13F 机构持仓

Shulman DeMeo Asset Management LLC

LAKE SUCCESS NY · SEC CIK 0001767070

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$5.35亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

SPY 52.0%
DIA 5.8%
QQQ 5.8%
AAPL 3.4%
EFA 2.8%
IVV 2.7%
IJR 2.4%
MDY 2.3%
XLK 1.2%
SDY 1.2%

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 9420.6% $9.79万 加仓
IVV ISHARES TR $1,453.58万2.72%19,410 160.1% $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%35,055 500.1% $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%7,882 140.2% $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 70.4% $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 1734.1% $6.18万 加仓
KO COCA COLA CO $143.84万0.27%17,699 140.1% $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 00.0% — 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 1503.3% $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%7,087 230.3% $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 90.3% $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%1,988 231.2% $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 80.1% $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 1100.6% $4,657 加仓
AEP AMERICAN ELEC PWR CO INC $75.20万0.14%5,496 40.1% $547 加仓
IVE ISHARES TR $73.91万0.14%3,255 40.1% $908 加仓
GOOG ALPHABET INC $70.42万0.13%1,993 10.1% $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 20.2% $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%5,570 110.2% $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 1265.1% $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%1,388 241.8% $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%9,420 180.2% $956 加仓
FPE FIRST TR EXCH TRADED FD III $48.80万0.09%27,291 00.0% — 不变
AB ALLIANCEBERNSTEIN HLDG L P $48.01万0.09%13,633 1791.3% $6,304 加仓
AXP AMERICAN EXPRESS CO $47.64万0.09%1,408 50.4% $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 40.8% $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%1,074 272.6% $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%10,417 320.3% $1,342 加仓
SPGI S&P GLOBAL INC $43.63万0.08%1,071 10.1% $407 加仓
XBI SPDR SERIES TRUST $43.53万0.08%2,751 00.0% — 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%444 102.3% $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 48830.3% $9.76万 加仓
VIG VANGUARD SPECIALIZED FUNDS $41.62万0.08%1,759 10.1% $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%18,073 400.2% $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 1144.4% $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 1014.5% $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 10.1% $330 加仓