Shulman DeMeo Asset Management LLC
LAKE SUCCESS NY · SEC CIK 0001767070
$5.35亿2026Q2 申报市值
146持仓数
79.7%前十大占比 · 第一大 52.0%
7 / 3新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
SMH 新建仓+$31.69万
AVGO 新建仓+$24.26万
UFOX 新建仓+$24.16万
RNST 新建仓+$21.49万
UNP 新建仓+$21.02万
2026Q2 卖出最多 按季末市值估算
SPY 减仓-$184.68万
HONEYWELL INTL I 清仓-$37.32万
INTC 重新持有-$33.82万
T 清仓-$25.68万
CL 清仓-$23.04万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| ED | CONSOLIDATED EDISON INC | $79.79万 | 0.15% | 7,212 | 8 | 0.1% | $885 | 加仓 |
| SO | SOUTHERN CO | $82.68万 | 0.15% | 8,639 | -1 | -0.0% | -$96 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $85.16万 | 0.16% | 1,672 | -6 | -0.4% | -$3,056 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $85.78万 | 0.16% | 1,988 | 23 | 1.2% | $9,924 | 加仓 |
| DIS | DISNEY WALT CO | $89.08万 | 0.17% | 9,255 | -18 | -0.2% | -$1,732 | 减仓 |
| SPYG | SPDR SERIES TRUST | $89.60万 | 0.17% | 7,530 | -296 | -3.8% | -$3.52万 | 减仓 |
| TXN | TEXAS INSTRS INC | $93.13万 | 0.17% | 3,124 | 9 | 0.3% | $2,683 | 加仓 |
| DNP | DNP SELECT INCOME FD INC | $99.13万 | 0.19% | 91,876 | -511 | -0.6% | -$5,514 | 减仓 |
| BNY | BANK OF NY MELLON CORP | $102.48万 | 0.19% | 7,087 | 23 | 0.3% | $3,326 | 加仓 |
| CSCO | CISCO SYS INC | $103.23万 | 0.19% | 8,789 | -56 | -0.6% | -$6,578 | 减仓 |
| PGX | INVESCO EXCH TRADED FD TR II | $107.79万 | 0.20% | 99,433 | -557 | -0.6% | -$6,038 | 减仓 |
| AMZN | AMAZON COM INC | $112.42万 | 0.21% | 4,717 | 150 | 3.3% | $3.58万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $114.99万 | 0.21% | 25,361 | -123 | -0.5% | -$5,577 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $123.40万 | 0.23% | 10,023 | -74 | -0.7% | -$9,110 | 减仓 |
| BDJ | BLACKROCK ENHANCED EQUITY DI | $123.49万 | 0.23% | 129,042 | -539 | -0.4% | -$5,158 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $124.86万 | 0.23% | 3,815 | -119 | -3.0% | -$3.89万 | 减仓 |
| APO | APOLLO GLOBAL MGMT INC | $129.08万 | 0.24% | 10,910 | 0 | 0.0% | — | 不变 |
| QQQX | NUVEEN NASDAQ 100 DYNAMIC OV | $133.13万 | 0.25% | 44,170 | -1,659 | -3.6% | -$5.00万 | 减仓 |
| IBB | ISHARES TR | $136.98万 | 0.26% | 7,202 | -46 | -0.6% | -$8,749 | 减仓 |
| CVX | CHEVRON CORPORATION | $139.08万 | 0.26% | 8,390 | -293 | -3.4% | -$4.86万 | 减仓 |
| KO | COCA COLA CO | $143.84万 | 0.27% | 17,699 | 14 | 0.1% | $1,138 | 加仓 |
| GOOGL | ALPHABET INC | $157.44万 | 0.29% | 4,406 | 173 | 4.1% | $6.18万 | 加仓 |
| MSFT | MICROSOFT CORP | $172.92万 | 0.32% | 4,636 | -76 | -1.6% | -$2.83万 | 减仓 |
| MS | MORGAN STANLEY | $173.12万 | 0.32% | 8,282 | -13 | -0.2% | -$2,717 | 减仓 |
| HD | HOME DEPOT INC | $186.53万 | 0.35% | 5,289 | -64 | -1.2% | -$2.26万 | 减仓 |
| LLY | ELI LILLY & CO | $196.84万 | 0.37% | 1,641 | 7 | 0.4% | $8,396 | 加仓 |
| WMT | WALMART INC | $205.74万 | 0.38% | 18,165 | -32 | -0.2% | -$3,624 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $206.54万 | 0.39% | 8,132 | -46 | -0.6% | -$1.17万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $221.65万 | 0.41% | 7,882 | 14 | 0.2% | $3,937 | 加仓 |
| QCOM | QUALCOMM INC | $238.73万 | 0.45% | 12,919 | -32 | -0.2% | -$5,913 | 减仓 |
| META | META PLATFORMS INC | $281.86万 | 0.53% | 5,004 | -15 | -0.3% | -$8,449 | 减仓 |
| XSSPX | NUVEEN S&P 500 DYNAMIC OVERW | $282.49万 | 0.53% | 151,552 | -6,168 | -3.9% | -$11.50万 | 减仓 |
| WSM | WILLIAMS SONOMA INC | $303.10万 | 0.57% | 13,003 | -48 | -0.4% | -$1.12万 | 减仓 |
| IYJ | ISHARES TR | $316.69万 | 0.59% | 19,003 | -33 | -0.2% | -$5,499 | 减仓 |
| PSK | SPDR SERIES TRUST | $321.85万 | 0.60% | 105,421 | -355 | -0.3% | -$1.08万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $327.20万 | 0.61% | 5,123 | -20 | -0.4% | -$1.28万 | 减仓 |
| PFF | ISHARES TR | $337.24万 | 0.63% | 110,608 | -383 | -0.3% | -$1.17万 | 减仓 |
| DVY | ISHARES TR | $446.81万 | 0.84% | 28,586 | -1,197 | -4.0% | -$18.71万 | 减仓 |
| HDV | ISHARES TR | $447.98万 | 0.84% | 163,436 | -6,069 | -3.6% | -$16.64万 | 减仓 |
| SDY | SPDR SERIES TRUST | $634.99万 | 1.19% | 41,726 | -1,306 | -3.0% | -$19.87万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $667.87万 | 1.25% | 35,055 | 50 | 0.1% | $9,526 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $1,257.05万 | 2.35% | 17,873 | -94 | -0.5% | -$6.61万 | 减仓 |
| IJR | ISHARES TR | $1,281.47万 | 2.40% | 86,405 | -360 | -0.4% | -$5.34万 | 减仓 |
| IVV | ISHARES TR | $1,453.58万 | 2.72% | 19,410 | 16 | 0.1% | $1.20万 | 加仓 |
| EFA | ISHARES TR | $1,515.43万 | 2.83% | 145,883 | 942 | 0.6% | $9.79万 | 加仓 |
| AAPL | APPLE INC | $1,794.31万 | 3.35% | 62,010 | -444 | -0.7% | -$12.85万 | 减仓 |
| QQQ | INVESCO QQQ TR | $3,116.37万 | 5.82% | 42,319 | -280 | -0.7% | -$20.62万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $3,122.21万 | 5.84% | 59,768 | -307 | -0.5% | -$16.04万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $2.78亿 | 51.96% | 372,247 | -2,473 | -0.7% | -$184.68万 | 减仓 |