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 |
|---|---|---|---|---|---|---|---|---|
| AMGN | AMGEN INC | $32.35万 | 0.07% | 920 | -5 | -0.5% | -$1,758 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $32.25万 | 0.07% | 1,965 | 1,965 | — | $32.25万 | 新建仓 |
| — | GLADSTONE CAP CORP | $31.92万 | 0.07% | 18,395 | 18,395 | — | $31.92万 | 新建仓 |
| SPYV | SPDR SERIES TRUST | $30.17万 | 0.06% | 5,333 | 5,333 | — | $30.17万 | 新建仓 |
| TRV | TRAVELERS COMPANIES INC | $29.86万 | 0.06% | 1,024 | 2 | 0.2% | $583 | 重新持有 |
| PEP | PEPSICO INC | $29.64万 | 0.06% | 1,909 | 31 | 1.7% | $4,814 | 加仓 |
| HCA | HCA HEALTHCARE INC | $29.17万 | 0.06% | 616 | 1 | 0.2% | $473 | 加仓 |
| USB | US BANCORP | $28.68万 | 0.06% | 5,515 | 36 | 0.7% | $1,872 | 加仓 |
| UTF | COHEN & STEERS INFRASTRUCTUR | $28.23万 | 0.06% | 10,908 | -308 | -2.7% | -$7,971 | 减仓 |
| NVDA | NVIDIA CORPORATION | $28.13万 | 0.06% | 1,613 | 0 | 0.0% | — | 不变 |
| BKT | BLACKROCK INCOME TR INC | $27.60万 | 0.06% | 26,110 | 26,110 | — | $27.60万 | 新建仓 |
| GAB | GABELLI EQUITY TR INC | $26.77万 | 0.06% | 47,808 | -9,566 | -16.7% | -$5.36万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $25.89万 | 0.05% | 2,613 | 2,613 | — | $25.89万 | 新建仓 |
| T | AT&T INC | $25.68万 | 0.05% | 8,857 | -591 | -6.3% | -$1.71万 | 减仓 |
| TD | TORONTO DOMINION BK ONT | $25.26万 | 0.05% | 2,707 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $24.95万 | 0.05% | 3,781 | -548 | -12.7% | -$3.62万 | 减仓 |
| ORCL | ORACLE CORP | $24.58万 | 0.05% | 1,671 | 20 | 1.2% | $2,942 | 加仓 |
| — | WARNER BROS DISCOVERY INC | $24.52万 | 0.05% | 8,930 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $24.10万 | 0.05% | 891 | 2 | 0.2% | $541 | 加仓 |
| RTX | RTX CORPORATION | $23.38万 | 0.05% | 1,212 | 0 | 0.0% | — | 重新持有 |
| XLV | SELECT SECTOR SPDR TR | $23.31万 | 0.05% | 1,590 | -117 | -6.9% | -$1.72万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $23.04万 | 0.05% | 2,704 | -3,368 | -55.5% | -$28.70万 | 减仓 |
| PKG | PACKAGING CORP AMER | $22.23万 | 0.05% | 1,047 | -48 | -4.4% | -$1.02万 | 减仓 |
| BA | BOEING CO | $22.11万 | 0.05% | 1,111 | 0 | 0.0% | — | 不变 |
| VLO | VALERO ENERGY CORP | $22.07万 | 0.05% | 893 | 893 | — | $22.07万 | 新建仓 |
| AGNC | AGNC INVT CORP | $21.95万 | 0.05% | 21,884 | 21,884 | — | $21.95万 | 新建仓 |
| NEE | NEXTERA ENERGY INC | $21.94万 | 0.05% | 2,363 | 2,363 | — | $21.94万 | 新建仓 |
| EOS | EATON VANCE ENHANCED EQUITY | $21.56万 | 0.05% | 10,537 | -2,398 | -18.5% | -$4.91万 | 减仓 |
| BHK | BLACKROCK CORE BD TR | $20.72万 | 0.04% | 22,619 | -1,390 | -5.8% | -$1.27万 | 重新持有 |
| CVS | CVS HEALTH CORP | $20.07万 | 0.04% | 2,794 | 13 | 0.5% | $934 | 加仓 |
| NZF | NUVEEN MUN CR INCOME FD | $19.13万 | 0.04% | 15,705 | -681 | -4.2% | -$8,295 | 减仓 |
| — | BLACKROCK FLOATING RATE INC | $17.57万 | 0.04% | 16,330 | -636 | -3.7% | -$6,843 | 减仓 |
| JFR | NUVEEN FLOATING RATE INCOME | $15.99万 | 0.03% | 21,269 | -370 | -1.7% | -$2,782 | 减仓 |
| HYT | BLACKROCK CORPOR HI YLD FD I | $14.24万 | 0.03% | 16,715 | -2,805 | -14.4% | -$2.39万 | 减仓 |
| — | BNY MELLON HIGH YIELD STRATE | $11.01万 | 0.02% | 45,138 | 45,138 | — | $11.01万 | 新建仓 |
| — | VIRTUS TOTAL RETURN FD INC | $10.63万 | 0.02% | 16,055 | -2,857 | -15.1% | -$1.89万 | 减仓 |
| USA | LIBERTY ALL STAR EQUITY FD | $7.41万 | 0.02% | 13,348 | 0 | 0.0% | — | 不变 |
| DSM | BNY MELLON STRATEGIC MUN BD | $6.28万 | 0.01% | 10,447 | 10,447 | — | $6.28万 | 新建仓 |
| — | PIMCO HIGH INCOME FD | $5.00万 | 0.01% | 10,807 | -582 | -5.1% | -$2,695 | 减仓 |
| — | WESTERN ASSET HIGH INCOM FD | $4.33万 | 0.01% | 10,885 | -559 | -4.9% | -$2,225 | 减仓 |
| — | NUVEEN S&P 500 BUY-WRITE INC | $0 | 0.00% | 0 | -94,573 | -100.0% | -$139.02万 | 清仓 |
| — | NUVEEN DOW 30 DYNMC OVERWRT | $0 | 0.00% | 0 | -59,250 | -100.0% | -$90.42万 | 清仓 |
| INTC | INTEL CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| XLY | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CAT | CATERPILLAR INC | $0 | 0.00% | 0 | -369 | -100.0% | -$21.16万 | 清仓 |
| WFC | WELLS FARGO CO NEW | $0 | 0.00% | 0 | -2,220 | -100.0% | -$20.69万 | 清仓 |
| KMI | KINDER MORGAN INC DEL | $0 | 0.00% | 0 | -7,376 | -100.0% | -$20.28万 | 清仓 |
| — | FUBOTV INC | $0 | 0.00% | 0 | -57,953 | -100.0% | -$14.60万 | 清仓 |