Shulman DeMeo Asset Management LLC
LAKE SUCCESS NY · SEC CIK 0001767070
$4.71亿2026Q1 申报市值
140持仓数
78.9%前十大占比 · 第一大 51.8%
26 / 6新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
DIA 新建仓+$2,782.63万
MDY 新建仓+$1,108.11万
XSSPX 加仓+$179.33万
ICE 新建仓+$158.81万
QQQX 新建仓+$122.23万
2026Q1 卖出最多 按季末市值估算
SPY 减仓-$252.01万
NUVEEN S&P 500 B 清仓-$139.02万
NUVEEN DOW 30 DY 清仓-$90.42万
QQQ 减仓-$42.08万
CL 减仓-$28.70万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| KR | KROGER CO | $77.38万 | 0.16% | 10,694 | -57 | -0.5% | -$4,125 | 减仓 |
| — | EXXON MOBIL CORP | $80.63万 | 0.17% | 4,752 | -603 | -11.3% | -$10.23万 | 减仓 |
| ED | CONSOLIDATED EDISON INC | $81.54万 | 0.17% | 7,204 | -93 | -1.3% | -$1.05万 | 减仓 |
| SO | SOUTHERN CO | $83.40万 | 0.18% | 8,640 | -20 | -0.2% | -$1,931 | 减仓 |
| BNY | BANK NEW YORK MELLON CORP | $83.80万 | 0.18% | 7,064 | 17 | 0.2% | $2,017 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $88.68万 | 0.19% | 17,666 | -243 | -1.4% | -$1.22万 | 减仓 |
| DIS | DISNEY WALT CO | $89.37万 | 0.19% | 9,273 | 5 | 0.1% | $482 | 加仓 |
| AMZN | AMAZON COM INC | $95.12万 | 0.20% | 4,567 | -3 | -0.1% | -$625 | 减仓 |
| DNP | DNP SELECT INCOME FD INC | $95.16万 | 0.20% | 92,387 | -11,664 | -11.2% | -$12.01万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $101.44万 | 0.22% | 1,678 | -9 | -0.5% | -$5,441 | 减仓 |
| PGX | INVESCO EXCH TRADED FD TR II | $108.79万 | 0.23% | 99,990 | -1,959 | -1.9% | -$2.13万 | 减仓 |
| BDJ | BLACKROCK ENHANCED EQUITY DI | $111.70万 | 0.24% | 129,581 | -5,798 | -4.3% | -$5.00万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $115.71万 | 0.25% | 3,934 | -16 | -0.4% | -$4,706 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $116.95万 | 0.25% | 25,484 | -207 | -0.8% | -$9,499 | 减仓 |
| APO | APOLLO GLOBAL MGMT INC | $121.56万 | 0.26% | 10,910 | 10,910 | — | $121.56万 | 新建仓 |
| GOOGL | ALPHABET INC | $121.73万 | 0.26% | 4,233 | 0 | 0.0% | — | 不变 |
| QQQX | NUVEEN NASDAQ 100 DYNAMIC OV | $122.23万 | 0.26% | 45,829 | 45,829 | — | $122.23万 | 新建仓 |
| IBB | ISHARES TR | $122.39万 | 0.26% | 7,248 | -54 | -0.7% | -$9,118 | 减仓 |
| KO | COCA COLA CO | $134.49万 | 0.29% | 17,685 | -132 | -0.7% | -$1.00万 | 减仓 |
| MS | MORGAN STANLEY | $136.52万 | 0.29% | 8,295 | 11 | 0.1% | $1,810 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $139.12万 | 0.30% | 5,143 | -49 | -0.9% | -$1.33万 | 减仓 |
| LLY | ELI LILLY & CO | $150.32万 | 0.32% | 1,634 | -28 | -1.7% | -$2.58万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $158.81万 | 0.34% | 10,097 | 10,097 | — | $158.81万 | 新建仓 |
| QCOM | QUALCOMM INC | $166.79万 | 0.35% | 12,951 | -89 | -0.7% | -$1.15万 | 减仓 |
| MSFT | MICROSOFT CORP | $174.41万 | 0.37% | 4,712 | -19 | -0.4% | -$7,033 | 减仓 |
| HD | HOME DEPOT INC | $176.06万 | 0.37% | 5,353 | 1 | 0.0% | $329 | 加仓 |
| CVX | CHEVRON CORPORATION | $179.66万 | 0.38% | 8,683 | 1 | 0.0% | $207 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $190.71万 | 0.40% | 7,868 | -77 | -1.0% | -$1.87万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $199.91万 | 0.42% | 8,178 | -73 | -0.9% | -$1.78万 | 减仓 |
| WMT | WALMART INC | $226.15万 | 0.48% | 18,197 | -99 | -0.5% | -$1.23万 | 减仓 |
| WSM | WILLIAMS SONOMA INC | $237.95万 | 0.51% | 13,051 | -113 | -0.9% | -$2.06万 | 减仓 |
| XSSPX | NUVEEN S&P 500 DYNAMIC OVERW | $253.46万 | 0.54% | 157,720 | 111,592 | 241.9% | $179.33万 | 加仓 |
| IYJ | ISHARES TR | $280.86万 | 0.60% | 19,036 | -76 | -0.4% | -$1.12万 | 减仓 |
| META | META PLATFORMS INC | $287.15万 | 0.61% | 5,019 | -50 | -1.0% | -$2.86万 | 减仓 |
| PSK | SPDR SERIES TRUST | $326.21万 | 0.69% | 105,776 | -4,495 | -4.1% | -$13.86万 | 减仓 |
| PFF | ISHARES TR | $336.52万 | 0.71% | 110,991 | -5,077 | -4.4% | -$15.39万 | 减仓 |
| DVY | ISHARES TR | $450.94万 | 0.96% | 29,783 | -246 | -0.8% | -$3.72万 | 减仓 |
| HDV | ISHARES TR | $460.10万 | 0.98% | 33,901 | -256 | -0.7% | -$3.47万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $465.22万 | 0.99% | 35,005 | 110 | 0.3% | $1.46万 | 加仓 |
| SDY | SPDR SERIES TRUST | $628.01万 | 1.33% | 43,032 | -264 | -0.6% | -$3.85万 | 减仓 |
| IJR | ISHARES TR | $1,078.57万 | 2.29% | 86,765 | -1,163 | -1.3% | -$14.46万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $1,108.11万 | 2.35% | 17,967 | 17,967 | — | $1,108.11万 | 新建仓 |
| IVV | ISHARES TR | $1,266.87万 | 2.69% | 19,394 | -12 | -0.1% | -$7,839 | 减仓 |
| EFA | ISHARES TR | $1,407.81万 | 2.99% | 144,941 | -2,493 | -1.7% | -$24.21万 | 减仓 |
| AAPL | APPLE INC | $1,585.02万 | 3.37% | 62,454 | -470 | -0.7% | -$11.93万 | 减仓 |
| QQQ | INVESCO QQQ TR | $2,458.74万 | 5.22% | 42,599 | -729 | -1.7% | -$42.08万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $2,782.63万 | 5.91% | 60,075 | 60,075 | — | $2,782.63万 | 新建仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $2.44亿 | 51.75% | 374,720 | -3,875 | -1.0% | -$252.01万 | 减仓 |