巴菲特又赢了？年内减仓苹果，现金储备创新高

Core Viewpoint - Warren Buffett's Berkshire Hathaway has initiated a risk-averse strategy amid external market pressures, significantly reducing its holdings in Apple and Bank of America while increasing its stake in Swiss Re [1] Group 1: Investment Actions - Berkshire Hathaway has substantially reduced its Apple holdings from 300 million shares to 238.2 million shares, selling nearly three-quarters of its original 905 million shares [1] - The company has increased its investment in Swiss Re, indicating a shift in focus towards insurance [1] - Berkshire's cash reserves have reached a record high of $381.7 billion, reflecting a cautious approach in the current market environment [1] Group 2: Market Context - Despite a tech-driven bull market in the U.S. stock market, Berkshire Hathaway has net sold stocks for 12 consecutive quarters [1] - Apple remains the largest holding for Berkshire, valued at approximately $60.7 billion as of the end of September [1]