Chung Wu Investment Group, LLC Top Holdings and 13F Report (2026) About Chung Wu Investment Group, LLCInvestment ActivityChung Wu Investment Group, LLC has $116.09 million in total holdings as of March 31, 2026.Chung Wu Investment Group, LLC owns shares of 259 different stocks, but just 39 companies or ETFs make up 80% of its holdings.Approximately 12.04% of the portfolio was purchased this quarter.About 14.92% of the portfolio was sold this quarter.This quarter, Chung Wu Investment Group, LLC has purchased 262 new stocks and bought additional shares in 30 stocks.Chung Wu Investment Group, LLC sold shares of 66 stocks and completely divested from 43 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $10,407,595NEOS S&P 500 High Income ETF $7,054,479SPDR Dow Jones Industrial Average ETF Trust $6,996,485NEOS NASDAQ 100 HIGH INCOME ETF $6,147,448Microsoft $5,987,130 Largest New Holdings this Quarter 093712107 - Bloom Energy $562,284 Holding77926X692 - ROUNDHILL TSLA WEEKLYPAY ETF $537,234 Holding485924104 - KARMAN HLDGS INCORPORATED COMMON STOCK $466,692 Holding858119100 - Steel Dynamics $450,000 Holding50012A108 - Kodiak Gas Services $379,080 Holding Largest Purchases this Quarter Applied Optoelectronics 18,690 shares (about $1.58M)NEOS S&P 500 High Income ETF 23,430 shares (about $1.16M)Direxion Daily S&P 500 Bull 2X Shares 3,600 shares (about $595.26K)Bloom Energy 4,150 shares (about $562.28K)ROUNDHILL TSLA WEEKLYPAY ETF 22,900 shares (about $537.23K) Largest Sales this Quarter VanEck Junior Gold Miners ETF 9,100 shares (about $1.09M)Amazon.com 2,980 shares (about $620.64K)ONEOK 6,460 shares (about $583.92K)Meta Platforms 1,000 shares (about $572.13K)Rockwell Automation 1,185 shares (about $425.27K) Sector Allocation Over TimeMap of 500 Largest Holdings ofChung Wu Investment Group, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$10,407,595$150,238 â–¼-1.4%15,9339.0%ETFSPYINEOS S&P 500 High Income ETF$7,054,479$1,156,739 â–²19.6%142,8906.1%ETFDIASPDR Dow Jones Industrial Average ETF Trust$6,996,485$120,429 â–¼-1.7%15,1056.0%FinanceNEOS NASDAQ 100 HIGH INCOME ETF$6,147,448$460,129 â–²8.1%123,7165.3%NASDAQ 100 HIGHMSFTMicrosoft$5,987,130$213,958 â–¼-3.5%16,1745.2%Computer and TechnologyAAPLApple$5,142,801$152,274 â–¼-2.9%20,2644.4%Computer and TechnologyJPMJPMorgan Chase & Co.$4,540,948$258,861 â–¼-5.4%15,4373.9%FinanceMUMicron Technology$3,418,941$332,772 â–²10.8%10,1202.9%Computer and TechnologyEATON VANCE ENHANCED EQUITY IN$3,218,563$26,598 â–¼-0.8%157,3102.8%COMNVDANVIDIA$2,920,502$8,720 â–¼-0.3%16,7462.5%Computer and TechnologyAMAntero Midstream$2,850,000$43,320 â–¼-1.5%125,0002.5%EnergyXOMExxonMobil$2,608,862$74,650 â–²2.9%15,3772.2%EnergySPYSPDR S&P 500 ETF Trust$2,523,3190.0%3,8802.2%FinanceMTZMasTec$2,166,919$80,435 â–¼-3.6%6,7351.9%ConstructionGE VERNOVA INCORPORATED$2,071,392$125,698 â–¼-5.7%2,3731.8%COMGSThe Goldman Sachs Group$1,586,231$219,957 â–¼-12.2%1,8751.4%FinanceAAOIApplied Optoelectronics$1,581,833$1,580,987 â–²186,900.0%18,7001.4%Computer and TechnologyABBVAbbVie$1,510,468$304,486 â–¼-16.8%6,9451.3%MedicalMSMorgan Stanley$1,477,016$120,136 â–¼-7.5%8,9751.3%FinanceLITELumentum$1,419,575$267,049 â–¼-15.8%2,0201.2%Computer and TechnologySPGSimon Property Group$1,389,649$18,653 â–¼-1.3%7,4501.2%FinanceVVisa$1,308,699$45,336 â–¼-3.3%4,3301.1%Business ServicesCVXChevron$1,162,778$413,800 â–²55.2%5,6201.0%EnergyIYYiShares Dow Jones U.S. ETF$1,144,009$316,900 â–²38.3%7,2201.0%ETFGEGE Aerospace$1,085,420$27,242 â–²2.6%3,8250.9%AerospaceHDHome Depot$1,065,604$14,142 â–¼-1.3%3,2400.9%Retail/WholesaleMAMastercard$1,046,788$47,468 â–¼-4.3%2,0950.9%Business ServicesALLYAlly Financial$1,003,896$362,878 â–¼-26.5%25,5900.9%FinanceUNHUnitedHealth Group$948,418$424,826 â–¼-30.9%3,5050.8%MedicalPLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN$881,5580.0%39,4790.8%UNIT LTD PARTNSPUUDirexion Daily S&P 500 Bull 2X Shares$836,671$595,260 â–²246.6%5,0600.7%ETFJEPQJPMorgan Nasdaq Equity Premium Income ETF$828,081$49,968 â–²6.4%14,9150.7%ETFVSTVistra$823,808$103,728 â–¼-11.2%5,4800.7%UtilitiesCCJCameco$730,945$21,722 â–²3.1%6,7300.6%Basic MaterialsGOOGAlphabet$679,858$430,290 â–²172.4%2,3700.6%Computer and TechnologyUSDProShares Ultra Semiconductors$669,382$203,308 â–¼-23.3%13,9600.6%ETFETEnergy Transfer$657,763$28,564 â–¼-4.2%34,0810.6%EnergySOLSTICE ADVANCED MATLS INCORPORATED COM SHS$640,2010.0%8,4060.6%COM SHSEOGEOG Resources$606,905$62,165 â–¼-9.3%4,1980.5%EnergyVIKING HOLDINGS LIMITED ORD SHS (BERMUDA)$565,796$43,353 â–¼-7.1%7,7000.5%ORD SHSBEBloom Energy$562,284$562,284 â–²New Holding4,1500.5%EnergyROUNDHILL TSLA WEEKLYPAY ETF$537,234$537,234 â–²New Holding22,9000.5%TSLA WEEKLYPAY EETREntergy$528,4290.0%4,7030.5%UtilitiesSCCOSouthern Copper$503,448$447,528 â–²800.3%2,9260.4%Basic MaterialsOKEONEOK$501,665$583,920 â–¼-53.8%5,5500.4%EnergyHONHoneywell International$494,102$239,592 â–²94.1%2,1860.4%Multi-Sector ConglomeratesMPLXMplx$485,0950.0%8,5000.4%EnergyKARMAN HLDGS INCORPORATED COMMON STOCK$466,692$466,692 â–²New Holding5,8300.4%COMMON STOCKQQQInvesco QQQ$461,7440.0%8000.4%FinanceSTLDSteel Dynamics$450,000$450,000 â–²New Holding2,5000.4%Basic MaterialsZIMZIM Integrated Shipping Services$445,315$405,790 â–²1,026.7%16,9000.4%TransportationTTWOTake-Two Interactive Software$395,000$79,000 â–²25.0%2,0000.3%Consumer DiscretionaryKMIKinder Morgan$393,978$10,059 â–¼-2.5%11,7500.3%EnergyBACBank of America$387,5630.0%7,9500.3%FinanceKGSKodiak Gas Services$379,080$379,080 â–²New Holding6,5000.3%EnergyCATCaterpillar$368,399$368,399 â–²New Holding5200.3%IndustrialsCOSTCostco Wholesale$348,7510.0%3500.3%Retail/WholesaleTQQQProShares UltraPro QQQ$348,028$370,535 â–¼-51.6%8,3500.3%ETFEXPEExpedia Group$346,3350.0%1,5000.3%Retail/WholesaleWALMART INCORPORATED$339,7820.0%2,7340.3%COMREDDIT INCORPORATED CLASS A$336,625$336,625 â–²New Holding2,5000.3%CL AHWMHowmet Aerospace$322,644$207,414 â–¼-39.1%1,4000.3%AerospaceCFCF Industries$311,616$311,616 â–²New Holding2,4000.3%Basic MaterialsPFFAVirtus InfraCap U.S. Preferred Stock ETF$311,508$44,792 â–¼-12.6%15,3000.3%ETFNVDYYieldMax NVDA Option Income Strategy ETF$306,328$306,328 â–²New Holding23,6000.3%ETFMETAMeta Platforms$303,229$572,130 â–¼-65.4%5300.3%Computer and TechnologyDYDycom Industries$298,162$298,162 â–²New Holding8800.3%ConstructionFLRFluor$296,041$139,950 â–²89.7%6,3460.3%ConstructionPALVELLA THERAPEUTICS INCORPORATED NEW$286,695$37,395 â–¼-11.5%2,3000.2%COMSOLARIS ENERGY INFRAS INCORPORATED COM CLASS A$282,550$56,510 â–²25.0%5,0000.2%COM CL ASYMSymbotic$276,640$276,640 â–²New Holding5,2000.2%Business ServicesTSMTaiwan Semiconductor Manufacturing$253,463$16,898 â–¼-6.3%7500.2%Computer and TechnologyITAiShares U.S. Aerospace & Defense ETF$245,000$205,625 â–²522.2%1,1200.2%ETFHUBSHubSpot$244,100$244,100 â–²New Holding1,0000.2%Computer and TechnologyCRDOCredo Technology Group$234,675$234,675 â–²New Holding2,5000.2%Computer and TechnologyDUKDuke Energy$234,383$29,854 â–¼-11.3%1,7900.2%UtilitiesNFLXNetflix$230,760$336,525 â–¼-59.3%2,4000.2%Consumer DiscretionaryNEENextEra Energy$222,9120.0%2,4000.2%UtilitiesLOWLowe's Companies$206,7450.0%8750.2%Retail/WholesaleSRRKScholar Rock$206,472$206,472 â–²New Holding4,2000.2%MedicalVLOValero Energy$205,076$9,883 â–²5.1%8300.2%EnergyRTXRTX$204,4740.0%1,0600.2%AerospaceRACEFerrari$203,070$203,070 â–²New Holding6000.2%Auto/Tires/TrucksLANDBRIDGE COMPANY LLC CLASS A$200,245$200,245 â–²New Holding2,9000.2%CL ANTRANatera$199,9900.0%1,0000.2%MedicalRINGiShares MSCI Global Gold Miners ETF$197,450$197,450 â–²New Holding2,5000.2%ETFDIANTHUS THERAPEUTICS INCORPORATED$193,016$193,016 â–²New Holding2,3000.2%COMHTGCHercules Capital$191,6850.0%12,9780.2%FinanceROKRockwell Automation$190,206$425,272 â–¼-69.1%5300.2%Computer and TechnologyJEPIJPMorgan Equity Premium Income ETF$189,878$167,206 â–²737.5%3,3500.2%ETFGOOGLAlphabet$166,7850.0%5800.1%Computer and TechnologyNLRVanEck Uranium and Nuclear ETF$163,8240.0%1,2300.1%ETFSSOProShares Ultra S&P500$157,715$57,068 â–¼-26.6%3,0400.1%ETFGLDSPDR Gold Shares$154,0440.0%3580.1%FinanceGLWCorning$149,567$149,567 â–²New Holding1,1000.1%Computer and TechnologySANDISK CORPORATION$149,305$76,241 â–²104.3%2350.1%COMAMPLIFY JUNIOR SILVER MINERS ETF$148,600$148,600 â–²New Holding5,0000.1%AMPLIFY JUNIOR SREMXVanEck Rare Earth and Strategic Metals ETF$144,320$21,120 â–²17.1%1,6400.1%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$144,2330.0%1,7430.1%ETFBRK.BBerkshire Hathaway$143,7600.0%3000.1%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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