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巴菲特的波克夏在Q1銀行危機時期的最大動作，是加碼最大持股蘋果AAPL，以及美國銀行BAC各2%，只是因為股價AAPL漲而BAC跌，使得AAPL在他的投資組合佔比達到了更高46.44%（當然要注意巴菲特還有許多全資控股的未上市公司，整體投資組合Apple佔比其實是小於35%）。

另一大動作則是減碼18%的能源股雪佛龍 CVX，價值超過49億。但也持續加倉8%約10億美金的西方石油OXY。另一個繼續小幅加倉15%的是HPQ約4.8億，GM則是減碼20%約3.6億。

Q1 完全清倉的則是金融股紐約梅隆銀行BK以及美國合眾銀行USB，另外把台積電剩下的股份也全部賣掉。

新建倉規模比較顯著的是買超過9億的金融股Capital One第一資本信貸COF，以資產規模來說Capital One也是全美前10大的銀行。

《巴菲特對台積電恐懼時，這些科技成長股的大買家開始貪婪》
https://ieobserv.com/13F23Q1

Patreon版本：https://www.patreon.com/posts/13f-q1yin-xing-83060753

IEObserve 國際經濟觀察
巴菲特的波克夏在Q1銀行危機時期的最大動作，是加碼最大持股蘋果AAPL，以及美國銀行BAC各2%，只是因為股價AAPL漲而BAC跌，使得AAPL在他的投資組合佔比達到了更高46.44%（當然要注意巴菲特還有許多全資控股的未上市公司，整體投資組合Apple佔比其實是小於35%）。

另一大動作則是減碼18%的能源股雪佛龍 CVX，價值超過49億。但也持續加倉8%約10億美金的西方石油OXY。另一個繼續小幅加倉15%的是HPQ約4.8億，GM則是減碼20%約3.6億。

Q1 完全清倉的則是金融股紐約梅隆銀行BK以及美國合眾銀行USB，另外把台積電剩下的股份也全部賣掉。

新建倉規模比較顯著的是買超過9億的金融股Capital One第一資本信貸COF，以資產規模來說Capital One也是全美前10大的銀行。

《巴菲特對台積電恐懼時，這些科技成長股的大買家開始貪婪》
https://ieobserv.com/13F23Q1

Patreon版本：https://www.patreon.com/posts/13f-q1yin-xing-83060753
vocus.cc
13F：Q1銀行危機巴菲特加倉？成長股大買家默默加碼台積電｜方格子 vocus
巴菲特的波克夏在Q1銀行危機時期的最大動作，是加碼最大持股蘋果AAPL，以及美國銀行BAC各2%，只是因為股價AAPL漲而BAC跌，使得AAPL在他的投資組合佔比達到了更高46.44%。 另一大動作則是減碼18%的能源股雪佛龍 CVX，價值超過49億。但也持續加 13F, 波克夏, Tesla, 加碼, 持股, 巴菲特, 銀行, 金融股, Google, 危機, 台積電, 波克夏
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Telegram announces Anonymous Admins

The cloud-based messaging platform is also adding Anonymous Group Admins feature. As per Telegram, this feature is being introduced for safer protests. As per the Telegram blog post, users can “Toggle Remain Anonymous in Admin rights to enable Batman mode. The anonymized admin will be hidden in the list of group members, and their messages in the chat will be signed with the group name, similar to channel posts.”

巴菲特的波克夏在Q1銀行危機時期的最大動作，是加碼最大持股蘋果AAPL，以及美國銀行BAC各2%，只是因為股價AAPL漲而BAC跌，使得AAPL在他的投資組合佔比達到了更高46.44%（當然要注意巴菲特還有許多全資控股的未上市公司，整體投資組合Apple佔比其實是小於35%）。

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