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 |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | $2.44亿 | 51.75% | 374,720 | -3,875 | -1.0% | -$252.01万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $2,782.63万 | 5.91% | 60,075 | 60,075 | — | $2,782.63万 | 新建仓 |
| QQQ | INVESCO QQQ TR | $2,458.74万 | 5.22% | 42,599 | -729 | -1.7% | -$42.08万 | 减仓 |
| AAPL | APPLE INC | $1,585.02万 | 3.37% | 62,454 | -470 | -0.7% | -$11.93万 | 减仓 |
| EFA | ISHARES TR | $1,407.81万 | 2.99% | 144,941 | -2,493 | -1.7% | -$24.21万 | 减仓 |
| IVV | ISHARES TR | $1,266.87万 | 2.69% | 19,394 | -12 | -0.1% | -$7,839 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $1,108.11万 | 2.35% | 17,967 | 17,967 | — | $1,108.11万 | 新建仓 |
| IJR | ISHARES TR | $1,078.57万 | 2.29% | 86,765 | -1,163 | -1.3% | -$14.46万 | 减仓 |
| SDY | SPDR SERIES TRUST | $628.01万 | 1.33% | 43,032 | -264 | -0.6% | -$3.85万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $465.22万 | 0.99% | 35,005 | 110 | 0.3% | $1.46万 | 加仓 |
| HDV | ISHARES TR | $460.10万 | 0.98% | 33,901 | -256 | -0.7% | -$3.47万 | 减仓 |
| DVY | ISHARES TR | $450.94万 | 0.96% | 29,783 | -246 | -0.8% | -$3.72万 | 减仓 |
| PFF | ISHARES TR | $336.52万 | 0.71% | 110,991 | -5,077 | -4.4% | -$15.39万 | 减仓 |
| PSK | SPDR SERIES TRUST | $326.21万 | 0.69% | 105,776 | -4,495 | -4.1% | -$13.86万 | 减仓 |
| META | META PLATFORMS INC | $287.15万 | 0.61% | 5,019 | -50 | -1.0% | -$2.86万 | 减仓 |
| IYJ | ISHARES TR | $280.86万 | 0.60% | 19,036 | -76 | -0.4% | -$1.12万 | 减仓 |
| XSSPX | NUVEEN S&P 500 DYNAMIC OVERW | $253.46万 | 0.54% | 157,720 | 111,592 | 241.9% | $179.33万 | 加仓 |
| WSM | WILLIAMS SONOMA INC | $237.95万 | 0.51% | 13,051 | -113 | -0.9% | -$2.06万 | 减仓 |
| WMT | WALMART INC | $226.15万 | 0.48% | 18,197 | -99 | -0.5% | -$1.23万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $199.91万 | 0.42% | 8,178 | -73 | -0.9% | -$1.78万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $190.71万 | 0.40% | 7,868 | -77 | -1.0% | -$1.87万 | 减仓 |
| CVX | CHEVRON CORPORATION | $179.66万 | 0.38% | 8,683 | 1 | 0.0% | $207 | 加仓 |
| HD | HOME DEPOT INC | $176.06万 | 0.37% | 5,353 | 1 | 0.0% | $329 | 加仓 |
| MSFT | MICROSOFT CORP | $174.41万 | 0.37% | 4,712 | -19 | -0.4% | -$7,033 | 减仓 |
| QCOM | QUALCOMM INC | $166.79万 | 0.35% | 12,951 | -89 | -0.7% | -$1.15万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $158.81万 | 0.34% | 10,097 | 10,097 | — | $158.81万 | 新建仓 |
| LLY | ELI LILLY & CO | $150.32万 | 0.32% | 1,634 | -28 | -1.7% | -$2.58万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $139.12万 | 0.30% | 5,143 | -49 | -0.9% | -$1.33万 | 减仓 |
| MS | MORGAN STANLEY | $136.52万 | 0.29% | 8,295 | 11 | 0.1% | $1,810 | 加仓 |
| KO | COCA COLA CO | $134.49万 | 0.29% | 17,685 | -132 | -0.7% | -$1.00万 | 减仓 |
| IBB | ISHARES TR | $122.39万 | 0.26% | 7,248 | -54 | -0.7% | -$9,118 | 减仓 |
| QQQX | NUVEEN NASDAQ 100 DYNAMIC OV | $122.23万 | 0.26% | 45,829 | 45,829 | — | $122.23万 | 新建仓 |
| GOOGL | ALPHABET INC | $121.73万 | 0.26% | 4,233 | 0 | 0.0% | — | 不变 |
| APO | APOLLO GLOBAL MGMT INC | $121.56万 | 0.26% | 10,910 | 10,910 | — | $121.56万 | 新建仓 |
| XLU | SELECT SECTOR SPDR TR | $116.95万 | 0.25% | 25,484 | -207 | -0.8% | -$9,499 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $115.71万 | 0.25% | 3,934 | -16 | -0.4% | -$4,706 | 减仓 |
| BDJ | BLACKROCK ENHANCED EQUITY DI | $111.70万 | 0.24% | 129,581 | -5,798 | -4.3% | -$5.00万 | 减仓 |
| PGX | INVESCO EXCH TRADED FD TR II | $108.79万 | 0.23% | 99,990 | -1,959 | -1.9% | -$2.13万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $101.44万 | 0.22% | 1,678 | -9 | -0.5% | -$5,441 | 减仓 |
| DNP | DNP SELECT INCOME FD INC | $95.16万 | 0.20% | 92,387 | -11,664 | -11.2% | -$12.01万 | 减仓 |
| AMZN | AMAZON COM INC | $95.12万 | 0.20% | 4,567 | -3 | -0.1% | -$625 | 减仓 |
| DIS | DISNEY WALT CO | $89.37万 | 0.19% | 9,273 | 5 | 0.1% | $482 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $88.68万 | 0.19% | 17,666 | -243 | -1.4% | -$1.22万 | 减仓 |
| BNY | BANK NEW YORK MELLON CORP | $83.80万 | 0.18% | 7,064 | 17 | 0.2% | $2,017 | 加仓 |
| SO | SOUTHERN CO | $83.40万 | 0.18% | 8,640 | -20 | -0.2% | -$1,931 | 减仓 |
| ED | CONSOLIDATED EDISON INC | $81.54万 | 0.17% | 7,204 | -93 | -1.3% | -$1.05万 | 减仓 |
| — | EXXON MOBIL CORP | $80.63万 | 0.17% | 4,752 | -603 | -11.3% | -$10.23万 | 减仓 |
| KR | KROGER CO | $77.38万 | 0.16% | 10,694 | -57 | -0.5% | -$4,125 | 减仓 |
| SPYG | SPDR SERIES TRUST | $76.62万 | 0.16% | 7,826 | 7,826 | — | $76.62万 | 新建仓 |
| MRK | MERCK & CO INC | $75.17万 | 0.16% | 6,249 | 6,249 | — | $75.17万 | 新建仓 |
| AEP | AMERICAN ELEC PWR CO INC | $71.99万 | 0.15% | 5,492 | -13 | -0.2% | -$1,704 | 减仓 |
| ENB | ENBRIDGE INC | $70.84万 | 0.15% | 13,084 | -262 | -2.0% | -$1.42万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $68.73万 | 0.15% | 2,002 | 2 | 0.1% | $687 | 加仓 |
| IVE | ISHARES TR | $68.65万 | 0.15% | 3,251 | 3 | 0.1% | $633 | 加仓 |
| CSCO | CISCO SYS INC | $68.63万 | 0.15% | 8,845 | -219 | -2.4% | -$1.70万 | 减仓 |
| BX | BLACKSTONE INC | $63.93万 | 0.14% | 5,559 | 5,559 | — | $63.93万 | 新建仓 |
| XLF | SELECT SECTOR SPDR TR | $62.95万 | 0.13% | 12,750 | -363 | -2.8% | -$1.79万 | 减仓 |
| DE | DEERE & CO | $62.87万 | 0.13% | 1,116 | -23 | -2.0% | -$1.30万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $61.37万 | 0.13% | 900 | -2 | -0.2% | -$1,364 | 减仓 |
| PG | PROCTER & GAMBLE CO | $60.78万 | 0.13% | 4,208 | -133 | -3.1% | -$1.92万 | 减仓 |
| TXN | TEXAS INSTRS INC | $60.48万 | 0.13% | 3,115 | -59 | -1.9% | -$1.15万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $59.00万 | 0.13% | 987 | 1 | 0.1% | $598 | 加仓 |
| JPC | NUVEEN PFD & INCOME OPPORTUN | $58.59万 | 0.12% | 77,701 | -7,653 | -9.0% | -$5.77万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $57.60万 | 0.12% | 9,402 | -65 | -0.7% | -$3,982 | 减仓 |
| GOOG | ALPHABET INC | $57.14万 | 0.12% | 1,992 | 2 | 0.1% | $574 | 加仓 |
| MET | METLIFE INC | $56.78万 | 0.12% | 8,028 | -552 | -6.4% | -$3.90万 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $54.63万 | 0.12% | 6,664 | -2 | -0.0% | -$164 | 减仓 |
| BTZ | BLACKROCK CR ALLOCATION | $51.04万 | 0.11% | 50,539 | -3,465 | -6.4% | -$3.50万 | 减仓 |
| AB | ALLIANCEBERNSTEIN HLDG L P | $50.37万 | 0.11% | 13,454 | -943 | -6.5% | -$3.53万 | 减仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $49.89万 | 0.11% | 2,448 | 105 | 4.5% | $2.14万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $48.64万 | 0.10% | 488 | -7 | -1.4% | -$6,978 | 减仓 |
| FPE | FIRST TR EXCH TRADED FD III | $48.44万 | 0.10% | 27,291 | 5,442 | 24.9% | $9.66万 | 加仓 |
| PFE | PFIZER INC | $46.64万 | 0.10% | 16,608 | 94 | 0.6% | $2,640 | 加仓 |
| C | CITIGROUP INC | $46.53万 | 0.10% | 4,103 | 4,103 | — | $46.53万 | 新建仓 |
| SPGI | S&P GLOBAL INC | $45.52万 | 0.10% | 1,070 | -8 | -0.7% | -$3,403 | 减仓 |
| LAZ | LAZARD INC | $44.12万 | 0.09% | 10,385 | 10,385 | — | $44.12万 | 新建仓 |
| COP | CONOCOPHILLIPS | $44.06万 | 0.09% | 3,338 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD WHITEHALL FDS | $43.40万 | 0.09% | 2,931 | -124 | -4.1% | -$1.84万 | 减仓 |
| SPHD | INVESCO EXCH TRADED FD TR II | $43.19万 | 0.09% | 8,707 | -200 | -2.2% | -$9,922 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $42.45万 | 0.09% | 1,403 | -8 | -0.6% | -$2,420 | 减仓 |
| AMLP | ALPS ETF TR | $42.07万 | 0.09% | 7,992 | 7,992 | — | $42.07万 | 新建仓 |
| RJF | RAYMOND JAMES FINL INC | $41.96万 | 0.09% | 2,898 | -27 | -0.9% | -$3,909 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $41.91万 | 0.09% | 1,610 | -13 | -0.8% | -$3,384 | 减仓 |
| BLK | BLACKROCK INC | $41.78万 | 0.09% | 434 | 434 | — | $41.78万 | 新建仓 |
| LOW | LOWES COS INC | $39.40万 | 0.08% | 1,667 | -22 | -1.3% | -$5,199 | 减仓 |
| MCK | MCKESSON CORP | $39.35万 | 0.08% | 455 | 1 | 0.2% | $865 | 加仓 |
| SHEL | SHELL PLC | $39.28万 | 0.08% | 4,224 | -26 | -0.6% | -$2,418 | 减仓 |
| TSLA | TESLA INC | $38.92万 | 0.08% | 1,047 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $38.70万 | 0.08% | 1,364 | 1,364 | — | $38.70万 | 新建仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $37.80万 | 0.08% | 1,758 | -3 | -0.2% | -$645 | 减仓 |
| — | HONEYWELL INTL INC | $37.32万 | 0.08% | 1,651 | -16 | -1.0% | -$3,617 | 减仓 |
| CII | BLACKROCK ENHANCED LARGE CAP | $36.89万 | 0.08% | 17,548 | -3,699 | -17.4% | -$7.78万 | 减仓 |
| BTI | BRITISH AMERN TOB PLC | $36.04万 | 0.08% | 6,163 | -610 | -9.0% | -$3.57万 | 减仓 |
| TJX | TJX COS INC NEW | $35.75万 | 0.08% | 2,239 | 5 | 0.2% | $798 | 加仓 |
| XBI | SPDR SERIES TRUST | $35.14万 | 0.07% | 2,751 | 0 | 0.0% | — | 不变 |
| HPQ | HP INC | $34.64万 | 0.07% | 18,033 | 18,033 | — | $34.64万 | 新建仓 |
| GSK | GSK PLC | $33.90万 | 0.07% | 6,142 | 6,142 | — | $33.90万 | 新建仓 |
| EMR | EMERSON ELEC CO | $33.70万 | 0.07% | 2,572 | -7 | -0.3% | -$917 | 减仓 |
| RSG | REPUBLIC SVCS INC | $33.50万 | 0.07% | 1,529 | -5 | -0.3% | -$1,095 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $33.28万 | 0.07% | 2,542 | 2,542 | — | $33.28万 | 新建仓 |