 | 85,236.2% | $2,623.92万 | 加仓 |
| LCII | LCI INDUSTRIES | $2,588.50万 | 0.20% | 244,472 | -17,410 | -6.6% | -$184.34万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $2,587.80万 | 0.20% | 285,193 | -11,276 | -3.8% | -$102.32万 | 减仓 |
| FWRG | FIRST WATCH RESTAURANT GROUP | $2,587.20万 | 0.20% | 2,007,096 | 47,925 | 2.4% | $61.78万 | 加仓 |
| FBK | FB FINANCIAL CORP | $2,563.70万 | 0.20% | 463,178 | 111,997 | 31.9% | $619.91万 | 加仓 |
| HLMN | HILLMAN SOLUTIONS CORP | $2,563.40万 | 0.20% | 3,037,287 | -47,920 | -1.6% | -$40.44万 | 减仓 |
| AZTA | AZENTA INC | $2,522.50万 | 0.20% | 988,429 | 15,173 | 1.6% | $38.72万 | 加仓 |
| LLY | ELI LILLY & CO | $2,502.70万 | 0.20% | 20,866 | -167 | -0.8% | -$20.03万 | 减仓 |
| IRM | IRON MOUNTAIN INC | $2,479.20万 | 0.19% | 196,280 | 196,036 | 80,342.6% | $2,476.12万 | 加仓 |
| USPH | U.S. PHYSICAL THERAPY INC | $2,466.80万 | 0.19% | 359,176 | -9,502 | -2.6% | -$65.26万 | 减仓 |
| NHI | NATL HEALTH INVESTORS INC | $2,459.60万 | 0.19% | 322,529 | -12,507 | -3.7% | -$95.38万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $2,435.40万 | 0.19% | 21,099 | 17,498 | 485.9% | $2,019.75万 | 加仓 |
| ARES | ARES MANAGEMENT CORP - A | $2,416.30万 | 0.19% | 217,082 | 99,184 | 84.1% | $1,104.00万 | 加仓 |
| GPOR | GULFPORT ENERGY CORP | $2,385.40万 | 0.19% | 140,565 | 18,861 | 15.5% | $320.07万 | 加仓 |
| GRBK | GREEN BRICK PARTNERS INC | $2,382.80万 | 0.19% | 297,698 | -11,247 | -3.6% | -$90.02万 | 减仓 |
| MZTI | MARZETTI COMPANY/THE | $2,364.50万 | 0.18% | 207,122 | -21,761 | -9.5% | -$248.42万 | 减仓 |
| OCFC | OCEANFIRST FINANCIAL CORP | $2,362.60万 | 0.18% | 1,209,716 | -15,079 | -1.2% | -$29.45万 | 减仓 |
| CHRD | CHORD ENERGY CORP | $2,357.50万 | 0.18% | 206,253 | -2,432 | -1.2% | -$27.80万 | 减仓 |
| VVV | VALVOLINE INC | $2,355.50万 | 0.18% | 595,736 | 79,269 | 15.3% | $313.42万 | 加仓 |
| PHAT | PHATHOM PHARMACEUTICALS INC | $2,351.00万 | 0.18% | 2,166,838 | 745,729 | 52.5% | $809.11万 | 加仓 |
| INTA | INTAPP INC | $2,347.20万 | 0.18% | 931,064 | 20,197 | 2.2% | $50.92万 | 加仓 |
| MTX | MINERALS TECHNOLOGIES INC | $2,347.10万 | 0.18% | 317,308 | -4,379 | -1.4% | -$32.39万 | 减仓 |
| UFPT | UFP TECHNOLOGIES INC | $2,344.20万 | 0.18% | 88,417 | 31,183 | 54.5% | $826.75万 | 加仓 |
| MOD | MODINE MANUFACTURING CO | $2,342.00万 | 0.18% | 87,710 | 1,097 | 1.3% | $29.29万 | 加仓 |
| RUSHA | RUSH ENTERPRISES INC-CL A | $2,326.30万 | 0.18% | 318,732 | -1,964 | -0.6% | -$14.33万 | 减仓 |