Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Chung Wu Investment Group, LLC (CIK 2054278) reported $116.1M across 257 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($10.4M, 8.96%), SPYI ($7.1M, 6.08%), DIA ($7.0M, 6.03%), QQQI ($6.1M, 5.30%), MSFT ($6.0M, 5.16%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR CORE S&P500 ETF | $10.4M | 8.96% | 15,933 | Trimmed |
| 2 | SPYI | NEOS S&P 500 HIGH INCOME ETF | $7.1M | 6.08% | 142,890 | Added |
| 3 | DIA | STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF | $7.0M | 6.03% | 15,105 | Trimmed |
| 4 | QQQI | NEOS NASDAQ 100 HIGH INCOME ETF | $6.1M | 5.30% | 123,716 | Added |
| 5 | MSFT | MICROSOFT CORPORATION | $6.0M | 5.16% | 16,174 | Trimmed |
| 6 | AAPL | APPLE INCORPORATED | $5.1M | 4.43% | 20,264 | Trimmed |
| 7 | JPM | JPMORGAN CHASE & COMPANY | $4.5M | 3.91% | 15,437 | Trimmed |
| 8 | MU | MICRON TECHNOLOGY INCORPORATED | $3.4M | 2.94% | 10,120 | Added |
| 9 | EOS | EATON VANCE ENHANCED EQUITY IN | $3.2M | 2.77% | 157,310 | Trimmed |
| 10 | NVDA | NVIDIA CORPORATION | $2.9M | 2.52% | 16,746 | Trimmed |
| 11 | AM | ANTERO MIDSTREAM CORPORATION | $2.9M | 2.45% | 125,000 | Trimmed |
| 12 | XOM | EXXON MOBIL CORPORATION | $2.6M | 2.25% | 15,377 | Added |
| 13 | SPY | STATE STREET SPDR S&P 500 ETF TRUST | $2.5M | 2.17% | 3,880 | Hold |
| 14 | MTZ | MASTEC INCORPORATED | $2.2M | 1.87% | 6,735 | Trimmed |
| 15 | GEV | GE VERNOVA INCORPORATED | $2.1M | 1.78% | 2,373 | Trimmed |
| 16 | GS | GOLDMAN SACHS GROUP INCORPORATED | $1.6M | 1.37% | 1,875 | Trimmed |
| 17 | AAOI | APPLIED OPTOELECTRONICS INCORPORATED | $1.6M | 1.36% | 18,700 | Trimmed |
| 18 | ABBV | ABBVIE INCORPORATED | $1.5M | 1.30% | 6,945 | Trimmed |
| 19 | MS | MORGAN STANLEY COM NEW | $1.5M | 1.27% | 8,975 | Trimmed |
| 20 | LITE | LUMENTUM HLDGS INCORPORATED | $1.4M | 1.22% | 2,020 | Trimmed |
| 21 | SPG | SIMON PROPERTY GROUP INCORPORATED NEW REIT | $1.4M | 1.20% | 7,450 | Trimmed |
| 22 | V | VISA INCORPORATED COM CLASS A | $1.3M | 1.13% | 4,330 | Trimmed |
| 23 | CVX | CHEVRON CORPORATION | $1.2M | 1.00% | 5,620 | Added |
| 24 | IYY | ISHARES TR DOW JONES US ETF | $1.1M | 0.99% | 7,220 | Added |
| 25 | GE | GE AEROSPACE COM NEW | $1.1M | 0.93% | 3,825 | Added |
Source: SEC Form 13F filings · as of 2026-03-31