13F 机构持仓

Cross Staff Investments Inc

PITTSFORD NY · SEC CIK 0001900406

2026Q22026Q1 更早 9 个季度 🔒
$1.56亿2026Q1 申报市值
128持仓数
40.9%前十大占比 · 第一大 9.9%
5 / 8新建仓 / 清仓
申报市值走势$1.69亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

AKRE 9.9%
AAPL 7.5%
BRK/B 5.0%
AMZN 3.6%
CAT 3.1%
BX 2.7%
GOOGL 2.7%
MSFT 2.3%
LNG 2.1%
GOOG 2.0%

2026Q1 买入最多 按季末市值估算

SPY 加仓+$27.64万
VNOM 新建仓+$22.52万
APP 新建仓+$21.89万
CRM 新建仓+$21.54万
BP 新建仓+$20.31万

2026Q1 卖出最多 按季末市值估算

MELI 清仓-$40.29万
TYL 清仓-$22.70万
VEEV 清仓-$22.32万
BR 清仓-$22.32万
ADBE 清仓-$21.00万

2026Q1 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
AKRE PROFESIONALLY MANAGED PORTFO $1,542.88万9.87%291,935 2,3050.8% $12.18万 加仓
AAPL APPLE INC $1,169.09万7.48%46,065 3390.7% $8.60万 加仓
BRK/B BERKSHIRE HATHAWAY CLASS B $786.42万5.03%16,411 1771.1% $8.48万 加仓
AMZN AMAZON.COM INC $561.04万3.59%26,938 00.0% — 不变
CAT CATERPILLAR INC $480.41万3.07%6,781 -285-4.0% -$20.19万 减仓
BX BLACKSTONE INC $425.78万2.72%37,027 -448-1.2% -$5.15万 减仓
GOOGL ALPHABET INC CLASS CLASS A $418.27万2.67%14,545 -299-2.0% -$8.60万 减仓
MSFT MICROSOFT CORP $360.86万2.31%9,748 2102.2% $7.77万 加仓
LNG CHENIERE ENERGY INC $326.34万2.09%11,501 1010.9% $2.87万 加仓
GOOG ALPHABET INC CLASS CLASS C $318.88万2.04%11,116 00.0% — 不变
SCHB SCHWAB U.S. BROAD MARKETETF $312.60万2.00%124,540 1,0040.8% $2.52万 加仓
NVDA NVIDIA CORP $270.69万1.73%15,521 00.0% — 不变
MOAT VANECK MORNINGSTAR WIDE MOAT ETF $243.97万1.56%25,230 00.0% — 不变
— ATLAS LITHIUM CORP $243.04万1.55%558,718 4,0000.7% $1.74万 加仓
LLY ELI LILLY AND CO $211.55万1.35%2,300 -225-8.9% -$20.69万 减仓
V VISA INC CLASS CLASS A $206.33万1.32%6,827 1231.8% $3.72万 加仓
SCHX SCHWAB U.S. LARGE-CAP ETF $204.33万1.31%79,693 3,1604.1% $8.10万 加仓
COST COSTCO WHSL CORP NEW $185.34万1.19%1,860 00.0% — 不变
HD HOME DEPOT INC $180.52万1.15%5,489 -175-3.1% -$5.76万 减仓
DE DEERE & CO $173.21万1.11%3,075 00.0% — 不变
— EXXON MOBIL CORP $166.11万1.06%9,791 10.0% $170 加仓
CRK COMSTOCK RES INC $162.32万1.04%77,002 00.0% — 不变
MA MASTERCARD INC CLASS CLASS A $156.83万1.00%3,139 923.0% $4.60万 加仓
KKR KKR & CO INC $156.11万1.00%16,876 -361-2.1% -$3.34万 减仓
JNJ JOHNSON & JOHNSON $154.56万0.99%6,323 -534-7.8% -$13.05万 减仓
NOC NORTHROP GRUMMAN CORP $153.16万0.98%2,245 00.0% — 不变
JPM JPMORGAN CHASE & CO $148.79万0.95%5,058 00.0% — 不变
VTI VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES $147.25万0.94%4,590 1343.0% $4.30万 加仓
VOO VANGUARD S&P 500 ETF $138.63万0.89%2,320 00.0% — 不变
IBM IBM CORP $138.28万0.88%5,705 00.0% — 不变
TPL TEXAS PACIFIC LAND C $130.27万0.83%2,745 1756.8% $8.30万 加仓
IBKR INTERACTIVE BROKERS GROUCLASS CLASS A $122.79万0.79%18,308 7024.0% $4.71万 加仓
GVIP GOLDMAN SACHS HEDGE INDUSTRY VIP ETF $114.23万0.73%7,838 120.2% $1,749 加仓
AMT AMERICAN TOWER CORP NEW REIT $113.93万0.73%6,602 120.2% $2,071 加仓
PG PROCTER & GAMBLE CO $110.05万0.70%7,619 -249-3.2% -$3.60万 减仓
CVX CHEVRON CORP NEW $109.93万0.70%5,313 00.0% — 不变
PEP PEPSICO INC $108.39万0.69%6,980 00.0% — 不变
TDG TRANSDIGM GROUP INC $105.70万0.68%912 00.0% — 不变
DHR DANAHER CORP $103.23万0.66%5,444 10.0% $190 加仓
YUM YUM BRANDS INC $101.99万0.65%6,560 00.0% — 不变
AZO AUTOZONE INC $101.33万0.65%300 00.0% — 不变
BKNG BOOKING HLDGS INC FORWARD SPLIT WITH STOCK SPLIT SHARES $100.21万0.64%238 00.0% — 不变
CSCO CISCO SYS INC $99.53万0.64%12,828 -131-1.0% -$1.02万 减仓
STZ CONSTELLATION BRANDS INCCLASS CLASS A $96.89万0.62%6,459 00.0% — 不变
ITW ILLINOIS TOOL WKS INC $93.60万0.60%3,596 00.0% — 不变
WMT WALMART INC $89.92万0.58%7,235 00.0% — 不变
MRK MERCK & CO. INC. $88.98万0.57%7,397 00.0% — 不变
AVGO BROADCOM INC $86.86万0.56%2,806 1013.7% $3.13万 加仓
CB CHUBB LTD F $86.34万0.55%2,649 00.0% — 不变
DUK DUKE ENERGY CORP NEW $84.44万0.54%6,449 00.0% — 不变
PM PHILIP MORRIS INTL INC $82.53万0.53%4,992 -288-5.5% -$4.76万 减仓
NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF $80.59万0.52%7,602 70.1% $742 加仓
BRO BROWN & BROWN INC $78.78万0.50%12,081 810.7% $5,282 加仓
ED CONSOLIDATED EDISON INC $78.07万0.50%6,898 00.0% — 不变
SPY STATE STREET SPDR S&P 500 ETF TRUST $76.09万0.49%1,170 42557.0% $27.64万 加仓
KO THE COCA-COLA CO $72.51万0.46%9,534 00.0% — 不变
— HONEYWELL INTL INC $72.37万0.46%3,202 00.0% — 不变
BRK/A BERKSHIRE HATHAWAY INC DCLASS A $71.81万0.46%1 00.0% — 不变
AFL AFLAC INC $68.02万0.44%6,200 00.0% — 不变
DFUS DIMENSIONAL U.S. EQUITY MARKET ETF $67.90万0.43%9,576 00.0% — 不变
MKL MARKEL GROUP INC $66.99万0.43%350 00.0% — 不变
VRSN VERISIGN INC $66.34万0.42%2,671 00.0% — 不变
MO ALTRIA GROUP INC $65.80万0.42%9,971 -705-6.6% -$4.65万 减仓
— VANECK CEF MUNICIPAL INCOME ETF $64.50万0.41%30,000 00.0% — 不变
AMD ADVANCED MICRO DEVIC $64.16万0.41%3,154 00.0% — 不变
PAYX PAYCHEX INC $61.02万0.39%6,624 10.0% $92 加仓
FICO FAIR ISAAC CORP $60.85万0.39%570 00.0% — 不变
SCHD SCHWAB U.S. DIVIDEND EQUITY ETF $59.75万0.38%19,475 -590-2.9% -$1.81万 减仓
XYL XYLEM INC $57.36万0.37%4,800 00.0% — 不变
TGT TARGET CORP EQUITY CLASS EQUITY $56.67万0.36%4,676 00.0% — 不变
MMM 3M CO $56.47万0.36%3,888 -190-4.7% -$2.76万 减仓
SO SOUTHERN CO $56.32万0.36%5,835 00.0% — 不变
ORLY O REILLY AUTOMOTIVE INC $55.39万0.35%6,000 00.0% — 不变
COF CAPITAL ONE FINL CORP $54.73万0.35%3,000 00.0% — 不变
SRE SEMPRA $54.42万0.35%5,600 00.0% — 不变
MCO MOODYS CORP $52.89万0.34%1,212 00.0% — 不变
COP CONOCOPHILLIPS $52.51万0.34%3,978 00.0% — 不变
VPU VANGUARD UTILITIES INDEXFUND ETF SHARES $52.33万0.33%2,641 -425-13.9% -$8.42万 减仓
LYV LIVE NATION ENTMT INC $51.85万0.33%3,400 00.0% — 不变
DFUV DIMENSIONAL US MARKETWIDE VALUE ETF $50.35万0.32%10,391 00.0% — 不变
LHX L3HARRIS TECHNOLOGIES IN $49.43万0.32%1,432 00.0% — 不变
PLTR PALANTIR TECHNOLOGIES INCLASS CLASS A $48.27万0.31%3,300 00.0% — 不变
NEAR ISHARES SHORT DURATION BOND ACTIVE ETF $48.22万0.31%9,485 00.0% — 不变
— DIMENSIONAL U.S. SMALL CAP ETF $46.23万0.30%6,500 00.0% — 不变
BN BROOKFIELD CORP FCLASS A $44.25万0.28%10,935 00.0% — 不变
ISRG INTUITIVE SURGICAL INC $43.15万0.28%936 00.0% — 不变
PSX PHILLIPS 66 $43.05万0.28%2,363 00.0% — 不变
VZ VERIZON COMMUNICATIONS I $42.73万0.27%8,512 -445-5.0% -$2.23万 减仓
NOW SERVICENOW INC $42.34万0.27%4,050 3008.0% $3.14万 加仓
CL COLGATE PALMOLIVE CO $40.91万0.26%4,800 00.0% — 不变
MEAR ISHARES SHORT MATURITY MUNICIPAL BOND ACTIVE ETF $40.27万0.26%8,000 00.0% — 不变
— MIRA PHARMACEUTICALS INC $38.46万0.25%359,401 00.0% — 不变
TSM TAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHS $37.68万0.24%1,115 757.2% $2.53万 加仓
BMY BRISTOL MYERS SQUIBB CO $37.63万0.24%6,204 00.0% — 不变
MDLZ MONDELEZ INTL INC CLASS A $36.89万0.24%6,401 -338-5.0% -$1.95万 减仓
SDY STATE STREET SPDR S&P DIVIDEND ETF $36.43万0.23%2,496 00.0% — 不变
PFE PFIZER INC $36.33万0.23%12,937 10.0% $28 加仓
T AT&T INC $35.62万0.23%12,285 -475-3.7% -$1.38万 减仓
META META PLATFORMS INC CLASS CLASS A $33.02万0.21%577 00.0% — 不变
O REALTY INCOME CORP REIT $32.62万0.21%5,331 -180-3.3% -$1.10万 减仓