苹果已经是老巴连续两个季度减持，而且这次的减持力度远远大于上次。老巴持有苹果的仓位依然太高（超过第二持仓将近1000亿美元），更大的减持恐怕还在后面。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% |
