GATEWAY INVESTMENT ADVISERS LLC
CINCINNATI OH · SEC CIK 0001114618
$101.29亿2026Q2 申报市值
779持仓数
40.9%前十大占比 · 第一大 10.5%
125 / 43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
LRCX 加仓+$4,365.58万
STX 加仓+$2,345.72万
HONA 新建仓+$2,239.71万
MU 加仓+$1,120.70万
KMB 加仓+$1,049.49万
2026Q2 卖出最多 按季末市值估算
GOOG 减仓-$4,363.77万
CAT 减仓-$4,171.44万
QCOM 减仓-$3,832.18万
SCHW 减仓-$2,756.85万
GE 减仓-$2,682.62万
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 |
|---|---|---|---|---|---|---|---|---|
| CELH | CELSIUS HLDGS INC | $168.09万 | 0.02% | 57,408 | 1,203 | 2.1% | $3.52万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $168.74万 | 0.02% | 4,763 | 690 | 16.9% | $24.45万 | 加仓 |
| JOBY | JOBY AVIATION INC | $168.79万 | 0.02% | 189,226 | 189,226 | — | $168.79万 | 新建仓 |
| FWONK | LIBERTY MEDIA CORP DEL | $168.94万 | 0.02% | 17,757 | 15,131 | 576.2% | $143.96万 | 加仓 |
| UHS | UNIVERSAL HLTH SVCS INC | $169.12万 | 0.02% | 11,374 | -18,396 | -61.8% | -$273.53万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $170.02万 | 0.02% | 4,094 | -620 | -13.2% | -$25.75万 | 减仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $170.08万 | 0.02% | 13,822 | 13,822 | — | $170.08万 | 新建仓 |
| QGEN | QIAGEN NV | $171.39万 | 0.02% | 43,833 | 37,137 | 554.6% | $145.21万 | 加仓 |
| FERG | FERGUSON ENTERPRISES INC | $171.85万 | 0.02% | 7,241 | 5,144 | 245.3% | $122.08万 | 加仓 |
| RGA | REINSURANCE GROUP AMER INC | $172.44万 | 0.02% | 8,109 | 5,427 | 202.3% | $115.41万 | 加仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $173.17万 | 0.02% | 32,050 | 32,050 | — | $173.17万 | 新建仓 |
| DY | DYCOM INDS INC | $176.15万 | 0.02% | 3,484 | 1,490 | 74.7% | $75.33万 | 加仓 |
| DINO | HF SINCLAIR CORP | $176.51万 | 0.02% | 25,343 | 13,582 | 115.5% | $94.60万 | 加仓 |
| ACM | AECOM | $179.39万 | 0.02% | 25,701 | 21,532 | 516.5% | $150.29万 | 加仓 |
| NTRA | NATERA INC | $182.93万 | 0.02% | 6,739 | 6,739 | — | $182.93万 | 新建仓 |
| UBER | UBER TECHNOLOGIES INC | $183.57万 | 0.02% | 25,439 | -3,125 | -10.9% | -$22.55万 | 减仓 |
| CIFR | CIPHER DIGITAL INC | $184.88万 | 0.02% | 75,460 | 75,460 | — | $184.88万 | 新建仓 |
| LPLA | LPL FINL HLDGS INC | $185.65万 | 0.02% | 6,591 | 4,571 | 226.3% | $128.75万 | 加仓 |
| ACGL | ARCH CAP GROUP LTD | $187.38万 | 0.02% | 19,306 | 8,693 | 81.9% | $84.37万 | 加仓 |
| ULTA | ULTA BEAUTY INC | $188.28万 | 0.02% | 4,175 | 2,025 | 94.2% | $91.32万 | 加仓 |
| QSR | RESTAURANT BRANDS INTL INC | $190.15万 | 0.02% | 26,224 | 1,506 | 6.1% | $10.92万 | 加仓 |
| IOT | SAMSARA INC | $191.20万 | 0.02% | 58,958 | 58,958 | — | $191.20万 | 新建仓 |
| NEM | NEWMONT CORP | $195.08万 | 0.02% | 20,887 | 5,705 | 37.6% | $53.28万 | 加仓 |
| CPT | CAMDEN PPTY TR | $195.31万 | 0.02% | 17,059 | 10,072 | 144.2% | $115.31万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $196.47万 | 0.02% | 80,030 | -1,012 | -1.2% | -$2.48万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $197.10万 | 0.02% | 4,013 | 722 | 21.9% | $35.46万 | 加仓 |
| TPR | TAPESTRY INC | $197.19万 | 0.02% | 13,471 | 9,575 | 245.8% | $140.16万 | 加仓 |
| TTMI | TTM TECHNOLOGIES INC | $197.32万 | 0.02% | 10,551 | 7,527 | 248.9% | $140.77万 | 加仓 |
| ZION | ZIONS BANCORPORATION NATL AS | $197.84万 | 0.02% | 28,594 | 17,820 | 165.4% | $123.30万 | 加仓 |
| FLR | FLUOR CORP | $199.98万 | 0.02% | 38,172 | 21,025 | 122.6% | $110.15万 | 加仓 |
| JLL | JONES LANG LASALLE INC | $200.10万 | 0.02% | 6,456 | 2,326 | 56.3% | $72.09万 | 加仓 |
| WMB | WILLIAMS COS INC | $200.11万 | 0.02% | 26,918 | 7,048 | 35.5% | $52.39万 | 加仓 |
| DASH | DOORDASH INC | $201.97万 | 0.02% | 10,945 | -1,210 | -10.0% | -$22.33万 | 减仓 |
| O | REALTY INCOME CORP | $203.74万 | 0.02% | 32,882 | -1,096 | -3.2% | -$6.79万 | 减仓 |
| QQQ | INVESCO QQQ TR | $206.41万 | 0.02% | 2,803 | 1,789 | 176.4% | $131.74万 | 加仓 |
| AMP | AMERIPRISE FINL INC | $208.41万 | 0.02% | 4,543 | 1,245 | 37.8% | $57.12万 | 加仓 |
| OVV | OVINTIV INC | $210.00万 | 0.02% | 39,885 | 28,765 | 258.7% | $151.45万 | 加仓 |
| CNC | CENTENE CORP DEL | $215.30万 | 0.02% | 33,541 | -7,057 | -17.4% | -$45.30万 | 减仓 |
| NXT | NEXTPOWER INC | $215.61万 | 0.02% | 18,097 | -643 | -3.4% | -$7.66万 | 减仓 |
| ARW | ARROW ELECTRS INC | $218.38万 | 0.02% | 10,233 | 6,281 | 158.9% | $134.04万 | 加仓 |
| CIEN | CIENA CORP | $219.97万 | 0.02% | 4,484 | 11 | 0.2% | $5,396 | 加仓 |
| REXR | REXFORD INDL RLTY INC | $221.37万 | 0.02% | 66,081 | 66,081 | — | $221.37万 | 新建仓 |
| PCOR | PROCORE TECHNOLOGIES INC | $221.78万 | 0.02% | 54,599 | 54,599 | — | $221.78万 | 新建仓 |
| AMG | AFFILIATED MANAGERS GROUP | $222.02万 | 0.02% | 6,561 | 2,777 | 73.4% | $93.97万 | 加仓 |
| USFD | US FOODS HLDG CORP | $222.31万 | 0.02% | 21,742 | 5,463 | 33.6% | $55.86万 | 加仓 |
| MPC | MARATHON PETE CORP | $224.99万 | 0.02% | 8,800 | 1 | 0.0% | $256 | 加仓 |
| SBUX | STARBUCKS CORP | $227.47万 | 0.02% | 22,259 | -1,518 | -6.4% | -$15.51万 | 减仓 |
| EXE | EXPAND ENERGY CORPORATION | $227.50万 | 0.02% | 24,948 | 22,221 | 814.9% | $202.63万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $229.48万 | 0.02% | 6,784 | -1,450 | -17.6% | -$49.05万 | 减仓 |
| IWM | ISHARES TR | $230.19万 | 0.02% | 7,661 | -200 | -2.5% | -$6.01万 | 减仓 |
| CME | CME GROUP INC | $231.40万 | 0.02% | 10,479 | 7,888 | 304.4% | $174.18万 | 加仓 |
| FN | FABRINET | $231.63万 | 0.02% | 4,121 | -251 | -5.7% | -$14.11万 | 减仓 |
| ENTG | ENTEGRIS INC | $232.88万 | 0.02% | 12,948 | 9,743 | 304.0% | $175.24万 | 加仓 |
| CRM | SALESFORCE INC | $232.91万 | 0.02% | 14,867 | -2,441 | -14.1% | -$38.24万 | 减仓 |
| DAL | DELTA AIR LINES INC | $233.54万 | 0.02% | 24,935 | -1,915 | -7.1% | -$17.94万 | 减仓 |
| XPO | XPO INC | $233.64万 | 0.02% | 11,381 | 1,701 | 17.6% | $34.92万 | 加仓 |
| EXEL | EXELIXIS INC | $234.41万 | 0.02% | 43,083 | 37,197 | 632.0% | $202.39万 | 加仓 |
| PEN | PENUMBRA INC | $237.32万 | 0.02% | 7,516 | 7,516 | — | $237.32万 | 新建仓 |
| RF | REGIONS FINANCIAL CORP NEW | $238.56万 | 0.02% | 78,995 | -6,782 | -7.9% | -$20.48万 | 减仓 |
| FITB | FIFTH THIRD BANCORP | $240.58万 | 0.02% | 42,678 | -8,864 | -17.2% | -$49.97万 | 减仓 |
| RGEN | REPLIGEN CORP | $241.06万 | 0.02% | 17,668 | 17,668 | — | $241.06万 | 新建仓 |
| PANW | PALO ALTO NETWORKS INC | $241.78万 | 0.02% | 7,090 | 52 | 0.7% | $1.77万 | 加仓 |
| MTZ | MASTEC INC | $242.31万 | 0.02% | 5,824 | 4,242 | 268.1% | $176.49万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $242.37万 | 0.02% | 8,961 | -1,878 | -17.3% | -$50.79万 | 减仓 |
| NVT | NVENT ELEC PLC | $242.86万 | 0.02% | 14,319 | 4,405 | 44.4% | $74.71万 | 加仓 |
| UAL | UNITED AIRLS HLDGS INC | $242.92万 | 0.02% | 17,863 | 10,924 | 157.4% | $148.56万 | 加仓 |
| Z | ZILLOW GROUP INC | $243.40万 | 0.02% | 77,221 | -23,341 | -23.2% | -$73.57万 | 减仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $248.61万 | 0.02% | 32,541 | -1,673 | -4.9% | -$12.78万 | 减仓 |
| RSG | REPUBLIC SVCS INC | $248.97万 | 0.02% | 11,684 | -1,421 | -10.8% | -$30.28万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $249.10万 | 0.02% | 8,858 | -93,103 | -91.3% | -$2,618.15万 | 减仓 |
| EXPD | EXPEDITORS INTL WASH INC | $253.47万 | 0.03% | 15,552 | 1,695 | 12.2% | $27.63万 | 加仓 |
| BRKR | BRUKER CORP | $255.64万 | 0.03% | 42,479 | 42,479 | — | $255.64万 | 新建仓 |
| ALGM | ALLEGRO MICROSYSTEMS INC | $258.36万 | 0.03% | 37,110 | 37,110 | — | $258.36万 | 新建仓 |
| WSM | WILLIAMS SONOMA INC | $261.77万 | 0.03% | 11,230 | 1,595 | 16.6% | $37.18万 | 加仓 |
| KVUE | KENVUE INC | $264.21万 | 0.03% | 138,255 | 77,696 | 128.3% | $148.48万 | 加仓 |
| DECK | DECKERS OUTDOOR CORP | $264.91万 | 0.03% | 26,680 | 14,452 | 118.2% | $143.49万 | 加仓 |
| INCY | INCYTE CORP | $265.24万 | 0.03% | 23,398 | 5,374 | 29.8% | $60.92万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $266.64万 | 0.03% | 18,183 | -6,168 | -25.3% | -$90.45万 | 减仓 |
| KR | KROGER CO | $267.71万 | 0.03% | 48,210 | 33,157 | 220.3% | $184.12万 | 加仓 |
| MDB | MONGODB INC | $267.85万 | 0.03% | 7,974 | 7,974 | — | $267.85万 | 新建仓 |
| EME | EMCOR GROUP INC | $269.38万 | 0.03% | 3,246 | -317 | -8.9% | -$26.31万 | 减仓 |
| PPL | PPL CORP | $269.61万 | 0.03% | 74,170 | 11,810 | 18.9% | $42.93万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $270.74万 | 0.03% | 8,606 | 2,129 | 32.9% | $66.98万 | 加仓 |
| JEF | JEFFERIES FINANCIAL GROUP IN | $270.94万 | 0.03% | 54,210 | 43,525 | 407.3% | $217.54万 | 加仓 |
| ZS | ZSCALER INC | $271.93万 | 0.03% | 19,265 | 19,265 | — | $271.93万 | 新建仓 |
| ASTS | AST SPACEMOBILE INC | $273.58万 | 0.03% | 30,788 | 30,788 | — | $273.58万 | 新建仓 |
| BLK | BLACKROCK INC | $274.53万 | 0.03% | 2,855 | 497 | 21.1% | $47.79万 | 加仓 |
| CI | THE CIGNA GROUP | $276.23万 | 0.03% | 10,020 | 1,868 | 22.9% | $51.50万 | 加仓 |
| SARO | STANDARDAERO INC | $276.44万 | 0.03% | 92,424 | 92,424 | — | $276.44万 | 新建仓 |
| DOCU | DOCUSIGN INC | $279.16万 | 0.03% | 62,846 | 54,723 | 673.7% | $243.08万 | 加仓 |
| APP | APPLOVIN CORP | $280.18万 | 0.03% | 5,438 | -19,205 | -77.9% | -$989.50万 | 减仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $281.58万 | 0.03% | 56,474 | 47,173 | 507.2% | $235.20万 | 加仓 |
| FAST | FASTENAL CO | $282.19万 | 0.03% | 58,753 | 9,166 | 18.5% | $44.02万 | 加仓 |
| PHM | PULTE GROUP INC | $283.23万 | 0.03% | 20,642 | 10,240 | 98.4% | $140.50万 | 加仓 |
| FNF | FIDELITY NATL FINL INC | $288.07万 | 0.03% | 61,085 | -14,392 | -19.1% | -$67.87万 | 减仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $290.48万 | 0.03% | 15,423 | 5,059 | 48.8% | $95.28万 | 加仓 |
| PWR | QUANTA SVCS INC | $291.40万 | 0.03% | 4,047 | 725 | 21.8% | $52.20万 | 加仓 |
| IESC | IES HOLDINGS INC | $292.03万 | 0.03% | 3,975 | 3,975 | — | $292.03万 | 新建仓 |
| VTI | VANGUARD INDEX FDS | $293.64万 | 0.03% | 7,935 | 1,612 | 25.5% | $59.65万 | 加仓 |
| MANH | MANHATTAN ASSOCIATES INC | $294.21万 | 0.03% | 21,128 | 15,098 | 250.4% | $210.24万 | 加仓 |