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CIK: 0002054278
Total reported value
$152.1M
$152.1M
259 檔
24.1%
The Q1 2026 SEC filing reveals that Chung Wu Investment Group, LLC held a total portfolio value of $152.1M, covering 259 public equity positions.
In Q1 2026, Chung Wu Investment Group, LLC adopted a defensive or profit-taking posture, trimming 63 positions and completely liquidating 36 holdings to manage risk exposure.
Showing top 200 holdings (of 259 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 8.96% | -1.15% | -1.42% | |
| 2 | SPYI | Neos S&p 500 High Income ETF | ETF-Large Cap & Growth | 6.08% | -0.60% | +19.61% | |
| 3 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 6.03% | -0.73% | -1.69% | |
| 4 | QQQI | Neos Nasdaq-100 High Inc ETF | ETF-Tech | 5.30% | +0.16% | +8.09% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 5.16% | -1.22% | -3.45% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 4.43% | -0.76% | -2.88% | |
| 7 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.91% | -0.59% | -5.39% | |
| 8 | MU | Micron Technology Inc | Stock-Tech | 2.94% | +4.79% | +10.78% | |
| 9 | EOS | Eaton Vance Enh Eqt Inc Ii | Stock-Other | 2.77% | -0.63% | -0.82% | |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 2.52% | -0.26% | -0.30% | |
| 11 | AM | Antero Midstream CORP | Stock-Energy | 2.45% | -0.61% | -1.50% | |
| 12 | XOM | Exxon Mobil CORP | Stock-Energy | 2.25% | -0.89% | +2.95% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.17% | -0.26% | — | |
| 14 | MTZ | Mastec Inc | Stock-Industrials | 1.87% | -0.02% | -3.58% | |
| 15 | GEV | GE Vernova Inc | Stock-Industrials | 1.78% | +0.11% | -5.72% | |
| 16 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.37% | -0.18% | -12.18% | |
| 17 | AAOI | Applied Optoelectronics Inc | Stock-Tech | 1.36% | -0.11% | -14.65% | |
| 18 | ABBV | Abbvie Inc | Stock-Healthcare | 1.30% | -0.19% | -16.78% | |
| 19 | MS | Morgan Stanley | Stock-Financials | 1.27% | -0.02% | -7.52% | |
| 20 | LITE | Lumentum Holdings Inc | Stock-Tech | 1.22% | -0.19% | -15.83% | |
| 21 | SPG | Simon Property Group Inc | Stock-Real Estate | 1.20% | -0.29% | -1.32% | |
| 22 | V | Visa Inc-class A Shares | Stock-Financials | 1.13% | -0.15% | -3.35% | |
| 23 | CVX | Chevron CORP | Stock-Energy | 1.00% | -0.78% | +55.25% | |
| 24 | IYY | Ishares Dow Jones U.s. ETF | ETF-Other | 0.99% | -0.36% | +38.31% | |
| 25 | GE | General Electric | Stock-Industrials | 0.93% | +0.04% | +2.57% | |
| 26 | HD | Home Depot Inc | Stock-Consumer Disc | 0.92% | -0.20% | -1.31% | |
| 27 | MA | Mastercard Inc - A | Stock-Financials | 0.90% | -0.20% | -4.34% | |
| 28 | ALLY | Ally Financial Inc | Stock-Financials | 0.86% | -0.12% | -26.55% | |
| 29 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.82% | +0.64% | -30.94% | |
| 30 | PAA | Plains All Amer Pipeline LP | Stock-Energy | 0.76% | -0.24% | — | |
| 31 | SPUU | Dir Dai S&p 500 Bu 2x Etf-us | ETF-Large Cap & Growth | 0.72% | -0.24% | +246.58% | |
| 32 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 0.71% | -0.09% | +6.42% | |
| 33 | VST | Vistra CORP | Stock-Utilities | 0.71% | -0.71% | EXIT | |
| 34 | CCJ | Cameco CORP | Stock-Energy | 0.63% | -0.52% | +3.06% | |
| 35 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.59% | -0.11% | +172.41% | |
| 36 | USD | Proshares Ultra Semiconduct | ETF-Other | 0.58% | +0.41% | -23.30% | |
| 37 | ET | Energy Transfer LP | Stock-Energy | 0.57% | -0.15% | -4.16% | |
| 38 | SOLS | Solstice Adv Materials Inc | Stock-Materials | 0.55% | -0.05% | — | |
| 39 | EOG | Eog Resources Inc | Stock-Energy | 0.52% | -0.16% | -9.29% | |
| 40 | VIK | Viking Holdings Ltd | Stock-Consumer Disc | 0.49% | +0.05% | -7.12% | |
| 41 | BE | Bloom Energy Corp- A | Stock-Industrials | 0.48% | +0.53% | — | |
| 42 | TSLW | Roundhill Tsla Weeklypay ETF | ETF-Other | 0.46% | -0.03% | — | |
| 43 | ETR | Entergy CORP | Stock-Utilities | 0.46% | -0.10% | — | |
| 44 | SCCO | Southern Copper CORP | Stock-Materials | 0.43% | -0.09% | +800.31% | |
| 45 | OKE | Oneok Inc | Stock-Energy | 0.43% | -0.12% | -53.79% | |
| 46 | HON | Honeywell International Inc | Stock-Industrials | 0.43% | -0.43% | EXIT | |
| 47 | MPLX | Mplx LP | Stock-Energy | 0.42% | -0.11% | — | |
| 48 | KRMN | Karman Holdings Inc | Stock-Industrials | 0.40% | -0.40% | EXIT | |
| 49 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.40% | +0.18% | — | |
| 50 | STLD | Steel Dynamics Inc | Stock-Materials | 0.39% | +0.10% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPYI | Neos S&p 500 High Income ETF | +1% | +19.61% | Add |
| 2 | MU | Micron Technology Inc | +0.8% | +10.78% | Add |
| 3 | XOM | Exxon Mobil CORP | +0.8% | +2.95% | Add |
| 4 | AAOI | Applied Optoelectronics Inc | +0.7% | -14.65% | Trim |
| 5 | MTZ | Mastec Inc | +0.6% | -3.58% | Trim |
| 6 | AM | Antero Midstream CORP | +0.6% | -1.50% | Trim |
| 7 | CVX | Chevron CORP | +0.6% | +55.25% | Add |
| 8 | SPUU | Dir Dai S&p 500 Bu 2x Etf-us | +0.5% | +246.58% | Add |
| 9 | LITE | Lumentum Holdings Inc | +0.5% | -15.83% | Trim |
| 10 | BE | Bloom Energy Corp- A | +0.5% | NEW | New buy |
| 11 | TSLW | Roundhill Tsla Weeklypay ETF | +0.5% | NEW | New buy |
| 12 | GEV | GE Vernova Inc | +0.4% | -5.72% | Trim |
| 13 | KRMN | Karman Holdings Inc | +0.4% | NEW | New buy |
| 14 | SCCO | Southern Copper CORP | +0.4% | +800.31% | Add |
| 15 | STLD | Steel Dynamics Inc | +0.4% | NEW | New buy |
| 16 | GOOG | Alphabet Inc-cl C | +0.4% | +172.41% | Add |
| 17 | ZIM | ZIM Integrated Shipping Services Ltd. | +0.4% | +1026.67% | Add |
| 18 | KGS | Kodiak Gas Services Inc | +0.3% | NEW | New buy |
| 19 | CAT | Caterpillar Inc | +0.3% | NEW | New buy |
| 20 | RDDT | Reddit Inc-cl A | +0.3% | NEW | New buy |
| 21 | IYY | Ishares Dow Jones U.s. ETF | +0.3% | +38.31% | Add |
| 22 | CF | Cf Industries Holdings Inc | +0.3% | NEW | New buy |
| 23 | NVDY | Yieldmax Nvda Option Inc ETF | +0.3% | NEW | New buy |
| 24 | DY | Dycom Industries Inc | +0.3% | NEW | New buy |
| 25 | QQQI | Neos Nasdaq-100 High Inc ETF | +0.3% | +8.09% | Add |
| 26 | HON | Honeywell International Inc | +0.3% | +94.14% | Add |
| 27 | SYM | Symbotic Inc | +0.2% | NEW | New buy |
| 28 | SOLS | Solstice Adv Materials Inc | +0.2% | — | Unchanged |
| 29 | HUBS | Hubspot Inc | +0.2% | NEW | New buy |
| 30 | CRDO | Credo Technology Group Holding Ltd | +0.2% | NEW | New buy |
| 31 | SRRK | Scholar Rock Holding CORP | +0.2% | NEW | New buy |
| 32 | ITA | Ishares U.s. Aerospace & Def | +0.2% | +522.22% | Add |
| 33 | PAA | Plains All Amer Pipeline LP | +0.2% | — | Unchanged |
| 34 | RACE | Ferrari N.V. | +0.2% | NEW | New buy |
| 35 | LB | Landbridge Co Llc-a | +0.2% | NEW | New buy |
| 36 | RING | Ishares Msci Global Gold Min | +0.2% | NEW | New buy |
| 37 | DNTH | Dianthus Therapeutics Inc | +0.2% | NEW | New buy |
| 38 | FLR | Fluor CORP | +0.2% | +89.66% | Add |
| 39 | JEPI | Jpmorgan Equity Premium Inco | +0.1% | +737.50% | Add |
| 40 | CCJ | Cameco CORP | +0.1% | +3.06% | Add |
| 41 | GLW | Corning Inc | +0.1% | NEW | New buy |
| 42 | SILJ | Amplify Junior Silver Miners | +0.1% | NEW | New buy |
| 43 | EOG | Eog Resources Inc | +0.1% | -9.29% | Trim |
| 44 | EXE | Expand Energy CORP | +0.1% | NEW | New buy |
| 45 | SNDK | Sandisk CORP | +0.1% | +104.35% | Add |
| 46 | ETR | Entergy CORP | +0.1% | — | Unchanged |
| 47 | SEI | Solaris Energy Infrastructur | +0.1% | +25.00% | Add |
| 48 | ET | Energy Transfer LP | +0.1% | -4.16% | Trim |
| 49 | DXYZ | Destiny Tech100 Inc | +0.1% | NEW | New buy |
| 50 | VLO | Valero Energy CORP | +0.1% | +5.06% | Add |
According to official SEC Form 13F filings, Chung Wu Investment Group, LLC reported a total U.S. public equity portfolio value of $152.1M across 259 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVV, SPYI, DIA) accounted for 24.1% of total reported equity market value during Q1 2026.
Top New Position Initiated
BE
市值: $562.3K
Top Position Liquidated / Trimmed
SIL
前期市值: $868.6K
During Q1 2026, Chung Wu Investment Group, LLC's top holdings by market value included IVV (9.0%)、SPYI (6.1%)、DIA (6.0%). The largest single position, IVV, represented 9.0% of total portfolio value.
In Q1 2026, Chung Wu Investment Group, LLC made 162 total portfolio adjustments, initiating 36 new buys, adding to 27 positions, trimming 63 holdings, and fully liquidating 36 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
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