Chung Wu Investment Group
SUGAR LAND, TXfiles as Chung Wu Investment Group, LLC
$152m in 283 US stocks at the end of 30 June 2026. The top 10 are 47.1% of the money. It changed about 19.9% of the portfolio this quarter.
Value
$152m
Stocks
283
Top 10 share
47.1%
Turnover
19.9%
What changed this quarter
New
Bought for the first time this quarter.
- Space Exploration TechnologiesSPCX1.7% of the fund
- AstrazenecaAZN0.4% of the fund
- ASML Holding NVASML0.4% of the fund
- Applied MaterialsAMAT0.4% of the fund
- CitigroupC0.4% of the fund
- FTAI AviationFTAI0.4% of the fund
- Spdr Series TrustXBI0.3% of the fund
- CelesticaCLS0.3% of the fund
- Investment Managers SER TR ISNXX0.3% of the fund
- Onto InnovationONTO0.3% of the fund
- Eli LillyLLY0.3% of the fund
- AST SpaceMobileASTS0.3% of the fund
- Neos ETF TrustXQQI0.3% of the fund
- Neos ETF TrustXSPI0.3% of the fund
- Graniteshares ETF TRTSMU0.3% of the fund
- Dell TechnologiesDELL0.3% of the fund
- IsharesEWY0.3% of the fund
- Honeywell AerospaceHONA0.2% of the fund
- Wheaton Precious MetalsWPM0.2% of the fund
- Revolution MedicinesRVMD0.2% of the fund
- BroadcomAVGO0.2% of the fund
- Roundhill ETF TrustDRAM0.2% of the fund
- Honeywell InternationalHON0.2% of the fund
- Viavi SolutionsVIAV0.2% of the fund
- AppLovinAPP0.1% of the fund
Added
Bought more of a stock they already held.
- Neos ETF TrustSPYI5.5% of the fund+10%
- Neos ETF TrustQQQI5.5% of the fund+18%
- State STR Spdr DOW Jones INDDIA5.3% of the fund+2%
- NvidiaNVDA2.3% of the fund+3%
- GE VernovaGEV1.9% of the fund+3%
- UnitedHealth GroupUNH1.5% of the fund+52%
- SandiskSNDK1.3% of the fund+262%
- Bloom EnergyBE1.0% of the fund+23%
- Proshares TRUSD1.0% of the fund+3%
- General ElectricGE1.0% of the fund+3%
- J P Morgan Exchange Traded FJEPQ0.6% of the fund+3%
- Invesco QQQ TRQQQ0.6% of the fund+50%
- Tidal Trust IINVDY0.5% of the fund+185%
- Viking HoldingsVIK0.5% of the fund+3%
- Steel DynamicsSTLD0.5% of the fund+30%
- Roundhill ETF TrustTSLW0.4% of the fund+21%
- Vaneck ETF TrustGDXJ0.4% of the fund+12060%
- Dycom IndustriesDY0.4% of the fund+25%
- Southern CopperSCCO0.3% of the fund+2%
- Solaris Energy InfrastructureSEI0.3% of the fund+22%
- Howmet AerospaceHWM0.3% of the fund+21%
- Meta PlatformsMETA0.2% of the fund+19%
- STMicroelectronicsSTM0.2% of the fund+2250%
- BoeingBA0.2% of the fund+1510%
- Advanced Micro DevicesAMD0.2% of the fund+53%
Cut
Sold some of their stake.
- AppleAAPL3.7% of the fund-5%
- Eaton Vance Enhanced Equity Income Fund IIEOS2.1% of the fund-6%
- Applied OptoelectronicsAAOI1.3% of the fund-31%
- Goldman Sachs GroupGS1.2% of the fund-5%
- AbbVieABBV1.1% of the fund-4%
- Lumentum HoldingsLITE1.0% of the fund-10%
- Simon Property GroupSPG0.9% of the fund-17%
- Ally FinancialALLY0.7% of the fund-4%
- Home DepotHD0.7% of the fund-4%
- Ishares TRIYY0.6% of the fund-28%
- Plains ALL Amern Pipeline LPAA0.5% of the fund-11%
- Direxion Shares ETF TrustSPUU0.5% of the fund-33%
- AlphabetGOOG0.5% of the fund-13%
- Energy Transfer L PET0.4% of the fund-3%
- Proshares TRTQQQ0.2% of the fund-46%
- Kinder MorganKMI0.2% of the fund-2%
- ChevronCVX0.2% of the fund-64%
- RedditRDDT0.2% of the fund-28%
- Etfis SER TR IPFFA0.2% of the fund-14%
- Ishares TRITA0.2% of the fund-13%
- Rockwell AutomationROK0.1% of the fund-15%
- Scholar Rock HoldingSRRK0.1% of the fund-17%
- FluorFLR0.1% of the fund-47%
- Lowe's CompaniesLOW0.1% of the fund-11%
- Palvella TherapeuticsPVLA0.1% of the fund-52%
Sold out
Sold their entire stake.
- VistraVST-100%
- Honeywell InternationalHON-100%
- Karman HoldingsKRMN-100%
- Kodiak Gas ServicesKGS-100%
- Expedia GroupEXPE-100%
- CF Industries HoldingsCF-100%
- SymboticSYM-100%
- HubspotHUBS-100%
- Credo Technology Group HoldingCRDO-100%
- NetflixNFLX-100%
- Valero EnergyVLO-100%
- LandBridgeLB-100%
- NateraNTRA-100%
- IsharesRING-100%
- Dianthus TherapeuticsDNTH-100%
- Amplify ETF TRSILJ-100%
- Expand EnergyEXE-100%
- Direxion Shares ETF TrustTSLL-100%
- Destiny Tech100DXYZ-100%
- Vale S AVALE-100%
- Proshares TR IIUCO-100%
- Nebius GroupNBIS-100%
- Petrobras - Petroleo Brasileiro SAPBR-100%
- LPL Financial HoldingsLPLA-100%
- Regeneron PharmaceuticalsREGN-100%
Holdings
- Ishares TRIVV
- Share
- 7.8%
- Value
- $12m
- Shares
- 15,868
Held
- Neos ETF TrustSPYI
- Share
- 5.5%
- Value
- $8m
- Shares
- 157,085
+10%
- Neos ETF TrustQQQI
- Share
- 5.5%
- Value
- $8m
- Shares
- 146,296
+18%
- State STR Spdr DOW Jones INDDIA
- Share
- 5.3%
- Value
- $8m
- Shares
- 15,435
+2%
- Eaton Vance Enhanced Equity Income Fund IIEOS
- Share
- 2.1%
- Value
- $3m
- Shares
- 147,810
-6%
- State STR Spdr S&P 500 ETF TSPY
- Share
- 1.9%
- Value
- $3m
- Shares
- 3,880
Held
- Space Exploration TechnologiesSPCX
- Share
- 1.7%
- Value
- $3m
- Shares
- 15,480
New
- Proshares TRUSD
- Share
- 1.0%
- Value
- $1m
- Shares
- 14,370
+3%
- Ishares TRIYY
- Share
- 0.6%
- Value
- $951,502
- Shares
- 5,220
-28%
- J P Morgan Exchange Traded FJEPQ
- Share
- 0.6%
- Value
- $947,406
- Shares
- 15,415
+3%
- Invesco QQQ TRQQQ
- Share
- 0.6%
- Value
- $883,680
- Shares
- 1,200
+50%
- Tidal Trust IINVDY
- Share
- 0.5%
- Value
- $836,466
- Shares
- 67,240
+185%
- Plains ALL Amern Pipeline LPAA
- Share
- 0.5%
- Value
- $785,302
- Shares
- 35,279
-11%
- Direxion Shares ETF TrustSPUU
- Share
- 0.5%
- Value
- $733,077
- Shares
- 3,400
-33%
- Roundhill ETF TrustTSLW
- Share
- 0.4%
- Value
- $660,528
- Shares
- 27,800
+21%
- Energy Transfer L PET
- Share
- 0.4%
- Value
- $632,509
- Shares
- 33,081
-3%
- Vaneck ETF TrustGDXJ
- Share
- 0.4%
- Value
- $597,360
- Shares
- 6,080
+12060%
- Spdr Series TrustXBI
- Share
- 0.3%
- Value
- $522,225
- Shares
- 3,300
New
- Investment Managers SER TR ISNXX
- Share
- 0.3%
- Value
- $496,190
- Shares
- 11,800
New
- Mplx LPMPLX
- Share
- 0.3%
- Value
- $478,805
- Shares
- 8,500
Held
- Neos ETF TrustXQQI
- Share
- 0.3%
- Value
- $436,213
- Shares
- 8,200
New
- Neos ETF TrustXSPI
- Share
- 0.3%
- Value
- $427,678
- Shares
- 8,600
New
- Graniteshares ETF TRTSMU
- Share
- 0.3%
- Value
- $424,155
- Shares
- 4,600
New
- IsharesEWY
- Share
- 0.3%
- Value
- $383,610
- Shares
- 1,900
New
- Proshares TRTQQQ
- Share
- 0.2%
- Value
- $368,550
- Shares
- 4,550
-46%
- Honeywell AerospaceHONA
- Share
- 0.2%
- Value
- $319,018
- Shares
- 1,443
New
- Wheaton Precious MetalsWPM
- Share
- 0.2%
- Value
- $303,264
- Shares
- 2,700
New
- Ishares TREEM
- Share
- 0.2%
- Value
- $298,952
- Shares
- 4,370
+993%
- Etfis SER TR IPFFA
- Share
- 0.2%
- Value
- $271,524
- Shares
- 13,200
-14%
- Vanguard Index FDSVOO
- Share
- 0.2%
- Value
- $240,384
- Shares
- 350
+133%
- Ishares TRITA
- Share
- 0.2%
- Value
- $235,147
- Shares
- 970
-13%
- Roundhill ETF TrustDRAM
- Share
- 0.2%
- Value
- $234,843
- Shares
- 3,180
New
- Direxion Shares ETF TrustMUU
- Share
- 0.1%
- Value
- $220,233
- Shares
- 210
+17%
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Ishares TRIVV | 7.8% | $12m | 15,868 | Held |
| Micron TechnologyMU | 7.7% | $12m | 10,180 | Held |
| Neos ETF TrustSPYI | 5.5% | $8m | 157,085 | +10% |
| Neos ETF TrustQQQI | 5.5% | $8m | 146,296 | +18% |
| State STR Spdr DOW Jones INDDIA | 5.3% | $8m | 15,435 | +2% |
| MicrosoftMSFT | 3.9% | $6m | 16,054 | Held |
| AppleAAPL | 3.7% | $6m | 19,264 | -5% |
| JPMorgan ChaseJPM | 3.3% | $5m | 15,437 | Held |
| NvidiaNVDA | 2.3% | $3m | 17,171 | +3% |
| Eaton Vance Enhanced Equity Income Fund IIEOS | 2.1% | $3m | 147,810 | -6% |
| State STR Spdr S&P 500 ETF TSPY | 1.9% | $3m | 3,880 | Held |
| GE VernovaGEV | 1.9% | $3m | 2,451 | +3% |
| MastecMTZ | 1.9% | $3m | 6,765 | Held |
| Antero MidstreamAM | 1.8% | $3m | 122,900 | Held |
| Space Exploration TechnologiesSPCX | 1.7% | $3m | 15,480 | New |
| UnitedHealth GroupUNH | 1.5% | $2m | 5,338 | +52% |
| ExxonMobil HoldingsXOM | 1.4% | $2m | 15,177 | Held |
| SandiskSNDK | 1.3% | $2m | 851 | +262% |
| Morgan StanleyMS | 1.3% | $2m | 9,105 | Held |
| Applied OptoelectronicsAAOI | 1.3% | $2m | 12,840 | -31% |
| Goldman Sachs GroupGS | 1.2% | $2m | 1,785 | -5% |
| AbbVieABBV | 1.1% | $2m | 6,695 | -4% |
| Lumentum HoldingsLITE | 1.0% | $2m | 1,820 | -10% |
| Bloom EnergyBE | 1.0% | $2m | 5,100 | +23% |
| Proshares TRUSD | 1.0% | $1m | 14,370 | +3% |
| VisaV | 1.0% | $1m | 4,330 | Held |
| General ElectricGE | 1.0% | $1m | 3,950 | +3% |
| Simon Property GroupSPG | 0.9% | $1m | 6,200 | -17% |
| Ally FinancialALLY | 0.7% | $1m | 24,640 | -4% |
| Home DepotHD | 0.7% | $1m | 3,110 | -4% |
| MastercardMA | 0.7% | $1m | 2,075 | Held |
| Ishares TRIYY | 0.6% | $951,502 | 5,220 | -28% |
| J P Morgan Exchange Traded FJEPQ | 0.6% | $947,406 | 15,415 | +3% |
| Invesco QQQ TRQQQ | 0.6% | $883,680 | 1,200 | +50% |
| Tidal Trust IINVDY | 0.5% | $836,466 | 67,240 | +185% |
| Viking HoldingsVIK | 0.5% | $826,893 | 7,900 | +3% |
| Plains ALL Amern Pipeline LPAA | 0.5% | $785,302 | 35,279 | -11% |
| Solstice Advanced MaterialsSOLS | 0.5% | $753,632 | 8,506 | Held |
| Steel DynamicsSTLD | 0.5% | $743,450 | 3,240 | +30% |
| Direxion Shares ETF TrustSPUU | 0.5% | $733,077 | 3,400 | -33% |
| AlphabetGOOG | 0.5% | $731,393 | 2,070 | -13% |
| Roundhill ETF TrustTSLW | 0.4% | $660,528 | 27,800 | +21% |
| AstrazenecaAZN | 0.4% | $658,930 | 3,475 | New |
| Energy Transfer L PET | 0.4% | $632,509 | 33,081 | -3% |
| Vaneck ETF TrustGDXJ | 0.4% | $597,360 | 6,080 | +12060% |
| ASML Holding NVASML | 0.4% | $596,832 | 300 | New |
| Applied MaterialsAMAT | 0.4% | $578,400 | 800 | New |
| CitigroupC | 0.4% | $559,840 | 4,000 | New |
| Dycom IndustriesDY | 0.4% | $556,149 | 1,100 | +25% |
| CaterpillarCAT | 0.4% | $553,748 | 520 | Held |
| FTAI AviationFTAI | 0.4% | $546,471 | 2,020 | New |
| EOG ResourcesEOG | 0.4% | $544,607 | 4,198 | Held |
| EntergyETR | 0.4% | $540,187 | 4,703 | Held |
| Southern CopperSCCO | 0.3% | $522,257 | 2,997 | +2% |
| Spdr Series TrustXBI | 0.3% | $522,225 | 3,300 | New |
| CelesticaCLS | 0.3% | $503,424 | 1,380 | New |
| Take TWO Interactive SoftwareTTWO | 0.3% | $499,960 | 2,000 | Held |
| Investment Managers SER TR ISNXX | 0.3% | $496,190 | 11,800 | New |
| Solaris Energy InfrastructureSEI | 0.3% | $490,806 | 6,100 | +22% |
| Onto InnovationONTO | 0.3% | $484,416 | 1,280 | New |
| Eli LillyLLY | 0.3% | $479,772 | 400 | New |
| Mplx LPMPLX | 0.3% | $478,805 | 8,500 | Held |
| OneokOKE | 0.3% | $473,823 | 5,450 | Held |
| Howmet AerospaceHWM | 0.3% | $457,062 | 1,700 | +21% |
| Bank of AmericaBAC | 0.3% | $452,991 | 7,950 | Held |
| AST SpaceMobileASTS | 0.3% | $442,523 | 4,980 | New |
| Neos ETF TrustXQQI | 0.3% | $436,213 | 8,200 | New |
| Neos ETF TrustXSPI | 0.3% | $427,678 | 8,600 | New |
| Graniteshares ETF TRTSMU | 0.3% | $424,155 | 4,600 | New |
| Dell TechnologiesDELL | 0.3% | $388,314 | 900 | New |
| IsharesEWY | 0.3% | $383,610 | 1,900 | New |
| Proshares TRTQQQ | 0.2% | $368,550 | 4,550 | -46% |
| Kinder MorganKMI | 0.2% | $367,655 | 11,500 | -2% |
| Taiwan Semiconductor ManufacturingTSM | 0.2% | $358,178 | 750 | Held |
| Meta PlatformsMETA | 0.2% | $354,873 | 630 | +19% |
| STMicroelectronicsSTM | 0.2% | $351,983 | 4,700 | +2250% |
| BoeingBA | 0.2% | $348,517 | 1,610 | +1510% |
| ChevronCVX | 0.2% | $334,835 | 2,020 | -64% |
| Advanced Micro DevicesAMD | 0.2% | $334,023 | 575 | +53% |
| CorningGLW | 0.2% | $329,505 | 1,290 | +17% |
| Costco WholesaleCOST | 0.2% | $327,415 | 350 | Held |
| Honeywell AerospaceHONA | 0.2% | $319,018 | 1,443 | New |
| RedditRDDT | 0.2% | $312,444 | 1,800 | -28% |
| WalmartWMT | 0.2% | $309,653 | 2,734 | Held |
| Wheaton Precious MetalsWPM | 0.2% | $303,264 | 2,700 | New |
| Ishares TREEM | 0.2% | $298,952 | 4,370 | +993% |
| Revolution MedicinesRVMD | 0.2% | $280,920 | 1,500 | New |
| Etfis SER TR IPFFA | 0.2% | $271,524 | 13,200 | -14% |
| BroadcomAVGO | 0.2% | $264,425 | 700 | New |
| Vanguard Index FDSVOO | 0.2% | $240,384 | 350 | +133% |
| Ishares TRITA | 0.2% | $235,147 | 970 | -13% |
| Roundhill ETF TrustDRAM | 0.2% | $234,843 | 3,180 | New |
| Honeywell InternationalHON | 0.2% | $233,528 | 1,043 | New |
| Viavi SolutionsVIAV | 0.2% | $229,200 | 4,800 | New |
| Duke EnergyDUK | 0.1% | $226,578 | 1,790 | Held |
| FerrariRACE | 0.1% | $223,374 | 600 | Held |
| Rockwell AutomationROK | 0.1% | $222,786 | 450 | -15% |
| Direxion Shares ETF TrustMUU | 0.1% | $220,233 | 210 | +17% |
| AlphabetGOOGL | 0.1% | $214,422 | 600 | +3% |
| NextEra EnergyNEE | 0.1% | $210,648 | 2,400 | Held |
Showing the largest 100 of 283.
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 58.5% since 30 June 2025.
Where the money is
Technology26.1%
Industrials9.3%
Financial services9.2%
Energy4.4%
Health care4.2%
Media & telecom1.9%
Materials1.7%
Retail & consumer1.2%
Real estate1.0%
Utilities0.8%
Everyday goods0.5%
Other39.8%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.