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 |
|---|---|---|---|---|---|---|---|---|
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -1,651 | -100.0% | -$37.32万 | 清仓 |
| T | AT&T INC | $0 | 0.00% | 0 | -8,857 | -100.0% | -$25.68万 | 清仓 |
| CL | COLGATE PALMOLIVE CO | $0 | 0.00% | 0 | -2,704 | -100.0% | -$23.04万 | 清仓 |
| — | WESTERN ASSET HIGH INCOM FD | $4.17万 | 0.01% | 10,541 | -344 | -3.2% | -$1,362 | 减仓 |
| — | PIMCO HIGH INCOME FD | $4.80万 | 0.01% | 10,294 | -513 | -4.7% | -$2,391 | 减仓 |
| DSM | BNY MELLON STRATEGIC MUN BD | $6.34万 | 0.01% | 10,317 | -130 | -1.2% | -$800 | 减仓 |
| USA | LIBERTY ALL STAR EQUITY FD | $7.76万 | 0.01% | 13,348 | 0 | 0.0% | — | 不变 |
| — | VIRTUS TOTAL RETURN FD INC | $10.08万 | 0.02% | 14,756 | -1,299 | -8.1% | -$8,872 | 减仓 |
| — | BNY MELLON HIGH YIELD STRATE | $10.69万 | 0.02% | 44,188 | -950 | -2.1% | -$2,299 | 减仓 |
| HYT | BLACKROCK CORPOR HI YLD FD I | $14.22万 | 0.03% | 16,615 | -100 | -0.6% | -$856 | 减仓 |
| JFR | NUVEEN FLOATING RATE INCOME | $16.11万 | 0.03% | 21,002 | -267 | -1.3% | -$2,048 | 减仓 |
| — | BLACKROCK FLOATING RATE INC | $17.19万 | 0.03% | 16,128 | -202 | -1.2% | -$2,153 | 减仓 |
| BHK | BLACKROCK CORE BD TR | $19.79万 | 0.04% | 21,577 | -1,042 | -4.6% | -$9,555 | 减仓 |
| NZF | NUVEEN MUN CR INCOME FD | $19.82万 | 0.04% | 15,634 | -71 | -0.5% | -$900 | 减仓 |
| NEE | NEXTERA ENERGY INC | $20.66万 | 0.04% | 2,354 | -9 | -0.4% | -$790 | 减仓 |
| CMI | CUMMINS INC | $20.70万 | 0.04% | 290 | 290 | — | $20.70万 | 新建仓 |
| CNOB | CONNECTONE BANCORP INC | $20.78万 | 0.04% | 6,214 | 6,214 | — | $20.78万 | 新建仓 |
| UNP | UNION PAC CORP | $21.02万 | 0.04% | 773 | 773 | — | $21.02万 | 新建仓 |
| AGNC | AGNC INVT CORP | $21.14万 | 0.04% | 19,399 | -2,485 | -11.4% | -$2.71万 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $21.32万 | 0.04% | 1,817 | 34 | 1.9% | $3,989 | 重新持有 |
| RNST | RENASANT CORP | $21.49万 | 0.04% | 5,051 | 5,051 | — | $21.49万 | 新建仓 |
| RTX | RTX CORPORATION | $21.56万 | 0.04% | 1,136 | -76 | -6.3% | -$1.44万 | 减仓 |
| EOS | EATON VANCE ENHANCED EQUITY | $22.80万 | 0.04% | 10,346 | -191 | -1.8% | -$4,210 | 减仓 |
| VLO | VALERO ENERGY CORP | $22.93万 | 0.04% | 881 | -12 | -1.3% | -$3,124 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $23.50万 | 0.04% | 1,481 | -109 | -6.9% | -$1.73万 | 减仓 |
| — | WARNER BROS DISCOVERY INC | $23.81万 | 0.04% | 8,930 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $23.94万 | 0.04% | 1,106 | -5 | -0.5% | -$1,082 | 减仓 |
| HCA | HCA HEALTHCARE INC | $24.03万 | 0.04% | 616 | 0 | 0.0% | — | 不变 |
| UFOX | ETF SER SOLUTIONS | $24.16万 | 0.05% | 2,542 | 2,542 | — | $24.16万 | 新建仓 |
| AVGO | BROADCOM INC | $24.26万 | 0.05% | 642 | 642 | — | $24.26万 | 新建仓 |
| ORCL | ORACLE CORP | $24.49万 | 0.05% | 1,671 | 0 | 0.0% | — | 不变 |
| PKG | PACKAGING CORP AMER | $24.54万 | 0.05% | 1,030 | -17 | -1.6% | -$4,050 | 减仓 |
| GAB | GABELLI EQUITY TR INC | $25.26万 | 0.05% | 44,634 | -3,174 | -6.6% | -$1.80万 | 减仓 |
| PEP | PEPSICO INC | $26.59万 | 0.05% | 1,964 | 55 | 2.9% | $7,446 | 加仓 |
| BKT | BLACKROCK INCOME TR INC | $27.15万 | 0.05% | 25,325 | -785 | -3.0% | -$8,415 | 减仓 |
| MO | ALTRIA GROUP INC | $27.24万 | 0.05% | 3,786 | 5 | 0.1% | $360 | 加仓 |
| CVS | CVS HEALTH CORP | $28.99万 | 0.05% | 2,803 | 9 | 0.3% | $931 | 加仓 |
| UTF | COHEN & STEERS INFRASTRUCTUR | $29.73万 | 0.06% | 10,776 | -132 | -1.2% | -$3,642 | 减仓 |
| GSK | GSK PLC | $31.67万 | 0.06% | 6,042 | -100 | -1.6% | -$5,242 | 减仓 |
| SMH | VANECK ETF TRUST | $31.69万 | 0.06% | 483 | 483 | — | $31.69万 | 新建仓 |
| SPYV | SPDR SERIES TRUST | $32.17万 | 0.06% | 5,292 | -41 | -0.8% | -$2,492 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $32.23万 | 0.06% | 2,546 | 4 | 0.2% | $506 | 加仓 |
| RSG | REPUBLIC SVCS INC | $32.43万 | 0.06% | 1,522 | -7 | -0.5% | -$1,492 | 减仓 |
| SHEL | SHELL PLC | $32.70万 | 0.06% | 4,217 | -7 | -0.2% | -$543 | 减仓 |
| TD | TORONTO DOMINION BK ONT | $32.87万 | 0.06% | 2,707 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $33.08万 | 0.06% | 914 | -6 | -0.7% | -$2,172 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $33.21万 | 0.06% | 799 | -92 | -10.3% | -$3.82万 | 减仓 |
| USB | US BANCORP | $33.43万 | 0.06% | 5,535 | 20 | 0.4% | $1,208 | 加仓 |
| — | GLADSTONE CAP CORP | $33.78万 | 0.06% | 17,396 | -999 | -5.4% | -$1.94万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $33.83万 | 0.06% | 1,025 | 1 | 0.1% | $330 | 加仓 |
| MCK | MCKESSON CORP | $34.30万 | 0.06% | 454 | -1 | -0.2% | -$756 | 减仓 |
| COP | CONOCOPHILLIPS | $34.36万 | 0.06% | 3,305 | -33 | -1.0% | -$3,431 | 减仓 |
| TJX | TJX COS INC NEW | $35.45万 | 0.07% | 2,340 | 101 | 4.5% | $1.53万 | 加仓 |
| LOW | LOWES COS INC | $36.06万 | 0.07% | 1,636 | -31 | -1.9% | -$6,834 | 减仓 |
| BTI | BRITISH AMERN TOB PLC | $38.06万 | 0.07% | 6,162 | -1 | -0.0% | -$62 | 减仓 |
| EMR | EMERSON ELEC CO | $38.45万 | 0.07% | 2,686 | 114 | 4.4% | $1.63万 | 加仓 |
| PFE | PFIZER INC | $39.21万 | 0.07% | 16,281 | -327 | -2.0% | -$7,874 | 减仓 |
| HPQ | HP INC | $39.65万 | 0.07% | 18,073 | 40 | 0.2% | $878 | 加仓 |
| AMLP | ALPS ETF TR | $40.03万 | 0.07% | 7,720 | -272 | -3.4% | -$1.41万 | 减仓 |
| SPHD | INVESCO EXCH TRADED FD TR II | $41.35万 | 0.08% | 8,133 | -574 | -6.6% | -$2.92万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $41.62万 | 0.08% | 1,759 | 1 | 0.1% | $237 | 加仓 |
| NVDA | NVIDIA CORPORATION | $42.04万 | 0.08% | 2,101 | 488 | 30.3% | $9.76万 | 加仓 |
| CII | BLACKROCK ENHANCED LARGE CAP | $42.18万 | 0.08% | 16,132 | -1,416 | -8.1% | -$3.70万 | 减仓 |
| BLK | BLACKROCK INC | $42.66万 | 0.08% | 444 | 10 | 2.3% | $9,608 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $43.22万 | 0.08% | 1,598 | -12 | -0.7% | -$3,245 | 减仓 |
| XBI | SPDR SERIES TRUST | $43.53万 | 0.08% | 2,751 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC | $43.63万 | 0.08% | 1,071 | 1 | 0.1% | $407 | 加仓 |
| LAZ | LAZARD INC | $43.69万 | 0.08% | 10,417 | 32 | 0.3% | $1,342 | 加仓 |
| RJF | RAYMOND JAMES FINL INC | $43.76万 | 0.08% | 2,878 | -20 | -0.7% | -$3,041 | 减仓 |
| TSLA | TESLA INC | $45.17万 | 0.08% | 1,074 | 27 | 2.6% | $1.14万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $45.73万 | 0.09% | 898 | -2 | -0.2% | -$1,018 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $46.00万 | 0.09% | 492 | 4 | 0.8% | $3,740 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $46.29万 | 0.09% | 2,929 | -2 | -0.1% | -$316 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $47.64万 | 0.09% | 1,408 | 5 | 0.4% | $1,692 | 加仓 |
| AB | ALLIANCEBERNSTEIN HLDG L P | $48.01万 | 0.09% | 13,633 | 179 | 1.3% | $6,304 | 加仓 |
| FPE | FIRST TR EXCH TRADED FD III | $48.80万 | 0.09% | 27,291 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $50.03万 | 0.09% | 9,420 | 18 | 0.2% | $956 | 加仓 |
| BTZ | BLACKROCK CR ALLOCATION | $51.38万 | 0.10% | 50,279 | -260 | -0.5% | -$2,657 | 减仓 |
| GE | GE AEROSPACE | $51.86万 | 0.10% | 1,388 | 24 | 1.8% | $8,967 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $55.31万 | 0.10% | 6,658 | -6 | -0.1% | -$498 | 减仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $56.42万 | 0.11% | 2,574 | 126 | 5.1% | $2.76万 | 加仓 |
| C | CITIGROUP INC | $57.14万 | 0.11% | 4,083 | -20 | -0.5% | -$2,799 | 减仓 |
| KR | KROGER CO | $59.37万 | 0.11% | 10,691 | -3 | -0.0% | -$167 | 减仓 |
| INTC | INTEL CORP | $60.24万 | 0.11% | 4,314 | -2,422 | -36.0% | -$33.82万 | 重新持有 |
| PG | PROCTER & GAMBLE CO | $60.75万 | 0.11% | 4,143 | -65 | -1.5% | -$9,532 | 减仓 |
| — | EXXON MOBIL CORP | $60.89万 | 0.11% | 4,454 | -298 | -6.3% | -$4.07万 | 减仓 |
| JPC | NUVEEN PFD & INCOME OPPORTUN | $60.90万 | 0.11% | 77,280 | -421 | -0.5% | -$3,317 | 减仓 |
| DE | DEERE & CO | $63.68万 | 0.12% | 1,004 | -112 | -10.0% | -$7.10万 | 减仓 |
| BX | BLACKSTONE INC | $65.54万 | 0.12% | 5,570 | 11 | 0.2% | $1,294 | 加仓 |
| MET | METLIFE INC | $67.67万 | 0.13% | 7,998 | -30 | -0.4% | -$2,538 | 减仓 |
| VOO | VANGUARD INDEX FDS | $67.94万 | 0.13% | 989 | 2 | 0.2% | $1,374 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $68.31万 | 0.13% | 12,741 | -9 | -0.1% | -$482 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $70.01万 | 0.13% | 1,976 | -26 | -1.3% | -$9,212 | 减仓 |
| ENB | ENBRIDGE INC | $70.40万 | 0.13% | 12,987 | -97 | -0.7% | -$5,258 | 减仓 |
| GOOG | ALPHABET INC | $70.42万 | 0.13% | 1,993 | 1 | 0.1% | $353 | 加仓 |
| IVE | ISHARES TR | $73.91万 | 0.14% | 3,255 | 4 | 0.1% | $908 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $75.20万 | 0.14% | 5,496 | 4 | 0.1% | $547 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $75.26万 | 0.14% | 17,776 | 110 | 0.6% | $4,657 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $76.13万 | 0.14% | 2,556 | -57 | -2.2% | -$1.70万 | 减仓 |
| MRK | MERCK & CO INC | $79.17万 | 0.15% | 6,161 | -88 | -1.4% | -$1.13万 | 减仓 |