13F 机构持仓

Chung Wu Investment Group, LLC

SUGAR LAND TX · SEC CIK 0002054278

2026Q22026Q1 更早 9 个季度 🔒
$1.16亿2026Q1 申报市值
259持仓数
48.1%前十大占比 · 第一大 9.0%
37 / 39新建仓 / 清仓
申报市值走势$1.52亿2026Q2
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

IVV 9.0%
SPYI 6.1%
DIA 6.0%
QQQI 5.3%
MSFT 5.2%
AAPL 4.4%
JPM 3.9%
MU 2.9%
EOS 2.8%
NVDA 2.5%

2026Q1 买入最多 按季末市值估算

SPYI 加仓+$115.67万
DIREXION DAILY S 加仓+$59.53万
BE 新建仓+$56.23万
ROUNDHILL TSLA W 新建仓+$53.72万
KRMN 新建仓+$46.67万

2026Q1 卖出最多 按季末市值估算

GDXJ 减仓-$109.24万
SIL 清仓-$86.86万
KTOS 清仓-$74.09万
AZN 清仓-$63.89万
DAL 清仓-$62.60万

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
EXE EXPAND ENERGY CORPORATION $13.17万0.11%1,200 1,200— $13.17万 新建仓
SUN SUNOCO LP/SUNOCO FIN CORPORATION COM UT REP LP $11.69万0.10%1,800 00.0% — 不变
TSLA TESLA INCORPORATED $11.15万0.10%300 00.0% — 不变
TJX TJX COMPANIES INCORPORATED NEW $10.86万0.09%680 00.0% — 不变
CI THE CIGNA GROUP $10.67万0.09%400 00.0% — 不变
MYI BLACKROCK MUNIYIELD QUALITY FD $10.51万0.09%10,000 00.0% — 不变
AMZN AMAZON COM INCORPORATED $10.41万0.09%500 -2,980-85.6% -$62.06万 减仓
TSLL DIREXION DAILY TSLA BULL 2X SHARES $9.72万0.08%8,000 -18,000-69.2% -$21.87万 减仓
SLF SUN LIFE FINANCIAL INCORPORATED. (CANADA) $9.72万0.08%1,553 00.0% — 不变
EPD ENTERPRISE PRODUCTS PARTNERS L P $9.46万0.08%2,500 00.0% — 不变
VOO VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW $8.96万0.08%150 00.0% — 不变
J JACOBS SOLUTIONS INCORPORATED $8.94万0.08%702 00.0% — 不变
LDOS LEIDOS HOLDINGS INCORPORATED $8.55万0.07%550 00.0% — 不变
DXYZ DESTINY TECH100 INCORPORATED COM SHS $8.03万0.07%3,000 3,000— $8.03万 新建仓
— TEXAS CAPITAL GOVERNMENT MONEY MARKET ETF $8.02万0.07%800 -200-20.0% -$2.00万 减仓
— PROSHARES ULTRA DOW30 $7.81万0.07%1,500 -5,200-77.6% -$27.07万 减仓
MQY BLACKROCK MUNIYILD QULT FD INCORPORATED $7.69万0.07%7,000 00.0% — 不变
TYRA TYRA BIOSCIENCES INCORPORATED $7.66万0.07%2,000 00.0% — 不变
AMD ADVANCED MICRO DEVICES INCORPORATED $7.63万0.07%375 -1,320-77.9% -$26.85万 减仓
NVG NUVEEN AMT FREE MUN CR INCORPORATED FD $7.40万0.06%6,000 00.0% — 不变
CSCO CISCO SYSTEMS INCORPORATED $7.22万0.06%931 00.0% — 不变
MRK MERCK & COMPANY INCORPORATED $7.22万0.06%600 00.0% — 不变
IGPT INVESCO AI AND NEXT GEN SOFTWARE ETF $7.20万0.06%1,240 00.0% — 不变
NAD NUVEEN QUALITY MUNCP INCOME FD $6.90万0.06%6,000 00.0% — 不变
XNEAX NUVEEN AMT FREE QLTY MUN INCME $6.74万0.06%6,000 00.0% — 不变
VZ VERIZON COMMUNICATIONS INCORPORATED $6.53万0.06%1,300 -300-18.8% -$1.51万 减仓
CQP CHENIERE ENERGY PARTNERS L P COM UNIT $6.46万0.06%1,000 00.0% — 不变
AXP AMERICAN EXPRESS COMPANY $6.08万0.05%201 5033.1% $1.51万 加仓
EWH ISHARES INCORPORATED MSCI HONG KG ETF $6.00万0.05%2,600 90052.9% $2.08万 加仓
TDG TRANSDIGM GROUP INCORPORATED $5.79万0.05%50 00.0% — 不变
SO SOUTHERN COMPANY $5.79万0.05%600 00.0% — 不变
NSC NORFOLK SOUTHN CORPORATION $5.74万0.05%200 -1,300-86.7% -$37.31万 减仓
VALE VALE S A SPONSORED ADS (BRAZIL) $5.57万0.05%3,500 00.0% — 不变
UCO PROSHARES ULTRA BLOOMBERG CRUDE OIL $5.11万0.04%1,300 1,300— $5.11万 新建仓
KNTK KINETIK HOLDINGS INCORPORATED COM NEW CLASS A $5.03万0.04%1,040 00.0% — 不变
LMT LOCKHEED MARTIN CORPORATION $4.84万0.04%80 80— $4.84万 新建仓
NBIS NEBIUS GROUP N.V. SHS CLASS A (NETHERLANDS) $4.67万0.04%450 350350.0% $3.63万 加仓
ETG EATON VANCE TX ADV GLBL DIV FD $4.63万0.04%2,300 00.0% — 不变
KO COCA COLA COMPANY $4.56万0.04%600 -600-50.0% -$4.56万 减仓
FBND FIDELITY TOTAL BOND ETF $4.56万0.04%1,000 -500-33.3% -$2.28万 减仓
BHP BHP BILLITON LIMITED SPONSORED ADS (AUSTRALIA) $4.36万0.04%600 332123.9% $2.41万 加仓
NEM NEWMONT CORPORATION $4.33万0.04%400 -130-24.5% -$1.41万 减仓
XLK STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF $4.20万0.04%316 00.0% — 不变
PBR PETROLEO BRASILEIRO S A SPONSORED ADR (BRAZIL) $4.15万0.04%2,000 -1,000-33.3% -$2.08万 减仓
QYLD GLOBAL X NASDAQ 100 COVERED CALL ETF $3.94万0.03%2,300 00.0% — 不变
DYN DYNE THERAPEUTICS INCORPORATED $3.63万0.03%2,000 -800-28.6% -$1.45万 减仓
FSK FS KKR CAP CORPORATION $3.56万0.03%3,500 00.0% — 不变
CNP CENTERPOINT ENERGY INCORPORATED $3.45万0.03%800 00.0% — 不变
HCA HCA HEALTHCARE INCORPORATED $3.31万0.03%70 00.0% — 不变
EWBC EAST WEST BANCORP INCORPORATED $3.20万0.03%300 00.0% — 不变
BDJ BLACKROCK ENHANCED EQUITY DIVI $3.11万0.03%3,607 00.0% — 不变
VIR VIR BIOTECHNOLOGY INCORPORATED $3.06万0.03%3,410 3,410— $3.06万 新建仓
LPLA LPL FINL HLDGS INCORPORATED $3.01万0.03%100 00.0% — 不变
UTHR UNITED THERAPEUTICS CORPORATION DEL $2.96万0.03%50 -50-50.0% -$2.96万 减仓
NNN NNN REIT INCORPORATED REIT $2.94万0.03%700 00.0% — 不变
EXR EXTRA SPACE STORAGE INCORPORATED REIT $2.62万0.02%200 00.0% — 不变
QCOM QUALCOMM INCORPORATED $2.58万0.02%200 00.0% — 不变
USFR THE WISDOMTREE TRUST FLTG RATE TREASURY FUND $2.52万0.02%500 00.0% — 不变
— KRANESHARES GLOBAL HUMANOID AND EMBODIED INTELLIGENCE $2.50万0.02%800 800— $2.50万 新建仓
JHMM JOHN HANCOCK MULTIFACTOR MID CAP ETF $2.46万0.02%366 00.0% — 不变
TRVI TREVI THERAPEUTICS INCORPORATED $2.39万0.02%2,000 00.0% — 不变
FDN FIRST TRUST DOW JONES INTERNET INDEX FUND $2.34万0.02%100 00.0% — 不变
REGN REGENERON PHARMACEUTICALS $2.32万0.02%30 00.0% — 不变
BX BLACKSTONE INCORPORATED $2.30万0.02%200 -1,290-86.6% -$14.83万 减仓
RLI RLI CORPORATION $2.28万0.02%400 00.0% — 不变
EEM ISHARES TR MSCI EMG MKT ETF $2.27万0.02%400 00.0% — 不变
MSI MOTOROLA SOLUTIONS INCORPORATED COM NEW $2.17万0.02%50 00.0% — 不变
MUU DIREXION DAILY MU BULL 2X SHARES $2.17万0.02%180 6050.0% $7,223 加仓
SYY SYSCO CORPORATION $2.14万0.02%300 00.0% — 不变
IWD ISHARES TR RUS 1000 VAL ETF $2.14万0.02%100 00.0% — 不变
IHF ISHARES TR US HLTHCR PR ETF $2.09万0.02%500 00.0% — 不变
ADI ANALOG DEVICES INCORPORATED $2.00万0.02%63 00.0% — 不变
BA BOEING COMPANY $1.99万0.02%100 -1,000-90.9% -$19.90万 重新持有
COP CONOCOPHILLIPS $1.98万0.02%150 00.0% — 不变
FANG DIAMONDBACK ENERGY INCORPORATED $1.98万0.02%100 100— $1.98万 新建仓
NXPI NXP SEMICONDUCTORS N V (NETHERLANDS) $1.97万0.02%100 00.0% — 不变
AMTM AMENTUM HOLDINGS INCORPORATED $1.94万0.02%744 00.0% — 不变
EZU ISHARES INCORPORATED MSCI EURZONE ETF $1.88万0.02%300 00.0% — 不变
MCD MCDONALDS CORPORATION $1.86万0.02%60 00.0% — 不变
BMY BRISTOL-MYERS SQUIBB COMPANY $1.82万0.02%300 00.0% — 不变
NXST NEXSTAR MEDIA GROUP INCORPORATED COMMON STOCK $1.81万0.02%100 00.0% — 不变
MISL FIRST TR EXCHANGE-TRADED FD INDXX AEROSPACE & DEFENSE ETF $1.79万0.02%400 00.0% — 不变
MRSH MARSH & MCLENNAN COMPANIES INCORPORATED $1.77万0.02%102 00.0% — 不变
INTC INTEL CORPORATION $1.77万0.02%400 00.0% — 不变
ABEV AMBEV SA SPONSORED ADR (BRAZIL) $1.75万0.02%6,000 6,000— $1.75万 新建仓
EXPD EXPEDITORS INTERNATIONAL WASH INCORPORATED $1.66万0.01%116 00.0% — 不变
KDP KEURIG DR PEPPER INCORPORATED $1.58万0.01%600 00.0% — 不变
PLTR PALANTIR TECHNOLOGIES INCORPORATED CLASS A $1.46万0.01%100 -2,500-96.2% -$36.57万 减仓
CVS CVS HEALTH CORPORATION $1.44万0.01%200 -100-33.3% -$7,182 减仓
SKYY FIRST TRUST ISE CLOUD COMPUTING INDEX FUND $1.42万0.01%130 -200-60.6% -$2.19万 减仓
PGR PROGRESSIVE CORPORATION $1.39万0.01%70 2040.0% $3,965 加仓
— GRANITESHARES 2X LONG TSLA DAILY ETF $1.34万0.01%650 00.0% — 不变
FN FABRINET SHS (CAYMAN ISLANDS) $1.30万0.01%25 25— $1.30万 新建仓
XLU STATE STREET UTILITIES SELECT SECTOR SPDR ETF $1.19万0.01%260 00.0% — 不变
APLD APPLIED DIGITAL CORPORATION COM NEW $1.19万0.01%500 -300-37.5% -$7,122 减仓
TRV TRAVELERS COMPANIES INCORPORATED $1.17万0.01%40 00.0% — 不变
RONB BARON FIRST PRINCIPLES ETF $1.14万0.01%500 500— $1.14万 新建仓
CARR CARRIER GLOBAL CORPORATION $1.13万0.01%200 5033.3% $2,816 加仓
ABT ABBOTT LABORATORIES $1.11万0.01%108 00.0% — 不变
AFL AFLAC INCORPORATED $1.10万0.01%100 00.0% — 不变