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 |
|---|---|---|---|---|---|---|---|---|
| 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 |
| DIA | STATE STR SPDR DOW JONES IND | $3,122.21万 | 5.84% | 59,768 | -307 | -0.5% | -$16.04万 | 减仓 |
| QQQ | INVESCO QQQ TR | $3,116.37万 | 5.82% | 42,319 | -280 | -0.7% | -$20.62万 | 减仓 |
| AAPL | APPLE INC | $1,794.31万 | 3.35% | 62,010 | -444 | -0.7% | -$12.85万 | 减仓 |
| EFA | ISHARES TR | $1,515.43万 | 2.83% | 145,883 | 942 | 0.6% | $9.79万 | 加仓 |
| IVV | ISHARES TR | $1,453.58万 | 2.72% | 19,410 | 16 | 0.1% | $1.20万 | 加仓 |
| IJR | ISHARES TR | $1,281.47万 | 2.40% | 86,405 | -360 | -0.4% | -$5.34万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $1,257.05万 | 2.35% | 17,873 | -94 | -0.5% | -$6.61万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $667.87万 | 1.25% | 35,055 | 50 | 0.1% | $9,526 | 加仓 |
| SDY | SPDR SERIES TRUST | $634.99万 | 1.19% | 41,726 | -1,306 | -3.0% | -$19.87万 | 减仓 |
| HDV | ISHARES TR | $447.98万 | 0.84% | 163,436 | -6,069 | -3.6% | -$16.64万 | 减仓 |
| DVY | ISHARES TR | $446.81万 | 0.84% | 28,586 | -1,197 | -4.0% | -$18.71万 | 减仓 |
| PFF | ISHARES TR | $337.24万 | 0.63% | 110,608 | -383 | -0.3% | -$1.17万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $327.20万 | 0.61% | 5,123 | -20 | -0.4% | -$1.28万 | 减仓 |
| PSK | SPDR SERIES TRUST | $321.85万 | 0.60% | 105,421 | -355 | -0.3% | -$1.08万 | 减仓 |
| IYJ | ISHARES TR | $316.69万 | 0.59% | 19,003 | -33 | -0.2% | -$5,499 | 减仓 |
| WSM | WILLIAMS SONOMA INC | $303.10万 | 0.57% | 13,003 | -48 | -0.4% | -$1.12万 | 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 |
| META | META PLATFORMS INC | $281.86万 | 0.53% | 5,004 | -15 | -0.3% | -$8,449 | 减仓 |
| QCOM | QUALCOMM INC | $238.73万 | 0.45% | 12,919 | -32 | -0.2% | -$5,913 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $221.65万 | 0.41% | 7,882 | 14 | 0.2% | $3,937 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $206.54万 | 0.39% | 8,132 | -46 | -0.6% | -$1.17万 | 减仓 |
| WMT | WALMART INC | $205.74万 | 0.38% | 18,165 | -32 | -0.2% | -$3,624 | 减仓 |
| LLY | ELI LILLY & CO | $196.84万 | 0.37% | 1,641 | 7 | 0.4% | $8,396 | 加仓 |
| HD | HOME DEPOT INC | $186.53万 | 0.35% | 5,289 | -64 | -1.2% | -$2.26万 | 减仓 |
| MS | MORGAN STANLEY | $173.12万 | 0.32% | 8,282 | -13 | -0.2% | -$2,717 | 减仓 |
| MSFT | MICROSOFT CORP | $172.92万 | 0.32% | 4,636 | -76 | -1.6% | -$2.83万 | 减仓 |
| GOOGL | ALPHABET INC | $157.44万 | 0.29% | 4,406 | 173 | 4.1% | $6.18万 | 加仓 |
| KO | COCA COLA CO | $143.84万 | 0.27% | 17,699 | 14 | 0.1% | $1,138 | 加仓 |
| CVX | CHEVRON CORPORATION | $139.08万 | 0.26% | 8,390 | -293 | -3.4% | -$4.86万 | 减仓 |
| IBB | ISHARES TR | $136.98万 | 0.26% | 7,202 | -46 | -0.6% | -$8,749 | 减仓 |
| QQQX | NUVEEN NASDAQ 100 DYNAMIC OV | $133.13万 | 0.25% | 44,170 | -1,659 | -3.6% | -$5.00万 | 减仓 |
| APO | APOLLO GLOBAL MGMT INC | $129.08万 | 0.24% | 10,910 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $124.86万 | 0.23% | 3,815 | -119 | -3.0% | -$3.89万 | 减仓 |
| BDJ | BLACKROCK ENHANCED EQUITY DI | $123.49万 | 0.23% | 129,042 | -539 | -0.4% | -$5,158 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $123.40万 | 0.23% | 10,023 | -74 | -0.7% | -$9,110 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $114.99万 | 0.21% | 25,361 | -123 | -0.5% | -$5,577 | 减仓 |
| AMZN | AMAZON COM INC | $112.42万 | 0.21% | 4,717 | 150 | 3.3% | $3.58万 | 加仓 |
| PGX | INVESCO EXCH TRADED FD TR II | $107.79万 | 0.20% | 99,433 | -557 | -0.6% | -$6,038 | 减仓 |
| CSCO | CISCO SYS INC | $103.23万 | 0.19% | 8,789 | -56 | -0.6% | -$6,578 | 减仓 |
| BNY | BANK OF NY MELLON CORP | $102.48万 | 0.19% | 7,087 | 23 | 0.3% | $3,326 | 加仓 |
| DNP | DNP SELECT INCOME FD INC | $99.13万 | 0.19% | 91,876 | -511 | -0.6% | -$5,514 | 减仓 |
| TXN | TEXAS INSTRS INC | $93.13万 | 0.17% | 3,124 | 9 | 0.3% | $2,683 | 加仓 |
| SPYG | SPDR SERIES TRUST | $89.60万 | 0.17% | 7,530 | -296 | -3.8% | -$3.52万 | 减仓 |
| DIS | DISNEY WALT CO | $89.08万 | 0.17% | 9,255 | -18 | -0.2% | -$1,732 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $85.78万 | 0.16% | 1,988 | 23 | 1.2% | $9,924 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $85.16万 | 0.16% | 1,672 | -6 | -0.4% | -$3,056 | 减仓 |
| SO | SOUTHERN CO | $82.68万 | 0.15% | 8,639 | -1 | -0.0% | -$96 | 减仓 |
| ED | CONSOLIDATED EDISON INC | $79.79万 | 0.15% | 7,212 | 8 | 0.1% | $885 | 加仓 |
| MRK | MERCK & CO INC | $79.17万 | 0.15% | 6,161 | -88 | -1.4% | -$1.13万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $76.13万 | 0.14% | 2,556 | -57 | -2.2% | -$1.70万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $75.26万 | 0.14% | 17,776 | 110 | 0.6% | $4,657 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $75.20万 | 0.14% | 5,496 | 4 | 0.1% | $547 | 加仓 |
| IVE | ISHARES TR | $73.91万 | 0.14% | 3,255 | 4 | 0.1% | $908 | 加仓 |
| GOOG | ALPHABET INC | $70.42万 | 0.13% | 1,993 | 1 | 0.1% | $353 | 加仓 |
| ENB | ENBRIDGE INC | $70.40万 | 0.13% | 12,987 | -97 | -0.7% | -$5,258 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $70.01万 | 0.13% | 1,976 | -26 | -1.3% | -$9,212 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $68.31万 | 0.13% | 12,741 | -9 | -0.1% | -$482 | 减仓 |
| VOO | VANGUARD INDEX FDS | $67.94万 | 0.13% | 989 | 2 | 0.2% | $1,374 | 加仓 |
| MET | METLIFE INC | $67.67万 | 0.13% | 7,998 | -30 | -0.4% | -$2,538 | 减仓 |
| BX | BLACKSTONE INC | $65.54万 | 0.12% | 5,570 | 11 | 0.2% | $1,294 | 加仓 |
| DE | DEERE & CO | $63.68万 | 0.12% | 1,004 | -112 | -10.0% | -$7.10万 | 减仓 |
| JPC | NUVEEN PFD & INCOME OPPORTUN | $60.90万 | 0.11% | 77,280 | -421 | -0.5% | -$3,317 | 减仓 |
| — | EXXON MOBIL CORP | $60.89万 | 0.11% | 4,454 | -298 | -6.3% | -$4.07万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $60.75万 | 0.11% | 4,143 | -65 | -1.5% | -$9,532 | 减仓 |
| INTC | INTEL CORP | $60.24万 | 0.11% | 4,314 | -2,422 | -36.0% | -$33.82万 | 重新持有 |
| KR | KROGER CO | $59.37万 | 0.11% | 10,691 | -3 | -0.0% | -$167 | 减仓 |
| C | CITIGROUP INC | $57.14万 | 0.11% | 4,083 | -20 | -0.5% | -$2,799 | 减仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $56.42万 | 0.11% | 2,574 | 126 | 5.1% | $2.76万 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $55.31万 | 0.10% | 6,658 | -6 | -0.1% | -$498 | 减仓 |
| GE | GE AEROSPACE | $51.86万 | 0.10% | 1,388 | 24 | 1.8% | $8,967 | 加仓 |
| BTZ | BLACKROCK CR ALLOCATION | $51.38万 | 0.10% | 50,279 | -260 | -0.5% | -$2,657 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $50.03万 | 0.09% | 9,420 | 18 | 0.2% | $956 | 加仓 |
| FPE | FIRST TR EXCH TRADED FD III | $48.80万 | 0.09% | 27,291 | 0 | 0.0% | — | 不变 |
| AB | ALLIANCEBERNSTEIN HLDG L P | $48.01万 | 0.09% | 13,633 | 179 | 1.3% | $6,304 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $47.64万 | 0.09% | 1,408 | 5 | 0.4% | $1,692 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $46.29万 | 0.09% | 2,929 | -2 | -0.1% | -$316 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $46.00万 | 0.09% | 492 | 4 | 0.8% | $3,740 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $45.73万 | 0.09% | 898 | -2 | -0.2% | -$1,018 | 减仓 |
| TSLA | TESLA INC | $45.17万 | 0.08% | 1,074 | 27 | 2.6% | $1.14万 | 加仓 |
| RJF | RAYMOND JAMES FINL INC | $43.76万 | 0.08% | 2,878 | -20 | -0.7% | -$3,041 | 减仓 |
| LAZ | LAZARD INC | $43.69万 | 0.08% | 10,417 | 32 | 0.3% | $1,342 | 加仓 |
| SPGI | S&P GLOBAL INC | $43.63万 | 0.08% | 1,071 | 1 | 0.1% | $407 | 加仓 |
| XBI | SPDR SERIES TRUST | $43.53万 | 0.08% | 2,751 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WKS INC | $43.22万 | 0.08% | 1,598 | -12 | -0.7% | -$3,245 | 减仓 |
| BLK | BLACKROCK INC | $42.66万 | 0.08% | 444 | 10 | 2.3% | $9,608 | 加仓 |
| CII | BLACKROCK ENHANCED LARGE CAP | $42.18万 | 0.08% | 16,132 | -1,416 | -8.1% | -$3.70万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $42.04万 | 0.08% | 2,101 | 488 | 30.3% | $9.76万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $41.62万 | 0.08% | 1,759 | 1 | 0.1% | $237 | 加仓 |
| SPHD | INVESCO EXCH TRADED FD TR II | $41.35万 | 0.08% | 8,133 | -574 | -6.6% | -$2.92万 | 减仓 |
| AMLP | ALPS ETF TR | $40.03万 | 0.07% | 7,720 | -272 | -3.4% | -$1.41万 | 减仓 |
| HPQ | HP INC | $39.65万 | 0.07% | 18,073 | 40 | 0.2% | $878 | 加仓 |
| PFE | PFIZER INC | $39.21万 | 0.07% | 16,281 | -327 | -2.0% | -$7,874 | 减仓 |
| EMR | EMERSON ELEC CO | $38.45万 | 0.07% | 2,686 | 114 | 4.4% | $1.63万 | 加仓 |
| BTI | BRITISH AMERN TOB PLC | $38.06万 | 0.07% | 6,162 | -1 | -0.0% | -$62 | 减仓 |
| LOW | LOWES COS INC | $36.06万 | 0.07% | 1,636 | -31 | -1.9% | -$6,834 | 减仓 |
| TJX | TJX COS INC NEW | $35.45万 | 0.07% | 2,340 | 101 | 4.5% | $1.53万 | 加仓 |
| COP | CONOCOPHILLIPS | $34.36万 | 0.06% | 3,305 | -33 | -1.0% | -$3,431 | 减仓 |
| MCK | MCKESSON CORP | $34.30万 | 0.06% | 454 | -1 | -0.2% | -$756 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $33.83万 | 0.06% | 1,025 | 1 | 0.1% | $330 | 加仓 |