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
IVV ISHARES TR CORE S&P500 ETF $1,040.76万8.96%15,933 -230-1.4% -$15.02万 减仓
SPYI NEOS S&P 500 HIGH INCOME ETF $705.45万6.08%142,890 23,43019.6% $115.67万 加仓
DIA STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF $699.65万6.03%15,105 -260-1.7% -$12.04万 减仓
QQQI NEOS NASDAQ 100 HIGH INCOME ETF $614.74万5.30%123,716 9,2608.1% $46.01万 加仓
MSFT MICROSOFT CORPORATION $598.71万5.16%16,174 -578-3.5% -$21.40万 减仓
AAPL APPLE INCORPORATED $514.28万4.43%20,264 -600-2.9% -$15.23万 减仓
JPM JPMORGAN CHASE & COMPANY $454.09万3.91%15,437 -880-5.4% -$25.89万 减仓
MU MICRON TECHNOLOGY INCORPORATED $341.89万2.94%10,120 98510.8% $33.28万 加仓
EOS EATON VANCE ENHANCED EQUITY IN $321.86万2.77%157,310 -1,300-0.8% -$2.66万 减仓
NVDA NVIDIA CORPORATION $292.05万2.52%16,746 -50-0.3% -$8,720 减仓
AM ANTERO MIDSTREAM CORPORATION $285.00万2.45%125,000 -1,900-1.5% -$4.33万 减仓
— EXXON MOBIL CORPORATION $260.89万2.25%15,377 4402.9% $7.47万 加仓
SPY STATE STREET SPDR S&P 500 ETF TRUST $252.33万2.17%3,880 00.0% — 不变
MTZ MASTEC INCORPORATED $216.69万1.87%6,735 -250-3.6% -$8.04万 减仓
GEV GE VERNOVA INCORPORATED $207.14万1.78%2,373 -144-5.7% -$12.57万 减仓
GS GOLDMAN SACHS GROUP INCORPORATED $158.62万1.37%1,875 -260-12.2% -$22.00万 减仓
AAOI APPLIED OPTOELECTRONICS INCORPORATED $158.18万1.36%18,700 -3,210-14.7% -$27.15万 减仓
ABBV ABBVIE INCORPORATED $151.05万1.30%6,945 -1,400-16.8% -$30.45万 减仓
MS MORGAN STANLEY COM NEW $147.70万1.27%8,975 -730-7.5% -$12.01万 减仓
LITE LUMENTUM HLDGS INCORPORATED $141.96万1.22%2,020 -380-15.8% -$26.70万 减仓
SPG SIMON PROPERTY GROUP INCORPORATED NEW REIT $138.96万1.20%7,450 -100-1.3% -$1.87万 减仓
V VISA INCORPORATED COM CLASS A $130.87万1.13%4,330 -150-3.3% -$4.53万 减仓
CVX CHEVRON CORPORATION $116.28万1.00%5,620 2,00055.2% $41.38万 加仓
IYY ISHARES TR DOW JONES US ETF $114.40万0.99%7,220 2,00038.3% $31.69万 加仓
GE GE AEROSPACE COM NEW $108.54万0.93%3,825 962.6% $2.72万 加仓
HD HOME DEPOT INCORPORATED $106.56万0.92%3,240 -43-1.3% -$1.41万 减仓
MA MASTERCARD INCORPORATED CLASS A $104.68万0.90%2,095 -95-4.3% -$4.75万 减仓
ALLY ALLY FINL INCORPORATED $100.39万0.86%25,590 -9,250-26.5% -$36.29万 减仓
UNH UNITEDHEALTH GROUP INCORPORATED $94.84万0.82%3,505 -1,570-30.9% -$42.48万 减仓
PAA PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN $88.16万0.76%39,479 00.0% — 不变
— DIREXION DAILY S&P 500 BULL 2X SHARES $83.67万0.72%5,060 3,600246.6% $59.53万 加仓
JEPQ JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF $82.81万0.71%14,915 9006.4% $5.00万 加仓
VST VISTRA CORPORATION $82.38万0.71%5,480 -690-11.2% -$10.37万 减仓
CCJ CAMECO CORPORATION (CANADA) $73.09万0.63%6,730 2003.1% $2.17万 加仓
GOOG ALPHABET INCORPORATED CAP STK CLASS C $67.99万0.59%2,370 1,500172.4% $43.03万 加仓
USD PROSHARES ULTRA SEMICONDUCTORS $66.94万0.58%13,960 -4,240-23.3% -$20.33万 减仓
ET ENERGY TRANSFER L P COM UT LTD PTN $65.78万0.57%34,081 -1,480-4.2% -$2.86万 减仓
SOLS SOLSTICE ADVANCED MATLS INCORPORATED COM SHS $64.02万0.55%8,406 00.0% — 不变
EOG EOG RES INCORPORATED $60.69万0.52%4,198 -430-9.3% -$6.22万 减仓
VIK VIKING HOLDINGS LIMITED ORD SHS (BERMUDA) $56.58万0.49%7,700 -590-7.1% -$4.34万 减仓
BE BLOOM ENERGY CORPORATION COM CLASS A $56.23万0.48%4,150 4,150— $56.23万 新建仓
— ROUNDHILL TSLA WEEKLYPAY ETF $53.72万0.46%22,900 22,900— $53.72万 新建仓
ETR ENTERGY CORPORATION NEW $52.84万0.46%4,703 00.0% — 不变
SCCO SOUTHERN COPPER CORPORATION $50.34万0.43%2,926 2,601800.3% $44.75万 加仓
OKE ONEOK INCORPORATED NEW $50.17万0.43%5,550 -6,460-53.8% -$58.39万 减仓
— HONEYWELL INTERNATIONAL INCORPORATED $49.41万0.43%2,186 1,06094.1% $23.96万 加仓
MPLX MPLX LP COM UNIT REP LTD $48.51万0.42%8,500 00.0% — 不变
KRMN KARMAN HLDGS INCORPORATED COMMON STOCK $46.67万0.40%5,830 5,830— $46.67万 新建仓
QQQ INVESCO QQQ TRUST $46.17万0.40%800 00.0% — 不变
STLD STEEL DYNAMICS INCORPORATED $45.00万0.39%2,500 2,500— $45.00万 新建仓
ZIM ZIM INTEGRATED SHIPPING SERV SHS (ISRAEL) $44.53万0.38%16,900 15,4001,026.7% $40.58万 加仓
TTWO TAKE-TWO INTERACTIVE SOFTWARE $39.50万0.34%2,000 40025.0% $7.90万 加仓
KMI KINDER MORGAN INCORPORATED DEL $39.40万0.34%11,750 -300-2.5% -$1.01万 减仓
BAC BANK AMERICA CORPORATION $38.76万0.33%7,950 00.0% — 不变
KGS KODIAK GAS SVCS INCORPORATED $37.91万0.33%6,500 6,500— $37.91万 新建仓
CAT CATERPILLAR INCORPORATED $36.84万0.32%520 520— $36.84万 新建仓
COST COSTCO WHOLESALE CORPORATION $34.88万0.30%350 00.0% — 不变
TQQQ PROSHARES TR ULTRAPRO QQQ $34.80万0.30%8,350 -8,890-51.6% -$37.05万 减仓
EXPE EXPEDIA GROUP INCORPORATED COM NEW $34.63万0.30%1,500 00.0% — 不变
WMT WALMART INCORPORATED $33.98万0.29%2,734 00.0% — 不变
RDDT REDDIT INCORPORATED CLASS A $33.66万0.29%2,500 2,500— $33.66万 新建仓
HWM HOWMET AEROSPACE INCORPORATED $32.26万0.28%1,400 -900-39.1% -$20.74万 减仓
CF CF INDUSTRIES HOLD $31.16万0.27%2,400 2,400— $31.16万 新建仓
PFFA VIRTUS INFRACAP U.S. PREFERRED STOCK ETF $31.15万0.27%15,300 -2,200-12.6% -$4.48万 减仓
— YIELDMAX NVDA OPTION INCOME STRATEGY ETF $30.63万0.26%23,600 23,600— $30.63万 新建仓
META META PLATFORMS INCORPORATED CLASS A $30.32万0.26%530 -1,000-65.4% -$57.21万 减仓
DY DYCOM INDUSTRIES INCORPORATED $29.82万0.26%880 880— $29.82万 新建仓
FLR FLUOR CORPORATION $29.60万0.26%6,346 3,00089.7% $14.00万 加仓
PVLA PALVELLA THERAPEUTICS INCORPORATED NEW $28.67万0.25%2,300 -300-11.5% -$3.74万 减仓
SEI SOLARIS ENERGY INFRAS INCORPORATED COM CLASS A $28.25万0.24%5,000 1,00025.0% $5.65万 加仓
SYM SYMBOTIC INCORPORATED CLASS A COM $27.66万0.24%5,200 5,200— $27.66万 新建仓
TSM TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS (TAIWAN) $25.35万0.22%750 -50-6.2% -$1.69万 减仓
ITA ISHARES TR US AER DEF ETF $24.50万0.21%1,120 940522.2% $20.56万 加仓
HUBS HUBSPOT INCORPORATED $24.41万0.21%1,000 1,000— $24.41万 新建仓
CRDO CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES $23.47万0.20%2,500 -1,595-38.9% -$14.97万 重新持有
DUK DUKE ENERGY CORPORATION NEW COM NEW $23.44万0.20%1,790 -228-11.3% -$2.99万 减仓
NFLX NETFLIX INCORPORATED. $23.08万0.20%2,400 -3,500-59.3% -$33.65万 减仓
NEE NEXTERA ENERGY INCORPORATED $22.29万0.19%2,400 00.0% — 不变
LOW LOWES COMPANIES INCORPORATED $20.67万0.18%875 00.0% — 不变
SRRK SCHOLAR ROCK HLDG CORPORATION $20.65万0.18%4,200 4,200— $20.65万 新建仓
VLO VALERO ENERGY CORPORATION $20.51万0.18%830 405.1% $9,883 加仓
RTX RTX CORPORATION $20.45万0.18%1,060 00.0% — 不变
RACE FERRARI N V (NETHERLANDS) $20.31万0.17%600 480400.0% $16.25万 重新持有
LB LANDBRIDGE COMPANY LLC CLASS A $20.02万0.17%2,900 2,900— $20.02万 新建仓
NTRA NATERA INCORPORATED $20.00万0.17%1,000 00.0% — 不变
RING ISHARES INCORPORATED MSCI GBL GOLD MN $19.75万0.17%2,500 2,500— $19.75万 新建仓
DNTH DIANTHUS THERAPEUTICS INCORPORATED $19.30万0.17%2,300 2,300— $19.30万 新建仓
HTGC HERCULES CAPITAL INCORPORATED $19.17万0.17%12,978 00.0% — 不变
ROK ROCKWELL AUTOMATION INCORPORATED $19.02万0.16%530 -1,185-69.1% -$42.53万 减仓
JEPI JPMORGAN EQUITY PREMIUM INCOME ETF $18.99万0.16%3,350 2,950737.5% $16.72万 加仓
GOOGL ALPHABET INCORPORATED CAP STK CLASS A $16.68万0.14%580 00.0% — 不变
NLR VANECK URANIUM AND NUCLEAR ETF $16.38万0.14%1,230 00.0% — 不变
SSO PROSHARES ULTRA S&P500 $15.77万0.14%3,040 -1,100-26.6% -$5.71万 减仓
GLD SPDR GOLD SHARES $15.40万0.13%358 00.0% — 不变
GLW CORNING INCORPORATED $14.96万0.13%1,100 1,100— $14.96万 新建仓
SNDK SANDISK CORPORATION $14.93万0.13%235 120104.3% $7.62万 加仓
SILJ AMPLIFY JUNIOR SILVER MINERS ETF $14.86万0.13%5,000 5,000— $14.86万 新建仓
REMX VANECK RARE EARTH AND STRATEGIC METALS $14.43万0.12%1,640 24017.1% $2.11万 加仓
VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF $14.42万0.12%1,743 00.0% — 不变
BRK/B BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW $14.38万0.12%300 00.0% — 不变