老巴一旦開始減持一隻股票，就會不斷地減持。

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%