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 |
|---|---|---|---|---|---|---|---|---|
| TVTX | TRAVERE THERAPEUTICS INC | $2,296.30万 | 0.18% | 404,208 | 263,750 | 187.8% | $1,498.36万 | 加仓 |
| TDG | TRANSDIGM GROUP INC | $2,252.30万 | 0.18% | 16,909 | 3,264 | 23.9% | $434.77万 | 加仓 |
| PWR | QUANTA SERVICES INC | $2,219.20万 | 0.17% | 30,820 | -19,254 | -38.5% | -$1,386.39万 | 减仓 |
| CWST | CASELLA WASTE SYSTEMS INC-A | $2,209.40万 | 0.17% | 227,841 | -4,436 | -1.9% | -$43.02万 | 减仓 |
| MCHB | MECHANICS BANCORP-A | $2,162.90万 | 0.17% | 1,360,299 | 227,212 | 20.1% | $361.27万 | 加仓 |
| ALKT | ALKAMI TECHNOLOGY INC | $2,126.80万 | 0.17% | 1,173,716 | 7,065 | 0.6% | $12.80万 | 加仓 |
| PLNT | PLANET FITNESS INC - CL A | $2,109.80万 | 0.16% | 404,400 | -28,719 | -6.6% | -$149.83万 | 减仓 |
| PAYX | PAYCHEX INC. | $2,076.00万 | 0.16% | 211,126 | -2,791 | -1.3% | -$27.44万 | 减仓 |
| BR | BROADRIDGE FINANCIAL SOLUTIO | $2,074.10万 | 0.16% | 151,453 | -95,280 | -38.6% | -$1,304.83万 | 减仓 |
| LRN | STRIDE INC | $2,069.10万 | 0.16% | 239,920 | -10,808 | -4.3% | -$93.21万 | 减仓 |
| SN | SHARKNINJA INC | $2,066.40万 | 0.16% | 135,707 | 368 | 0.3% | $5.60万 | 加仓 |
| VSEC | VSE CORP | $2,064.80万 | 0.16% | 90,364 | -4,728 | -5.0% | -$108.03万 | 减仓 |
| PWP | PERELLA WEINBERG PARTNERS | $2,060.60万 | 0.16% | 1,291,081 | 237,076 | 22.5% | $378.38万 | 加仓 |
| CRL | CHARLES RIVER LABORATORIES | $2,054.90万 | 0.16% | 90,608 | -4,549 | -4.8% | -$103.17万 | 减仓 |
| NBN | NORTHEAST BANK | $2,037.90万 | 0.16% | 153,768 | -5,899 | -3.7% | -$78.18万 | 减仓 |
| AIN | ALBANY INTL CORP-CL A | $2,028.80万 | 0.16% | 272,323 | 106,869 | 64.6% | $796.17万 | 加仓 |
| MLM | MARTIN MARIETTA MATERIALS | $2,023.20万 | 0.16% | 35,083 | -671 | -1.9% | -$38.70万 | 减仓 |
| EVR | EVERCORE INC | $2,022.40万 | 0.16% | 59,232 | 0 | 0.0% | — | 不变 |
| APH | AMPHENOL CORP-CL A | $2,015.60万 | 0.16% | 114,315 | 21,633 | 23.3% | $381.43万 | 加仓 |
| CVSA | COVISTA INC | $2,010.40万 | 0.16% | 161,272 | 28,150 | 21.1% | $350.91万 | 加仓 |
| APPF | APPFOLIO INC - A | $2,007.50万 | 0.16% | 125,191 | -1,500 | -1.2% | -$24.05万 | 减仓 |
| FMBH | FIRST MID BANCSHARES INC | $1,993.60万 | 0.16% | 414,566 | -17,873 | -4.1% | -$85.95万 | 减仓 |
| ATMU | ATMUS FILTRATION TECHNOLOGIE | $1,990.60万 | 0.16% | 390,392 | -48,807 | -11.1% | -$248.87万 | 减仓 |
| HWKN | HAWKINS INC | $1,986.50万 | 0.16% | 139,799 | 2,429 | 1.8% | $34.52万 | 加仓 |
| TILE | INTERFACE INC | $1,939.40万 | 0.15% | 541,138 | -6,913 | -1.3% | -$24.78万 | 减仓 |
| UFPI | UFP INDUSTRIES INC | $1,857.90万 | 0.15% | 204,749 | -2,516 | -1.2% | -$22.83万 | 减仓 |
| VWO | VANGUARD FTSE EMERGING MARKE | $1,857.40万 | 0.15% | 311,179 | 9,402 | 3.1% | $56.12万 | 加仓 |
| MA | MASTERCARD INC - A | $1,856.90万 | 0.15% | 36,155 | -546 | -1.5% | -$28.04万 | 减仓 |
| RVLV | REVOLVE GROUP INC | $1,828.50万 | 0.14% | 798,813 | -6,399 | -0.8% | -$14.65万 | 减仓 |
| SFM | SPROUTS FARMERS MARKET INC | $1,822.40万 | 0.14% | 215,468 | 215,468 | — | $1,822.40万 | 新建仓 |
| AORT | ARTIVION INC | $1,785.20万 | 0.14% | 794,478 | 55,775 | 7.6% | $125.33万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES | $1,770.30万 | 0.14% | 30,474 | 28,838 | 1,762.7% | $1,675.26万 | 加仓 |
| CROX | CROCS INC | $1,747.30万 | 0.14% | 144,838 | 144,838 | — | $1,747.30万 | 新建仓 |
| CSL | CARLISLE COS INC | $1,690.80万 | 0.13% | 46,611 | 46,414 | 23,560.4% | $1,683.65万 | 加仓 |
| ESQ | ESQUIRE FINANCIAL HOLDINGS I | $1,674.50万 | 0.13% | 140,582 | -4,834 | -3.3% | -$57.58万 | 减仓 |
| OWL | BLUE OWL CAPITAL INC | $1,627.10万 | 0.13% | 1,859,509 | -19,272 | -1.0% | -$16.86万 | 减仓 |
| WTM | WHITE MOUNTAINS INSURANCE GP | $1,625.30万 | 0.13% | 7,839 | -87 | -1.1% | -$18.04万 | 减仓 |
| FDS | FACTSET RESEARCH SYSTEMS INC | $1,604.90万 | 0.13% | 69,756 | -5,086 | -6.8% | -$117.02万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $1,577.40万 | 0.12% | 31,463 | -547 | -1.7% | -$27.42万 | 减仓 |
| ALKS | ALKERMES PLC | $1,532.00万 | 0.12% | 292,387 | 292,387 | — | $1,532.00万 | 新建仓 |
| KNF | KNIFE RIVER CORP | $1,528.80万 | 0.12% | 182,766 | -4,017 | -2.2% | -$33.60万 | 减仓 |
| IWM | ISHARES RUSSELL 2000 ETF | $1,528.30万 | 0.12% | 50,863 | -56,962 | -52.8% | -$1,711.56万 | 减仓 |
| HOV | HOVNANIAN ENTERPRISES-A | $1,484.50万 | 0.12% | 104,238 | -2,910 | -2.7% | -$41.44万 | 减仓 |
| LZB | LA-Z-BOY INC | $1,476.30万 | 0.12% | 367,985 | -837 | -0.2% | -$3.36万 | 减仓 |
| MWA | MUELLER WATER PRODUCTS INC-A | $1,465.60万 | 0.11% | 567,401 | -16,260 | -2.8% | -$42.00万 | 减仓 |
| FICO | FAIR ISAAC CORP | $1,461.10万 | 0.11% | 12,229 | -127 | -1.0% | -$15.17万 | 减仓 |
| IDEV | ISHARES CORE MSCI DEV MKTS | $1,453.60万 | 0.11% | 163,313 | 8,812 | 5.7% | $78.43万 | 加仓 |
| WST | WEST PHARMACEUTICAL SERVICES | $1,431.10万 | 0.11% | 39,863 | -841 | -2.1% | -$30.19万 | 减仓 |
| IVV | ISHARES CORE S&P 500 ETF | $1,396.30万 | 0.11% | 18,645 | 77 | 0.4% | $5.77万 | 加仓 |
| STE | STERIS PLC | $1,394.80万 | 0.11% | 66,241 | -88,758 | -57.3% | -$1,868.93万 | 减仓 |
| FWONK | LIBERTY MEDIA CORP-FORMULA-C | $1,389.30万 | 0.11% | 146,024 | 145,283 | 19,606.3% | $1,382.25万 | 加仓 |
| TRI | THOMSON REUTERS CORP | $1,374.60万 | 0.11% | 168,312 | -6,645 | -3.8% | -$54.27万 | 减仓 |
| CCB | COASTAL FINANCIAL CORP/WA | $1,350.20万 | 0.11% | 174,198 | -7,790 | -4.3% | -$60.38万 | 减仓 |
| FLEX | FLEX LTD | $1,339.80万 | 0.10% | 82,666 | -36,290 | -30.5% | -$588.17万 | 减仓 |
| AVAV | AEROVIRONMENT INC | $1,339.40万 | 0.10% | 81,139 | -72,930 | -47.3% | -$1,203.89万 | 减仓 |
| META | META PLATFORMS INC-CLASS A | $1,202.60万 | 0.09% | 21,350 | 456 | 2.2% | $25.69万 | 加仓 |
| LEGH | LEGACY HOUSING CORP | $1,165.20万 | 0.09% | 443,546 | -16,234 | -3.5% | -$42.65万 | 减仓 |
| OLLI | OLLIE'S BARGAIN OUTLET HOLDI | $1,154.10万 | 0.09% | 150,123 | 22,046 | 17.2% | $169.48万 | 加仓 |
| UTZ | UTZ BRANDS INC | $1,153.70万 | 0.09% | 1,498,239 | 53,727 | 3.7% | $41.37万 | 加仓 |
| ACHC | ACADIA HEALTHCARE CO INC | $1,118.20万 | 0.09% | 378,651 | 23,685 | 6.7% | $69.94万 | 加仓 |
| PHR | PHREESIA INC | $1,094.00万 | 0.09% | 1,063,080 | 37,178 | 3.6% | $38.26万 | 加仓 |
| TSLA | TESLA INC | $1,020.00万 | 0.08% | 24,250 | 600 | 2.5% | $25.24万 | 加仓 |
| TYL | TYLER TECHNOLOGIES INC | $1,014.40万 | 0.08% | 34,685 | 154 | 0.4% | $4.50万 | 加仓 |
| AJG | ARTHUR J GALLAGHER & CO | $982.40万 | 0.08% | 42,795 | -289 | -0.7% | -$6.63万 | 减仓 |
| KNX | KNIGHT-SWIFT TRANSPORTATION | $966.70万 | 0.08% | 124,146 | -129 | -0.1% | -$1.00万 | 减仓 |
| RRC | RANGE RESOURCES CORP | $953.70万 | 0.07% | 256,428 | 46,560 | 22.2% | $173.16万 | 加仓 |
| OXM | OXFORD INDUSTRIES INC | $946.80万 | 0.07% | 271,505 | -2,210 | -0.8% | -$7.71万 | 减仓 |
| PJT | PJT PARTNERS INC - A | $922.70万 | 0.07% | 61,131 | -2,442 | -3.8% | -$36.86万 | 减仓 |
| SHAK | SHAKE SHACK INC - CLASS A | $845.10万 | 0.07% | 150,854 | -6,666 | -4.2% | -$37.34万 | 减仓 |
| CHE | CHEMED CORP | $825.50万 | 0.06% | 17,725 | -14 | -0.1% | -$6,520 | 减仓 |
| CSTM | CONSTELLIUM SE | $809.60万 | 0.06% | 254,026 | -3,562 | -1.4% | -$11.35万 | 减仓 |
| LPLA | LPL FINANCIAL HOLDINGS INC | $741.40万 | 0.06% | 26,319 | -745 | -2.8% | -$20.99万 | 减仓 |
| TTMI | TTM TECHNOLOGIES | $707.50万 | 0.06% | 37,828 | -17,991 | -32.2% | -$336.49万 | 减仓 |
| KRYS | KRYSTAL BIOTECH INC | $680.00万 | 0.05% | 18,295 | -950 | -4.9% | -$35.31万 | 减仓 |
| RLI | RLI CORP | $654.60万 | 0.05% | 110,817 | -6 | -0.0% | -$354 | 减仓 |
| BOW | BOWHEAD SPECIALTY HOLDINGS I | $582.60万 | 0.05% | 194,670 | -5,143 | -2.6% | -$15.39万 | 减仓 |
| CCC | CCC INTELLIGENT SOLUTIONS HO | $577.50万 | 0.05% | 1,119,129 | -890 | -0.1% | -$4,593 | 减仓 |
| LKQ | LKQ CORP | $553.90万 | 0.04% | 210,382 | -229 | -0.1% | -$6,029 | 减仓 |
| COMP | COMPASS INC - CLASS A | $526.70万 | 0.04% | 427,144 | 74,107 | 21.0% | $91.38万 | 加仓 |
| IMAX | IMAX CORP | $517.20万 | 0.04% | 129,747 | -1,594 | -1.2% | -$6.35万 | 减仓 |
| VERA | VERA THERAPEUTICS INC | $483.70万 | 0.04% | 112,722 | 23,704 | 26.6% | $101.72万 | 加仓 |
| — | ARCOSA INC | $468.80万 | 0.04% | 32,268 | -373 | -1.1% | -$5.42万 | 减仓 |
| AGM | FEDERAL AGRIC MTG CORP-CL C | $467.10万 | 0.04% | 23,439 | -305 | -1.3% | -$6.08万 | 减仓 |
| IBOC | INTERNATIONAL BANCSHARES CRP | $434.20万 | 0.03% | 57,174 | -693 | -1.2% | -$5.26万 | 减仓 |
| UNFI | UNITED NATURAL FOODS INC | $430.60万 | 0.03% | 94,277 | -100 | -0.1% | -$4,567 | 减仓 |
| SYNA | SYNAPTICS INC | $408.80万 | 0.03% | 32,909 | -354 | -1.1% | -$4.40万 | 减仓 |
| LAD | LITHIA MOTORS INC | $406.80万 | 0.03% | 14,003 | -714 | -4.9% | -$20.74万 | 减仓 |
| IJR | ISHARES CORE S&P SMALL-CAP E | $404.60万 | 0.03% | 27,281 | 3,489 | 14.7% | $51.74万 | 加仓 |
| DGII | DIGI INTERNATIONAL INC | $395.90万 | 0.03% | 52,827 | -553 | -1.0% | -$4.14万 | 减仓 |
| NTST | NETSTREIT CORP | $389.80万 | 0.03% | 184,475 | -199 | -0.1% | -$4,205 | 减仓 |
| SPY | SS SPDR S&P 500 ETF TRUST-US | $389.60万 | 0.03% | 5,217 | -431 | -7.6% | -$32.19万 | 减仓 |
| MKTX | MARKETAXESS HOLDINGS INC | $371.00万 | 0.03% | 32,689 | -8 | -0.0% | -$908 | 减仓 |
| VAC | MARRIOTT VACATIONS WORLD | $361.80万 | 0.03% | 35,508 | 35,508 | — | $361.80万 | 新建仓 |
| CENT | CENTRAL GARDEN & PET CO | $344.00万 | 0.03% | 77,582 | -791 | -1.0% | -$3.51万 | 减仓 |
| PEB | PEBBLEBROOK HOTEL TRUST | $342.20万 | 0.03% | 176,292 | 176,292 | — | $342.20万 | 新建仓 |
| CHCO | CITY HOLDING CO | $338.20万 | 0.03% | 25,495 | -289 | -1.1% | -$3.83万 | 减仓 |
| ECG | EVERUS CONSTRUCTION GROUP | $326.20万 | 0.03% | 19,656 | -95 | -0.5% | -$1.58万 | 减仓 |
| FFBC | FIRST FINANCIAL BANCORP | $314.90万 | 0.02% | 93,090 | -941 | -1.0% | -$3.18万 | 减仓 |
| PRMB | PRIMO BRANDS CORP | $303.50万 | 0.02% | 124,197 | 124,197 | — | $303.50万 | 新建仓 |
| HWC | HANCOCK WHITNEY CORP | $300.60万 | 0.02% | 40,224 | -382 | -0.9% | -$2.85万 | 减仓 |