| SSPDR标普500 ETFSPY |
| 22.03% | 22.19% | $1.82亿 | 42.6万股 | $1.89亿 | 42.5万股 | +703股+0.17% | 加仓 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 10.67% | 10.09% | $8,817.8万 | 175.7万股 | $8,571.2万 | 170.9万股 | +4.8万股+2.79% | 加仓 |
| IiShares安硕信托ICSH |
| 4.21% | 4.05% | $3,476.7万 | 69.0万股 | $3,440.1万 | 68.4万股 | +6,185股+0.90% | 加仓 |
 亚马逊AMZN |
| 4% | 4.04% | $3,304.5万 | 26.0万股 | $3,436.2万 | 26.4万股 | -3,646股-1.38% | 减仓 |
 微软MSFT |
| 3.77% | 3.96% | $3,119.0万 | 9.9万股 | $3,367.6万 | 9.9万股 | -108股-0.11% | 减仓 |
 礼来LLY |
| 3.5% | 2.98% | $2,896.3万 | 5.4万股 | $2,534.2万 | 5.4万股 | -115股-0.21% | 减仓 |
 好市多COST |
| 3.17% | 2.96% | $2,622.8万 | 4.6万股 | $2,511.8万 | 4.7万股 | -231股-0.50% | 减仓 |
 安费诺APH |
| 2.96% | 2.92% | $2,444.1万 | 29.1万股 | $2,478.5万 | 29.2万股 | -765股-0.26% | 减仓 |
 QUANTA SVCSPWR |
| 2.78% | 2.85% | $2,300.3万 | 12.3万股 | $2,421.8万 | 12.3万股 | -317股-0.26% | 减仓 |
| T赛默飞世尔TMO |
| 2.61% | 2.62% | $2,158.3万 | 4.3万股 | $2,225.7万 | 4.3万股 | -18股-0.04% | 减仓 |
 摩根大通JPM |
| 2.59% | 2.52% | $2,136.8万 | 14.7万股 | $2,137.8万 | 14.7万股 | +354股+0.24% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 2.57% | 2.45% | $2,123.0万 | 6.1万股 | $2,084.6万 | 6.1万股 | -526股-0.86% | 减仓 |
 福泰制药VRTX |
| 2.5% | 2.46% | $2,064.1万 | 5.9万股 | $2,087.4万 | 5.9万股 | +42股+0.07% | 加仓 |
| S道富XLI |
| 2.48% | 2.55% | $2,048.7万 | 20.2万股 | $2,165.9万 | 20.2万股 | +267股+0.13% | 加仓 |
 埃森哲ACN |
| 2.46% | 2.41% | $2,029.7万 | 6.6万股 | $2,044.3万 | 6.6万股 | -157股-0.24% | 减仓 |
 美国运通AXP |
| 2.37% | 2.7% | $1,962.8万 | 13.2万股 | $2,294.6万 | 13.2万股 | -155股-0.12% | 减仓 |
| PPROLOGIS COMPLD |
| 2.18% | 2.31% | $1,802.5万 | 16.1万股 | $1,963.1万 | 16.0万股 | +556股+0.35% | 加仓 |
| S道富·EET HEALTH CARE SELECT SECTOR SPDR ETFXLV |
| 2.12% | 2.11% | $1,751.3万 | 13.6万股 | $1,796.4万 | 13.5万股 | +688股+0.51% | 加仓 |
 WASTE MGMT DELWM |
| 2.06% | 2.27% | $1,700.0万 | 11.2万股 | $1,926.6万 | 11.1万股 | +426股+0.38% | 加仓 |
 LOWES COS COMLOW |
| 1.89% | 1.99% | $1,558.4万 | 7.5万股 | $1,693.4万 | 7.5万股 | -48股-0.06% | 减仓 |
 NORTHROP GRUMMAN COMNOC |
| 1.78% | 1.79% | $1,470.5万 | 3.3万股 | $1,522.3万 | 3.3万股 | +9股+0.03% | 加仓 |
 苹果AAPL |
| 1.75% | 1.96% | $1,448.8万 | 8.5万股 | $1,662.7万 | 8.6万股 | -1,100股-1.28% | 减仓 |
| SSPDR行业精选信托XLF |
| 1.68% | 1.66% | $1,390.5万 | 41.9万股 | $1,408.8万 | 41.8万股 | +1,287股+0.31% | 加仓 |
| IiShares安硕信托IEFA |
| 1.63% | 1.7% | $1,344.9万 | 20.9万股 | $1,446.9万 | 21.4万股 | -5,359股-2.50% | 减仓 |
| G通用动力VTI |
| 1.55% | 1.59% | $1,279.5万 | 6.0万股 | $1,354.9万 | 6.2万股 | -1,271股-2.07% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.59% | 0.53% | $486.9万 | 3.7万股 | $446.7万 | 3.7万股 | 00.00% | 持仓不变 |
 宝洁PG |
| 0.58% | 0.59% | $479.1万 | 3.3万股 | $502.2万 | 3.3万股 | -254股-0.77% | 减仓 |
| SSPDR行业精选信托XLK |
| 0.55% | 0.57% | $458.3万 | 2.8万股 | $487.4万 | 2.8万股 | -78股-0.28% | 减仓 |
| S道富SPYX |
| 0.47% | 0.47% | $386.0万 | 11.1万股 | $402.0万 | 11.1万股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELLIWF |
| 0.42% | 0.43% | $347.6万 | 1.3万股 | $365.9万 | 1.3万股 | -229股-1.72% | 减仓 |
 谷歌AGOOGL |
| 0.41% | 0.36% | $335.2万 | 2.6万股 | $306.6万 | 2.6万股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.A |
| 0.32% | 0.3% | $265.7万 | 5股 | $258.9万 | 5股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VOO |
| 0.29% | 0.34% | $237.8万 | 6,056股 | $285.3万 | 7,005股 | -949股-13.55% | 减仓 |
| IiShares安硕信托IWD |
| 0.25% | 0.25% | $202.6万 | 1.3万股 | $210.7万 | 1.3万股 | 00.00% | 持仓不变 |
 百事可乐PEP |
| 0.23% | 0.23% | $188.1万 | 1.1万股 | $194.8万 | 1.1万股 | +585股+5.56% | 加仓 |
| IiShares安硕信托IVV |
| 0.21% | 0.14% | $170.4万 | 3,967股 | $120.2万 | 2,697股 | +1,270股+47.09% | 加仓 |
| IiShares安硕信托SDG |
| 0.19% | 0.2% | $158.7万 | 2.1万股 | $168.4万 | 2.1万股 | 00.00% | 持仓不变 |
| I景顺交易所交易基金信托RSP |
| 0.17% | 0.11% | $139.5万 | 9,845股 | $89.7万 | 5,995股 | +3,850股+64.22% | 加仓 |
| IiShares安硕·COREIJR |
| 0.11% | 0.11% | $91.8万 | 9,727股 | $96.9万 | 9,727股 | 00.00% | 持仓不变 |
 默沙东MRK |
| 0.11% | 0.11% | $91.0万 | 8,836股 | $93.3万 | 8,086股 | +750股+9.28% | 加仓 |
 麦当劳MCD |
| 0.11% | 0.12% | $89.4万 | 3,392股 | $101.2万 | 3,392股 | 00.00% | 持仓不变 |
 可口可乐KO |
| 0.11% | 0.11% | $88.2万 | 1.6万股 | $94.9万 | 1.6万股 | 00.00% | 持仓不变 |
| SSPROTT ASSET MANAGEMENT PHYSICAL GOLD TRPHYS |
| 0.1% | 0.11% | $86.4万 | 6.0万股 | $90.0万 | 6.0万股 | 00.00% | 持仓不变 |
| EENTERPRISE BANCORP INC MASS COM |
| 0.1% | 0.11% | $85.7万 | 3.1万股 | $90.6万 | 3.1万股 | 00.00% | 持仓不变 |
 埃克森美孚XOM |
| 0.1% | 0.08% | $84.8万 | 7,209股 | $65.1万 | 6,073股 | +1,136股+18.71% | 加仓 |
| IiShares安硕·RUSSELL MIDCAP ETFIWR |
| 0.09% | 0.09% | $75.6万 | 1.1万股 | $79.7万 | 1.1万股 | 00.00% | 持仓不变 |
 强生JNJ |
| 0.09% | 0.08% | $72.5万 | 4,652股 | $64.9万 | 3,919股 | +733股+18.70% | 加仓 |
 思科CSCO |
| 0.08% | 0.08% | $68.2万 | 1.3万股 | $65.6万 | 1.3万股 | 00.00% | 持仓不变 |
| IiShares安硕信托IVW |
| 0.08% | 0.08% | $68.1万 | 9,953股 | $70.1万 | 9,953股 | 00.00% | 持仓不变 |
 迪士尼DIS |
| 0.08% | 0.08% | $64.0万 | 7,895股 | $68.7万 | 7,700股 | +195股+2.53% | 加仓 |
