13F 机构持仓

Chung Wu Investment Group, LLC

SUGAR LAND TX · SEC CIK 0002054278

2026Q22026Q1 更早 9 个季度 🔒
$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
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 7.8%
MU 7.7%
SPYI 5.5%
QQQI 5.5%
DIA 5.3%
MSFT 3.9%
AAPL 3.7%
JPM 3.3%
NVDA 2.3%
EOS 2.1%

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
APP APPLOVIN CORPORATION COM CLASS A $20.61万0.14%400 -680-63.0% -$35.04万 重新持有
SSO PROSHARES ULTRA S&P500 $20.48万0.13%3,040 00.0% — 不变
HTGC HERCULES CAPITAL INCORPORATED $20.47万0.13%12,978 00.0% — 不变
RTX RTX CORPORATION $20.11万0.13%1,060 00.0% — 不变
VTV VANGUARD VALUE ETF $19.40万0.13%890 890— $19.40万 新建仓
SRRK SCHOLAR ROCK HLDG CORPORATION $19.25万0.13%3,500 -700-16.7% -$3.85万 减仓
VUG VANGUARD GROWTH ETF $18.71万0.12%2,172 2,172— $18.71万 新建仓
FLR FLUOR CORPORATION $17.53万0.12%3,346 -3,000-47.3% -$15.72万 减仓
SCO PROSHARES ULTRASHORT BLOOMBERG CRUDE OIL $17.51万0.12%5,000 5,000— $17.51万 新建仓
HIMU ISHARES HIGH YIELD MUNI ACTIVE ETF $17.43万0.11%3,500 3,500— $17.43万 新建仓
AMDL GRANITESHARES 2X LONG AMD DAILY ETF $17.38万0.11%2,100 1,400200.0% $11.59万 加仓
HPE HEWLETT PACKARD ENTERPRISE COMPANY $17.14万0.11%3,800 3,800— $17.14万 新建仓
LOW LOWES COMPANIES INCORPORATED $17.09万0.11%775 -100-11.4% -$2.20万 减仓
PVLA PALVELLA THERAPEUTICS INCORPORATED NEW $16.81万0.11%1,100 -1,200-52.2% -$18.34万 减仓
CCJ CAMECO CORPORATION (CANADA) $16.30万0.11%1,600 -5,130-76.2% -$52.25万 减仓
SEPN SEPTERNA INCORPORATED $16.08万0.11%4,800 4,800— $16.08万 新建仓
BRK/B BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW $15.01万0.10%300 00.0% — 不变
REMX VANECK RARE EARTH AND STRATEGIC METALS $14.51万0.10%1,640 00.0% — 不变
VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF $14.41万0.09%1,743 00.0% — 不变
NLR VANECK URANIUM AND NUCLEAR ETF $14.27万0.09%1,230 00.0% — 不变
GLD SPDR GOLD SHARES $13.19万0.09%358 00.0% — 不变
IGPT INVESCO AI AND NEXT GEN SOFTWARE ETF $12.91万0.08%1,240 00.0% — 不变
TSLA TESLA INCORPORATED $12.62万0.08%300 00.0% — 不变
SLF SUN LIFE FINANCIAL INCORPORATED. (CANADA) $12.18万0.08%1,553 00.0% — 不变
SUN SUNOCO LP/SUNOCO FIN CORPORATION COM UT REP LP $12.15万0.08%1,800 00.0% — 不变
AMZN AMAZON COM INCORPORATED $11.92万0.08%500 00.0% — 不变
NAD NUVEEN QUALITY MUNCP INCOME FD $11.39万0.07%9,400 3,40056.7% $4.12万 加仓
MYI BLACKROCK MUNIYIELD QUALITY FD $11.11万0.07%10,000 00.0% — 不变
— TRADR 2X LONG AAOI DAILY ETF $11.06万0.07%3,500 3,500— $11.06万 新建仓
CI THE CIGNA GROUP $11.03万0.07%400 00.0% — 不变
CSCO CISCO SYSTEMS INCORPORATED $10.94万0.07%931 00.0% — 不变
— PROSHARES ULTRA DOW30 $10.48万0.07%1,600 1006.7% $6,553 加仓
JEPI JPMORGAN EQUITY PREMIUM INCOME ETF $10.45万0.07%1,850 -1,500-44.8% -$8.47万 减仓
TJX TJX COMPANIES INCORPORATED NEW $10.30万0.07%680 00.0% — 不变
EPD ENTERPRISE PRODUCTS PARTNERS L P $9.19万0.06%2,500 00.0% — 不变
J JACOBS SOLUTIONS INCORPORATED $8.85万0.06%702 00.0% — 不变
MRK MERCK & COMPANY INCORPORATED $8.35万0.05%650 508.3% $6,425 加仓
IWB ISHARES RUSSELL 1000 ETF $8.19万0.05%200 200— $8.19万 新建仓
MQY BLACKROCK MUNIYILD QULT FD INCORPORATED $8.12万0.05%7,000 00.0% — 不变
NVG NUVEEN AMT FREE MUN CR INCORPORATED FD $7.68万0.05%6,000 00.0% — 不变
KO COCA COLA COMPANY $7.31万0.05%900 30050.0% $2.44万 加仓
XNEAX NUVEEN AMT FREE QLTY MUN INCME $7.04万0.05%6,000 00.0% — 不变
AXP AMERICAN EXPRESS COMPANY $6.80万0.04%201 00.0% — 不变
IEFA ISHARES TR CORE MSCI EAFE $6.76万0.04%700 700— $6.76万 新建仓
TDG TRANSDIGM GROUP INCORPORATED $6.66万0.04%50 00.0% — 不变
TYRA TYRA BIOSCIENCES INCORPORATED $6.39万0.04%2,000 00.0% — 不变
NSC NORFOLK SOUTHN CORPORATION $6.29万0.04%200 00.0% — 不变
CQP CHENIERE ENERGY PARTNERS L P COM UNIT $6.09万0.04%1,000 00.0% — 不变
XLK STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF $6.02万0.04%316 00.0% — 不变
SO SOUTHERN COMPANY $5.74万0.04%600 00.0% — 不变
IWM ISHARES TR RUSSELL 2000 ETF $5.71万0.04%190 150375.0% $4.51万 加仓
LDOS LEIDOS HOLDINGS INCORPORATED $5.66万0.04%550 00.0% — 不变
INTC INTEL CORPORATION $5.59万0.04%400 00.0% — 不变
VZ VERIZON COMMUNICATIONS INCORPORATED $5.50万0.04%1,300 00.0% — 不变
ETG EATON VANCE TX ADV GLBL DIV FD $5.41万0.04%2,300 00.0% — 不变
EQ EQUILLIUM INCORPORATED $5.28万0.03%16,500 16,500— $5.28万 新建仓
KNTK KINETIK HOLDINGS INCORPORATED COM NEW CLASS A $5.03万0.03%1,040 00.0% — 不变
BHP BHP BILLITON LIMITED SPONSORED ADS (AUSTRALIA) $5.00万0.03%600 00.0% — 不变
WYFI WHITEFIBER INCORPORATED SHS (CAYMAN ISLANDS) $4.66万0.03%1,200 1,200— $4.66万 新建仓
FBND FIDELITY TOTAL BOND ETF $4.55万0.03%1,000 00.0% — 不变
DYN DYNE THERAPEUTICS INCORPORATED $4.44万0.03%2,000 00.0% — 不变
IWV ISHARES TR RUSSELL 3000 ETF $4.26万0.03%100 100— $4.26万 新建仓
LMT LOCKHEED MARTIN CORPORATION $4.08万0.03%80 00.0% — 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
EWBC EAST WEST BANCORP INCORPORATED $3.87万0.03%300 00.0% — 不变
NEM NEWMONT CORPORATION $3.74万0.02%400 00.0% — 不变
TRVI TREVI THERAPEUTICS INCORPORATED $3.73万0.02%2,000 00.0% — 不变
FSK FS KKR CAP CORPORATION $3.67万0.02%3,500 00.0% — 不变
CNP CENTERPOINT ENERGY INCORPORATED $3.52万0.02%800 00.0% — 不变
VIR VIR BIOTECHNOLOGY INCORPORATED $3.47万0.02%3,410 00.0% — 不变
BDJ BLACKROCK ENHANCED EQUITY DIVI $3.45万0.02%3,607 00.0% — 不变
— TRADR 2X LONG WDC DAILY ETF $3.38万0.02%800 800— $3.38万 新建仓
IEMG ISHARES INCORPORATED CORE MSCI EMKT $3.31万0.02%400 400— $3.31万 新建仓
— KRANESHARES GLOBAL HUMANOID AND EMBODIED INTELLIGENCE $3.30万0.02%800 00.0% — 不变
NNN NNN REIT INCORPORATED REIT $3.26万0.02%700 00.0% — 不变
EWH ISHARES INCORPORATED MSCI HONG KG ETF $3.14万0.02%1,500 -1,100-42.3% -$2.30万 减仓
VMO INVESCO MUN OPPORTUNIT TR $2.96万0.02%3,000 3,000— $2.96万 新建仓
EXR EXTRA SPACE STORAGE INCORPORATED REIT $2.91万0.02%200 00.0% — 不变
QTUM DEFIANCE QUANTUM ETF $2.81万0.02%170 7070.0% $1.16万 加仓
NXPI NXP SEMICONDUCTORS N V (NETHERLANDS) $2.81万0.02%100 00.0% — 不变
IHF ISHARES TR US HLTHCR PR ETF $2.77万0.02%500 00.0% — 不变
TECX TECTONIC THERAPEUTIC INCORPORATED $2.75万0.02%800 800— $2.75万 新建仓
JHMM JOHN HANCOCK MULTIFACTOR MID CAP ETF $2.74万0.02%366 00.0% — 不变
HCA HCA HEALTHCARE INCORPORATED $2.73万0.02%70 00.0% — 不变
IGV ISHARES TR EXPANDED TECH $2.72万0.02%300 5020.0% $4,530 重新持有
UTHR UNITED THERAPEUTICS CORPORATION DEL $2.71万0.02%50 00.0% — 不变
FDN FIRST TRUST DOW JONES INTERNET INDEX FUND $2.65万0.02%100 00.0% — 不变
PVAL PUTNAM FOCUSED LARGE CAP VALUE ETF $2.60万0.02%510 510— $2.60万 新建仓
USFR THE WISDOMTREE TRUST FLTG RATE TREASURY FUND $2.52万0.02%500 00.0% — 不变
SYY SYSCO CORPORATION $2.51万0.02%300 00.0% — 不变
ADI ANALOG DEVICES INCORPORATED $2.50万0.02%63 00.0% — 不变
BUD ANHEUSER BUSCH INBEV SA NV SPONSORED ADR (BELGIUM) $2.47万0.02%300 300— $2.47万 新建仓
IWD ISHARES TR RUS 1000 VAL ETF $2.42万0.02%100 00.0% — 不变
RLI RLI CORPORATION $2.36万0.02%400 00.0% — 不变
BX BLACKSTONE INCORPORATED $2.35万0.02%200 00.0% — 不变
MHD BLACKROCK MUNIHOLDINGS FD INCORPORATED $2.23万0.01%1,871 1,871— $2.23万 新建仓
CARR CARRIER GLOBAL CORPORATION $2.20万0.01%300 10050.0% $7,335 加仓
QYLD GLOBAL X NASDAQ 100 COVERED CALL ETF $2.12万0.01%1,150 -1,150-50.0% -$2.12万 减仓
EZU ISHARES INCORPORATED MSCI EURZONE ETF $2.08万0.01%300 00.0% — 不变
MSI MOTOROLA SOLUTIONS INCORPORATED COM NEW $2.08万0.01%50 00.0% — 不变