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 |
|---|---|---|---|---|---|---|---|---|
| — | GLADSTONE CAP CORP | $33.78万 | 0.06% | 17,396 | -999 | -5.4% | -$1.94万 | 减仓 |
| USB | US BANCORP | $33.43万 | 0.06% | 5,535 | 20 | 0.4% | $1,208 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $33.21万 | 0.06% | 799 | -92 | -10.3% | -$3.82万 | 减仓 |
| AMGN | AMGEN INC | $33.08万 | 0.06% | 914 | -6 | -0.7% | -$2,172 | 减仓 |
| TD | TORONTO DOMINION BK ONT | $32.87万 | 0.06% | 2,707 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC | $32.70万 | 0.06% | 4,217 | -7 | -0.2% | -$543 | 减仓 |
| RSG | REPUBLIC SVCS INC | $32.43万 | 0.06% | 1,522 | -7 | -0.5% | -$1,492 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $32.23万 | 0.06% | 2,546 | 4 | 0.2% | $506 | 加仓 |
| SPYV | SPDR SERIES TRUST | $32.17万 | 0.06% | 5,292 | -41 | -0.8% | -$2,492 | 减仓 |
| SMH | VANECK ETF TRUST | $31.69万 | 0.06% | 483 | 483 | — | $31.69万 | 新建仓 |
| GSK | GSK PLC | $31.67万 | 0.06% | 6,042 | -100 | -1.6% | -$5,242 | 减仓 |
| UTF | COHEN & STEERS INFRASTRUCTUR | $29.73万 | 0.06% | 10,776 | -132 | -1.2% | -$3,642 | 减仓 |
| CVS | CVS HEALTH CORP | $28.99万 | 0.05% | 2,803 | 9 | 0.3% | $931 | 加仓 |
| MO | ALTRIA GROUP INC | $27.24万 | 0.05% | 3,786 | 5 | 0.1% | $360 | 加仓 |
| BKT | BLACKROCK INCOME TR INC | $27.15万 | 0.05% | 25,325 | -785 | -3.0% | -$8,415 | 减仓 |
| PEP | PEPSICO INC | $26.59万 | 0.05% | 1,964 | 55 | 2.9% | $7,446 | 加仓 |
| GAB | GABELLI EQUITY TR INC | $25.26万 | 0.05% | 44,634 | -3,174 | -6.6% | -$1.80万 | 减仓 |
| PKG | PACKAGING CORP AMER | $24.54万 | 0.05% | 1,030 | -17 | -1.6% | -$4,050 | 减仓 |
| ORCL | ORACLE CORP | $24.49万 | 0.05% | 1,671 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $24.26万 | 0.05% | 642 | 642 | — | $24.26万 | 新建仓 |
| UFOX | ETF SER SOLUTIONS | $24.16万 | 0.05% | 2,542 | 2,542 | — | $24.16万 | 新建仓 |
| HCA | HCA HEALTHCARE INC | $24.03万 | 0.04% | 616 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $23.94万 | 0.04% | 1,106 | -5 | -0.5% | -$1,082 | 减仓 |
| — | WARNER BROS DISCOVERY INC | $23.81万 | 0.04% | 8,930 | 0 | 0.0% | — | 不变 |
| XLV | SELECT SECTOR SPDR TR | $23.50万 | 0.04% | 1,481 | -109 | -6.9% | -$1.73万 | 减仓 |
| VLO | VALERO ENERGY CORP | $22.93万 | 0.04% | 881 | -12 | -1.3% | -$3,124 | 减仓 |
| EOS | EATON VANCE ENHANCED EQUITY | $22.80万 | 0.04% | 10,346 | -191 | -1.8% | -$4,210 | 减仓 |
| RTX | RTX CORPORATION | $21.56万 | 0.04% | 1,136 | -76 | -6.3% | -$1.44万 | 减仓 |
| RNST | RENASANT CORP | $21.49万 | 0.04% | 5,051 | 5,051 | — | $21.49万 | 新建仓 |
| XLY | SELECT SECTOR SPDR TR | $21.32万 | 0.04% | 1,817 | 34 | 1.9% | $3,989 | 重新持有 |
| AGNC | AGNC INVT CORP | $21.14万 | 0.04% | 19,399 | -2,485 | -11.4% | -$2.71万 | 减仓 |
| UNP | UNION PAC CORP | $21.02万 | 0.04% | 773 | 773 | — | $21.02万 | 新建仓 |
| CNOB | CONNECTONE BANCORP INC | $20.78万 | 0.04% | 6,214 | 6,214 | — | $20.78万 | 新建仓 |
| CMI | CUMMINS INC | $20.70万 | 0.04% | 290 | 290 | — | $20.70万 | 新建仓 |
| NEE | NEXTERA ENERGY INC | $20.66万 | 0.04% | 2,354 | -9 | -0.4% | -$790 | 减仓 |
| NZF | NUVEEN MUN CR INCOME FD | $19.82万 | 0.04% | 15,634 | -71 | -0.5% | -$900 | 减仓 |
| BHK | BLACKROCK CORE BD TR | $19.79万 | 0.04% | 21,577 | -1,042 | -4.6% | -$9,555 | 减仓 |
| — | BLACKROCK FLOATING RATE INC | $17.19万 | 0.03% | 16,128 | -202 | -1.2% | -$2,153 | 减仓 |
| JFR | NUVEEN FLOATING RATE INCOME | $16.11万 | 0.03% | 21,002 | -267 | -1.3% | -$2,048 | 减仓 |
| HYT | BLACKROCK CORPOR HI YLD FD I | $14.22万 | 0.03% | 16,615 | -100 | -0.6% | -$856 | 减仓 |
| — | BNY MELLON HIGH YIELD STRATE | $10.69万 | 0.02% | 44,188 | -950 | -2.1% | -$2,299 | 减仓 |
| — | VIRTUS TOTAL RETURN FD INC | $10.08万 | 0.02% | 14,756 | -1,299 | -8.1% | -$8,872 | 减仓 |
| USA | LIBERTY ALL STAR EQUITY FD | $7.76万 | 0.01% | 13,348 | 0 | 0.0% | — | 不变 |
| DSM | BNY MELLON STRATEGIC MUN BD | $6.34万 | 0.01% | 10,317 | -130 | -1.2% | -$800 | 减仓 |
| — | PIMCO HIGH INCOME FD | $4.80万 | 0.01% | 10,294 | -513 | -4.7% | -$2,391 | 减仓 |
| — | WESTERN ASSET HIGH INCOM FD | $4.17万 | 0.01% | 10,541 | -344 | -3.2% | -$1,362 | 减仓 |
| — | 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 |