Chung Wu Investment Group, LLC
SUGAR LAND TX · SEC CIK 0002054278
$1.52亿2026Q2 申报市值
283持仓数
47.1%前十大占比 · 第一大 7.8%
52 / 32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
SPCX 新建仓+$264.49万
SNDK 加仓+$140.06万
QQQI 加仓+$128.23万
UNH 加仓+$76.18万
SPYI 加仓+$75.36万
2026Q2 卖出最多 按季末市值估算
AAOI 减仓-$86.82万
VST 清仓-$82.38万
CVX 减仓-$59.67万
CCJ 减仓-$52.25万
KRMN 清仓-$46.67万
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 |
|---|---|---|---|---|---|---|---|---|
| MCD | MCDONALDS CORPORATION | $1.62万 | 0.01% | 60 | 0 | 0.0% | — | 不变 |
| SJM | SMUCKER J M COMPANY COM NEW | $1.69万 | 0.01% | 150 | 150 | — | $1.69万 | 新建仓 |
| BMY | BRISTOL-MYERS SQUIBB COMPANY | $1.73万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| SKYY | FIRST TRUST ISE CLOUD COMPUTING INDEX FUND | $1.75万 | 0.01% | 130 | 0 | 0.0% | — | 不变 |
| FANG | DIAMONDBACK ENERGY INCORPORATED | $1.76万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| MISL | FIRST TR EXCHANGE-TRADED FD INDXX AEROSPACE & DEFENSE ETF | $1.83万 | 0.01% | 400 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INCORPORATED | $1.85万 | 0.01% | 100 | -100 | -50.0% | -$1.85万 | 减仓 |
| APLD | APPLIED DIGITAL CORPORATION COM NEW | $1.86万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| ABEV | AMBEV SA SPONSORED ADR (BRAZIL) | $1.88万 | 0.01% | 6,000 | 0 | 0.0% | — | 不变 |
| EXPD | EXPEDITORS INTERNATIONAL WASH INCORPORATED | $1.89万 | 0.01% | 116 | 0 | 0.0% | — | 不变 |
| DTCR | GLOBAL X DATA CENTER & DIGITAL INFRASTRUCTURE ETF | $1.91万 | 0.01% | 630 | 300 | 90.9% | $9,111 | 加仓 |
| KDP | KEURIG DR PEPPER INCORPORATED | $1.96万 | 0.01% | 600 | 0 | 0.0% | — | 不变 |
| — | TEXAS CAPITAL GOVERNMENT MONEY MARKET ETF | $2.00万 | 0.01% | 200 | -600 | -75.0% | -$6.01万 | 减仓 |
| VKQ | INVESCO MUNICIPAL TRUST | $2.01万 | 0.01% | 2,000 | 2,000 | — | $2.01万 | 新建仓 |
| CVS | CVS HEALTH CORPORATION | $2.07万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| MSI | MOTOROLA SOLUTIONS INCORPORATED COM NEW | $2.08万 | 0.01% | 50 | 0 | 0.0% | — | 不变 |
| EZU | ISHARES INCORPORATED MSCI EURZONE ETF | $2.08万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| QYLD | GLOBAL X NASDAQ 100 COVERED CALL ETF | $2.12万 | 0.01% | 1,150 | -1,150 | -50.0% | -$2.12万 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION | $2.20万 | 0.01% | 300 | 100 | 50.0% | $7,335 | 加仓 |
| MHD | BLACKROCK MUNIHOLDINGS FD INCORPORATED | $2.23万 | 0.01% | 1,871 | 1,871 | — | $2.23万 | 新建仓 |
| BX | BLACKSTONE INCORPORATED | $2.35万 | 0.02% | 200 | 0 | 0.0% | — | 不变 |
| RLI | RLI CORPORATION | $2.36万 | 0.02% | 400 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR RUS 1000 VAL ETF | $2.42万 | 0.02% | 100 | 0 | 0.0% | — | 不变 |
| BUD | ANHEUSER BUSCH INBEV SA NV SPONSORED ADR (BELGIUM) | $2.47万 | 0.02% | 300 | 300 | — | $2.47万 | 新建仓 |
| ADI | ANALOG DEVICES INCORPORATED | $2.50万 | 0.02% | 63 | 0 | 0.0% | — | 不变 |
| SYY | SYSCO CORPORATION | $2.51万 | 0.02% | 300 | 0 | 0.0% | — | 不变 |
| USFR | THE WISDOMTREE TRUST FLTG RATE TREASURY FUND | $2.52万 | 0.02% | 500 | 0 | 0.0% | — | 不变 |
| PVAL | PUTNAM FOCUSED LARGE CAP VALUE ETF | $2.60万 | 0.02% | 510 | 510 | — | $2.60万 | 新建仓 |
| FDN | FIRST TRUST DOW JONES INTERNET INDEX FUND | $2.65万 | 0.02% | 100 | 0 | 0.0% | — | 不变 |
| UTHR | UNITED THERAPEUTICS CORPORATION DEL | $2.71万 | 0.02% | 50 | 0 | 0.0% | — | 不变 |
| IGV | ISHARES TR EXPANDED TECH | $2.72万 | 0.02% | 300 | 50 | 20.0% | $4,530 | 重新持有 |
| HCA | HCA HEALTHCARE INCORPORATED | $2.73万 | 0.02% | 70 | 0 | 0.0% | — | 不变 |
| JHMM | JOHN HANCOCK MULTIFACTOR MID CAP ETF | $2.74万 | 0.02% | 366 | 0 | 0.0% | — | 不变 |
| TECX | TECTONIC THERAPEUTIC INCORPORATED | $2.75万 | 0.02% | 800 | 800 | — | $2.75万 | 新建仓 |
| IHF | ISHARES TR US HLTHCR PR ETF | $2.77万 | 0.02% | 500 | 0 | 0.0% | — | 不变 |
| NXPI | NXP SEMICONDUCTORS N V (NETHERLANDS) | $2.81万 | 0.02% | 100 | 0 | 0.0% | — | 不变 |
| QTUM | DEFIANCE QUANTUM ETF | $2.81万 | 0.02% | 170 | 70 | 70.0% | $1.16万 | 加仓 |
| EXR | EXTRA SPACE STORAGE INCORPORATED REIT | $2.91万 | 0.02% | 200 | 0 | 0.0% | — | 不变 |
| VMO | INVESCO MUN OPPORTUNIT TR | $2.96万 | 0.02% | 3,000 | 3,000 | — | $2.96万 | 新建仓 |
| EWH | ISHARES INCORPORATED MSCI HONG KG ETF | $3.14万 | 0.02% | 1,500 | -1,100 | -42.3% | -$2.30万 | 减仓 |
| NNN | NNN REIT INCORPORATED REIT | $3.26万 | 0.02% | 700 | 0 | 0.0% | — | 不变 |
| — | KRANESHARES GLOBAL HUMANOID AND EMBODIED INTELLIGENCE | $3.30万 | 0.02% | 800 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES INCORPORATED CORE MSCI EMKT | $3.31万 | 0.02% | 400 | 400 | — | $3.31万 | 新建仓 |
| — | TRADR 2X LONG WDC DAILY ETF | $3.38万 | 0.02% | 800 | 800 | — | $3.38万 | 新建仓 |
| BDJ | BLACKROCK ENHANCED EQUITY DIVI | $3.45万 | 0.02% | 3,607 | 0 | 0.0% | — | 不变 |
| VIR | VIR BIOTECHNOLOGY INCORPORATED | $3.47万 | 0.02% | 3,410 | 0 | 0.0% | — | 不变 |
| CNP | CENTERPOINT ENERGY INCORPORATED | $3.52万 | 0.02% | 800 | 0 | 0.0% | — | 不变 |
| FSK | FS KKR CAP CORPORATION | $3.67万 | 0.02% | 3,500 | 0 | 0.0% | — | 不变 |
| TRVI | TREVI THERAPEUTICS INCORPORATED | $3.73万 | 0.02% | 2,000 | 0 | 0.0% | — | 不变 |
| NEM | NEWMONT CORPORATION | $3.74万 | 0.02% | 400 | 0 | 0.0% | — | 不变 |
| EWBC | EAST WEST BANCORP INCORPORATED | $3.87万 | 0.03% | 300 | 0 | 0.0% | — | 不变 |
| ZIM | ZIM INTEGRATED SHIPPING SERV SHS (ISRAEL) | $3.90万 | 0.03% | 1,500 | -15,400 | -91.1% | -$40.04万 | 减仓 |
| LMT | LOCKHEED MARTIN CORPORATION | $4.08万 | 0.03% | 80 | 0 | 0.0% | — | 不变 |
| IWV | ISHARES TR RUSSELL 3000 ETF | $4.26万 | 0.03% | 100 | 100 | — | $4.26万 | 新建仓 |
| DYN | DYNE THERAPEUTICS INCORPORATED | $4.44万 | 0.03% | 2,000 | 0 | 0.0% | — | 不变 |
| FBND | FIDELITY TOTAL BOND ETF | $4.55万 | 0.03% | 1,000 | 0 | 0.0% | — | 不变 |
| WYFI | WHITEFIBER INCORPORATED SHS (CAYMAN ISLANDS) | $4.66万 | 0.03% | 1,200 | 1,200 | — | $4.66万 | 新建仓 |
| BHP | BHP BILLITON LIMITED SPONSORED ADS (AUSTRALIA) | $5.00万 | 0.03% | 600 | 0 | 0.0% | — | 不变 |
| KNTK | KINETIK HOLDINGS INCORPORATED COM NEW CLASS A | $5.03万 | 0.03% | 1,040 | 0 | 0.0% | — | 不变 |
| EQ | EQUILLIUM INCORPORATED | $5.28万 | 0.03% | 16,500 | 16,500 | — | $5.28万 | 新建仓 |
| ETG | EATON VANCE TX ADV GLBL DIV FD | $5.41万 | 0.04% | 2,300 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INCORPORATED | $5.50万 | 0.04% | 1,300 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORPORATION | $5.59万 | 0.04% | 400 | 0 | 0.0% | — | 不变 |
| LDOS | LEIDOS HOLDINGS INCORPORATED | $5.66万 | 0.04% | 550 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR RUSSELL 2000 ETF | $5.71万 | 0.04% | 190 | 150 | 375.0% | $4.51万 | 加仓 |
| SO | SOUTHERN COMPANY | $5.74万 | 0.04% | 600 | 0 | 0.0% | — | 不变 |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $6.02万 | 0.04% | 316 | 0 | 0.0% | — | 不变 |
| CQP | CHENIERE ENERGY PARTNERS L P COM UNIT | $6.09万 | 0.04% | 1,000 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHN CORPORATION | $6.29万 | 0.04% | 200 | 0 | 0.0% | — | 不变 |
| TYRA | TYRA BIOSCIENCES INCORPORATED | $6.39万 | 0.04% | 2,000 | 0 | 0.0% | — | 不变 |
| TDG | TRANSDIGM GROUP INCORPORATED | $6.66万 | 0.04% | 50 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TR CORE MSCI EAFE | $6.76万 | 0.04% | 700 | 700 | — | $6.76万 | 新建仓 |
| AXP | AMERICAN EXPRESS COMPANY | $6.80万 | 0.04% | 201 | 0 | 0.0% | — | 不变 |
| XNEAX | NUVEEN AMT FREE QLTY MUN INCME | $7.04万 | 0.05% | 6,000 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA COMPANY | $7.31万 | 0.05% | 900 | 300 | 50.0% | $2.44万 | 加仓 |
| NVG | NUVEEN AMT FREE MUN CR INCORPORATED FD | $7.68万 | 0.05% | 6,000 | 0 | 0.0% | — | 不变 |
| MQY | BLACKROCK MUNIYILD QULT FD INCORPORATED | $8.12万 | 0.05% | 7,000 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES RUSSELL 1000 ETF | $8.19万 | 0.05% | 200 | 200 | — | $8.19万 | 新建仓 |
| MRK | MERCK & COMPANY INCORPORATED | $8.35万 | 0.05% | 650 | 50 | 8.3% | $6,425 | 加仓 |
| J | JACOBS SOLUTIONS INCORPORATED | $8.85万 | 0.06% | 702 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODUCTS PARTNERS L P | $9.19万 | 0.06% | 2,500 | 0 | 0.0% | — | 不变 |
| TJX | TJX COMPANIES INCORPORATED NEW | $10.30万 | 0.07% | 680 | 0 | 0.0% | — | 不变 |
| JEPI | JPMORGAN EQUITY PREMIUM INCOME ETF | $10.45万 | 0.07% | 1,850 | -1,500 | -44.8% | -$8.47万 | 减仓 |
| — | PROSHARES ULTRA DOW30 | $10.48万 | 0.07% | 1,600 | 100 | 6.7% | $6,553 | 加仓 |
| CSCO | CISCO SYSTEMS INCORPORATED | $10.94万 | 0.07% | 931 | 0 | 0.0% | — | 不变 |
| CI | THE CIGNA GROUP | $11.03万 | 0.07% | 400 | 0 | 0.0% | — | 不变 |
| — | TRADR 2X LONG AAOI DAILY ETF | $11.06万 | 0.07% | 3,500 | 3,500 | — | $11.06万 | 新建仓 |
| MYI | BLACKROCK MUNIYIELD QUALITY FD | $11.11万 | 0.07% | 10,000 | 0 | 0.0% | — | 不变 |
| NAD | NUVEEN QUALITY MUNCP INCOME FD | $11.39万 | 0.07% | 9,400 | 3,400 | 56.7% | $4.12万 | 加仓 |
| AMZN | AMAZON COM INCORPORATED | $11.92万 | 0.08% | 500 | 0 | 0.0% | — | 不变 |
| SUN | SUNOCO LP/SUNOCO FIN CORPORATION COM UT REP LP | $12.15万 | 0.08% | 1,800 | 0 | 0.0% | — | 不变 |
| SLF | SUN LIFE FINANCIAL INCORPORATED. (CANADA) | $12.18万 | 0.08% | 1,553 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INCORPORATED | $12.62万 | 0.08% | 300 | 0 | 0.0% | — | 不变 |
| IGPT | INVESCO AI AND NEXT GEN SOFTWARE ETF | $12.91万 | 0.08% | 1,240 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD SHARES | $13.19万 | 0.09% | 358 | 0 | 0.0% | — | 不变 |
| NLR | VANECK URANIUM AND NUCLEAR ETF | $14.27万 | 0.09% | 1,230 | 0 | 0.0% | — | 不变 |
| VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | $14.41万 | 0.09% | 1,743 | 0 | 0.0% | — | 不变 |
| REMX | VANECK RARE EARTH AND STRATEGIC METALS | $14.51万 | 0.10% | 1,640 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW | $15.01万 | 0.10% | 300 | 0 | 0.0% | — | 不变 |
| SEPN | SEPTERNA INCORPORATED | $16.08万 | 0.11% | 4,800 | 4,800 | — | $16.08万 | 新建仓 |