Chung Wu Investment Group, LLC 13F 持仓 · 2026年Q2

Chung Wu Investment Group 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 283 只证券，申报市值合计 1.52 亿美元。前几大持仓：IVV（7.81%）、MU（7.73%）、SPYI（5.48%）。本季前 25 大持仓中：新建仓 1 只、增持 12 只、减持 10 只。

排名	代码	公司	市值	占组合	股数	变动
1	IVV	ISHARES TR CORE S&P500 ETF	$11.9M	7.81%	15,868	减持
2	MU	MICRON TECHNOLOGY INCORPORATED	$11.8M	7.73%	10,180	增持
3	SPYI	NEOS S&P 500 HIGH INCOME ETF	$8.3M	5.48%	157,085	增持
4	QQQI	NEOS NASDAQ 100 HIGH INCOME ETF	$8.3M	5.46%	146,296	增持
5	DIA	STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF	$8.1M	5.30%	15,435	增持
6	MSFT	MICROSOFT CORPORATION	$6.0M	3.94%	16,054	减持
7	AAPL	APPLE INCORPORATED	$5.6M	3.67%	19,264	减持
8	JPM	JPMORGAN CHASE & COMPANY	$5.1M	3.32%	15,437	持平
9	NVDA	NVIDIA CORPORATION	$3.4M	2.26%	17,171	增持
10	EOS	EATON VANCE ENHANCED EQUITY IN	$3.3M	2.14%	147,810	减持
11	SPY	STATE STREET SPDR S&P 500 ETF TRUST	$2.9M	1.91%	3,880	持平
12	GEV	GE VERNOVA INCORPORATED	$2.9M	1.89%	2,451	增持
13	MTZ	MASTEC INCORPORATED	$2.8M	1.85%	6,765	增持
14	AM	ANTERO MIDSTREAM CORPORATION	$2.8M	1.84%	122,900	减持
15	SPCX	SPACE EXPLORATION TECHN CORPORATION CLASS A COM STK	$2.6M	1.74%	15,480	新建仓
16	UNH	UNITEDHEALTH GROUP INCORPORATED	$2.2M	1.46%	5,338	增持
17	XOM	EXXON MOBIL CORPORATION	$2.1M	1.36%	15,177	减持
18	SNDK	SANDISK CORPORATION	$1.9M	1.27%	851	增持
19	AAOI	APPLIED OPTOELECTRONICS INCORPORATED	$1.9M	1.25%	12,840	减持
20	MS	MORGAN STANLEY COM NEW	$1.9M	1.25%	9,105	增持
21	GS	GOLDMAN SACHS GROUP INCORPORATED	$1.8M	1.19%	1,785	减持
22	ABBV	ABBVIE INCORPORATED	$1.7M	1.11%	6,695	减持
23	LITE	LUMENTUM HLDGS INCORPORATED	$1.6M	1.03%	1,820	减持
24	BE	BLOOM ENERGY CORPORATION COM CLASS A	$1.5M	1.02%	5,100	增持
25	USD	PROSHARES ULTRA SEMICONDUCTORS	$1.5M	0.99%	14,370	增持

来源：SEC 13F 申报文件 · 截至 2026-06-30

本期 13F-HR 中的全部持仓，以及相对上季度的变化。

13F 持仓，最新季度

来源SEC EDGAR13F-HR