蘋果已經是老巴連續兩個季度減持,而且這次的減持力度遠遠大於上次。老巴持有蘋果的倉位依然太高(超過第二持倉將近1000億美元),更大的減持恐怕還在後麵。YMYD。
he comparisons vs. a year-ago are as follows:
Stake (Q1’24) |
Stake (Q1’23) |
Change |
Apple |
$135.4B |
$174.3B |
(-22.32%) |
Bank of America |
$39.2B |
$34.8B |
+12.64% |
American Express |
$34.5B |
$28.4B |
+21.48% |
Coca-Cola |
$24.5B |
$23.6B |
+3.81% |
Chevron |
$19.4B |
$18.8B |
+3.19%
|
|