GUYASUTA INVESTMENT ADVISORS INC
PITTSBURGH PA · SEC CIK 0000928568
$19.36亿2026Q2 申报市值
276持仓数
40.3%前十大占比 · 第一大 6.5%
14 / 8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
ULTA 新建仓+$788.36万
WMT 加仓+$582.90万
HONA 新建仓+$121.55万
RSG 加仓+$107.31万
NFLX 加仓+$105.03万
2026Q2 卖出最多 按季末市值估算
GOOG 减仓-$391.38万
AMAT 减仓-$326.22万
HONEYWELL INTL I 清仓-$249.04万
DELL 减仓-$172.59万
GBIL 减仓-$130.13万
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 |
|---|---|---|---|---|---|---|---|---|
| BMY | BRISTOL-MYERS SQUIBB CO | $265.46万 | 0.14% | 46,071 | 5 | 0.0% | $288 | 加仓 |
| PFE | PFIZER INC | $272.66万 | 0.14% | 113,231 | -7,286 | -6.0% | -$17.54万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $280.08万 | 0.14% | 6,491 | -4,000 | -38.1% | -$172.59万 | 减仓 |
| BNY | BANK OF NY MELLON CORP | $288.29万 | 0.15% | 19,935 | -1,223 | -5.8% | -$17.69万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $288.61万 | 0.15% | 26,847 | -3,854 | -12.6% | -$41.43万 | 减仓 |
| LLY | ELI LILLY & CO | $308.73万 | 0.16% | 2,574 | 49 | 1.9% | $5.88万 | 加仓 |
| GTX | GARRETT MOTION INC | $318.12万 | 0.16% | 87,805 | -1,500 | -1.7% | -$5.43万 | 减仓 |
| WM | WASTE MGMT INC DEL | $324.33万 | 0.17% | 14,552 | -3 | -0.0% | -$669 | 减仓 |
| AIT | APPLIED INDL TECHNOLOGIES IN | $343.39万 | 0.18% | 10,155 | 0 | 0.0% | — | 不变 |
| ICSH | ISHARES TR | $345.13万 | 0.18% | 68,235 | -2,891 | -4.1% | -$14.62万 | 减仓 |
| UNP | UNION PAC CORP | $348.67万 | 0.18% | 12,819 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $357.30万 | 0.18% | 18,832 | 0 | 0.0% | — | 不变 |
| LHX | L3HARRIS TECHNOLOGIES INC | $357.48万 | 0.18% | 12,302 | -410 | -3.2% | -$11.91万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $381.83万 | 0.20% | 6,573 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $384.25万 | 0.20% | 6,058 | -25 | -0.4% | -$1.59万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $394.79万 | 0.20% | 124,501 | 5,958 | 5.0% | $18.89万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $405.40万 | 0.21% | 44,219 | -250 | -0.6% | -$2.29万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $409.22万 | 0.21% | 25,895 | -67 | -0.3% | -$1.06万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $420.04万 | 0.22% | 48,762 | 0 | 0.0% | — | 不变 |
| ROK | ROCKWELL AUTOMATION INC | $426.91万 | 0.22% | 8,623 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $440.34万 | 0.23% | 3,748 | 2 | 0.1% | $2,350 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $454.73万 | 0.23% | 4,649 | -346 | -6.9% | -$33.84万 | 减仓 |
| IWB | ISHARES TR | $496.64万 | 0.26% | 12,128 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $509.69万 | 0.26% | 28,174 | -140 | -0.5% | -$2.53万 | 减仓 |
| AVGO | BROADCOM INC | $516.01万 | 0.27% | 13,660 | -638 | -4.5% | -$24.10万 | 减仓 |
| UL | UNILEVER PLC | $517.05万 | 0.27% | 86,003 | -2,833 | -3.2% | -$17.03万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $524.20万 | 0.27% | 7 | 0 | 0.0% | — | 不变 |
| VGUS | VANGUARD INSTL INDEX FD | $538.34万 | 0.28% | 71,152 | -6,400 | -8.3% | -$48.42万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $580.96万 | 0.30% | 73,511 | 200 | 0.3% | $1.58万 | 加仓 |
| GE | GE AEROSPACE | $592.97万 | 0.31% | 15,866 | -17 | -0.1% | -$6,354 | 减仓 |
| LRCX | LAM RESEARCH CORP | $597.58万 | 0.31% | 13,790 | 0 | 0.0% | — | 不变 |
| PKG | PACKAGING CORP AMER | $606.02万 | 0.31% | 25,433 | -775 | -3.0% | -$18.47万 | 减仓 |
| PPG | PPG INDS INC | $610.60万 | 0.32% | 50,342 | -120 | -0.2% | -$1.46万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $670.59万 | 0.35% | 18,122 | 278 | 1.6% | $10.29万 | 加仓 |
| IVV | ISHARES TR | $693.09万 | 0.36% | 9,255 | 4 | 0.0% | $2,996 | 加仓 |
| ABBV | ABBVIE INC | $712.44万 | 0.37% | 28,312 | 131 | 0.5% | $3.30万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $726.98万 | 0.38% | 9,735 | 105 | 1.1% | $7.84万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $747.98万 | 0.39% | 6,480 | 39 | 0.6% | $4.50万 | 加仓 |
| HD | HOME DEPOT INC | $759.00万 | 0.39% | 21,521 | 4 | 0.0% | $1,411 | 加仓 |
| CLS | CELESTICA INC | $780.02万 | 0.40% | 21,382 | -243 | -1.1% | -$8.86万 | 减仓 |
| ULTA | ULTA BEAUTY INC | $788.36万 | 0.41% | 17,481 | 17,481 | — | $788.36万 | 新建仓 |
| MRK | MERCK & CO INC | $843.87万 | 0.44% | 65,671 | -878 | -1.3% | -$11.28万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $1,055.95万 | 0.55% | 47,151 | -1,255 | -2.6% | -$28.11万 | 减仓 |
| KO | COCA COLA CO | $1,057.79万 | 0.55% | 130,158 | -3,364 | -2.5% | -$27.34万 | 减仓 |
| GOOGL | ALPHABET INC | $1,062.53万 | 0.55% | 29,732 | -231 | -0.8% | -$8.26万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $1,065.31万 | 0.55% | 32,545 | 59 | 0.2% | $1.93万 | 加仓 |
| EMR | EMERSON ELEC CO | $1,102.90万 | 0.57% | 77,045 | -351 | -0.5% | -$5.02万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $1,300.54万 | 0.67% | 88,689 | -578 | -0.6% | -$8.48万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $1,327.31万 | 0.69% | 47,200 | 1,052 | 2.3% | $29.58万 | 加仓 |
| PEP | PEPSICO INC | $1,360.62万 | 0.70% | 100,489 | -1,564 | -1.5% | -$21.18万 | 减仓 |
| — | EXXON MOBIL CORP | $1,368.65万 | 0.71% | 100,106 | -1,765 | -1.7% | -$24.13万 | 减仓 |
| NFLX | NETFLIX INC. | $1,478.36万 | 0.76% | 207,053 | 14,710 | 7.6% | $105.03万 | 加仓 |
| COR | CENCORA INC | $1,597.79万 | 0.83% | 56,463 | -1,575 | -2.7% | -$44.57万 | 减仓 |
| VMC | VULCAN MATLS CO | $1,643.83万 | 0.85% | 55,721 | 1,377 | 2.5% | $40.62万 | 加仓 |
| CAT | CATERPILLAR INC | $1,656.35万 | 0.86% | 15,554 | -75 | -0.5% | -$7.99万 | 减仓 |
| META | META PLATFORMS INC | $1,661.88万 | 0.86% | 29,503 | 505 | 1.7% | $28.45万 | 加仓 |
| WMT | WALMART INC | $1,923.45万 | 0.99% | 169,826 | 51,466 | 43.5% | $582.90万 | 加仓 |
| FERG | FERGUSON ENTERPRISES INC | $1,970.90万 | 1.02% | 83,045 | 954 | 1.2% | $22.64万 | 加仓 |
| EXP | EAGLE MATLS INC | $2,166.77万 | 1.12% | 96,301 | 783 | 0.8% | $17.62万 | 加仓 |
| BDX | BECTON DICKINSON & CO | $2,400.96万 | 1.24% | 158,657 | -7,530 | -4.5% | -$113.95万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $2,587.93万 | 1.34% | 75,888 | 270 | 0.4% | $9.21万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $2,607.98万 | 1.35% | 102,689 | -679 | -0.7% | -$17.24万 | 减仓 |
| AAPL | APPLE INC | $2,644.27万 | 1.37% | 91,383 | 262 | 0.3% | $7.58万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $2,684.53万 | 1.39% | 134,166 | 2,246 | 1.7% | $44.94万 | 加仓 |
| MCD | MCDONALDS CORP | $2,961.95万 | 1.53% | 109,576 | 3,469 | 3.3% | $93.77万 | 加仓 |
| TXN | TEXAS INSTRS INC | $3,435.26万 | 1.77% | 115,250 | -1,564 | -1.3% | -$46.62万 | 减仓 |
| WCC | WESCO INTL INC | $3,755.14万 | 1.94% | 108,709 | -2,582 | -2.3% | -$89.19万 | 减仓 |
| LOW | LOWES COS INC | $3,922.76万 | 2.03% | 177,911 | 2,718 | 1.6% | $59.93万 | 加仓 |
| AMZN | AMAZON COM INC | $3,938.45万 | 2.03% | 165,245 | 207 | 0.1% | $4.93万 | 加仓 |
| CVX | CHEVRON CORPORATION | $4,339.45万 | 2.24% | 261,791 | -705 | -0.3% | -$11.69万 | 减仓 |
| LIN | LINDE PLC | $4,702.23万 | 2.43% | 90,612 | -465 | -0.5% | -$24.13万 | 减仓 |
| PWR | QUANTA SVCS INC | $5,072.47万 | 2.62% | 70,447 | -1,158 | -1.6% | -$83.38万 | 减仓 |
| ASML | ASML HLDG NV | $5,337.47万 | 2.76% | 26,829 | -521 | -1.9% | -$103.65万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $5,658.78万 | 2.92% | 118,491 | -391 | -0.3% | -$18.67万 | 减仓 |
| VST | VISTRA CORP | $5,786.04万 | 2.99% | 364,751 | -372 | -0.1% | -$5.90万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $5,799.70万 | 3.00% | 115,679 | 911 | 0.8% | $45.67万 | 加仓 |
| TEL | TE CONNECTIVITY PLC | $5,903.32万 | 3.05% | 292,809 | 3,204 | 1.1% | $64.60万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $6,178.97万 | 3.19% | 250,953 | -1,917 | -0.8% | -$47.20万 | 减仓 |
| RSG | REPUBLIC SVCS INC | $7,392.92万 | 3.82% | 346,955 | 5,036 | 1.5% | $107.31万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $7,684.23万 | 3.97% | 149,615 | 1,066 | 0.7% | $54.75万 | 加仓 |
| AMAT | APPLIED MATLS INC | $7,891.76万 | 4.08% | 109,153 | -4,512 | -4.0% | -$326.22万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $8,967.54万 | 4.63% | 179,211 | 1,621 | 0.9% | $81.11万 | 加仓 |
| MSFT | MICROSOFT CORP | $9,707.70万 | 5.02% | 260,246 | 914 | 0.4% | $34.09万 | 加仓 |
| GOOG | ALPHABET INC | $1.26亿 | 6.52% | 357,169 | -11,077 | -3.0% | -$391.38万 | 减仓 |